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Training and Reference Material

Volunteer Responsibilities:
As a volunteer tax preparer, you will be looking at a significant amount of private and financial information. You are required to follow the security and confidentiality rules as were explained in your VITA training. Do not take this responsibility lightly.

Also, note that on this page we have provided you with links to a majority of the electronic versions of training materials, publications and useful websites. Please become familiar with this material in order to more accurately prepare Income Tax returns as a volunteer tax assistor.

Visit the IRS Volunteer Tax Return Preparation - Training Scope and Products website for a complete listing of training materials

IRS Frequently asked Questions (FAQ's)

 

Quick Resources

2007 IRS Publication 17

IRS Official Website

Volunteer Student Guide

IRS Volunteer Resource Guide

E-file 2007 Admin Guide

Survey Sheet Setup

English Survey sheet 

Spanish Survey sheet

Pub 4327 ITIN Brochure (SP)

 

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