TAX-AIDE

TAX-AIDE

What’s New for 2014

Regional Meetings– 2013 1

TAX-AIDE

Changes to 13614-C

●Questions designated by certification level required to complete the return

● Language added regarding “due diligence” and “Make an Effort to Find the Answer”

●New Printing Orientation

TRS TRAINING – 2013 2

TAX-AIDE

New Training Topics Coming to a ShareNet Near You!

Site Management Skill Development for LC and DC: Dealing with Difficult Taxpayers Working Effectively with Site

Hosts Creating a Safe Environment for

Taxpayers and Volunteers Staying within the Volunteer

Protection Act Managing “high-maintenance”

VolunteersYour Suggestions?

Regional Meetings – 2013 3

TAX-AIDE

Client Facilitator Development

Increasing levels of Responsibility to provide “career path” both up and down

Detailing 2 levels for 2014 tax seasonWorking on training materials, manual

and other resources to ensure high level of competence Target delivery: Nov 1

Regional Meetings – 2013 4

TAX-AIDE

Level 1: Welcomes taxpayers and

ensures a smooth flow at site

Distributes Client Intake form and ensures taxpayers have ID and SSN (questions referred to LC)

Assists LC to ensure that taxpayers with disability issues receive appropriate accommodation

Level 2: Assists taxpayer to complete

Client Intake form as necessary, ensuring all boxes are completed and explaining process to taxpayers

Conducts initial interview to ensure return is in scope and referring tax law questions to Counselor and/or noting on form for further discussion

Organizes taxpayer documents for ease of Counselor

Regional Meetings – 2013 5