1 NTTC Training 2009 Overview of Training & Test for 2009 Pub 4491 – Student Guide Pub 6744 – Test Link & Learn/Practice Lab.

Slides:



Advertisements
Similar presentations
TAX-AIDE TY 2014 VITA/TCE Training & Site Products Instructor Workshop
Advertisements

1 OR Tri-County Training 2014 USING TWO TRAINING On line access to the training version of TaxWise software.
AARP Tax-Aide FOR ALL AARP TAX-AIDE SITES.
AARP Tax-Aide FOR ALL AARP TAX-AIDE VOLUNTEERS AARP TAX-AIDE PROGRAM POLICIES AND PROCEDURES.
TAX-AIDE Instructor Guidance for all Counselors – what to cover ● Volunteer Site Policy and Procedures (AARP ppt 45) ● Volunteer Standards of Conduct (p4961,
FOR ALL VOLUNTEERS AARP FOUNDATION TAX-AIDE PROGRAM POLICIES AND PROCEDURES AARP Foundation Tax-Aide.
Tax Preparation Course Introduction
TAX-AIDE The Client Facilitator NTTC Training
AARP TAX-AIDE PROGRAM Welcome & Introductions Course Introduction v1.0 VO.ppt LEVEL 2 TOPIC 11/30/20101NJ Training TY2010 v1.0.
1 NTTC Training 2011 WHAT'S NEW IN 2011 Highlights  Certification Process – Link & Learn  Ordering Training Products  New and Extended Tax Provisions.
Runaway. Placements.. The following graphics are designed to help you to navigate through this Computer Based Training. The navigational guides require.
1 Returning Counselor Training 2013 WELCOME RETURNING COUNSELOR TRAINING Bob Eslinger
Making a Game Linking Slides. To link slides: 1.Prepare your storyboard 2.Complete all slides 3.Link the slides.
1 NTTC Training 2010 LESSON 32: QUALITY REVIEW PUB 4012TAB 13 Form C Section C.
1 NTTC Training 2009 National Tax Training Committee AARP Tax Aide Helping Taxpayers.
TAP 2010 Getting Started Legal Aid of North Carolina Willette M. Crews, Presenter November 20, 2009.
Training Specifics Friday. NJ Division of Taxation What’s new? FLI in box 14 (family leave insurance ) Jim Gordon Jacob Foy
AARP Tax-Aide FOR ALL AARP TAX-AIDE VOLUNTEERS AARP TAX-AIDE PROGRAM POLICIES AND PROCEDURES.
1 NTTC/NTC ERO Training 2011 Tax Year 2007 ERO TRAINING ELECTRONIC RETURN ORIGINATOR (ERO) (Transmitter in Tax-Wise)
Filing Season AARP DISTRICT & LOCAL COORDINATORS Rev
TAX-AIDE Important Questions Presentation to CO1 State Management Team September 15, 2014 Important Questions: Ron Craig Presentation to CO1 SMT September.
AARP TAX-AIDE PROGRAM Welcome & Introductions Course Introduction v0.8 VO.ppt LEVEL 2 TOPIC 11/19/20101DRAFT NJ Training TY2010 v0.8.
TAX-AIDE TaxWise ® Tax Year 2013 Changes NTTC Training –
1 NTTC TRAINING 2009 MORTGAGE DEBT FORGIVENESS RELIEF ACT  Enacted in 2007 and expires end of  Allows taxpayers to exclude from income certain.
Intake and Interview 1. The Intake Process 1.Taxpayer fills out Intake Sheet 2.Volunteer completes Interview 3.Check Identification 4.Review Documents.
October 28, 2015 Reports Tab. Lesson Overview: Reports Tab  In this lesson we will cover:  Sub Office Management Reports  Support Site Links  Links.
TRS Presentation September 2013 Peter H. Viles Mass TRS
2009 NY3 Volunteer Survey Results District Coordinators Meeting November 2009 AARP Tax-Aide.
/7/20152 AARP TAX-AIDE PROGRAM Essex County Welcome & Introductions Ken Hoffman Essex County District Coordinator New Jersey State Coordinator.
1 NY3 Instructor Training 2010 Link & Learn vs Practice Lab vs Certification Test.
Tax Training Introduction (Federal and State) NJ TAX-AIDE PROGRAM Tax Year 2014 TAX-AIDE NJ TAX TY2014 v11.
Activity Reporting 2012 Stan Marshall, Jr. Chair, National Operations Committee Miho Kikujo Sr. Operations Analyst, National Office Regional Meetings.
NY3 Tax Training Committee Update
Concluding the Interview
AARP Tax-Aide FOR ALL AARP TAX-AIDE SITES.
TAX-AIDE Rent and Royalty Income Pub 4491 – Page 123 NTTC Training
AARP CA-2 State Meeting October 29-30, Thank you! You Make a Difference!
AARP Tax-Aide FOR ALL AARP TAX-AIDE SITES.
1 NTTC Training 2012 QUALITY REVIEW Pub 4491Lesson 31 Pub 4012Tab 12 Form CSection C.
1/12/2016NJ Integrated Training Tax Season1 AARP TAX-AIDE PROGRAM Welcome & Introductions Module NJ
TAX-AIDE Unemployment Compensation Pub 4491 – Page 141.
TAX-AIDE Tax Preparation Course Introduction Pub 4491 – Part 1 – Lesson 1.
New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL REVIEW POLICY MANUAL OPERATIONAL GUIDELINES.
TAX-AIDE Introduction to Federal Income Tax Law. TAX-AIDE Tax Law Basics ● All income is taxable, unless the law says it is not ● No deduction is allowed,
AARP Tax-Aide FOR ALL AARP TAX-AIDE VOLUNTEERS AARP TAX-AIDE PROGRAM POLICIES AND PROCEDURES.
NY3 TRAINING TRAINING WEBSITE NAVIGATION OVERVIEW 1.
TAX-AIDE Rent and Royalty Income Form 1040 – Line 17 Pub 4012 –Page D-27 Pub 4491 –Part 3 – Lesson 13 Entire Lesson.
TAX-AIDE KEY TRAINING MATERIAL SOURCES: IRS – AARP - CDPP.
Tax Preparation Course Introduction
Certification and Testing
CERTIFICATION & OTHER REQUIREMENTS
ELECTRONIC RETURN ORIGINATOR (ERO) (Transmitter in Tax-Wise)
AARP Foundation Tax-aide
Tax Training Introduction (Federal and State)
Tax Training Introduction (Federal and State)
Quality Review and Finishing the Return
Alternative Approaches to Training
Instructor Responsibilities
Tax Training Introduction (Federal and State)
ERO/Transmitter Training
TaxSlayer® Practice Lab
Amended Returns Prior Year Returns
AARP Foundation CO1 Tax-Aide
Intake/Interview (Form C)
D22Training Approach Keith Hamlyn.
Tax Training Materials
Conducting District Training Training
PROGRAM POLICIES AND PROCEDURES
Overview of Training & Test for 2009
Overview of Training & Test for 2009
Presentation transcript:

