Training & Resources

Volunteers are required to complete training, background clearances, and review and sign off on agency policies in order to be a certified VITA Volunteer: 

  • IRS Certification & Standard of Conduct  
  • Read and Sign Bucks County Opportunity Council policies, including Confidentiality, Drug Free Workplace Agreement, Volunteer Disclosures, and Photo Release form
  • Pennsylvania Criminal Background Clearance (every 3 years)
  • Pennsylvania Child Abuse History Clearance (every 3 years)

Once completed, please send all of your clearances and certification documents to Eileen Albillar, Volunteer & Community Connections Manager, ealbillar@bcoc.org


Fall training sign up HERE

 

Tax Slayer Guides:  

Login and Configure

Preparing Returns

E-File 

 

Resource Materials

Getting Started
Pub. 4491 - VITA Training Guide
Pub. 4491W - VITA Problems & Exercises
Pub. 6744 - Certification Exam
Pub. 4012 - Volunteer Resource Guide
Pub. 17 - Tax Guide 2014 Edition
Pub. 4480 - Link & Learn Practice Training Kit
Pub. 3189 - Volunteer e-file Administration Guide
Public School District Codes
Pub. 5182 - Cancellation of Debt (COD) Specialty Course 
Pub. 4491X - VITA Training Supplement 

 

Training Videos