Certification Requirements

The NTTC Workbook contains the practice exercises required for Certification.  If you don't have access to this document, or you prefer to download and print only the required pages, that information is below.  The appropriate Intake Form is also needed for each exercise.  That intake form is available in the purple link next to each exercise below.  (depending if you view on-line or download, the page numbers by be off )

The Pub 6744 document contains the  test questions for the Link and Learn test.  If you don't have access to this document, or you prefer to download and print the required pages, that information is below.    (depending if you view on-line or download, the page numbers by be off)

Pub 4491 is the NTTC version of the Training Guide we give new counselors.  It is very good and helpful when trying to remember specifics.  Also, look for Important Changes (currently pages viii - xi), you will get 4 pages of main changes from TY 2023, with the majority of changes being annual inflation adjustments.  By comparison, this section was 10 pages long in 2020.

SELF-STUDY / REFRESHER TRAINING.  The new VITA/TCE Central is the front-end to what we call the Link and Learn Site.  There are a number of Quick Links which will take you to IRS latest training modules ("Link & Learn Taxes Lessons").  From that link, choose "Click here to see the content of each course".  Remember that we take the "Advanced" program.   Additionally, the NTTC has a Self-Study Counselor Training And Certification Course.  It provide quick definitions and also guides you through the proper sections of the PUB 4491 and has lots of practice exercises.  If in doubt, start with the NTTC course.