January 9, 2017

Training resources/references

We encourage you to look at these references as you work on your training! Be sure to follow your specific certification path for detailed steps regarding how to certify as a volunteer.

Training Online

Visit our Training Online webpage for more about our online training modules.

IRS/Federal Publications

We highly recommend that you download/bookmark these IRS materials and refer to them when working on your certification exams:

Main toolkit:

Other IRS/Federal Publications:

OPTIONAL: Foreign Student (FS) Certification

Foreign Student Certification is optional but your site may be looking for volunteers that have obtained this specialty certification! You’ll want to first contact your Site Coordinator to see if they need volunteers with this certification. If you’re up for obtaining this specialty certification, visit our Foreign Student Certification – Training Material webpage for more information.

OPTIONAL: Health Savings Account (HSA) Certification

State Tax Law

While you will not be tested on state information, it is important that you know how to handle things in the state return. Please refer to these resources from the CA Franchise Tax Board:

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