All VITA/TCE volunteers must pass the following certification tests with a score of 80% or higher.
- Site Coordinator (if volunteering for this role)
- Volunteers Standard of Conduct – Ethics Training
- Intake/Interview and Quality Review Training
- Either Basic tax law or Advanced Tax Law (adv. Test is a stand-alone test.. There’s no requirement to pass the Basic test first)
Details
| Name | Download Training Materials & Resources |
|---|---|
| Description | Once you have created an account, SAVE your username and password someplace you can easily access later. Next, you want to DOWNLOAD the following training materials & resources:
UPDATE RE: IRS 2025 One Big Beautiful Bill Act (OBBA) Background: The Form 6744 VITA/TCE Volunteer Test/Retest questions are based on pre-OBBBA tax law. Therefore, all test answers are also based on pre-OBBBA tax law in effect at the time. This may cause volunteers to make inadvertent errors when completing certification tests. Message for volunteers: Volunteers should base their certification test/retest answers using the tax law content shown in the lessons of the Publication 4491 and Publication 4012. Volunteers should NOT base their test/retest answers on OBBBA tax law changes. The Link & Learn Taxes Certification site is programmed for pre-OBBBA tax law answers only. |
| Registrations | 2 out of Unlimited |
| Date & Time | Wed, Nov 26, 2025 10:00am - Thu, Nov 26, 2026 2:00pm |
| Location | 218 North 3rd Street Burlington, Iowa 52601 United Way Office |
Location: 218 North 3rd Street, Burlington, Iowa 52601United Way Office
Registrations
| Registrant |
|---|
| Private User |
| Kaylie H. |
