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4491-01 Course Introduction v0.8 VO.ppt. AARP TAX-AIDE PROGRAM. Welcome & Introductions. LEVEL 2 TOPIC. INTRODUCTIONS. Name Employment (previous, if retired) Why in Tax-Aide Program? How long? What position in program?. BASICS. Class schedule – guideline only Breaks Restrooms Parking.

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aarp tax aide program

4491-01 Course Introduction v0.8 VO.ppt

AARP TAX-AIDE PROGRAM

Welcome & Introductions

LEVEL 2 TOPIC

DRAFT NJ Training TY2010 v0.8

introductions
INTRODUCTIONS
  • Name
  • Employment (previous, if retired)
  • Why in Tax-Aide Program?
  • How long? What position in program?

DRAFT NJ Training TY2010 v0.8

basics
BASICS
  • Class schedule – guideline only
  • Breaks
  • Restrooms
  • Parking

DRAFT NJ Training TY2010 v0.8

expectations for instructors
EXPECTATIONS FORINSTRUCTORS
  • Provide atmosphere for learning
  • Start and stop on time
  • Provide breaks as needed
  • Answer questions
    • (will keep a list to answer later if needed)

DRAFT NJ Training TY2010 v0.8

expectations for counselors
EXPECTATIONS FOR COUNSELORS
  • Follow directions (don’t jump ahead)
  • Be positive (not disruptive) in a learning environment
  • Ask questions
  • Complete assignments
  • Hand in test by mid-January

DRAFT NJ Training TY2010 v0.8

purpose of this training
Purpose Of This Training
  • To build an excellent understanding of:
    • The AARP Tax-Aide program
    • Your resources (references, help, how to find answers, Can Do list, etc.)
    • How to prepare accurate tax returns
    • IRS provided software and e-filing
    • The Quality Review Process
    • Training, Certification, and Proficiency process

DRAFT NJ Training TY2010 v0.8

aarp tax aide program1
AARP TAX-AIDE PROGRAM
  • Nationwide non-profit program administered by AARP Foundation
  • Help low-to-mid income taxpayers with special attention to age 60+
    • No age or income restrictions
    • AARP membership not relevant for volunteers or clients
  • Free confidential service
  • Committed to high-quality service
  • Answer tax questions/prepare returns
  • Funding from AARP and IRS

DRAFT NJ Training TY2010 v0.8

performance
PERFORMANCE
  • 1.5 million returns (paper + e-file accepted)
  • 1.43 million accepted e-files (95.2% rate)
  • $233 million in EIC refunds
  • 76% taxpayers are 60 or older
  • Nearly 6,500 sites
  • Over 32,500 volunteers

DRAFT NJ Training TY2010 v0.8

volunteer responsibilities
VOLUNTEER RESPONSIBILITIES
  • Sign Volunteer Agreement (Volunteer Standards); instructors certifies at bottom
  • Need proof of certification at site
    • Site coordinator maintains list
    • Volunteer Agreement with certification or
    • Form 13645, Wallet Card
  • Understand return is TP’s responsibility

DRAFT NJ Training TY2010 v0.8

responsibilities cont d
RESPONSIBILITIES, cont’d
  • Protect confidentiality and security
  • Use resources, CyberTax, 800-TAX-VITA
  • Do not retain any data other than required 8879s, 8453s and attachments
    • Including TP documents and/or electronic versions
  • Do not accept any compensation
  • Record ALL activity at site every shift

DRAFT NJ Training TY2010 v0.8

site requirements
SITE REQUIREMENTS
  • Post anti-discrimination poster (AARP D143)
  • Store equipment in secure environment
  • Keep eyes on laptops and forms at sites
  • Call DC, police and AARP number on back of volunteer badge if computer stolen
  • Exit TaxWise® and encryption if neither you nor another counselor will be in area
  • Never post passwords on/near computer

DRAFT NJ Training TY2010 v0.8

quality review
Quality Review
  • 100% independent quality review
    • This means a second set of (counselor) eyes
    • This means no single counselor Sites
    • Site Coordinator has responsibility for implementation
  • IRS & AARP SMT will perform reviews on sample basis:
    • Site Review
    • Tax Return Review
  • Use QR section of IRS Intake Sheet

