OVERVIEW. What is AARP Tax-Aide? It is the nation’s largest free, volunteer-run tax assistance and preparation service available to taxpayers with low-

Slides:

Advertisements

Similar presentations

AARP Tax-Aide FOR ALL AARP TAX-AIDE SITES.

Advertisements

AARP Foundation Tax-Aide

1 NTTC/NTC ERO Training 2010 Tax Year 2007 ERO TRAINING The ELECTRONIC RETURN ORIGINATOR (ERO) is the Transmitter in Tax-Aide.

AARP Foundation Tax-Aide Partnership & Communications Specialist (PCS)

1 NTTC Training 2011 STANDARDS OF CONDUCT Pub 4012Intro Pages Pub 6744VITA/TCE Test Intro.

1 NTTC Training 2013 STANDARDS OF CONDUCT Pub 4012Intro Pages Pub 6744VITA/TCE Test Intro.

Tax Year 2006 Volunteer Training Introduction & Administrative Guidelines.

TAX-AIDE AARP Tax-Aide Policy and Procedures Review For Review by All Volunteers TY2014 Volunteer/Site Policies and Procedures –

AARP Tax-Aide FOR ALL AARP TAX-AIDE SITES.

AARP Tax-Aide FOR ALL AARP TAX-AIDE VOLUNTEERS AARP TAX-AIDE PROGRAM POLICIES AND PROCEDURES.

Site and Personnel Records What information is recorded and why is it important? Gary Blauth, NJ ADS

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

FOR ALL VOLUNTEERS AARP FOUNDATION TAX-AIDE PROGRAM POLICIES AND PROCEDURES AARP Foundation Tax-Aide.

Tax Preparation Course Introduction

TAX-AIDE The Client Facilitator NTTC Training

AARP TAX-AIDE PROGRAM Welcome & Introductions Course Introduction v1.0 VO.ppt LEVEL 2 TOPIC 11/30/20101NJ Training TY2010 v1.0.

TAX-AIDE Certifications Policy Manual - OneSupport [General Program Management][General]

1 9/12/08 Draft AARP Tax-Aide Program Benefiting You, Benefiting Your Community.

1 NY3 Instructor Training Albany 2009 OVERVIEW. 2 NY3 Instructor Training Albany 2009 WHO ARE WE?

10/2/2015NJ Integrated Training Tax Season1 Expense Statements and Activity Reporting Gary Blauth NJ Administration Specialist Module NJ 2.8.

1 Returning Counselor Training 2013 WELCOME RETURNING COUNSELOR TRAINING Bob Eslinger

AARP Tax-Aide FOR ALL AARP TAX-AIDE VOLUNTEERS AARP TAX-AIDE PROGRAM POLICIES AND PROCEDURES.

1 NTTC/NTC ERO Training 2011 Tax Year 2007 ERO TRAINING ELECTRONIC RETURN ORIGINATOR (ERO) (Transmitter in Tax-Wise)

Filing Season AARP DISTRICT & LOCAL COORDINATORS Rev

TAX-AIDE Important Questions Presentation to CO1 State Management Team September 15, 2014 Important Questions: Ron Craig Presentation to CO1 SMT September.

AARP TAX-AIDE PROGRAM Welcome & Introductions Course Introduction v0.8 VO.ppt LEVEL 2 TOPIC 11/19/20101DRAFT NJ Training TY2010 v0.8.

1 NTTC Training 2009 THE CLIENT FACILITATOR. 2 NTTC Training 2009 What/Who is a Client Facilitator?  All of us ”facilitate” clients!  The LC or Counselor.

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

Site and Personnel Records What information is recorded and why is it important? Gary Blauth, NJ ADS

1 NTTC/NTC ERO Training 2010 ERO TRAINING The ELECTRONIC RETURN ORIGINATOR (ERO) is the Transmitter in Tax-Aide.

OVERVIEW. A non-profit nonpartisan membership organization dedicated to making life better for people 50 and over. Founded in 1958; currently nearly 36.

/7/20152 AARP TAX-AIDE PROGRAM Essex County Welcome & Introductions Ken Hoffman Essex County District Coordinator New Jersey State Coordinator.

Tax Training Introduction (Federal and State) NJ TAX-AIDE PROGRAM Tax Year 2014 TAX-AIDE NJ TAX TY2014 v11.

T AX -A IDE ERO/Transmitter Training. T AX -A IDE 2 Outline Primary Duty Responsibilities Qualifications Efile Process NTTC Training – TY2015.

