Burlington County Core Training – Day 2

January 5 & 13, 2022

Agenda

Housekeeping and today’s process.

Caldwell – married couple with a son in college

Davenport – retired married couple

What’s New in federal and NJ Tax Law

Chromebooks, TaxSlayer, Service Delivery

Certification

Q&A

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2

Housekeeping

If you haven’t already, please respond “Yes” to my invitation to this meeting from the e-mail I sent you.

Please keep your video turned off.

Please mute your audio unless you are speaking.

You may use “Raise Hand” or the “Chat” feature to ask a question.

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Process for today’s Core problem session

I will be going through the Caldwell & Davenport problems step by step using the intake interview dialogue, the completed intake/interview form, the completed NJ checklist and the problem scenario.

I will be giving you slide # references from the “Lesson” narrated slide deck for each problem step to help with trouble shooting if you have questions or can’t match the refund monitor.

I will be showing the problem in Practice Lab as we work through the scenario steps.

We will pause occasionally to catch up with questions.

Tax Law changes for 2021

I will use two documents from the “What’s New for 2021” link on the Student page of TP4F – “All Preparers section. See my Tax Training Note 21.4

• IRS Publication 4491 New and Temp (Important Changes for 2021 and Temporary Provisions).
• NJ Division of Taxation – Important Income Tax changes for Tax Year 2021.

Information and publication of documents detailing tax law changes will certainly be updating from now through the tax season. Watch for updates

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Upcoming Training

• Core Training – repeated next week on Wednesday Jan 12 & Thursday, Jan 13^th
• CF Training – Tuesday, Jan 18^th @ 10AM
• Open Session / Special Topics – Thursday, Jan 20^th @ 1PM
• LC/ERO Training – Wednesday Jan 19^th @9:30 AM
• NJ All Hands – 3 virtual Q&A sessions, Jan 13, 20, 27. John sent you links yesterday to their presentation and the meetings. Only need to attend one session.

Same Day Drop Off (SDDO) Model

• TP arrives for appointment with tax documents and hopefully a completed Interview/Intake Form
• CF organizes documents and enters client on Site Activity Logs
• Counselor explains process and obtains TP signature on 14446 Consent Form to retain documents
• Counselor interviews TP and completes Inventory checklist
• TP signs Inventory checklist and leaves the area

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SDDO Model (cont)

• Counselor prepares tax return, contacts TP if needed
• 2^nd Counselor performs a Quality Review, contacting TP if needed
• Tax return is printed and client contacted to return or by pre-scheduled appointment
• Tax return reviewed with client
• TP signs 8879 and Inventory checklist acknowledging return of documents
• TP leaves with return and all documents except Inventory Checklist which is retained by LC

Requirements for Certification - 1

Participate in the on-line Training classes – some will be mandatory, and some will be optional.

Pass the IRS tests – Ethics, Intake-QR, For TCEs, Advanced (includes HSA this year).

• New - Mandatory test for all LCs.
• New - Optional test for Experienced Volunteers.

Print out, electronically sign and send VSOC form (.pdf) to Ron.

TCEs - Complete (at home) the Lewis and Clark problems. Send a .pdf of the completed return to Ron and report on any problem areas.

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Requirements for Certification - 2

Completion of required courses in the Learning Management System (LMS) on the AARP portal:

For all Counselors:

• Introduction to Tax-aide
• Policies and Procedures
• Security Essentials
• Technology and Security
• Tax-aide Reimbursements for Volunteers

For LCs – Local Coordinator’s Training

What’s new for TY 2021 problems (still under development)

District Leadership Team

John Gibson – District Coordinator & Technical Coordinator

• johnsandra306@gmail.com

Sherry Wasserman – Administrative Coordinator

• esherryw@gmail.com

Ron Cary – Training Coordinator

• ronald.cary@gmail.com

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Questions?

Thanks for all that you do!

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