1. D22Training Approach
Keith Hamlyn

2. History of D22 Training Joint Tri-District Agreement
Districts 16, 21, & 22 sharing volunteers
Cooperative sharing demands same single-training focus
Economy in numbers
Centro San Juan Diego follows the same curriculum but in Spanish
CO1 Instructor Workshop - TY2018

3. Training Philosophy
Overall Objective – Prepare individuals that can create error- free standard returns & can self-learn the more complex elements
New Counselor Training Goals
Don’t Overwhelm
Maximize immersion training
Experienced Counselor Training Goals
Refresh access & skills
Provide tax-law changes & discuss
Provide opportunities for continual improvement
Re-emphasize basic understanding
CO1 Instructor Workshop - TY2018

4. Training Philosophy New Counselor Training Implementation
Utilize the NEW 1040 as a structural overview
Build the return using logical, manageable elements that can be absorbed and implemented
Connect each element to the appropriate supporting document
Each element must be implemented in TaxSlayer software
CO1 Instructor Workshop - TY2018

5. Training Philosophy
Mentors – Experienced counselors are encouraged to support the new counselor training
Immersion: Full computer contact is the only effective way to prepare new counselors
Special points of emphasis
How to utilize the reference documents
Experienced counselors are always there for questions/support
We provide an important service for our customers, we must be accurate and we must be non-judgmental
CO1 Instructor Workshop - TY2018

6. How Training is Organized
Every attendee needs access to a computer
New Counselors have 5 days training, Returning Counselors have 2.5 days this year
NTTC Slides are used/modified to introduce each element
Scenarios that incorporate these elements are selected from the NTTC Workbook for the counselors to complete and discuss
CO1 Instructor Workshop - TY2018

7. Resources Required for Training
Facilities
Need projection, sound system and Wi-Fi capability for up to 30 people
Computers
Counselors can use their own computers for training only, or an IRS computer
Trainers
Trainers volunteer to be responsible for preparation and teaching of elements of which they have a strong understanding
Others
Mentors, District, Local & Shift Coordinators, Technical Coordinator
CO1 Instructor Workshop - TY2018

8. Training other Positions
LC’s and Shift Coordinators
Site specific instruction
LC Training Session held October
and phone information sharing
ERO’s
Separate class to address hand-off of information, especially for multi-day sites (Covered in LC Training Session)
Client Facilitators
Separate Training session that is held during the New Counselor Training session
Necessary to know correct process for initial client contact
District Management Team
No formal training – and phone conversations
CO1 Instructor Workshop - TY2018

9. TY2017 Syllabus – Day 1 CO1 Instructor Workshop - TY2018
New Counselors Training Plan Revised 12/24/17
January 15-19, Ascension Lutheran Church, Littleton, CO
Day
Lesson Description
Training Reference
Document Reference
NTTC W/B
Start Time
End Time
Length
Instructor 1
Welcome, Introductions, Course Overview, Certifications
IRS Pubs 4012,17, 4491, 6744
8:30 AM
8:50 AM
0:20
Dave Martz
Mon
Training Philosphy
Hamlyn Slides
9:05 AM
0:15
Keith Hamlyn
IRS Form 1040 Basics
Pub 4012, TabB, p1 & 2
All of IRS Form 1040
9:30 AM
0:25
Volunteer Site Policies & Procedures
Pubs 4012 & 4491
Pub 4961
9:50 AM
Break
10:00 AM
0:10
Intro to Tax Law
Pub 4012, 4491 & 17; NTTC PPT #5
Form 1040 Instructions
10:30 AM
0:30
Screening & Interviewing - Intake Sheet
4012 Tab-B; NTTC PPT #5
Form C
Brent
11:00 AM
Orientation to TaxSlayer / Practice Lab - Personal information
4012 All Tabs; NTTC PPT #2
1040 Top of Page 1
11:50 AM
0:50
Lunch
12:35 PM
0:45
Filing Requirements - Filing Status
4012 Tab-A; NTTC PPT #7, 8
1040 lines 1-5
1:10 PM
0:35
Anne Makowski
Exemptions/Dependents
4012 Tab-C; NTTC PPT #9
1040 line 6
1:35 PM
Income - Wages, Interest, Dividends, Other Income
4012-D; NTTC PPT #11,12,13 & 24
1040 lines 7-22
2:25 PM
2:35 PM
Adustments to Income
4012-E; PPT #28
1040 lines 23-37
3:15 PM
0:40
Cindy Ward
Standard Deduction
4012 Tab-F; NTTC PPT #29
1040 line 40
3:35 PM
ACA - Affordable Care Act Basics - Brent Only
4012 Tab-H; NTTC PPT #40
1040 lines 46, 61, 69
4:00 PM
Ann Palen
Wrap-Up
4:10 PM
Homework - Read "Quincy" info (Intake/Interview sheet line-by-line, fill-in "gray" areas)
CO1 Instructor Workshop - TY2018

