TAX-AIDE Instructor Guidance for all Counselors – what to cover ● Volunteer Site Policy and Procedures (AARP ppt 45) ● Volunteer Standards of Conduct (p4961,

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Presentation transcript:

TAX-AIDE Instructor Guidance for all Counselors – what to cover ● Volunteer Site Policy and Procedures (AARP ppt 45) ● Volunteer Standards of Conduct (p4961, L&L), Intake Interview and Quality Review (p5101, L&L, ppt 36) ● AARP In-Out of Scope Definition (Scope Poster, Scope Manual) ● Same-Sex Marriage filing rules ● ACA – NTTC ppt 31 NTTC – PowerPoint Guidelines 1

TAX-AIDE Instructor Guidance for New Counselors – what else to cover TWO 2014 hands on training (p4555e, pg 17/18, select fr 8+8 Practice Problems (Slide 12), 45 Basic NTTC ppts on Tax Training/Tax Law for discussion/homework),OR ● Adapt TWO Immersion Training (Tax Training/Tax Law/TWO Immersion) OR D-18 approach (Day 2 WorkShop ) ● State Return Preparation, Line by Line ● “Basic ACA training”, per DC guidance NTTC – PowerPoint Guidelines 2

TAX-AIDE Instructor Guidance for Experienced Counselors – what else to cover ● Work Practice problems in class using selected p4491- W or NTTC problems, minimum of 2 with ACA addenda ● Conduct ACA TWO training in depth, use Laminate, Instructor Workshop ACA ppt/Webinar, Tax Wise and ACA ppt (Tax Training/ACA Training) ● Cover selected Comprehensive topics from 45 NTTC ppts, invite New Counselors ● Cover Federal and State Tax Law Changes (ppt #41, Tax Training/Tax Law + WS slides) NTTC – PowerPoint Guidelines 3

TAX-AIDE Client Facilitator, ERO and LC Training ● Client Facilitator: Tax Training/Training Plans ● ERO Transmitter Training: Tax Training/TaxLaw/NTTC Training Files, ppt # 44 ● AARP Local Coordinators Digest: Leadership Training/Manuals (not p1084) NTTC – PowerPoint Guidelines 4