1 ortc instructor training 2014 course materials what there is and where to find it tri-counties...

1ORTC Instructor Training 2014

Course Materials

What there is and Where to find it

Tri-counties Instructor Training

December 12 & 13, 2014

2ORTC Instructor Training 2014

THANK YOU ALL FOR TEACHING

AND FOR BEING HERE TODAY

3ORTC Instructor Training 2014

Thanks to all who participated in developing the course materials

Tom Fisher Art HansenKathy Goeddel Wendy GentherTom Anderson Marisa DanleyJim Walcutt

COURSE DEVELOPMENT CONTRIBUTORS

4ORTC Instructor Training 2014

TEACHING RESOURCES

Syllabi on CASH Oregon web site

5ORTC Instructor Training 2014

TEACHING RESOURCES

Syllabi on CASH Oregon web site Slide sets on CASH Oregon web site www.cashoregon.org/volunteer/instructors.html

6ORTC Instructor Training 2014

TEACHING RESOURCES

Syllabi on CASH Oregon web site Slide sets on CASH Oregon web site Training Packet (4480) from IRS

Includes 4012, 5157, 6744

7ORTC Instructor Training 2014

TEACHING RESOURCES

Syllabi on CASH Oregon web site Slide sets on CASH Oregon web site Training Packet (4480) from IRS 4491 and 4491-W from IRS

4491 and 4491-W are “evergreen” Returning volunteers use last year’s New volunteers got 4491 at orientation 4491-W will be in class boxes for new vols

8ORTC Instructor Training 2014

TEACHING RESOURCES

Syllabi on CASH Oregon web site Slide sets on CASH Oregon web site Training Packet (4480) from IRS 4491 and 4491-W from IRS IRS web site

9ORTC Instructor Training 2014

TEACHING RESOURCES

Syllabi on CASH Oregon web site Slide sets on CASH Oregon web site Training Packet (4480) from IRS 4491 and 4491-W from IRS IRS web site Class packet from CASH Oregon

Handouts, additional materials if available

10ORTC Instructor Training 2014

STUDENT RESOURCES

Training Packet from IRS (4480) 4491 and 4491-W 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

11ORTC Instructor Training 2014

What’s New This Year

There are 4 courses Four day class for new volunteers Two day class for new volunteers One day class for returning volunteers One day optional Tax Law Review for returning

volunteers (does not replace one day class)

12ORTC Instructor Training 2014

What’s New This Year

There are 4 courses 4491 and 4491-W are “Evergreen”

Printed version is last year’s book The on line version is new

13ORTC Instructor Training 2014

What’s New This Year

There are 4 courses 4491 and 4491-W are “Evergreen”

Printed version is last year’s book The on line version is new

We are working on a set of ACA problems They will come with instructions for use

14ORTC Instructor Training 2014

On the CASH web site

For each course Syllabus (Word document) Powerpoint Slides Handouts (you’ll also get

paper copies in course packet) Slides from this workshop Go to www.cashoregon.org Click on Instructors box

15ORTC Instructor Training 2014

What’s Required

New consolidated Standards of Conduct, Intake and Interview, Quality Review and Identity Theft slide set On first day of class There’s a check box on the Volunteer

Agreement

16ORTC Instructor Training 2014

What’s Required

New consolidated Standards of Conduct, Intake and Interview, Quality Review and Identity Theft slide set On first day of class There’s a check box on the Volunteer

Agreement

Oregon Tax Law and Oregon Problem We’ve allotted more time this year

17ORTC Instructor Training 2014

What’s Required

New consolidated Standards of Conduct, Intake and Interview, Quality Review and Identity Theft slide set On first day of class There’s a check box on the Volunteer

Agreement

Oregon Tax Law and Oregon Problem We’ve alloted more time this year

All required materials are on slide sets or handouts in each course

18ORTC Instructor Training 2014

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 If we make changes after Dec. 15, we’ll notify

you

There’s too much material in the slide sets You’ll need to do some picking and choosing But not of required sets

19ORTC Instructor Training 2014

ONLINE PRACTICE AND TEST OPTIONS

twonline.taxwise.com/training for exercises and tests for new volunteers, and for ACA problems for returning students

Practice Lab for Tax Law Review class twonline.taxwise.com/training13 for

Oregon problem Link and Learn tests Paper tests

20ORTC Instructor Training 2014

TWONLINE, cont.

Plan to assign TWO user ids to all volunteers at the first class meeting Except in TLR class

Plan to get TLR students into Practice Lab

21ORTC Instructor Training 2014

ACA Problems

We are working on problems and templates for ACA problems and instructions on how to use them

Stay tuned

22ORTC Instructor Training 2014

LINK AND LEARN ONLINE TESTS

Online test taking reduces paperwork and eliminates grading

Instructions for accessing TWO/training and online tests, can be found in slide sets.

There is a handout containing information for accessing TWO/training and online tests.

Returning volunteers have been emailed a handout containing information for accessing Practice Lab and online tests.

23ORTC Instructor Training 2014

Questions?

24ORTC Instructor Training 2014

Have a great tax year

Have fun