Additional Tax-Aide Training Materials are in the Portal: Libraries
Introduction to Portal Libraries
  This page will be updated as TY2018 materials become available.
Required - Policy & Procedures
Training for TY2017 pptx   pdf
IRS Link & Learn
(links are Updated each November)
Training - Advanced Course
Certification Tests
Guidelines for LC Training
LC Required Training
  Presentation 57 Slides
PDF - 10/22/2018
Facilitators/Greeters Training
Volunteer Stds of Conduct
Training & Test - Pub 4961
Intake/Interview & QR
Training & Test - Pub 5101
Living Situations Quiz PDF
How it affects the return - 9 Scenerios
Certain Medicaid Waiver Payments May Be Excludable From Income
IRS Notice 2014-7   Reviewed Aug 2017
Screening Tool for Facilitators
for Federal and AZ TY17
TY2018 Policy & Procedures Manual
IRS Training Materials and Forms from (updated automatically)
Pub 4491 2018 Training Guide Form 13614c - See Intake Booklet TY2018
Pub 4491-X 2017 Training Supplement Form 13614c (SP)  Spanish Intake Sheet - 2018
Pub 4961 Vol. Stds of Conduct Course/Test Form 6744 Test Book 2017
Pub 5157A ACA Scenarios 2017 Pub 4942 HSA Course/Test 2017
Pub 5187 Affordable Care Act Overview Pub 4012 Volunteer Resource Guide TY17
Pub 4731 Cancellation of Debt (1099C) Pub 4299 Privacy, Confidentiality ... - 2018
Form 13615 Volunteer Agreement - 2018 Pub 17 Your Federal Income Tax  Pub 17 Changes
Pub 4012 - NTTC - TY2017
Pub 4491 with NTTC Modifications
Tax-Aide Intake Booklet TY2018
Military Certification  - 27 pages
IRS Notice on Certification Testing
Education Credit Exercise - Dale