Additional Required Training
All virtual volunteers must complete the following additional training courses prior to their first shift:
Virtual Tax Prep Process (CWF online course)
How to use Slack (CWF online course)
Intake Specialist (Hub training)
Tax Preparer (Hub training)
Want to test out the Hub?
There is a demo version you can try out. Email taxvolunteer@cwfphilly.org to request an account.
Begin your training journey by selecting your role below:
Trainings hosted by
As you work your way through the online courses, you will be guided through each step required to certify at Basic and/or Advanced. When you complete the prerequisite course of a webinar, be sure to save the Zoom link on the last slide. Register for the Live Webinars and/or Live Q&A sessions on our volunteer portal, Volunteerhub.
Additional Training Resources
In addition to the content, you will learn in the online training courses, you can also refer to these supplemental resources from our partner, Prosperity Now:
- Types of Income
- Adjustments
- Deductions
- Refundable Credits
- Education Credits
- Affordable Care Act
- Finishing the Return
- What’s New for Returning Volunteers (Basic & Adv)
- Foreign Student (IRS course)
- Military (IRS course)
IRS Publications
- Publication 4012
Tax preparation for training and a resource utilized at all VITA sites. (hard copies available for pickup from Jonathan) - Publication 6744
Test booklet for all certification exams on Link & Learn. (hard copies available for pickup from Jonathan) - Publication 4491
- VTA Alert #1
Corrections/updates to the 2021 Basic, Advanced and Military exams. Prior to certifying on Link&Learn, be sure to review this notice to ensure you have all the correct information to pass the exams. - VTA Alert #2
Corrections/updates to the 2021 Foreign Student exam. Prior to certifying on Link&Learn, be sure to review this notice to ensure you have all the correct information to pass the exam.
- VTA Alert #1
- Publication 4491X
- Publication 17 Tax Guide
- Publication 5299 Quality Review Refresher
- Publication 4011 Foreign Student & Scholar Resource Guide
- TaxSlayer Practice Lab – Generic password is: TRAINPROWEB (all caps)
Webinars
Live Webinars
Recorded Webinars
Click here to watch recorded webinars. If you do not have the password, email us.
NEW! Resources from our Partners @ United Way
- 2021 IRS Certification Study Guides:
- Quick Quizzes
- Filing Status, Filing Requirement, and Child Tax Credit (5 questions)
- Education Expenses & Credits (4 Questions)
- Education Credits and Married Filing Separately (6 Questions)
- Child Tax Credits and Tip Income (7 questions)
- Child Tax Credit & Credit for Other Dependent (8 questions)
- Filing Status, Filing Requirement, and Child Tax Credit (5 questions)
- IRS Certification Answers Guide
Are you unsure about your answers? Use these tools to double-check the answers you have prior to submitting your answers on Link&Learn.
Virtual Tax Prep Training
- All virtual volunteers must complete the following additional training courses prior to their first shift:
- Virtual Tax Prep Process (CWF online course)
- How to use Slack (CWF online course)
- Intake Specialist (Hub training)
- Tax Preparer (Hub training)
- Want to test out the Hub? There is a demo version you can try out. Email taxvolunteer@cwfphilly.org to request an account.