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Overview of Training & Test for 2009

This guide provides an overview of training and testing for tax preparation through comprehensive competencies and resources, including new topics like ARRA and mortgage foreclosure. Access slides and resources at the provided web page.

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Overview of Training & Test for 2009

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  1. Overview of Training & Test for 2009 Pub 4491 – Student Guide Pub 6744 – Test Link & Learn/Practice Lab

  2. Competencies • AARP Competencies • Basic Competencies • Intermediate Competencies • Advanced Competencies • Use of Link & Learn and Practice Lab

  3. AARP Competencies • AARP Admin, Policies, & Quality Site Requirements • AARP Security and Privacy • Client Facilitator • ERO Training • Interviewing and in-take process

  4. Basic Competencies • Total of 18 Competencies • Pub 4491 – covers 23 Lessons • 30 Questions on the Test • Includes 5 “mini” scenarios • Completion of 2 complete returns • QR of 1 completed return

  5. Intermediate Competencies • Total of 8 Competencies • Pub 4491 – covers 7 Lessons • 20 Questions on the Test • Includes 2 “mini” scenarios • Completion of 2 complete returns

  6. Advanced Competencies • Total of 5 Competencies • Pub 4491 – covers 6 Lessons • 15 Questions on the Test • Includes 3 “mini” scenarios • Completion of 1 complete return

  7. New Competencies in Training and Test • ARRA - American Recovery and Reinvestment Act of 2009 • Schedule K-1s’ included in Pub 4491 • Mortgage Foreclosure and Debt Cancellation included in Pub 4491 • Use of Link & Learn for taking test for returning volunteers (must have at least one year in program)

  8. Resources Provided by NTTC • Power Point Slides for each lesson • ARRA Power Point Presentation • Mortgage Foreclosure and Debt Forgiveness Presentation and checklist • AARP Administration and Quality Site Requirements

  9. WHERE TO FIND SLIDES Go to NY3 web page http://nytaxaide.org/ Click on CATEGORIES pull down Select “TRAINING

  10. JOE'S SLIDES Select “Instructor Training Slides” Download selected files

  11. COUNSELOR TRAINING SLIDES Click on “PBT Slides” Current date is 9/09 These will be updated Unzip files

  12. Questions/Discussion

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