D22Training Approach Keith Hamlyn
History of D22 Training Joint Tri-District Agreement Districts 16, 21, & 22 sharing volunteers Cooperative sharing demands same single-training focus Economy in numbers Centro San Juan Diego follows the same curriculum but in Spanish CO1 Instructor Workshop - TY2018
Training Philosophy Overall Objective – Prepare individuals that can create error- free standard returns & can self-learn the more complex elements New Counselor Training Goals Don’t Overwhelm Maximize immersion training Experienced Counselor Training Goals Refresh access & skills Provide tax-law changes & discuss Provide opportunities for continual improvement Re-emphasize basic understanding CO1 Instructor Workshop - TY2018
Training Philosophy New Counselor Training Implementation Utilize the NEW 1040 as a structural overview Build the return using logical, manageable elements that can be absorbed and implemented Connect each element to the appropriate supporting document Each element must be implemented in TaxSlayer software CO1 Instructor Workshop - TY2018
Training Philosophy Mentors – Experienced counselors are encouraged to support the new counselor training Immersion: Full computer contact is the only effective way to prepare new counselors Special points of emphasis How to utilize the reference documents Experienced counselors are always there for questions/support We provide an important service for our customers, we must be accurate and we must be non-judgmental CO1 Instructor Workshop - TY2018
How Training is Organized Every attendee needs access to a computer New Counselors have 5 days training, Returning Counselors have 2.5 days this year NTTC Slides are used/modified to introduce each element Scenarios that incorporate these elements are selected from the NTTC Workbook for the counselors to complete and discuss CO1 Instructor Workshop - TY2018
Resources Required for Training Facilities Need projection, sound system and Wi-Fi capability for up to 30 people Computers Counselors can use their own computers for training only, or an IRS computer Trainers Trainers volunteer to be responsible for preparation and teaching of elements of which they have a strong understanding Others Mentors, District, Local & Shift Coordinators, Technical Coordinator CO1 Instructor Workshop - TY2018
Training other Positions LC’s and Shift Coordinators Site specific instruction LC Training Session held October Email and phone information sharing ERO’s Separate class to address hand-off of information, especially for multi-day sites (Covered in LC Training Session) Client Facilitators Separate Training session that is held during the New Counselor Training session Necessary to know correct process for initial client contact District Management Team No formal training – email and phone conversations CO1 Instructor Workshop - TY2018
TY2017 Syllabus – Day 1 CO1 Instructor Workshop - TY2018 New Counselors Training Plan Revised 12/24/17 January 15-19, 2018 - Ascension Lutheran Church, Littleton, CO Day Lesson Description Training Reference Document Reference NTTC W/B Start Time End Time Length Instructor 1 Welcome, Introductions, Course Overview, Certifications IRS Pubs 4012,17, 4491, 6744 8:30 AM 8:50 AM 0:20 Dave Martz Mon Training Philosphy Hamlyn Slides 9:05 AM 0:15 Keith Hamlyn IRS Form 1040 Basics Pub 4012, TabB, p1 & 2 All of IRS Form 1040 9:30 AM 0:25 Volunteer Site Policies & Procedures Pubs 4012 & 4491 Pub 4961 9:50 AM Break 10:00 AM 0:10 Intro to Tax Law Pub 4012, 4491 & 17; NTTC PPT #5 Form 1040 Instructions 10:30 AM 0:30 Screening & Interviewing - Intake Sheet 4012 Tab-B; NTTC PPT #5 Form 13614-C Brent 11:00 AM Orientation to TaxSlayer / Practice Lab - Personal information 4012 All Tabs; NTTC PPT #2 1040 Top of Page 1 11:50 AM 0:50 Lunch 12:35 PM 0:45 Filing Requirements - Filing Status 4012 Tab-A; NTTC PPT #7, 8 1040 lines 1-5 1:10 PM 0:35 Anne Makowski Exemptions/Dependents 4012 Tab-C; NTTC PPT #9 1040 line 6 1:35 PM Income - Wages, Interest, Dividends, Other Income 4012-D; NTTC PPT #11,12,13 & 24 1040 lines 7-22 2:25 PM 2:35 PM Adustments to Income 4012-E; PPT #28 1040 lines 23-37 3:15 PM 0:40 Cindy Ward Standard Deduction 4012 Tab-F; NTTC PPT #29 1040 line 40 3:35 PM ACA - Affordable Care Act Basics - Brent Only 4012 Tab-H; NTTC PPT #40 1040 lines 46, 61, 69 4:00 PM Ann Palen Wrap-Up 4:10 PM Homework - Read "Quincy" info (Intake/Interview sheet line-by-line, fill-in "gray" areas) CO1 Instructor Workshop - TY2018
TY2017 Syllabus – Day 2 CO1 Instructor Workshop - TY2018 Day 2 Tues Lesson Description Training Reference Document Reference NTTC W/B Start Time End Time Length 2 Welcome - Questions - Previous Day Issues Finish "Brent" & Additional "Quincy" Return - W/Modifications 8:30 AM 8:40 AM 0:10 Tues TaxSlayer Summary/Print Page Review Form 1040 T/S Output Brent 8:55 AM 0:15 Refund/Balance Due 4012 Tab-K; NTTC PPT #39 Completed Return 9:15 AM 0:20 Complete Brent - E-File & Submission page 4012 Tab-K; NTTC PPT #41 9:45 AM 0:30 In-Scope Overview 4012 p8-10; CORE "Scope" Tab Tax-Aide Scope Manual 10:05 AM Break 10:15 AM In-Scope Quiz (NTTC WB, p167) - All Questions 4012; CORE "Scope" Tab 10:35 AM Income - Social Security & Taxability 4012 Tab D, NTTC PPT #23 1040 line 20a & b 10:40 AM 11:10 AM Lunch 12:00 PM 0:50 Intake/Interview Sheet Review/Questions P4012 Tab-B; NTTC PPT #5 Form 13614-C Quincy 12:20 PM Main Information Sheet P4012 Tab-B; NTTC PPT #7 1040 Top of Page 1 12:35 PM Filing Status - Need to File 4012 Tab-A,B; NTTC PPT #8 1040 lines 1-5 12:55 PM Dependents - Personal Exemptions 4012 Tab-C; NTTC PPT #9 1041 line 6 1:15 PM 1:25 PM Income - Wages (W-2) & Interest (1099-INT) 4012 Tab-D; NTTC PPT #12 & 13 1040 lines 7 & 8 1:35 PM Income - State Income Tax Refunds (Young p142, only use Form 1099-G) 4012 Tab-D; NTTC PPT #14 1040 line 10 Young 1:50 PM Income - IRA Distribution (1099-R), Annuity (1099-R) & SS (SSA-1099) 4012 Tab-D; NTTC PPT #19 & 23 1040 line 15, 16 & 20 2:20 PM Deduction - Standard vs Itemized 4012 Tab-F; NTTC PPT 29 & 30 1040 line 65 2:35 PM Estimated Tax Payments 4012 Tab-H; NTTC PPT #37 1040 lines 15, 16 2:55 PM Wrap-Up 3:00 PM 0:05 Homework - Read "Reed" info (Intake/Interview sheet line-by-line, fill-in "gray" areas) CO1 Instructor Workshop - TY2018
Training Philosophy: Wrap-up Questions? Note: The 2017 syllabus X/L files will be made available on CORE CO1 Instructor Workshop - TY2018