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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

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COURSE DEVELOPMENT CONTRIBUTORS

Thanks to all who participated in developing the course materials Tom Fisher Gary Schreiber Kathy Goeddel Jeff Malmquist Art Hansen Tom Anderson Craig Lindsay Jim Walcutt Anne Lindsay 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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