TAX-AIDE

TAX-AIDE

NTTC Training Slides

Tax Year 2014

TAX-AIDE

Changes for Tax Year 2013

● Content Expanded – everything that is in scope 2013 IRS Forms TaxWise Online screen shots Instructor notes Process Based Training

● Format/Layout

● StructureInstructor Workshop - 2014 2

TAX-AIDE

Changes for Tax Year 2014

●Tax law, TaxWise and scope updates

● Identify Core versus Comprehensive material

Instructor Workshop - 2014 3

TAX-AIDE

Core

● Tax law and TaxWise information “every” volunteer must know to pass Advanced test and service “typical” Tax-Aide taxpayer

● Judgment call as taxpayers and volunteers are not the same across every site

● Goal – little or no material in this category that any Instructor would choose to ignore

Instructor Workshop - 2014 4

TAX-AIDE

Comprehensive

●All other in-scope tax law and associated TaxWise information

● Instructors should select those bits and pieces to add to the Core material to meet their situation

Instructor Workshop - 2014 5

TAX-AIDE

Example 1: SSA-1099 Core?

Instructor Workshop - 2014 6

TAX-AIDE

Example 1: SSA-1099 Comprehensive?

Instructor Workshop - 2014 7

TAX-AIDE

Fundamentals for Given Lesson/Topic

Instructor Workshop - 2014 10

CoreComprehensiveComprehensiveCore

Fundamentals – The Core material plus the items from the Comprehensive materials an Instructor chooses to include for his/her students

TAX-AIDE

Training Power Point Slides

Instructor Workshop - 2014 12

TAX-AIDE

Training Materials – TY 2014

Instructor Workshop - 2014 14

Questions…

The fattest knight at King Arthur's round table was Sir Cumference. He acquired his size from too much pi.