Training Resources During December and January
Federal Return Training
TA and NTTC Materials
NTTC Training Video Playlists
Each playlist has links to YouTube videos or PowerPoint presentations to topics relevant to the role:
IRS Materials
MN State Return Trn'g
MN Proficiency Problems
For TA Certification as an Advanced tax counselor, the following Proficiency Problem must be completed and submitted to your District Training team. There are two versions of the problem; you must do the problem that is appropriate for your years of experience:
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Thompson for New Preparers (1st year)
M1 Returns Materials
M1PR Returns Materials
MN State Trn'g Videos
MN Training Videos:
Select Topics
MN Supplemental Focus Exercises
Other Training and Certification Info
Colorado Resource Tools Trng
TaxSlayer Practice Lab Lessons
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TSO Practice Lab Training Modules
see lower left of Practice Lab Home page, Section 4: Preparing a Return
Chromebook Training
IRS Certification Information
Certification Website & Instructions
Accessing LMS Modules at Portal
IRS Link & Learn
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IRS Advanced Course Online Training (An alternative self-study training or for supplementing your knowledge)
Site Coordinator (LC/SC)
Training & Test Materials
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IRS Pub 5088 -- Site Coordinator Training (Note that Tax-Aide has it's own training for Local Coordinators, but this document may be helpful for the IRS Site Coordinator test)
ERO Training Materials
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ERO Reference Guide Supplement -- Record Keeping, Transmitting, and Tracking of Tax Returns at a Tax Site
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TSO ERO Reference Guide -- TaxSlayer's Guide for ERO Site Administration Functions