1. 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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

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