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2. 12/7/20152 AARP TAX-AIDE PROGRAM Essex County Welcome & Introductions Ken Hoffman Essex County District Coordinator New Jersey State Coordinator 973-731-5613 Cell 862-252-0004 e-mail: njtaxaide@comcast.netnjtaxaide@comcast.net Module NJ 2.0

3. www.NJTaxAide.org/tavolunteers Links to – AARP – IRS – NJ Division of Taxation Web Sites All training publications and other materials, slides and VOS

4. National Results Prepared 1.5M 2008 federal returns 93% of federal returns were e-filed – up from 88% – Total paper returns dropped to about ~83K Assisted 2.6M clients Processed returns totaling ~ $200M EIC Prepared >1M state returns 97% of clients recommend our service

5. New Jersey Statistics 57,500 Taxpayers Helped Prepared ~30,000 Federal returns 903 volunteers (was 938 in CY2008) – 725 Counselors – 156 Client Facilitators 187 Sites (was 235 in CY2008) e-file ratio = 77% (up from 46% in 2005) – All districts >40% e-file – Eight districts >80% e-file 77% Quality Review reported Opening up Hudson County (Jersey City) Closed Cape May and Cumberland Counties

6. 12/7/20156 ESSEX– 90% E-FILE Criteria For Margaret Dresher Awards: – 50+ Electronic Filed Federal Returns – Ratio Of E-file /Total Returns: Bronze>40%, Silver>60%, Gold>80%, Diamond>90% CEDAR GROVE98/101 97%DIAMOND EAST ORANGE354/37794%DIAMOND IRVINGTON233/259 90%DIAMOND LIVINGSTON260/261100%DIAMOND MONTCLAIR PL292/32390%DIAMOND NEWARK115/12592%DIAMOND SOUTH ORANGE 79/8198%DIAMOND MONT UNITED WAY407/42995%DIAMOND WEST ORANGE47/13635%

7. December Schedule December 7-11 New Volunteer Training (Kent) December 14th All Hands Meeting, TW09 available – 2009 Tax Law Changes (Debt cancellation/mortgage foreclosure) – Discussion with illustrative examples to reinforce new requirements – Problems & Test Requirements – Moore, Fleming and Sterling » Provide comments on these problems – IRS Test using TW2009 on flash drives Test due: January 12 th – NJ Proficiency Test (Jones) –In class January 21 st December 17 th Review results/questions specific to Moore, Fleming and Sterling

8. January Schedule January 11 th Remaining Training including 2009 Updates – General/Administrative (Expenses, Activity Sheets, Insurance etc – NJ Can Do/Cannot Do List, QR, Sign In Sheet, I&I Form, What’s new in TW, NYS, When To and When Not to File, Client Facilitator Training January 12 th – IRS – New Jersey Division of Taxation – IRS Exam Due w/Signed Code of Conduct January 13 th – Mentoring available at LCC regarding comprehensive [problems and IRS Test January 21 st and 22nd – Common IRS Test errors/issues – NJ Proficiency – Jones Problem will be completed in class – Distribution of e-file equipment including NJ TW09 Volunteer assignments

9. 9 Major On-Going Thrusts 100% Quality Review (by a second certified volunteer) Client Confidentially 100% use of Intake & Interview Sheet Activity Reporting

10. 12/7/201510 NJ Counselor Certification Requirements STEP 1 - Complete Moore, Fleming and Sterling comprehensive problems in Pub 4491-W through Federal Tax Liability STEP 2 – Pass the IRS test with 80% for each segment (Basic, Intermediate and Advanced) STEP 3 – Sign the Volunteer Standards of Conduct STEP 4 – Complete the Jones Problem which is specific to NJ issues and is on our Web Site. This requires the 2009 NJ Tax Wise software

11. 12/7/201511 What Is “In Scope” “In Scope” forms and schedules are ones which Received training, feel comfortable doing AND are on New Jersey “Can Do” List ONLY do New Jersey Returns unless trained for NY returns Volunteer Protection Act of 1997 (S.543) Certified volunteers not liable provided Acting within scope i.e. Items on the “NJ Can Do List” Harm not willful

12. 12/7/201512 Quality Review 100% independent quality review – This means a second set of (counselor) eyes – This means no single counselor Sites – Site Coordinator has responsibility for implementation IRS & AARP SMT will do reviews on sample basis: – Site Review – Tax Return Review

13. v13DC Meeting 200813 For Whom Can We Do Returns? Prepare tax returns for – Any age – Any income – Scheduling preference to clients over 60 – Do not have to be AARP member

14. 12/7/201514 PUBLICATIONS & TOOLS Publication 4012, Volunteer Resource Guide (VRG) Publication 17, Your Federal Income Tax New Jersey “Can Do” List Site Sign-In-Sheet & Activity Report Interview and Intake Sheet Form 1040 Form/Instructions GIT Booklets – State of NJ

15. 15 Client Facilitators A Very Important Asset To Any Site Not required to pass test Reports to Site Coordinator Facilitates Intake Process Organize Clients papers – Check to be sure that everything is there Can work in conjunction with counselor – Assist in data entry by reading and checking data Can do PTR’s Eligible for flat rate or itemization of mileage

16. 12/7/201516 INSURANCE COVERAGE Travel accident insurance coverage if on Tax-Aide business Insurance is supplemental to Medicare or its equivalent and covers medical expenses and/or death only. It does not cover personal property such as cars, computers etc Notify District Coordinator ASAP

17. 12/7/201517 Introduce Yourself Please state your name and your experience with the Tax Aide Program

18. The End Questions, Comments?