10. TY2017 Syllabus – Day 2 CO1 Instructor Workshop - TY2018 Day 2 Tues
Lesson Description
Training Reference
Document Reference
NTTC W/B
Start Time
End Time
Length 2
Welcome - Questions - Previous Day Issues
Finish "Brent" & Additional "Quincy" Return - W/Modifications
8:30 AM
8:40 AM
0:10
Tues
TaxSlayer Summary/Print Page Review
Form 1040
T/S Output
Brent
8:55 AM
0:15
Refund/Balance Due
4012 Tab-K; NTTC PPT #39
Completed Return
9:15 AM
0:20
Complete Brent - E-File & Submission page
4012 Tab-K; NTTC PPT #41
9:45 AM
0:30
In-Scope Overview
4012 p8-10; CORE "Scope" Tab
Tax-Aide Scope Manual
10:05 AM
Break
10:15 AM
In-Scope Quiz (NTTC WB, p167) - All Questions
4012; CORE "Scope" Tab
10:35 AM
Income - Social Security & Taxability
4012 Tab D, NTTC PPT #23
1040 line 20a & b
10:40 AM
11:10 AM
Lunch
12:00 PM
0:50
Intake/Interview Sheet Review/Questions
P4012 Tab-B; NTTC PPT #5
Form C
Quincy
12:20 PM
Main Information Sheet
P4012 Tab-B; NTTC PPT #7
1040 Top of Page 1
12:35 PM
Filing Status - Need to File
4012 Tab-A,B; NTTC PPT #8
1040 lines 1-5
12:55 PM
Dependents - Personal Exemptions
4012 Tab-C; NTTC PPT #9
1041 line 6
1:15 PM
1:25 PM
Income - Wages (W-2) & Interest (1099-INT)
4012 Tab-D; NTTC PPT #12 & 13
1040 lines 7 & 8
1:35 PM
Income - State Income Tax Refunds (Young p142, only use Form 1099-G)
4012 Tab-D; NTTC PPT #14
1040 line 10
Young
1:50 PM
Income - IRA Distribution (1099-R), Annuity (1099-R) & SS (SSA-1099)
4012 Tab-D; NTTC PPT #19 & 23
1040 line 15, 16 & 20
2:20 PM
Deduction - Standard vs Itemized
4012 Tab-F; NTTC PPT 29 & 30
1040 line 65
2:35 PM
Estimated Tax Payments
4012 Tab-H; NTTC PPT #37
1040 lines 15, 16
2:55 PM
Wrap-Up
3:00 PM
0:05
Homework - Read "Reed" info (Intake/Interview sheet line-by-line, fill-in "gray" areas)
CO1 Instructor Workshop - TY2018

11. Training Philosophy: Wrap-up
Questions?
Note: The 2017 syllabus X/L files will be made available on CORE
CO1 Instructor Workshop - TY2018