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Winter Break Work for VITA Step-by-Step Instructions for Accessing Link ‘N Learn Certification Tests and Practice Lab As always, email us at [email protected] if you have any questions :)

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Page 1: Winter Break Work for VITAvitagwinnett.weebly.com/uploads/3/7/3/1/37311229/... · Winter Break Work for VITA Step-by-Step Instructions for Accessing Link ‘N Learn Certification

Winter Break Work for VITAStep-by-Step Instructions for Accessing Link ‘N Learn Certification

Tests and Practice Lab

As always, email us at [email protected] if you have any questions :)

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Where your certification tests are

Practice Lab is here. This is where you will be entering information in from the practice scenarios. This is where the tax forms and the online interview are.

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The 3 exams we are taking

Check this box

Certification Tests

When taking the certification exams, you can save and exit the test and come back to it later.

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Password: learntwo

Accessing & How to Use Practice Lab

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User ID is your 6-digit number you received when you first made an account. This is a VERY IMPORTANT NUMBER!! If you absolutely cannot find your number, you will have to create another account and get another ID.. Don’t lose the new one.

Practice Lab

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Click here to begin a new return Click here to

open a previously saved return

Practice Lab

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This example shows what you will enter for the Warren/Shirley Graves Basic Scenario on pg. 27 of Pub 6744. Warren’s SSN is 130-XX-XXXX, so you enter 130 followed by your 6 digit user ID (that very important number)

Then click ‘Interview’

Practice Lab

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Based on the information provided in the ‘Notes’ section and on their Intake sheet, fill out all of the interview questions in this side column

Once you click ‘Finish’, you will be redirected to the tax form itself

Practice Lab

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Forms in red mean there is some important information missing. Click on the red form and then find the red line and fill in the information.

You can go switch back and forth from the Interview to Tax Forms

Save all the returns you complete out of Pub 6744!

Practice Lab

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Homework for the BreakComplete tax forms for Basic Scenarios 7 and 8 (Warren/Shirley Graves on pg. 27 and Teresa Martin on pg. 36)

- Fill out all red lines to the best of your ability; make sure you have looked through the table of contents/tabs of Pub 4012 to address concepts new to you.

- SAVE BOTH RETURNS!! We will be going over them in class.- Based on your work, try to answer the basic test questions up to #25.

Bonus: If you would like, you can begin the tax form for the last scenario (Evan James Swift, pg. 45), which will be homework for the next meeting. This is the last scenario and last 4 questions on the basic exam!!