1. TaxWise Orientation VITA 9 November 2013

2. Goals of Today’s Training Obtain Taxwise Lab student log-in Understand basic functions of Taxwise – Prepare a tax return Register for Link and Learn: Exam center What is next?

3. Goals of Today’s Training Obtain Taxwise Lab student log-in Understand basic functions of Taxwise – Prepare a tax return Register for Link and Learn: Exam center What is next?

4. Get Started Open your browser in INTERNET EXPLORER Visit our new website http://www.pennstatevita.weebly.comhttp://www.pennstatevita.weebly.com Volunteer → Training, Taxwise Orientation→ Taxwise

5. Link & Learn Taxes After you clicked Prompted to enter password: learntwo Now you will enter the 6-digit User ID you created earlier

6. Goals of Today’s Training Obtain Taxwise Lab student log-in Understand basic functions of Taxwise – Prepare a tax return Register for Link and Learn: Exam center What is next?

7. Start a New Return

8. Social Security Numbers - Training For testing purposes: 1 st three digits are given or you can make them up. Last six digits are made up of your User ID.

9. Goals of Today’s Training Obtain Taxwise Lab student log-in Understand basic functions of Taxwise – Prepare a tax return Register for Link and Learn: Exam center What is next?

10. Create VITA / TCE Account - Exams www.pennstatevita.weebly.com/volunteer

11. Taking the Exam

12. Send Us Your Results 123 Morningside, State CollegeP

13. Goals of Today’s Training Obtain Taxwise Lab student log-in Understand basic functions of Taxwise – Prepare a tax return Register for Link and Learn: Exam center What is next?

14. To-Do List Pass the following Exams by January 20 th – Ethics – Basic – Intermediate – Send Form 13615 to psuvita@gmail.com Pick up your training materials or study online Register for the final training session – REGISTER HERE: bit.ly/interactiveprep DateTimeLocation 1/17/2014 (FRI)5-8 PM207 Business 1/18/2014 (SAT)9-12 PM207 Business 1/18/2014 (SAT)5-8 PM207 Business

15. Have A Good Weekend