11/17/20151 Essex / Hudson Training TY 2011 AARP TAX-AIDE PROGRAM AARP TAX-AIDE PROGRAM Welcome December 1, 2011

Essex / Hudson Training TY 2011 PURPOSE OF THIS MEETING Kick off the 2011 Tax-Aide program ◦ New volunteers have already begun training What’s new for 2011 Training & certification process Resources for learning, coaching and tax prep

INTRODUCTIONS Management team Joe McFaddenTraining Coordinator Mike ShuchmanTechnology Coordinator Marie BreslinAdministrative Coordinator Mary WingProspective volunteer coordinator Don White Gary Blauth 54 returning volunteers 20+ new volunteers Essex / Hudson Training TY 2011

AGENDA Overview Standards of Conduct Training program 2011 changes Can/cannot do list Demonstrations Essex / Hudson Training TY 2011

AARP TAX-AIDE: MISSION TO PROVIDE HIGH QUALITY, FREE INCOME TAX ASSISTANCE AND TAX FORM PREPARATION TO LOW- AND MODERATE-INCOME TAXPAYERS, WITH SPECIAL ATTENTION TO THOSE AGE 60 AND OVER. Essex / Hudson Training TY 2011

11/17/ CONFIDENTIALITY, PRIVACY AND SECURITY KEEP TAXPAYER INFORMATION STRICTLY CONFIDENTIAL No taxpayer data is stored on the computer NEW FOR 2011: ◦ Authorization to e-file (Form 8879) is retained by the Taxpayer ◦ No taxpayer data may be retained (W-2, 1099, etc)  Rare exception: Supporting documents for Form 8453, to be mailed to IRS Essex / Hudson Training TY 2011

NATIONAL TAX-AIDE PROGRAM BEGINNING OUR 42nd YEAR LARGEST NATIONWIDE, VOLUNTEER-RUN FREE TAX SERVICE 32,500 volunteers serve over 2.6 million taxpayers In NJ we have 947 volunteers at 161 sites, who did 30,000+ tax returns Essex / Hudson Training TY 2011

LAST YEAR’S RESULTS for Essex & Hudson: ◦ 60 volunteers ◦ 2,200 Federal tax returns ◦ 7 sites in Essex, 1 site in Hudson 98% were e-files – prepared on the computer and electronically filed ESSEX & HUDSON COUNTIES Essex / Hudson Training TY 2011

SITES Essex days ◦ Livingston Community Center3 ◦ Montclair United Way5 ◦ East Orange Library3 ◦ West Orange Library1 ◦ South Orange Library2 ◦ Maplewood Library, Hilton Branch1 ◦ Irvington Senior Center2 Hudson ◦ Jersey City United Way2 Essex / Hudson Training TY 2011

ACTIVITY LOG (formerly called Site Sign-in Sheet) Records non e-file activity ◦ Prior year, amended, paper-submitted ◦ Questions ◦ PTR These numbers are important to maintain program funding grants Essex / Hudson Training TY 2011

New Activity Reporting, QR & ERO Tracking Log A new form (Tracking Log) has been created to serve both activity reporting and tax return tracking 2011 Regional Meetings – St Louis 11

New on Site Activity Log 12

EXPENSE REIMBURSEMENT Volunteers may choose: ◦ Flat-rate reimbursement ◦ Itemized mileage & expenses (keep a log) ◦ No reimbursement NEW FOR 2011 ◦ On-line submittal and approval ◦ Faster and more reliable processing Essex / Hudson Training TY 2011

11/17/ IRS PUBLICATIONS ◦ PUB 4012Volunteer Resource Guide ◦ PUB 4491Process Based Training ◦ PUB 4491-W Workbook ◦ PUB 6744 IRS certification test ◦ PUB 17 Your Income Tax Essex / Hudson Training TY 2011

Training website: NJ TaxAide website: AARP “Extranet”: TaxWise Online TY 2010 trainingtwonline.taxwise.com/training10 TY 2011 trainingtwonline.taxwise.com/training INTERNET RESOURCES

Essex / Hudson Training TY 2011 SERVICE AWARDS 15 YEARS Chris Christopher 5 YEARS Marilyn Osman Herb Rogall Jim Snodgrass Don White Mary Wing

AARP TAX-AIDE PROGRAM ANY QUESTIONS ? Essex / Hudson Training TY 2011