Training Resource Page

Post

Follow these simple steps to train and certify to be a tax preparation volunteer.

STEP #1: MATERIALS TO HELP YOU STUDY

A variety of materials are available to help you complete your training and certify. If you are new to our program, we advise you begin with the orientation videos.

Session #1 Materials

Training session #1 was held on Saturday, November 6, 2021. Unfortunately, the recording for this training was lost due to technical errors. For those that missed the session or wish to review the material we recommend using the resources below. Our apologies for any confusion.

MATERIALS FOR SELF STUDY

Orientation Videos

   Resource Road Map

  • Click the related link to the right to download the Excel Workbook Road Map 2.0.

 Presentations & Practice Materials

     Training Publications

    Online Instruction

 

STEP #2: PLAY AROUND IN PRACTICE LAB

To complete some of the exercises for the certification, you will want to access the tax preparation software.  The password for the practice lab is TRAINPROWEB (all caps).  You can access the Practice Lab here.  

 

STEP #3: ARE YOU READY TO CERTIFY?

To register and complete certification go to www.linklearncertification.com

 

STEP #4: SUBMIT YOUR VOLUNTEER AGREEMENT

After completing your certification exams you will be able to electronically sign your volunteer agreement by checking the box in your Link & Learn account in the upper right hand corner.

Please email Anita Flores (anita.flores@uwccr.org) with your signed volunteer agreement and indicate in which type of volunteer role you are interested: In-Person Preparer, Virtual Preparer, or Drop-Off Facilitator. You may choose more than one role.

 

ADDITIONAL RESOURCES

Throughout tax season, many of our volunteers get asked questions from our clients about how they can get access to additional services for various situations they are experiencing. There are generally two referrals we make to our clients: 211 and Financial Empowerment Center.

211 is a vital service that connects communities to local organizations and resources able to address problems such as housing, utilities, mental health, transportation, and much more. For more information go to 211.org or call 2-1-1 on any local area coded phone.

Financial Empowerment Center, City of Sacramento offers free professional one-on-one financial navigation and coaching for local residents. To request an FEC navigation or coaching appointment, email FEC@cityofsacramento.org or call 916-808-4927. All appointments will be remote via phone or video at this time. See more information on their website

 

 

Volunteers may contact our program manager at any time with questions.
Volunteer Coordinator: Anita Flores, anita.flores@uwccr.org.