Training & Certification
All Tax-Aide/NTTC Training is available HERE – requires a password
Oregon Training Specialist: Wendy Genther — or1trainteam@gmail.com
Click HERE to download a “clickable” PDF version
Training Resources Available for All Counselors
Training is available via Oregon Tax Volunteer developed Moodle, Tax-Aide/NTTC, Link & Learn, and TaxSlayer. We highlight Moodle & Tax-Aide/NTTC on this website. Each district is free to develop their own in-person training in conjunction with these resources or in place of it.
NOTE: If links do not work in the PDF document, please download it.
- Overview Orientation of the Program – PDF – PowerPoint
- Tax Preparer Learning Map
- How to Access Moodle
- Moodle Navigation Video
- New Volunteer Suggested Syllabi for Moodle
- What’s New in 2025
- Form 13614-C Updates – Video Slides
- IRS Advanced Test Tips
- Gibson and Hayashi Practice Problems
- Quality Review Training
-
- Guide
- Hotline: 844-925-4770
- Live Training Eventbrite – Contains (or will contain) registration for all live training (workshops, virtual, in person). Open to anyone statewide, in any program
Training Resources for Facilitators, Translators, Admin & Tech
NOTE: If links do not work in the PDF document, please download it.
Federal Training Resources
- Pub 5838 Intake/Interview and Quality Review
- Pub 5325 Filing Season Training
- Pub 5358 VITA/TCE Training & Site Materials
- Pub 4961 Volunteer Standards of Conduct and Ethics Training
- Pub 5101 Intake/Interview and Quality Review Training
- IRS VITA/TCE 4491 Training Guide (Tax-Aide version here)
- IRS VITA/TCE 4491-X Training Supplement (Tax-Aide version here)
- IRS VITA/TCE 4012 (Tax-Aide version here)
Certification Tests for DC, LC, and Counselors
Certification Requirements for All Volunteers
All tests must be completed on Link and Learn . Volunteer Agreements (form 13615) are signed and downloaded from Link and Learn. Link
| Stds of Conduct | Intake Interview & QR | Advanced Tax Law | Military | International | |
| Greeters | Required | ||||
| Facilitators | Required | Required | |||
| Counselors & QR | Required | Required | Required | Optional | Optional |
| Instructors | Required | Required | Required | Optional | Optional |