Conducting District Training Training Tax Year 2018 This training supplements the Tax-Aide Policies and Procedures training which is required for all AARP Foundation Tax-Aide Volunteers

Policy Training Requirement Dec 8, 2010 To help ensure quality service and a positive experience for the taxpayer To ensure compliance with Tax-Aide program policies and IRS grant and site requirements All Local and Shift Coordinators are to be formally trained on site operations each year before their site opens Seen much of this already and should not be many surprises for experienced volunteers, but it’s required to review anyway – this is your formal training Many new volunteers each year who have not seen this before. Local Coordinator Training – TY2018

District Training Break Out LC Training Instructor Training – Local New Preparers Training Returning Preparers Training Client Facilitator Training Policies and procedures discussed during LC Training should focus on the LC’s role in implementing, monitoring and enforcing those policies and procedures. Local Coordinator Training – TY2018

Local Coordinator Training – TY2018 LC Training Provided normally by DC/SMEs National and Local Policies & Procedures Policy/Procedures & Tax Law Changes Software/Hardware changes Site & Returns management Local Coordinator Training – TY2018

Instructor Training Local National and Local Policy and Procdures Local Training Objectives Training Process for different groups Provide/Discuss Training Outline Engage the DC and LC’s Local Coordinator Training – TY2018

New Preparers Training - Orientation AARP Foundation definition and expectations AARP Tax-Aide national program - Overview AARP Tax-Aide Local Program - Overview Provide Training Outline & Resource Page Discuss training objective for upcoming Week 1 Local Coordinator Training – TY2018

New Preparers Training Execute Training Sessions Provide Coaches/Mentors Create understanding of Software Usage Create Understanding of Resources Basic Tax Laws Use multiple learning processes Local Coordinator Training – TY2018

Returning Preparers Training National and Local policy and procedure changes Software Updates Tax law Updates Review of expectations Solidify Site schedules Local Coordinator Training – TY2018

Client Facilitator Training: National and Local Policy and Procedures Customer Service Skills and Expectations Intake and Interview Sheet Consent Forms Required forms of ID to complete Return Certification Levels Local Coordinator Training – TY2018

Local Coordinator Training – TY2018 All Volunteers Must: Complete AARP Foundation Tax-Aide Policy and Procedures training Pass Standards of Conduct and Intake - Interview and sign Volunteer Agreement Pass Applicable Preparer level tests Local Coordinator Training – TY2018

Local Coordinator Training – TY2018 End of Presentation Questions ? Local Coordinator Training – TY2018