Welcome to the volunteer training resource page set up to provide resources to volunteers training to become a free tax preparer. The information below is created to assist you in your IRS certification as a volunteer for VITA Services for West Michigan. The training materials are for you to view at your convenience. If you have any questions on using the materials or the tax information provided, please do not hesitate to contact the program coordinator. These online modules provide an opportunity to learn at your own pace and at your convenience.

Please utilize the resources below. The supplemental materials in each module are referenced during the training video so it is suggested to print them out prior to viewing. If you are unable to print them, please contact the program coordinator to have the documents sent to you.

There are hard copies of some of the materials and an orientation to the program is highly encouraged prior to training.

 


Introduction to VITA services and becoming a volunteer

  1. Introduction Training Video
  2. Introduction Presentation
  3. Password and Training Access Information Sheet


Federal Tax Law Training

Part 1: Volunteering, Filing Basics, and Screening / Interviewing

Part 2: Start the Tax
Return, Exemptions, and Filing Status

Part 3: Income

Part 4: Adjustments and Deductions

Part 5: Credits, Other Taxes, and Finishing a Return

 


Affordable Care Act

  1. 2017 ACA Training Video
  2. 2017 ACA Training Presentation

State of Michigan Tax Law Training

Aside from the training itself, there are plentiful practice examples and situations available.

  1. State of Michigan Tax Preparation Training Video
  2. State of Michigan Tax Preparation Presentation
  3. County Codes
  4. School District Codes

State of Michigan - City Tax Law Training

  1. City Training Video
  2. City Training Presentation



Extra Supplemental Materials

  1. VolunteerHub Video – demonstration on how to sign up and use the Volunteer Hub. The Volunteer Hub is the software used to manage the volunteer and training opportunities for VITA Services for West Michigan.
  2. Property Tax Credits and Home Heating Credits – a lot of people go to the VITA tax sites to complete a “credit only” return. Included is a demonstration video showing focus on the Michigan state credits, the Homestead Property Tax Credit and the Home Heating Credit.
  3. Answer key for the 4491W practice problems – this is the listing by line items of the answers for the practice problem
  4. Test Your Knowledge – Although there is no certification test for state tax law information, this is an assessment to test your knowledge. If should help provide a way to make sure you understand the main concepts of state tax law knowledge.


After reviewing all the material please refer to the Link and Learn home page to access the certification test:

www.linklearncertification.com


Please contact the program coordinator with any questions:
Carl Lewis
231-722-7871, ext. 256
clewis@goodwillwm.org