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Course Materials

Course Materials. What there is and Where to find it Tri-counties Instructor Training December 6 & 7, 2013. THANK YOU ALL FOR TEACHING AND FOR BEING HERE TODAY. COURSE DEVELOPMENT CONTRIBUTORS. Thanks to all who participated in developing the course materials Tom Fisher Gary Schreiber

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Course Materials

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  1. Course Materials What there is and Where to find it Tri-counties Instructor Training December 6 & 7, 2013

  2. THANK YOU ALL FOR TEACHING AND FOR BEING HERE TODAY

  3. 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

  4. TEACHING RESOURCES

  5. TEACHING RESOURCES • Syllabi on CASH Oregon web site

  6. TEACHING RESOURCES • Syllabi on CASH Oregon web site • Slide sets on CASH Oregon web site

  7. TEACHING RESOURCES • Syllabi on CASH Oregon web site • Slide sets on CASH Oregon web site • Training Packet (4480) from IRS

  8. 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

  9. 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

  10. 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

  11. 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

  12. STUDENT RESOURCES

  13. STUDENT RESOURCES • Training Packet from IRS (4480)

  14. STUDENT RESOURCES • Training Packet from IRS (4480) • 4012, 4491, 4491-W, and 6744 from IRS

  15. STUDENT RESOURCES • Training Packet from IRS (4480) • 4012, 4491, 4491-W, and 6744 from IRS • Link and Learn courseware

  16. 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)

  17. 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

  18. 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

  19. 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

  20. 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

  21. 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

  22. 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

  23. 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

  24. 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

  25. 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

  26. 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)

  27. What’s Required • Presentations on Intake and Interview and Quality Review (by the IRS) • There’s a check box on the Volunteer Agreement

  28. 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

  29. 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)

  30. 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

  31. 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

  32. ONLINE PRACTICE AND TEST OPTIONS twonline.taxwise.com/training for exercises and tests twonline.taxwise.com/training12 for Oregon problem Link and Learn tests

  33. 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

  34. 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

  35. 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

  36. 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

  37. Have a great tax year Have fun

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