DRAFT NJ Training TY2010 v0.8

reimbursement
REIMBURSEMENT
  • Flat-rate reimbursement of $35 or
  • Parking/mileage (50¢/mi for 2010)
    • Need specific dates/locations
    • Need purpose
  • Covers training classes
  • Covers counseling, January to April 20
  • Expense report submitted to LC or DC at end of season

DRAFT NJ Training TY2010 v0.8

insurance coverage
INSURANCE COVERAGE
  • Travel accident insurance coverage if on Tax-Aide business
  • Medical Only
    • Not Car, Personal property, etc.
  • Supplemental secondary only
    • Your existing medical insurance is primary
  • Notify District Coordinator ASAP

DRAFT NJ Training TY2010 v0.8

volunteer protection act of 1997
VOLUNTEER PROTECTION ACT OF 1997
  • Certified volunteers not liable if:
    • Received IRS/AARP training
    • Harm not willful
    • Acting within scope of training
    • Following AARP policies and procedures

DRAFT NJ Training TY2010 v0.8

certification
CERTIFICATION
  • Four-part certification for counselors
    • Pass Basic, Intermediate and Advanced Test (score 80% on each)‏
    • Show competency in use of TaxWise software (complete four problems in class)‏
  • No certification needed for non-counselors (phone, reception, translators, etc.)

DRAFT NJ Training TY2010 v0.8

training resources
Training Resources
  • District Provided
    • Instructor-Lead Classes
    • Coaches / Mentors
    • Walk-in Workshops
  • IRS Link & Learn
  • NYTaxAide.org
    • Training page – including Standard Presentations (with Voice-Over Narration)
  • IRS Books
    • Pub 4491 – Training Guide
    • Pub 4491-W – Problems and Exercises
    • Pub 4012 – Volunteer Resource Guide
    • Form 6744 – Volunteer Assistor’s Test/Retest
    • Basic + Intermediate + Advanced levels
      • IGNORE Military, International, etc.

DRAFT NJ Training TY2010 v0.8

link learn
LINK & LEARN
  • On-line federal tax law training on IRS web site - includes exercises (www.irs.gov/app/vita)
    • Click on Advanced tab to begin.
      • Basic and Intermediate courses are a subset of the Advanced course
      • Ignore Military, International, Puerto Rico, Foreign Student courses
      • Abbreviated “What’s New” course for returning volunteers
    • Does NOT include New Jersey tax law
  • Practice Lab – special online version of TaxWise
    • TWO/Training STRONGLY preferred
  • Online Certification Tests (linklearn.webtechteam.com)
    • New volunteers must use paper test.

DRAFT NJ Training TY2010 v0.8

link learn special certification
LINK & LEARN SPECIAL CERTIFICATION
  • Two OPTIONAL subjects require on-line training and certification
    • Health Savings Accounts (HSA)
    • Cancellation of Debt (COD)
  • On-line Advanced certification is required before taking the HSA and COD online training and tests

DRAFT NJ Training TY2010 v0.8

link learn view
LINK & LEARN VIEW

DRAFT NJ Training TY2010 v0.8

counselor certification requirements
Counselor Certification Requirements
  • STEP 1 – Pass the IRS test with 80% for each segment (Basic, Intermediate and Advanced).
  • STEP 2 - Proficiency
    • Three scenarios (Moore, Fleming, Sterling) from Pub 4491-W (federal only)
    • Plus one NJ complete return (Jones)
    • Must be completed and reviewed by second Counselor
  • STEP 3 – Sign the Volunteer Standards of Conduct
  • Note: Must use 2010 Law and Software

DRAFT NJ Training TY2010 v0.8

preparer resources
Preparer Resources
  • IRS Documents
    • Publication 4012 – Volunteer Resource Guide (VRG)
    • Publication 17 – Your Federal Income Tax (later)
    • Form 1040 Instructions (later)
    • … plus many other specialized IRS documents
  • In Scope/Out of Scope Chart
  • Interview and Intake Sheet
  • TaxWise Help
  • And best of all… Your Site Coordinator and fellow volunteers!

DRAFT NJ Training TY2010 v0.8