Training & Certification
All Tax-Aide/NTTC Training is available HERE – requires a password
Oregon Training Specialist: Kathie Saunders — or1trainteam@gmail.com
Click 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.
- Overview Orientation of the Program – PDF – PowerPoint
- Tax Preparer Training Courses Available Online for All Volunteers
- New Volunteer Learning Map
- Experienced Volunteer Learning Map
- How to Access Training Courses on Moodle
Training Resources for Facilitators, Translators, Admin & Tech
Federal Training Resources
- Pub 5325 Filing Season Training
- Pub 5358 VITA/TCE Training & Site Materials
- Intake/Interview and Quality Review Training (IRS 5101)
- Volunteer Standards of Conduct and Ethics Training (IRS Pub 4961)
- IRS VITA/TCE 4491 Training Guide
- IRS VITA/TCE 4491-X Training Supplement
- IRS VITA/TCE 4012 (TaxAide 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 and Learn due to be updaed on 11/15/22.
| 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 |