Course Objectives

After completing the Link & Learn Taxes course(s), you will be able to:

• Pass the required Volunteer Standards of Conduct training and test and digitally sign Form 13615, prior to working at the site
• Pass the required test to be certified as a volunteer tax return preparer
• Conduct an interview and screen the taxpayer for eligibility verifying information gathered using Form 13614-C
• Use reference materials, such as Publication 4012, Volunteer Resource Guide; Publication 17, Your Federal Income Tax for Individuals; and tax software help features, to prepare an accurate return
• Use Form 13614-C, Section C, to conduct a quality review of all returns
• Conclude the interview and assemble the return
• Prepare the return for electronic filing using software provided