TAX-AIDE What’s New for 2014 Regional Meetings– 20131

TAX-AIDE Changes to 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 – 20132

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” Volunteers Your Suggestions? Regional Meetings – 20133

TAX-AIDE Client Facilitator Development  Increasing levels of Responsibility to provide “career path” both up and down  Detailing 2 levels for 2014 tax season  Working on training materials, manual and other resources to ensure high level of competence Target delivery: Nov 1 Regional Meetings – 20134

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 – 20135