diff --git a/.github/copilot-instructions.md b/.github/copilot-instructions.md
index b409664f5121..5a759c4e7d89 100644
--- a/.github/copilot-instructions.md
+++ b/.github/copilot-instructions.md
@@ -201,10 +201,20 @@ dependency already in use. Add a new dependency only at the narrowest necessary
 - Do not allow unused `using` directives to be committed.
 - Use `#if NET` blocks for .NET Core specific code, and `#if NETFRAMEWORK` for .NET Framework specific code.
 
+### Target framework properties
+
+Never hardcode a TFM (`net8.0`, `net9.0`, etc.) in a `.csproj` file. Use the appropriate
+property:
+
+| Context | Property | Defined in |
+| --- | --- | --- |
+| Source projects and test projects (.NET) | `$(SdkTargetFramework)` | Root `Directory.Build.props` (equals `$(NetCurrent)` from Arcade) |
+| Multi-targeting with .NET Framework | Match the pattern used by peer projects in the same area. Some areas use Arcade properties (`$(NetFrameworkToolCurrent)`, `$(NetMinimum)`); others hardcode `net472`. |
+| Test asset projects (`test/TestAssets/`) | `$(CurrentTargetFramework)` | Substituted at test runtime by `TestAssetsManager` via `ToolsetInfo.CurrentTargetFramework` |
+
 ## Testing
 
 - Large changes should always include test changes.
-- When creating new test projects in test/TestAssets/TestProjects, always use `$(CurrentTargetFramework)` for the `<TargetFramework>` property instead of hard-coding a specific version like `net8.0`.
 - The Skip parameter of the Fact attribute to point to the specific issue link.
 - To run tests in this repo (after a full build, invoke the repo-local bootstrap SDK directly):
   - For MSTest-style projects: `./.dotnet/dotnet test path/to/project.csproj --filter "FullyQualifiedName~TestName"`
diff --git a/test/AGENTS.md b/test/AGENTS.md
index e237a82dd06c..95d2fbcde941 100644
--- a/test/AGENTS.md
+++ b/test/AGENTS.md
@@ -11,6 +11,24 @@ Guidance for changes under `test/`.
 
 ## Conventions & gotchas
 
+- **Derive from `SdkTest`** (in `Microsoft.NET.TestFramework.MSTest`). This gives you
+  `TestAssetsManager`, `Log` (wired to MSTest's `TestContext`), and
+  `BinLogArgument(...)` for binlog paths collected by Helix.
+- **Use `SdkTestContext.Current` for paths** — never hardcode paths or manually discover
+  locations at runtime (e.g. walking up directories):
+
+  | Need | API |
+  | --- | --- |
+  | `dotnet` executable (the built SDK) | `SdkTestContext.Current.ToolsetUnderTest.DotNetHostPath` |
+  | Repo root (nullable in Helix) | `SdkTestContext.Current.ToolsetUnderTest.RepoRoot` or `SdkTestContext.GetRepoRoot()` |
+  | Test execution directory | `SdkTestContext.Current.TestExecutionDirectory` |
+  | Test assets root | `SdkTestContext.Current.TestAssetsDirectory` (or `TestAssetsManager` from base class) |
+
+  **Never** use `.dotnet/dotnet` or `Process.Start("dotnet", ...)` without going through
+  `DotNetHostPath` — this ensures the test exercises the built SDK, not a globally
+  installed one.
+- **Test asset placement.** Put test inputs (projects, packages, workloads, etc.) in
+  `test/TestAssets/`. They are automatically deployed to Helix via `test/UnitTests.proj`.
 - **Don't raise parallelism.** MSTest is repo-defaulted to `None` in
   `test/Directory.Build.props` because of concurrency flakiness; a few projects opt
   into `ClassLevel`. Cranking it up causes Helix over-subscription/timeouts.
@@ -21,3 +39,31 @@ Guidance for changes under `test/`.
   them). (See `src/Cli/AGENTS.md` for the CLI-specific detail.)
 - Helix work-item partitioning is driven by `test/UnitTests.proj` (per-project method
   limits/multipliers) — relevant if a project's tests are unusually slow or numerous.
+
+## Helix deployment
+
+CI runs SDK tests on Helix machines where the repo layout differs from a local dev box.
+The conventions above (SdkTest, SdkTestContext, test asset placement) handle most cases.
+This section covers the additional Helix-specific concerns.
+
+### Deploying extra files to the test execution directory
+
+If a test needs files at runtime beyond the test assembly and test assets (scripts,
+`.props`/`.targets` files, etc.), add them to `TestExecutionDirectoryFiles` in
+`test/UnitTests.proj`:
+
+```xml
+<TestExecutionDirectoryFiles Include="$(RepoRoot)path\to\file.targets">
+  <DestinationFolder>relative/subfolder/</DestinationFolder>
+</TestExecutionDirectoryFiles>
+```
+
+Files listed here are copied to `TestExecutionDirectoryFiles\` inside the Helix payload
+and become available under `SdkTestContext.Current.TestExecutionDirectory`.
+
+### Validate locally in a simulated Helix layout
+
+Consider validating in a simulated Helix layout when your tests reference paths, use
+test assets, or add new Helix payload (`TestExecutionDirectoryFiles`). See
+[Repro Helix Failure](../documentation/project-docs/repro-helix-failure.md) for the
+steps to create a local Helix test layout and run tests against it.