Free Tax Prep Volunteer Hub

Welcome to the Free Tax Prep Volunteer Hub! Whether you’re a new or returning volunteer, you’ll find on-demand training, IRS publications and other resources to help you prepare for tax season and feel confident in your role.

We’ll continue to add resources throughout the tax season, including coordinator tools, IRS Volunteer Income Tax Assistance (VITA) program updates and marketing materials. Check back regularly for the latest information and resources to support your volunteer experience.

Training Resources

Use these on-demand training videos and other resources to prepare for certification.

Training Videos

Volunteer Information Overview

10:12

Tech Training

18:17

Volunteer Training Part A

2:27:38

Volunteer Training Part B

3:08:37

Returning Volunteers

1:42:08

State Returns

1:14:56

Special Topics

1:20:14

Want to join a live training session?

IRS Publications

Here you’ll find IRS publications to reference during training, certification and tax preparation. Use these guides to review tax law, answer questions and follow VITA requirements.

Certification & Testing

6744

Volunteer Assistor’s Test/Retest

4961

Volunteer Standards of Conduct – Ethics Training

5838

Intake/Interview and Quality Review Handbook

4491

Training Guide

4491-X

Training Supplement

5101

Intake/Interview and Quality Review Training

Tax Certification

17

Your Federal Income Tax (For Individuals)

4012

Volunteer Resource Guide

Tax Site Operations

5088

Site Coordinator Training

5683

Handbook for Partners and Site Coordinators

4299

Privacy, Confidentiality, and Civil Rights – A Public Trust

5166

Volunteer Quality Site Requirements

Coordinator Resources

These tools and guides will help you manage your site and support your volunteers. This section includes resources for planning, reporting and keeping site operations running smoothly. 

Site Management
Volunteer Engagement
Marketing Resources

This section brings together flyers and other materials to help you promote Free Tax Prep. Share these resources with your community to connect clients with our services and encourage volunteers to get involved. 

IRS/VITA Communications

Stay informed with updates and announcements from the IRS. Check this section for information that may affect tax preparation, volunteer responsibilities or site procedures. 

Virtual Tax Prep

These resources support volunteers using GetYourRefund and participating in our virtual tax prep pilot. You’ll find guidance for navigating the platform, communicating with clients and preparing and reviewing returns remotely. 

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