RESOURCES AND TRAINING
We offer beginner volunteer training, opening in early December. Sign up below for a virtual or in-person session to get started.
Your training journey
Step 1
Get set up
You’ll use three portals: Volunteer Hub to register, TaxSlayer to practise, and Link & Learn to take your test.
Step 2
Learn with us
Join our training, either in-person or online, to strengthen your skills, boost confidence, and prepare for volunteering.
Step 3
Get certified
Get IRS certified with our full support. Once you’re certified, you’re ready to start making a difference in someone’s life.
Volunteer training resources
All volunteers need to complete Volunteer Standards of Conduct and an Intake, Interview & Quality Review Certifications, with the option to complete the Basic Tax Preparer Training and Quality Reviewer Training.
Volunteer Standards of Conduct (VSC)
Intake, Interview & Quality Review (IIQR)
Volunteer Guides
Get Started: Volunteering with Ladder Up
This guide includes volunteer expectations, key info, training steps, and required resources.
Certification Tests
Volunteers must score 80%+ on required tests (two attempts allowed; retest has new questions). Use Pub 6744 for test questions.
Extra Learning Videos
QR Training Passcode: BdkeD@2a
Get started
To volunteer with Ladder Up, you’ll use three easy online tools – each with a specific purpose
Your home base
1. Volunteer Account
You’ve already done this step–great work. Here you can sign up for shifts, track your hours and access important docs.
Get hands-on practice
2. Tax Slayer
Complete free training exercises, which will prepare you for certification. Sign up using our password: TRAINPROWEB
vita.taxslayerpro.com/IRStraining
Take your certificate exam
3. Link & Learn
Access IRS resources, explore tax law topics, and submit your certification test.
linklearncertification.com
