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            Volunteer Resources

            Volunteer Training and Site Resources


            Please note that there is a lot of new content being covered on the tax certification test this year. Make sure you complete all of your pre-work modules, so that you can make the most of your in-person training experience. If you have any questions, please contact volunteer@.


            Volunteer Training

            Getting Started as a Ladder Up Tax Volunteer: A step-by-step guide that walks individuals through the steps to becoming a volunteer, from signing up to serving at a tax site. This is the best place to get started!

            Getting Started Flow Chart: A condensed version of the Getting Started guide above, all in a handy flow chart.


            How-To-Use Resources

            These guides and resources will show volunteers how to use the programs and software needed to complete training, sign up for shifts, and track their volunteer hours.



            Learn how to create/login to your Account: or Text Version

            Learn how to sign up/cancel registration for training and tax sessions: or Text Version

            Learn how to check in/out and check your volunteer hours or Text Version


            E-Learning and Certification Center: ExceedLMS

            Learn how to create/login to the online training portal ExceedLMS: or Text Version


            IRS Certification Tests

            Volunteer Standards of Conduct Test

            Intake/Interview and Quality Review Test

            Tax Preparer and Quality Reviewer Test

            Optional: Health Savings Accounts (HSA) Test


            Ladder Up Procedures, Policies, and Site Process Resources

            The guides and manuals listed below will also be available at all tax sites in electronic copies on your computer and as printed copies.

            TAP Client Intake and Case Review Guide: This guide covers the Ladder Up tax site process, and is a great tool for ALL volunteers to use to check that a client is eligible for our free services.

            2019 Mini Manual (Quick Reference Guide): Second only to the ProSeries Tax Manual, the Mini Manual (or Quick Reference Guide) picks out the most common things and puts them in an almost pocket sized book.

            2019 ProSeries Tax Manual: This is the holy grail of Ladder Up tax prep. Have a question? Look here first. Chances are we address it here. The study guide and online training modules will reference this document a lot.

            Tax Preparer Checklist: This document (printed in pink at every tax site) should be your first stop on the tax prep train. It has a step-by-step checklist of all preparation.

            Case Review Checklist: This document (printed in blue at every tax site) is used to review the client’s documents and situation to determine whether they are eligible for services.

            Where Do I Enter Cheat Sheet: This document (printed in yellow at every tax site) shows you how to search for a form within ProSeries. The Where Do I Enter functionality is unavailable this year, so this document will help you figure out where to enter all tax forms that are in scope for Ladder Up.

            Quality Review Checklist: This document (printed in green at every tax site) is used by Quality Reviewers to make sure that they complete a thorough review of every return and explain the return to the client before letting them know their refund/amount owed and asking them to sign.

            Publication 17 – Tax Guide 2019


            Addendums to the ProSeries Tax Manual

            Below are the most updated versions of the addendums to the ProSeries Manual. These are things that are in scope, but less commonly seen at tax sites.

            ProSeries HSA Guide: Please only use this if you have also completed the additional training and certification for H.S.A.

            ProSeries – Coordinating Pell Grants: Please only use this if both the parent and dependent are present at the tax site together.

            ProSeries 1099-S – Sale of House

            ProSeries Preparing Indiana Tax Returns for Full-Year Illinois Resident

            ProSeries Preparing Wisconsin Tax Returns for Full-Year Illinois Resident

            ProSeries – Amendments: Please make sure the client calls the office to make an appointment if they require an Amendment. Sometimes clients are in a situation that does not require an Amendment, or the situation would cause them to become Out-of-Scope. In most cases the client needs to wait until the first tax return is accepted by the IRS before an Amendment can be filed.

            ProSeries Entering Medicaid Waiver Payments


            Volunteer Feedback on Resources

            Thank you for volunteering with Ladder Up.

            If you have come out to a tax site and used one or more of our resources, please feel free to use this submission form to help us continue to improve the quality of these printed and electronic tools.

            If there is a topic or resource that you wish Ladder Up offered, or feel could be improved upon, please submit your suggestions and comments using .