Starting a Return

Report
Course Materials
What there is and
Where to find it
Tri-counties Instructor
Training
December 6 & 7, 2013
ORTC Instructor Training 2013
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THANK YOU ALL FOR
TEACHING
AND FOR BEING HERE TODAY
ORTC Instructor Training 2013
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COURSE DEVELOPMENT
CONTRIBUTORS
Thanks to all who participated in
developing the course materials
Tom Fisher
Gary Schreiber
Kathy Goeddel
Art Hansen
Jeff Malmquist
Tom Anderson
Craig Lindsay
Anne Lindsay
Jim Walcutt
Marisa Danley
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TEACHING RESOURCES
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TEACHING RESOURCES
 Syllabi on CASH Oregon web site
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TEACHING RESOURCES
 Syllabi on CASH Oregon web site
 Slide sets on CASH Oregon web site
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TEACHING RESOURCES
 Syllabi on CASH Oregon web site
 Slide sets on CASH Oregon web site
 Training Packet (4480) from IRS
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TEACHING RESOURCES




Syllabi on CASH Oregon web site
Slide sets on CASH Oregon web site
Training Packet (4480) from IRS
4012, 4491, 4491-W, and 6744 from IRS
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TEACHING RESOURCES





Syllabi on CASH Oregon web site
Slide sets on CASH Oregon web site
Training Packet (4480) from IRS
4012, 4491, 4491-W, and 6744 from IRS
Link and Learn courseware
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TEACHING RESOURCES






Syllabi on CASH Oregon web site
Slide sets on CASH Oregon web site
Training Packet (4480) from IRS
4012, 4491, 4491-W, and 6744 from IRS
Link and Learn courseware
IRS web site
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TEACHING RESOURCES







Syllabi on CASH Oregon web site
Slide sets on CASH Oregon web site
Training Packet (4480) from IRS
4012, 4491, 4491-W, and 6744 from IRS
Link and Learn courseware
IRS web site
Class packet from CASH Oregon
 Handouts, additional materials if available
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STUDENT RESOURCES
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STUDENT RESOURCES
 Training Packet from IRS (4480)
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STUDENT RESOURCES
 Training Packet from IRS (4480)
 4012, 4491, 4491-W, and 6744 from IRS
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STUDENT RESOURCES
 Training Packet from IRS (4480)
 4012, 4491, 4491-W, and 6744 from IRS
 Link and Learn courseware
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STUDENT RESOURCES




Training Packet from IRS (4480)
4012, 4491, 4491-W, and 6744 from IRS
Link and Learn courseware
On line software (Taxwise Online Training)
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STUDENT RESOURCES
Training Packet from IRS (4480)
4012, 4491, 4491-W, and 6744 from IRS
Link and Learn courseware
On line software (Taxwise Online Training)
Study Labs at Lloyd Center and at
Beaverton Activities Center
 Online test site





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STUDENT RESOURCES





Training Packet from IRS (4480)
4012, 4491, 4491-W, and 6744 from IRS
Link and Learn courseware
On line software (Taxwise Online Training)
Study Labs at Lloyd Center and at
Beaverton Activities Center
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STUDENT RESOURCES
Training Packet from IRS (4480)
4012, 4491, 4491-W, and 6744 from IRS
Link and Learn courseware
On line software (Taxwise Online Training)
Study Labs at Lloyd Center and at
Beaverton Activities Center
 Online test site





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STUDENT RESOURCES
Training Packet from IRS (4480)
4012, 4491, 4491-W, and 6744 from IRS
Link and Learn courseware
On line software (Taxwise Online Training)
Study Labs at Lloyd Center and at
Beaverton Activities Center
 Online test site
 IRS web site





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What’s New This Year
 There are only 3 courses
 Four day class for new volunteers
 Two day class for new volunteers
 One day class for returning volunteers
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What’s New This Year
 There are only 3 courses
 Four day class for new volunteers
 Two day class for new volunteers
 One day class for returning volunteers
 The class materials are on line
 Accessible to you and to students
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What’s New This Year
 There are only 3 courses
 Four day class for new volunteers
 Two day class for new volunteers
 One day class for returning volunteers
 The class materials are on line
 Accessible to you and to students
 Electronic signatures on volunteer
agreements are OK
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What’s New This Year
 There are only 3 courses
 Four day class for new volunteers
 Two day class for new volunteers
 One day class for returning volunteers
 The class materials are on line
 Accessible to you and to students
 Electronic signatures on volunteer
agreements are OK
 4491 and 4491-W are “Evergreen”
 They (probably) won’t be reprinted next year
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On the CASH web site
 For each course
 Syllabus (Word document)
 Powerpoint Slides
 Handouts (you’ll also get
paper copies in course packet)
 Go to cashoregon.org
 Click on Instructors box
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COURSE MATERIAL OPTIONS
 Instructor Presentations
 From slides and/or 4491 and/or web resources
 Quizzes and discussion
 Scenarios and/or questions
 Software Practice
 TWONLINE training
 Mix them up (to stay awake)
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What’s Required
 Presentations on Intake and Interview and
Quality Review (by the IRS)
 There’s a check box on the Volunteer Agreement
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What’s Required
 Presentations on Intake and Interview and
Quality Review (by the IRS)
 There’s a check box on the Volunteer Agreement
 Volunteer/Site Policies and Procedures
Presentation (by AARP)
 Replaces last year’s Standards of Conduct
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What’s Required
 Presentations on Intake and Interview and
Quality Review (by the IRS)
 There’s a check box on the Volunteer Agreement
 Volunteer/Site Policies and Procedures
Presentation (by AARP)
 Replaces last year’s Standards of Conduct
 Oregon Tax Law and Oregon Problem (by
us)
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What’s Required
 Presentations on Intake and Interview and
Quality Review (by the IRS)
 There’s a check box on the Volunteer Agreement
 Volunteer/Site Policies and Procedures
Presentation (by AARP)
 Replaces last year’s Standards of Conduct
 Oregon Tax Law and Oregon Problem (by
us)
 All required materials are on slide sets or
handouts in each course
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Some Caveats
 Slide sets on CASH Oregon web site are
subject to change
 Freeze date is Dec. 15
 Please tell us if you see errors before then
 There’s too much material in the slide sets
 You’ll need to do some picking and choosing
 But not of required sets
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ONLINE PRACTICE AND TEST
OPTIONS
 twonline.taxwise.com/training for
exercises and tests
 twonline.taxwise.com/training12
for Oregon problem
 Link and Learn tests
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TWONLINE User Administration
 If you have control of a twonline EFIN, you
are asked to establish training user ids for
the students in your classes
 Use AARPnn ids
 If you have questions, I can help
 Remember to disable the ids before tax season
starts
 If you do not have control of a twonline
EFIN, your DC will set you up with training
ids
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TWONLINE, cont.
 Plan to assign TWO user ids to new
volunteers at the first class meeting
 Plan to assign TWO user ids to returning
students 2 weeks before class via email
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LINK AND LEARN ONLINE TESTS
 Online test taking reduces paperwork and
eliminates grading
 Instructions for accessing TWO/training and
online tests, can be found on slide sets for
new volunteer classes.
 There is a handout containing information
for accessing TWO/training and online tests
 For distribution in new volunteer classes
 For email distribution to returning volunteers
two weeks before class
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L & L ONLINE TESTS
 In an ideal world, volunteers would pass
the tests online by the end of class
 Paper tests are accepted
 There is a process for certifying after the
conclusion of the class
 More on this later
 This year electronic signatures by
volunteers, but not by certifiers, are
accepted on volunteer agreements
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Have a great tax year
Have fun
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