• All training will be held at 1201 East Fayette Street, Syracuse, NY 13210
  • Any questions, please call Sharon at 315-634-3756
  • All but the Advance Tax training on Wednesdays will be held in the large conference room. The doors on the right are after entering the building.
  • The Advance Tax training on Wednesdays will be held in the small conference room. The door on the left is after entering the building.
• We will start promptly at the time stated for each training.
• A recording of the training session will be posted on YouTube later for viewing
• Zoom link for the training session

Resources:

• • IRS 6744 VITA Volunteer Test Booklet – Booklet for test taking before entering the testing site.
  • IRS 4102 Volunteer Resource Guide – Booklet to find the answers for the testing
  • Practice Lab website for Basic and Advanced labs
  • Link and Learn website for taking your certifications

Ethics/Intake

We will cover the following certifications/instructions in this training:

• • Volunteer Standards of Conduct – All volunteers, including volunteers who do not prepare returns.
  • Intake/Interview and Quality Review – All tax law certified volunteers, including Intake Personal
  • Some fundamental tax law – for the Intake Personal
  • Intake folders – an overview of forms that each client must fill out

Materials

• • Testing pages from IRS 6774 needed only for the Volunteer Standards of Conduct and the Intake/Interview and Quality Review Certifications

In-person/Zoom Training Dates:

• • Monday, January 5th @ 1:00 pm – 2:30 pm (In-person only – No Zoom meeting)
  • Monday, January 12th @ 5:00 pm – 6:30pm
  • Saturday, January 17th @ 9:00 am – 10:30am
  • Saturday, January 24th @ 9:00 am – 10:30am

Basic Tax Certification (suggested level for new tax preparers)

We will cover the following certifications/instructions in this training:

• Basic Tax Return Certification
  • Prerequisite – Volunteer Standards of Conduct, Intake/Interview, and Quality Review Certification

Materials

• • Testing pages from IRS 6774 needed all the way to Basic Tax Returns
  • Pages include:
    • Volunteer Standards of Conduct & Intake/Interview and Quality Review
    • Basic Tax
  • Practice exercises: Will be posted soon

In-person/Zoom Training Dates:

• • Tuesday, January 6th @ 10 am – 12:30 pm (In-person only – No Zoom meeting)
  • Monday, January 12th @ 6:30 pm – 8:30 pm
  • Saturday, January 17th @10:30 am – 12:30 pm
  • Thursday, January 22nd @ 5:30 pm – 8:00 pm
  • Saturday, January 24th @ 10:30 am – 12:30 pm
  • Thursday, January 29th @ 5:30 pm – 8:00 pm

 Advance Tax Certification

We will cover the following certifications/instructions in this training:

Advance Tax Return Certification

• • Prerequisite – Volunteer Standards of Conduct, Intake/Interview, and Quality Review Certification

Materials

• • Testing pages from IRS 6774 needed all the way to Advance Tax Returns
  • Pages include:
    • Volunteer Standards of Conduct & Intake/Interview and Quality Review
    • Basic Tax
    • Advance Tax
  • Practice exercises: Will be posted soon

In-person/Zoom Training Dates:

• • Wednesday, January 21st @ 5:30 pm – 8:00 pm
  • Saturday, January 24th @ 1:00 pm – 3:30 pm
  • Wednesday, January 28th @ 5:30 pm – 8:00 pm

If you have questions or need more information, please call Sharon at 315-634-3756 or email taxes@peace-caa.org. We’ll be happy to talk with you!

PEACE, Inc. is a VITA (Volunteer Income Tax Assistance) site and a member of the CNY CA$H Coalition. VITA sites provide free tax preparation by tax-law-certified volunteers to anyone with a household income of less than $69,000 per year.