Material for Tax-Aide Volunteers in CA4, District 3
Resource Links
The following are links to documentation and websites that volunteers can reference to answer tax questions. It is suggested that bookmarks to these resources be created in your aarpfoundation.org Google account, but the information is also available here.
- Volunteer Resource Guide (Pub. 4012)
- California Counselor Reference Manual (Duckbook) - electronic, searchable version
- California Counselor Reference Manual (Duckbook) - PDF version
- VITA/TCE Training Guide (Pub. 4491)
- VITA/TCE California Volunteer Reference Manual - guide to preparing CA state returns
- Tax Calculators - useful calculators provided by Colorado Tax-Aide
- IRS Interactive Tax Assistant - useful tax calculators provided by IRS
- Tax-Aide Scope Manual
- Quadrifold - Qualifying Child or Relative Resource Tool
- IRS Publication 17 (PDF) - comprehensive IRS tax preparation publication
- IRS Identity Protection PIN - instructions for taxpayer to obtain an IP PIN
- AARP Tax-Aide Volunteer Portal
- Tax-Aide Southbay Volunteer website - this website
- Link and Learn E-learning - E-learning website
- TaxSlayer Practice Lab - Practice Lab login
- TaxSlayer - production version login
- VITA/TCE Central - links to training, tests, guides
- National Tax Training Committee (NTTC) Training Resources - compilation of links to training material
- NTTC New Volunteer Training Links - links to training material for new volunteers
- NTTC Tax-Aide Workbook - training exercises and practice returns
- Intake/Interview & Quality Review Training (Pub. 5101)
- Intake/Interview Standards
- Quality Review Standards
- Volunteer Standards of Conduct and Ethics Training (Pub. 4961)
- Volunteer Assistor's Test/Retest Book (Pub. 6744)
- NTTC Useful Tax Preparation Links - compilation of links to tax preparation resources
- Tax-Aide Training & Tax Law Library (formerly in AARP Volunteer Portal)
- Itemized Deductions Worksheet
- Schedule C Worksheet
- Education Credits Worksheet
- Medicaid Waiver Payments Guide
- Guide to Handling CA Middle Class Tax Refund (MCTR) Payments
- TaxSlayer Enhancement Information
- Electric Vehicle Tax Credit Information
- Social Security Taxation
- Canadian and German Social Security Benefits
- Strike Benefits Taxation
Data Tables & Plots for Tax Year 2024
Training Material for Tax Year 2024
- Fall 2024 training lessons - Jim Lyle's training emails and attachments
- TY23 January 2024 training - slides from January 2024 volunteer training
- TY24 January 2025 training - slides from January 2024 volunteer training
Certification Tests on the VITA/TCE Link & Learn System
Click here for instructions on how to take the Tax-Aide certification tests.
Advanced certification is required. Do not take the HSA test.
Click here to access the certification tests, including Intake Interview, Standards of Conduct, and advanced certification tests
Advanced certification is required. Do not take the HSA test.
Click here to access the certification tests, including Intake Interview, Standards of Conduct, and advanced certification tests
Tax-Aide Name Badges and Shirts
Volunteers must wear their Tax-Aide name badge at all times at our sites. The badge will show your first name (or nickname) plus only the first letter of your last name. Example: John Doe is displayed as John D . Volunteers must also wear the official Tax-Aide shirt.