1 NTTC Training 2009 Overview of Training & Test for 2009 Pub 4491 – Student Guide Pub 6744 – Test Link & Learn/Practice Lab

2 NTTC Training 2009 Competencies  AARP Competencies  Basic Competencies  Intermediate Competencies  Advanced Competencies  Use of Link & Learn and Practice Lab

3 NTTC Training 2009 AARP Competencies  AARP Admin, Policies, & Quality Site Requirements  AARP Security and Privacy  Client Facilitator  ERO Training  Interviewing and in-take process

4 NTTC Training 2009 Basic Competencies  Total of 18 Competencies  Pub 4491 – covers 23 Lessons  30 Questions on the Test  Includes 5 “mini” scenarios  Completion of 2 complete returns  QR of 1 completed return

5 NTTC Training 2009 Intermediate Competencies  Total of 8 Competencies  Pub 4491 – covers 7 Lessons  20 Questions on the Test  Includes 2 “mini” scenarios  Completion of 2 complete returns

6 NTTC Training 2009 Advanced Competencies  Total of 5 Competencies  Pub 4491 – covers 6 Lessons  15 Questions on the Test  Includes 3 “mini” scenarios  Completion of 1 complete return

7 NTTC Training 2009 New Competencies in Training and Test  ARRA - American Recovery and Reinvestment Act of 2009  Schedule K-1s’ included in Pub 4491  Mortgage Foreclosure and Debt Cancellation included in Pub 4491  Use of Link & Learn for taking test for returning volunteers (must have at least one year in program)

8 NTTC Training 2009 Resources Provided by NTTC  Power Point Slides for each lesson  ARRA Power Point Presentation  Mortgage Foreclosure and Debt Forgiveness Presentation and checklist  AARP Administration and Quality Site Requirements

9 NTTC Training 2009 WHERE TO FIND NTTC SLIDES Go to web page: l (The AARP Extranet) Click on TRAINING tab Click on PBT Slides current date is 9/09 but they will be updated Unzip files

10 NTTC Training 2009 WHERE TO FIND JOE's SLIDES Go to NY3 web page Click on CATEGORIES pull down Select TRAINING

11 NTTC Training 2009 Questions/Discussion