This Advanced training is for those wishing to pass the IRS Advanced certification exam. Recommended for new volunteers/staff who have already completed their Basic certification and/or returning/experienced volunteers/staff.
This training will enhance your tax law skills and allow you to prepare advanced returns, as well as serve as a designated Quality Reviewer at a tax site. The training will cover advanced tax return scenarios and conclude with completion of the certification exam.
Prerequisites:
New Volunteers/Staff: You must already be certified at the Basic level to attend this training.
This training requires completion of the following tasks PRIOR TO attendance:
- Becoming A Volunteer with CWF - 2026 (15 minutes)
- The Standards of Volunteer Conduct/Intake Process - 2026 (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 - 2026 (15 mins)
- Completing a Return in TaxSlayer - 2026 (5 minutes)
Location: Room 1203, Steinberg-Dietrich Hall (University of Pennsylvania), 3620 Locust Walk, Philadelphia PA 19104
Enter through the doors on Locust Street.
What to Bring:
Photo ID to present to the security person when you enter
Computer for practice scenarios, (we will have a limited amount available for those who are not able to bring their own)
Lunch will be provided for all Saturday training
