1/12/2016NJ Integrated Training Tax Season1 AARP TAX-AIDE PROGRAM Welcome & Introductions Module NJ 1.1.1

1/12/2016 NJ Training TY Purpose Of This Training Understand how/where to use your resources Understand and apply tax law Prepare accurate tax returns Understand use of software and e-filing Understand the Quality Review Process

1/12/2016 NJ Training TY What Kind of Returns Can I Prepare and For Whom? Only returns, schedules and forms for which you have been trained and certified and appear on the NJ “Can Do” List We prepare returns for clients of any age and any income. Scheduling preference is given to the more senior population. Clients do not have to be members of AARP.

1/12/2016 NJ Training TY Quality Review 100% independent quality review This means a second set of (counselor) eyes This means no single counselor Sites Site Coordinator has responsibility for implementation IRS & AARP SMT will perform reviews on sample basis: Site Review Tax Return Review

v13 DC Meeting AARP National Accomplishments ?? ComparisonFY ??FY 2008 (Data through 9/08/08) %Growth Taxpayers helped2.2M2.9M32% Total Federal Returns1.3M1.9M28% e-file “returns accepted”1.1M1.5M27% e-file rate83%80% Taxpayer 60+64%68%30% Total EITC Dollars State Returns $159M 796K $186M 1,032K 14% 23%

v13 DC Meeting How Did We Do Last Year In NJ?? We did great? Can we do better? You bet we can! Number of people assisted: 57K Up 19% from last year including Stimulus Number of Federal Returns: 35.7K Number of Returns e-filed: 17.9K E-file % ~50% Up 31%+ from last year North Atlantic Region (NY, NJ & PA) ~64% National e-file % ~80%

1/12/2016 NJ Integrated Training Tax Season7 Confidentiality, Privacy And Security Keep taxpayer information strictly confidential Delete taxpayer data from computers by April 30th Retain only documents necessary for e-file process

1/12/2016 NJ Integrated Training Tax Season8 INSURANCE COVERAGE Travel accident insurance coverage if on Tax-Aide business Insurance is supplemental to Medicare or its equivalent and covers medical expenses and/or death only. It does not cover personal property such as cars, computers etc Notify District Coordinator ASAP

1/12/2016 NJ Integrated Training Tax Season9 PUBLICATIONS & TOOLS Publication 4012, Volunteer Resource Guide (VRG) Publication 17, Your Federal Income Tax New Jersey “Can Do” List Site Sign-In-Sheet & Activity Report Interview and Intake Sheet Form 1040 Form/Instructions GIT Booklets – State of NJ

1/12/2016 NJ Integrated Training Tax Season10 Counselor Certification Requirements STEP 1 – Pass the IRS test with 80% for each segment (Basic, Intermediate and Advanced). STEP 2 - Proficiency Three scenarios (Moore, Fleming, Sterling) from Pub 4491-W (federal only) Plus one NJ complete return (Jones) Must be completed and reviewed by second Counselor STEP 3 – Sign the Volunteer Standards of Conduct Note: Must use 2009 Law and Software

1/12/2016 NJ Integrated Training Tax Season11 Introduce Yourself Please state your name and your experience with the Tax Aide Program