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Instructor Workshop Approach to Counselor Training

Instructor Workshop Approach to Counselor Training

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Instructor Workshop Approach to Counselor Training

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  1. Instructor Workshop Approach to Counselor Training Bob Eslinger Advertisement in Shop: Guitar, for Sale…..Cheap…. ….no strings attached. AZ Instructor Workshop TY13

  2. Agenda • ShareNet for Training • Tax Law Training Files • Training Plans • Site and Volunteer • Training Documents • Adult Learning • Deficiencies Found in IRS Reviews • Intake/Interview & Quality Review Sheet • Pubs 4012/4491W Changes • Certification Requirements AZ Instructor Workshop TY13

  3. ShareNet for Training AZ Instructor Workshop TY13

  4. https://volunteers.aarp.org/ AZ Instructor Workshop TY13

  5. AZ Instructor Workshop TY13

  6. AZ Instructor Workshop TY13

  7. Content Search Added Tax Law Training ShareNet Update November 2013

  8. Content Search Instructions Tax Law Training ShareNet Update November 2013

  9. AZ Instructor Workshop TY13

  10. [Policies and Procedures][Manuals Policies and Procedures Documents] AZ Instructor Workshop TY13

  11. AZ Instructor Workshop TY13

  12. AZ Instructor Workshop TY13

  13. TaxLaw Training Files AZ Instructor Workshop TY13

  14. TaxLaw Training AZ Instructor Workshop TY13

  15. Slide Content • Based on Process Based Training • Expanded • 2013 IRS Forms • TaxWise Online screen shots • Instructor notes AZ Instructor Workshop TY13

  16. 1. INTAKE/INTERVIEW 2. TAX LAW 3. TAXWISE 4. QUALITY REVIEW 5.SUMMARY/EXIT AZ Instructor Workshop TY13

  17. Read Me Tax Law Training Guide AZ Instructor Workshop TY13

  18. Link & Learnhttps://www.linklearncertification.com/d/ AZ Instructor Workshop TY13

  19. AZ Instructor Workshop TY13

  20. Training Plans AZ Instructor Workshop TY13

  21. Overview of Site Policies & Procedures • Quality Site Requirements (QSRs) • Volunteer Standards of Conduct (VSC) AZ Instructor Workshop TY13

  22. What You Need to Know QSR #1 Volunteer Certification TRS oversees the Tax-Aide volunteer certification process and ensures that the names of certified Instructors are submitted. Instructor to notify LC and DC of volunteers completing certification. Volunteer is assigned to site and ADS notified for VMIS update, notification to IRS and the Tax-Aide National Office All volunteers must complete Volunteer Standards of Conduct training and pass the test (VSC) (Pub 4961) AZ Instructor Workshop TY13

  23. What You Need to Know QSR #2 Intake and Interview Process Mandatory Training module and test embedded in IRS Ethics test. All Volunteers, including Greeters and Client Facilitators, will train and test on this information. Must use Form 13614-C – Interview Intake & Quality Review Sheet for every taxpayer Taxpayer interview key to process AZ Instructor Workshop TY13

  24. What You Need to Know QSR #3 Quality Review Process QR must be in front of taxpayer with full review of all pages of the Client Intake Form QR should ask “probing questions” not just verify name and numbers 100% Quality Review by 2nd counselor AZ Instructor Workshop TY13

  25. What You Need to Know QSR #4 Reference Material IRS Pubs 17 and 4012 Appropriate State Tax Instructions IRS Intake/Interview and Quality Review Sheet for every return prepared (IRS 13614-C) Volunteer Tax Alerts Have required IRS material available (paper or electronic) AZ Instructor Workshop TY13

  26. What You Need to Know QSR #5 Volunteer Agreement Must pass Volunteer Standards of Conduct test Volunteer Agreement must be signedby instructor or local coordinator Will include information for EA/CPAs to get Continuing Education for service All volunteers must sign the Volunteer Agreement Form 13615 AZ Instructor Workshop TY13

  27. What You Need to Know QSR #6 Timely Filing of Tax Returns Taxpayer and spouse signed 8879 provides authorization to e-file return Any rejects should be resolved in a timely manner (usually within 3 days) Must have process to ensure e-file returns filed in a timely manner AZ Instructor Workshop TY13

  28. What You Need to Know QSR #7 Title VI New Language on AARP Poster (D143) * trash or re-cycle old posters! Must display at “first point of contact between volunteer and taxpayer.” Sites must provide information to taxpayers regarding their Civil Rights AZ Instructor Workshop TY13

  29. What You Need to Know QSR #8 Correct Site Identification Number Correct Site Identification Number (SIDN) must be reported on all returns. Bottom – Main Information Worksheet AZ Instructor Workshop TY13

  30. What You Need to Know QSR #9 Correct Electronic Filing Identification Number Correct Electronic Filing Identification Number (EFIN) must be reported on all returns AZ Instructor Workshop TY13

  31. What You Need to Know • QSR # 10 – Security, Privacy, Confidentiality • Gov’t Photo identification of Taxpayer – LC approval required for exceptions in extreme cases • Taxpayer immediately known by first and last name • Taxpayer presents SS card or Tax ID # for everyone listed on return • Alternatives • Other documents issued by SS Administration • Gov’t PhotoIDand Carryforward • Interim Taxpayer ID # (ITIN) • ITIN application process separately defined • Confidentiality of Data from Taxpayer – including NO part of any tax and/or information forms retained by volunteers Tax Law Training ShareNet Update December 2013

  32. Volunteer Standards of Conduct • VSC #1:Follow the Quality Site Requirements • VSC #2:Not accept payment or solicit donations for federal or state tax return preparation • VSC #3: Never solicit business for self or others AZ Instructor Workshop TY13

  33. Volunteer Standards of Conduct (Continued) • VSC #4: Not knowingly prepare a false return • VSC #5: Not engage in any criminal or any conduct deemed to have a negative effect on the program • VSC #6: Treat all taxpayers in a professional, courteous and respectful manner AZ Instructor Workshop TY13

  34. Training Plans AZ Instructor Workshop TY13

  35. New Counselor 5-Day Training Plan AZ Instructor Workshop TY13

  36. New Counselor 5-Day Training Plan AZ Instructor Workshop TY13

  37. Returning Counselor Training Plan AZ Instructor Workshop TY13

  38. Who Should File AZ Instructor Workshop TY13

  39. AZ Instructor Workshop TY13

  40. Returning Counselor Training Plan AZ Instructor Workshop TY13

  41. Training Plans AZ Instructor Workshop TY13

  42. Policy, Procedures, Interview • Site Policy and Procedures • We train our volunteers using our Powerpoint Training Slides • Screening and Interview • Quality Review • Interview slides within all others • We train our volunteers using our ppt Training Slides, not IRS Pub 5101 AZ Instructor Workshop TY13

  43. Site and Volunteers AZ Instructor Workshop TY13

  44. AZ Instructor Workshop TY13

  45. Site and Volunteers AZ Instructor Workshop TY13

  46. AZ Instructor Workshop TY13

  47. Training Documents Locally Developed Tools AZ Instructor Workshop TY13

  48. AZ Instructor Workshop TY13

  49. AZ Instructor Workshop TY13

  50. AZ Instructor Workshop TY13