Transcript Tax Preparation Course Introduction
Tax Preparation Course Introduction
TAX-AIDE
Returning Volunteer Welcome to Tax Aide
TAX-AIDE
Introductions
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Name
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Years of service
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Tax-Aide site
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Problem areas for further discussion?
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Welcome to TaxAide
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The country’s biggest volunteer program
~ 35,000 volunteers
8 paid staff (nationally!)
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In the Portland Tri-County Area
400+ volunteers
Served 18,361 taxpayers, and
Returned $22,165,658 to the local economy in tax refunds
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Class Schedule
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Start time: 8:30
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Break: 10:15 – 10:30 (approx)
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Lunch: 12 – 1 (approx)
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Break: 2:30 – 2:45 (approx)
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Done for the day: 4:30
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Class Plan
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One day class for returning volunteers
Topics
Resources
Policies & Procedures/SOC/QR
New Intake and Interview Sheet
What’s New – Federal and State
Affordable Care Act
Oregon Tax Law and problem
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What else we expect of you
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Complete the Standards of Conduct and Advanced tests on your own, if you haven’t done so already.
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Consider HSA test.
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Course Levels
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Advanced
For all TaxAide preparers
Ignore Basic course and test (material in Advanced course/test)
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Optional Additional Courses
Health Savings Accounts
Military
International
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Certification Process
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Complete two tests to meet IRS/AARP Tax-Aide certification requirements
Volunteer Standards of Conduct (VSOC) Test
Advanced Test
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Minimum score of 80% required on each
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May take one retest if necessary
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Show competency in use of TaxWise®
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View Oregon presentation and work Oregon tax problem
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Process Components
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IRS Forms
Form 13614-C
Form 1040
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IRS Publications
Pub 4491
Pub 4012
Pub 17
1040 Instructions
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Each will be covered in a later slide TaxWise Software State reference material as applicable OR Tri-Counties Training 2014
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The Text Book
Evergreen Printed version is 2013
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The Work-book
Evergreen Printed Version is 2013
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The Golden Book Primary Reference Tool Contains new ACA Tab
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Text Book for Affordable Care Act New Resource for 2014
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The Tests
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Tax Law Details
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Details Line-by Line
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On line resources
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IRS web site
www.irs.gov
Electronic copies of publications
Information about specific questions
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State web site
http://www.oregon.gov/DOR/pertax/Pa ges/index.aspx
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Other Resources
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Scope of Program, Cont.
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See chart in Pub 4012 p8-10
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An in-scope poster will be posted at your site
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If it’s not on the list, we don’t do it
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If you’re not comfortable doing it but it’s on the list, ask your site coordinator to help you and/or to have another volunteer do the return
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Course Introduction Questions?
TAX-AIDE
Comments…
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