All VITA/TCE volunteers must pass the following certification tests with a score of 80% or higher.

  1. Site Coordinator (if volunteering for this role)
  2. Volunteers Standard of Conduct – Ethics Training
  3. Intake/Interview and Quality Review Training
  4. 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

NameDownload 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.  

Registrations2 out of Unlimited
Date & TimeWed, 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 52601
United Way Office

Registrations

1 - 2 of 2 Registrations
Registrant
Private User
Kaylie H.