Thank you for making a difference in your community by volunteering with Tax-Aid!

The grid below outlines the training we recommend for you to complete so you have the most successful volunteer experience at the tax site. The links below contain access to videos and PDF handouts. You can access the videos and PDF handouts in two ways:

Each module includes both audio and visual portions so please make sure you have speakers or headphones connected to your computer.

2016 Tax-Aid Volunteer Training grid

2016 Tax-Aid Volunteer Training – Download and click on the to access training.

 

Tax-Aid Recommended Volunteer Training by Volunteer Roles 2015

✔ = recommended ★ = optional
Training
(Length)
Greeter

TranslatorNew Tax Preparation Volunteer
Experienced Tax Preparation Volunteer
Access Training Link by coping and pasting into your browser

Access Training handout by copying and pasting the link into your browser
Click on the link to view PDF
Welcome to
Tax-Aid
(5 minutes)

https://www.youtube.com/watch?v=rXmbZZvCvmI&feature=youtu.be

http://www.tax-aidtraining.org/assets/train_pres_well.ethics.pdf
General Information
(9 minutes)
https://www.youtube.com/watch?v=-SVrjf27RWM&feature=youtu.be&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRKhttps://www.tax-aid.org/wp-content/uploads/2015/01/Tax-Aid-General-Information1.pdf
Tax Law Basics
7 modules
(1.25 hours)
https://www.youtube.com/watch?v=u-1xIUVYOyU&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=2

https://www.youtube.com/watch?v=cNCuuWGzU_k&index=3&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK

https://www.youtube.com/watch?v=gOWHPyFnfZE&index=4&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK

https://www.youtube.com/watch?v=dr0pAEmPGeQ&index=5&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK

https://www.youtube.com/watch?v=rt29S5I8-sQ&index=6&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK

https://www.youtube.com/watch?v=7C-wZz0aPVI&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=7

https://www.youtube.com/watch?v=Xgo0Uqdg45g&index=8&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK

https://www.tax-aid.org/wp-content/uploads/2015/01/Tax-Aid-Income-Tax-Basics-16.pdf
Lacerte Tax Software
(varies)
http://learn.intuit.com/learncenter.asp?id=178421&page=24http://learn.intuit.com/learncenter.asp?id=178421&page=24
What’s New (Experienced Training)
4 modules (50 minutes)
https://www.youtube.com/watch?v=XkjGXtqWMB0&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=9

https://www.youtube.com/watch?v=ryq-aWvUnVU&index=10&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK

https://www.youtube.com/watch?v=XxY3Ig2gXBA&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=11

https://www.youtube.com/watch?v=ZPORxJ9dCqY&index=12&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK
https://www.tax-aid.org/wp-content/uploads/2015/01/Tax-Aid-Experienced-Training1.pdf
Elective: Affordable
Care Act (ACA)
(8 minutes)
https://www.youtube.com/watch?v=EaMPpmEC8JQ&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=13https://www.tax-aid.org/wp-content/uploads/2015/01/ACA.pdf
Elective: Identity Theft
(5 minutes)
https://www.youtube.com/watch?v=PPDPuR9Bah0&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=14http://www.tax-aidtraining.org/assets/tax-aid---id-theft.pdf
Total Recommended Training Time
14 minutes
Approximately 1 hours 30 minutes
Approximately 2 hours 5 minutes
Approximately 2 hours 30 minutes

 

 

 

 

 

Tax-Aid is offering virtual tax services

Go to the Need Tax Help page for further details.

 
Tax-Aid se ofrece servicios de impuestos virtuales. Visite la pagina Necesita ayuda con los impuestos para mas informacion.
 
Tax-Aid 当前提供虚拟税务服务。 请发送电子邮件至admin@tax-aid.org或致电415-229-9240。