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

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

Jan 23, 2024 174 likes •359 views

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

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TAX-AIDE TAX-AIDE

National Tax Training Committee

SUGGESTED AGENDAS

TRS TRAINING - 2013 1

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TAX-AIDE

SUGGESTED AGENDAS

  • Agenda for Instructor Workshop
  • Instructor agenda for new counselors
  • Instructor agenda for returning

counselors

  • Alternate Training Option

TRS TRAINING - 2013 2

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TAX-AIDE

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

TRS TRAINING - 2013 3

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TAX-AIDE

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

TRS TRAINING - 2013 4

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TAX-AIDE

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

TRS TRAINING - 2013 5

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TAX-AIDE

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

TRS TRAINING - 2013 6

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TAX-AIDE

Instructor Workshop Webinars

TRS TRAINING - 2013 7

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TAX-AIDE

Instructor Workshop Webinars

TRS TRAINING - 2013 8

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TAX-AIDE

SAMPLE NEW COUNSELOR AGENDA

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TAX-AIDE

NEW COUNSELOR – DAY 2

TRS TRAINING - 2013 10

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TAX-AIDE

NEW COUNSELOR – DAY 3

TRS TRAINING - 2013 11

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TAX-AIDE

NEW COUNSELOR – DAY 4

TRS TRAINING - 2013 12

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TAX-AIDE

NEW COUNSELOR – DAY 5

TRS TRAINING - 2013 13

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TAX-AIDE

SAMPLE RETURNING COUNSELOR AGENDA MORNING

TRS TRAINING - 2013 14

TW13 TW13

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TAX-AIDE

SAMPLE RETURNING COUNSELOR AGENDA AFTERNOON

TRS TRAINING - 2013 15

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TAX-AIDE

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

TRS TRAINING - 2013 16

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TAX-AIDE

ALTERNATIVE TRAINING OPTION

  • Experienced Volunteers – 12 hours

classroom, on-line & home study for balance of training

  • New Volunteers – 20 hours classroom,
  • n-line & home study for balance of

training

  • See portal ShareNet for suggested

agenda

TRS TRAINING - 2013 17

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TAX-AIDE

Questions?

Comments?

TRS TRAINING - 2013 18