National Tax Training Committee SUGGESTED AGENDAS TAX-AIDE - PowerPoint PPT Presentation

National Tax Training Committee SUGGESTED AGENDAS TAX-AIDE TAX-AIDE TRS TRAINING - 2013 1

SUGGESTED AGENDAS ● Agenda for Instructor Workshop ● Instructor agenda for new counselors ● Instructor agenda for returning counselors ● Alternate Training Option TAX-AIDE TRS TRAINING - 2013 2

One-Day Sample Instructor Workshop Agenda ● 9:00 - 9:30 Welcome, Introductions  Purpose of Workshop  Instructor Responsibilities ● 9:30 – 9:45 Results from Last Year  What went well, what needs to be improved ● 9:45 – 10:15 AARP TaxAide Issues  Standards of conduct/Professionalism  Taxpayer responsibility  In scope/out of scope definitions TAX-AIDE TRS TRAINING - 2013 3

One-Day Sample Instructor Workshop Agenda – Cont. ● 10:15 – 10:45 State Update ● 10:45 – 11:00 Break ● 11:00 - 12:00 What’s New  Federal Tax Changes  TaxWise Desktop/TWO Changes ● 12:00 – 12:30 Lunch TAX-AIDE TRS TRAINING - 2013 4

One-Day Sample Instructor Workshop Agenda – Cont. ● 12:30 – 2:00 Instructor Issues  Training Guide  Principle of adult learning  Interviewing techniques  Training slides/Publications/ShareNet  How to setup TWO for training  Client Facilitator /ERO Training ● 2:00 – 2:15 Break TAX-AIDE TRS TRAINING - 2013 5

One-Day Sample Instructor Workshop Agenda – Cont. ● 2:15 – 2:45 Setting up counselor class  New and returning counselors ● 2:45 – 3:00 Certification of counselors  Using Link & Learn ● 3:00 – 3:15 Quality Review ● 3:15 – 3:45 Questions/Wrap up TAX-AIDE TRS TRAINING - 2013 6

Instructor Workshop Webinars TAX-AIDE TRS TRAINING - 2013 7

Instructor Workshop Webinars TAX-AIDE TRS TRAINING - 2013 8

SAMPLE NEW COUNSELOR AGENDA TAX-AIDE

NEW COUNSELOR – DAY 2 TAX-AIDE TRS TRAINING - 2013 10

NEW COUNSELOR – DAY 3 TAX-AIDE TRS TRAINING - 2013 11

NEW COUNSELOR – DAY 4 TAX-AIDE TRS TRAINING - 2013 12

NEW COUNSELOR – DAY 5 TAX-AIDE TRS TRAINING - 2013 13

SAMPLE RETURNING COUNSELOR AGENDA MORNING TW13 TW13 TAX-AIDE TRS TRAINING - 2013 14

SAMPLE RETURNING COUNSELOR AGENDA AFTERNOON TAX-AIDE TRS TRAINING - 2013 15

ALTERNATIVE TRAINING OPTION ● New policy for potential counselors who do not have ability to attend all classes ● Must obtain approval from District Training Coordinator ● Must attend in person  AARP Policies/Procedures  IRS Standards of Conduct ● No more than ½ training via self-study ● All program certification must be met TAX-AIDE TRS TRAINING - 2013 16

ALTERNATIVE TRAINING OPTION ● Experienced Volunteers – 12 hours classroom, on-line & home study for balance of training ● New Volunteers – 20 hours classroom, on-line & home study for balance of training ● See portal ShareNet for suggested agenda TAX-AIDE TRS TRAINING - 2013 17

 Questions?  Comments? TAX-AIDE TRS TRAINING - 2013 18