This year all volunteers, including returnees,
are required to attend tax preparation training to learn Intuit ProSeries®
tax software.
Tax Assistance Program
Introduction
This course is designed to guide you through the basics of tax law and tax return preparation. You will learn the answers to frequently asked questions and how to assist taxpayers in filing an accurate and complete return.Level 1 lessons cover the completion of wage earner type returns, representing approximately 90% of the tax returns TAP volunteers complete. Level 2 lessons cover completion of the full scope of returns completed at TAP community sites.
After completing this course you should be able to:
Solicit information from the taxpayer to complete an accurate return
Accurately fill out Form 1040
Accurately and appropriately select and fill out additional forms and schedules that should accompany each return
Find answers to questions regarding filing a tax return
Test and become certified to be a TAP volunteer tax preparer