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Updates on 2014 Regional Meetings: Training Enhancements and Best Practices

Discover the latest updates for the 2014 Regional Meetings, focusing on recent changes affecting training and volunteer management. Key topics include certification level changes for return completion, new directives on "due diligence," and enhanced site management skills. Learn how to effectively engage with difficult taxpayers, ensure a safe environment for all participants, and comply with the Volunteer Protection Act. This year focuses on career development paths, improving volunteer competencies, and readiness for the tax season. Join us to share your insights and suggestions!

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Updates on 2014 Regional Meetings: Training Enhancements and Best Practices

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  1. What’s New for 2014 Regional Meetings– 2013

  2. Changes to 13614-C • Questions designated by certification level required to complete the return • Language added regarding “due diligence” and “Make an Effort to Find the Answer” • New Printing Orientation TRS TRAINING – 2013

  3. New Training Topics Coming to a ShareNet Near You! Site Management Skill Development for LC and DC: Your Suggestions? • Dealing with Difficult Taxpayers • Working Effectively with Site Hosts • Creating a Safe Environment for Taxpayers and Volunteers • Staying within the Volunteer Protection Act • Managing “high-maintenance” Volunteers Regional Meetings – 2013

  4. Client Facilitator Development • Increasing levels of Responsibility to provide “career path” both up and down • Detailing 2 levels for 2014 tax season • Working on training materials, manual and other resources to ensure high level of competence Target delivery: Nov1 Regional Meetings – 2013

  5. Level 1: • Welcomes taxpayers and ensures a smooth flow at site • Distributes Client Intake form and ensures taxpayers have ID and SSN (questions referred to LC) • Assists LC to ensure that taxpayers with disability issues receive appropriate accommodation Level 2: • Assists taxpayer to complete Client Intake form as necessary, ensuring all boxes are completed and explaining process to taxpayers • Conducts initial interview to ensure return is in scope and referring tax law questions to Counselor and/or noting on form for further discussion • Organizes taxpayer documents for ease of Counselor Regional Meetings – 2013

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