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)
Zoom link: https://us06web.zoom.us/j/87264566866