TAX-AIDE AARP Tax-Aide Policy and Procedures Review For Review by All Volunteers TY2015 Volunteer/Site Policies and Procedures

T AX -A IDE Tax-Aide Local Coordinator Training Tax Year 2015 This training supplements the Volunteer Site Policies and Procedures training which is required.

AARP Tax-Aide FOR ALL AARP TAX-AIDE SITES.

TAX-AIDE 4. Certification Process Matt Grogan CO-1 TRS.

AARP Tax-Aide FOR ALL AARP TAX-AIDE SITES.

TAX-AIDE District Coordinator Training & Orientation 1 Aug 2015.

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

1 NTTC/NTC ERO Training Dallas 2009 HMR modified for NY3 ERO TRAINING 2009 NTTC/NTC – Dallas Friday, July 24 Updated for NY3 Training November 2009.

TAX-AIDE Tax Preparation Course Introduction Pub 4491 – Part 1 – Lesson 1.

T AX -A IDE Tax-Aide Policy and Procedures Review For Review with All Volunteers Tax Year 2015.

New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL REVIEW POLICY MANUAL OPERATIONAL GUIDELINES.

AARP Tax-Aide FOR ALL AARP TAX-AIDE VOLUNTEERS AARP TAX-AIDE PROGRAM POLICIES AND PROCEDURES.

AARP Tax-Aide FOR ALL AARP TAX-AIDE SITES.

TAX-AIDE What’s New for 2014 Regional Meetings–

TAX-AIDE The Client Facilitator Instructor Workshop

1 NY3 District Coordinator Meeting November 8-9, 2010 District Coordinator Guide Background Responsibilities Workload Feedback.

AARP Tax-Aide FOR ALL AARP TAX-AIDE SITES.

TECHNOLOGY’S ROLE in TAX-AIDE

Tax Preparation Course Introduction

CERTIFICATION & OTHER REQUIREMENTS

ELECTRONIC RETURN ORIGINATOR (ERO) (Transmitter in Tax-Wise)

ERO/Transmitter Training

Tax Training Introduction (Federal and State)

Tax Training Introduction (Federal and State)

The ELECTRONIC RETURN ORIGINATOR (ERO) is the Transmitter in Tax-Aide

Instructor Responsibilities

Tax Training Introduction (Federal and State)

Proposal for Consideration

INTRODUCTION TO TAX-AIDE TECHNOLOGY

Instructor Responsibilities and Certification

AARP Foundation Tax-Aide

For more information on Tax-Aide in your community contact:

Conducting District Training Training

AARP Foundation CO1 Tax-Aide

Instructor Responsibilities

PROGRAM POLICIES AND PROCEDURES

Presentation transcript:

OVERVIEW

What is AARP Tax-Aide? It is the nation’s largest free, volunteer-run tax assistance and preparation service available to taxpayers with low- and middle-income, with special attention to those age 60 and older. Over 34,600 AARP Tax-Aide volunteers, are trained in cooperation with the Internal Revenue Service (IRS), to help over 2 million taxpayers file their federal, state, and local tax returns each year at nearly 7,000 AARP Tax-Aide sites nationwide.

AARP TAX-AIDE PROGRAM Free, nationwide confidential service Committed to high-quality answering tax questions and preparing returns In 2008 over 2.5 million taxpayers assisted 1.5 million Federal tax returns e-filed (over 88% e-file rate)

Electronic Return Originator (ERO) Local Coordinator (LC) Technology Coordinator (TC) Instructor (INS) Prospective Volunteer Coordinator (PVC) District Coordinator (DC)** Training Specialist (TRS) Administration Specialist (ADS) Partnership/Communications Specialist (PCS) State Coordinator (SC) State Management Team (SMT) Counselor* (COU) Client Facilitator (CF) Non-Counselor (NC) Shift Coordinator (SCO) Training Coordinator (TRC) Administration Coordinator (AC) Communications Coordinator (CC) Local/District Team (LDT) Technology Specialist (TCS) AARP Tax-Aide is a program of the AARP Foundation, offered in conjunction with the IRS.

RESPONSIBILITIES OF A AARP TAX AIDE VOLUNTEER Sign a Volunteer Agreement (Form 13615) Adhere to Standards to protect Taxpayer Data and Privacy Provide Quality Service

Treat Taxpayers professionally with courtesy and respect Safeguard confidentiality of taxpayer info Apply tax laws to the best of your ability Only prepare returns within scope of training Protect equipment and supplies Do not solicit business or accept compensation

At the site Computers, supplies, software and forms will be provide to prepare a return Publications (Pub 4012, Pub 17, NYS) will be provided Expense Report provided by Local Coordinator, maintained by volunteer Security requirements will be established at the site

ADMINISTRATION QUESTIONS? COMMENTS?