For training go to: Health Savings Accounts (HSA) for IRS eLearning online ... this is the best and easiest place to start. For a paper version go to IRS Pub 4942 VITA/TCE Specialty Course - Health Savings Accounts.
For TaxWise: Certified counselors should start by interviewing the taxpayer using Pub 4012, pages E-1 & E-2 as their guide.
Only Volunteers that have passed the IRS HSA Certification test can prepare and/or quality review Health Savings Accounts in production.
PDF versions of the HSA Link & Learn lesson is attached below. The test is also attached.