TAX-AIDE

Certification Process Ref: AARP Policy Manual, pg 4

● Overview chart (p5159, pg 1-8)

● Definition of Instructor (AARP Training Guide pg 22-23, One Support)

● All Volunteer Certification

● Instructor Certification

● Counselor Certification

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TAX-AIDE

All Volunteers Ref: AARP Policy Manual, pg 4

● Attend: AARP Policy & Procedures Class (ppt 45, OneSupport)

● Attend: IRS Volunteer Standards of Conduct training (p4961), pass IRS test (80%), use Link & Learn

● Attend: Quality Review Presentation by TaxAide (ppt 36, p4012 pg 17 )

● Sign: Volunteer Agreement (IRS form 13615)

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TAX-AIDE

Additional Instructor Certification Ref: AARP Policy Manual, pg 4

● Pass VITA/TCE technical tax law test (ADV, HSA). Use Link & Learn, Practice Lab (or TWO 2014/training). TRS must sign 13615 Volunteer Agreement before Instructing. (AARP Training Guide, pg 9)

● Review Intake/Interview Processes & QR (p5101), check the box on VITA/TCE Vol Agreement (see example)

● Be VITA/TCE certified for teaching any prior year tax-law and software

● Attend CO-1 Instructor Workshop (minimum ACA session) or watch CO-1 ACA Webinar recording

● Complete SC required Practice Problems and & any DC requirements

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TAX-AIDE

Additional Counselor Certification Ref: AARP Policy Manual, pg 4, 5

● Satisfactorily Complete ADV technical tax law test (80%) via Link & Learn (preferred) or via paper. HSA test optional. Instructor sign 13615 before counseling.

● Review Intake/Interview Processes & QR (p5101), check the box on Vol Agreement (see example)

● Complete SC required Practice Problems

● Complete required District TWO training.

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TAX-AIDE

Practice Returns Ref: AARP Policy Manual, pg 4, sec 3.3

Practice Returns: “Counselors required to ...satisfactorily complete minimum # of practice returns ..as defined by the SC. SC may waive this requirement in extraordinary circumstances.”

● CO-1 New & Rookie Counselors: Independently complete any 4 IRS/NTTC practice returns of DC's choice, using TWO/training, with successful QR by experienced counselor.

● CO-1 Experienced Counselors: Independently complete minimum of 2 practice returns (4 recommended) of DC's choice using TWO/training, with successful QR by an Instructor. At least one of the problems must have ACA content.

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TAX-AIDE

Practice Return Summary

● 8 IRS Basic/Adv problems, same as last year (p4491-W). TWO2013 answers on One Support/Tax Training, w errata. TWO2014 answers mid Dec.

● 8 new AARP problems (elementary ACA) on One Support/Tax Training with TWO2013 line-by-line answers. TWO2014 answers available mid Dec.

● ACA addenda for 8 AARP problems with answers from Practice lab on One Support now.

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TAX-AIDE

Certification Timeline

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• TRS Certifies to SPEC by Dec 1

• Instructors Certify to TRS prior to Instructing or by Dec 31

• Tax Preparers, LCs and CFs certify to Instructors by Jan 31