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Zoom Office Hours - Shared screen with speaker view
Tina J Sherrard
37:16
We have started the recording. Can you hear Amy?
Stephanie Hulett
37:30
Yes
Ken Pattillo
37:31
yes
Tina J Sherrard
58:13
Any questions?
Ken Pattillo
01:18:28
so does the intake person confirm the photo ID and SS card? Will someone get to the tax prep stage without their ID?
Tina J Sherrard
01:21:02
Yes, the intake person verifies the ID and SS cards. The preparer may still need them while preparing the return.
Ken Pattillo
01:24:05
do we sometimes have last year's return to see differences from last year?
Tina J Sherrard
01:25:43
Yes, we ask them to bring their previous years return if we did not prepare it last year.
Philip Hess
01:31:53
I have a friend who’s interested in volunteering is it too late or can he still help?
Tina J Sherrard
01:36:59
No, never too late. Reach out to Amy at United Way and she can get them started.
Philip Hess
01:38:13
Perfect thank you.
Cynthia H.
01:41:09
can you share screen please
Tina J Sherrard
01:46:36
Can you see the IRS site now?
Cynthia H.
01:46:54
yes
Cynthia H.
01:52:58
Do you need to take the standards of conduct exam before you start the tax programs or is it included with the certification exam?
Tina J Sherrard
01:53:36
The standards of conduct is a separate exam you take first.
Cynthia H.
01:54:13
where is the standard course material and exam located?
Tina J Sherrard
01:55:58
linklearncertification.com