This Basic training is for those required to pass the IRS Basic certification exam (Intake Specialists and Tax Preparers). Recommended for new volunteers and/or returning/experienced volunteers who want a refresher.
This training will cover the scope of the VITA program, including client eligibility, income, filing status, dependency exemptions and standard deductions, and utilize TaxSlayer to complete the Basic certification exam.
Prerequisites:
This training requires completion of the following tasks PRIOR TO attendance:
- Becoming A Volunteer with CWF - 2025 (15 minutes)
- The Standards of Volunteer Conduct - 2025 (15 minutes)
- Pass the 2 introductory exams on Link&Learn (IRS Certification site) (20 minutes)
- Volunteer Standards of Conduct (10 questions)
- Intake/Interview & Quality Review (10 questions)
- Intro to TaxSlayer Practice Lab - 2025 (15 mins)
- Completing a Return in TaxSlayer - 2025 (5 minutes)
Location: Room 324, Ritter Hall Annex (Temple University), 1301 Cecil B. Moore Ave., Philadelphia PA 19122
Enter through the doors on Cecil B. Moore Ave.
Parking: There is both street and metered parking, as well as a paid parking lot (costs around $20)
SEPTA: Ritter Hall is located about 1 block from the Cecil B. Moore Broad Street Line station. It is also accessible by bus routes 4, 16, 3 and 23.
What to Bring:
- Photo ID to present to the security person when you enter Ritter Hall Annex
- Computers will be provided, but you are welcome to bring your own to use
- Lunch will be provided for all Saturday trainings
