Training & Certification

Training & Certification

Oregon Training Specialist: Kathie Saunders — or1trainteam@gmail.com

All Volunteers

New Volunteers Learning Map

Returning Volunteers: What’s New

These materials will be updated as Oregon and federal tax law changes and TaxSlayer changes become available. Be sure to check back here as tax season grows closer in case more content has been added or if old content has been changed. Any changes will be marked in the syllabus as they are made.

What’s New” Syllabus

TaxAide/NTTC Training

All AARP/NTTC links will take you directly to the document on the AARP Volunteer Portal. If you are not already signed in to the Portal, you will be forced to sign in. Click on the document and download these documents to your chromebook/computer

Videos & Tips

Self Study

Client Facilitator

Returning Volunteers: Optional Courses

The following are optional online, self-paced courses that you can take to expand your tax law knowledge and improve your skills as a volunteer tax preparer. If you are unsure which courses you should take, consider taking this self-assessment which will recommend courses based on your responses to tax law questions.

Tax Law and TaxSlayer Refresher

This is an optional course for returning volunteer tax counselors who want to refresh their knowledge before taking the IRS Advanced Test to become certified for Tax Year 2021. In this course you will complete 5 problems that will cover most of the issues encountered on that test. These are the same problems used in the New Volunteer Training Course. 

Tax Law and TaxSlayer Refresher Course Syllabus

There’s A Tool For That – Resource Refresher

This is an optional course recommended for returning volunteer tax counselors to refresh their knowledge of available resources.

There’s a Tool for That Course Syllabus

Self Employment and Gig Work

This is an optional class for returning volunteers who want to update their skills around Self Employment and the Gig Economy.

Self Employment and Gig Work Course Syllabus

Families Are Complicated

An optional course that covers filing status, dependents & credits in complex tax households.

Families Are Complicated Course Syllabus

Education Credits and Benefits

This is an optional course for returning volunteer tax counselors who want to refresh their knowledge before the tax season. In this course you will complete 3 problems that will highlight the key aspects of Education Credits/Benefits

Education Credits and Benefits Course Syllabus

Interviewing (Those Probing Questions)

This is an optional course for volunteer tax counselors, especially returning volunteers who want to improve their interviewing skills.

Interviewing (Those Probing Questions) Course Syllabus

All About ITINs

This is an optional course that will cover taxpayers with Individual Tax Identification Numbers, or ITINs. 

ITINs Course Syllabus

Medicaid Waivers

This course will help you recognize Medicaid waiver payments so that you can treat them correctly in the tax return and produce the best tax result.

Medicaid Waivers Course Syllabus

Certification Requirements for All Volunteers

Required Training for the 2021 Tax Year:

Back to Top