Test & Certification

There are two testing methods for certification.  With AARP Tax-Aide counselors must annually pass the "basic, intermediate, and advanced" VITA for certification.  Additionally, counselors have the option of certifying to for HSA (Health Care Spending Accounts) and/or COD (Cancellation Of Debt) through Link and Learn.

Counselors can choose from two options:
  1. Link & Learn test - - - go to Link and Learn and follow the embedded instructions.  You can also link to the Online Test at: http://linklearn.webtechteam.com/login.aspx?ReturnUrl=%2fdefault.aspx.  Make sure to check out  TAKE_THE_TEST_USING_L&L 1110.pdf and Bobbie's comments below: 

    More advice on the Link & Learn Test.

  2. Complete the Standard of Conduct training and test, then the three required tests in Form 6744, Volunteer Assistor's Test/Retest.  Follow the instruction and mail both the answers sheet and Volunteer Agreement Form 13615 to your District Coordinator or Instructor.
Find a fillable blank Volunteer Agreement at: http://www.irs.gov/pub/irs-pdf/f13615.pdf