1. NTTC Modified Pub 4012 Why to use it and how to navigate it
NY3 Instructor Workshop – November 13, 2019

2. NY3 Instructor Workshop – November 13, 2019
Topics
Accessing the NTTC Modified Pub 4012
Advantages of the online NTTC Pub 4012
Identifying the NTTC Modified Pub 4012
NTTC Pub 4012 and Chromebooks
Demo: Navigating the online NTTC Pub 4012
Q&A
NY3 Instructor Workshop – November 13, 2019

3. Accessing the NTTC Modified Pub 4012
Available in the Volunteer Portal Library under “Tax-Aide: Training and Tax Law”  “Resources”  “NTTC Modified Pub 4012”  “NTTC Modified Pub 4012 TY19”
NTTC Modified Pub 4012 TY19
Release 2 and/or errata file will be published mid-December
PLEASE HOLD OFF PRINTING
How to Use PowerPoint and PDF are in same folder
Windows 10 version available now
Chromebook version will be available soon
NY3 Instructor Workshop – November 13, 2019

4. Advantages of the online NTTC Pub 4012
Tax-Aide Counselors are encouraged to use the NTTC Pub 4012 online PDF version
Why NTTC Version?
Incorporates AARP Tax-Aide specific updates and additions as well as other enhancements
Why online PDF?
Electronic version is always the current materials
Easy to use when you know how
NY3 Instructor Workshop – November 13, 2019

5. Advantages of the online NTTC Pub 4012
The NTTC Pub 4012 clearly shows important NTTC modifications
NTTC modifications are easily identified by red type
Pages with Red Titles and black print have been inserted into the IRS Pub 4012
It’s easier to see these changes when viewing in color!
The IRS version is …
… spiral bound (no 3-hole punch) making it difficult to insert updated pages
… based on VITA/TCE scope, not expanded Tax-Aide scope
Expanded scope items are indicated as out of scope (since they are OOS for VITA)
Guidance on how to handle expanded scope is not included in the IRS version
NY3 Instructor Workshop – November 13, 2019

6. Advantages of the online NTTC Pub 4012
The PDF contains more than 1,000 active links (underlined in blue) for quick navigation within the NTTC Pub 4012 and to other documents
Quickly navigate via links on the cover page
References to other parts of the NTTC Pub 4012 link directly there!
References to IRS forms and pubs link directly to those PDFs on irs.gov
References to (Bogart) Colorado Resource Toolbox link directly to cotaxaide.org/tools
Enhanced index (with active links)
Over 50% more entries
Many more sub-headings
Bold page numbers indicate suggested first places to look
NY3 Instructor Workshop – November 13, 2019

7. Identifying the NTTC Modified Pub 4012

8. NTTC Pub 4012 PDF and Chromebooks
Each volunteer will have their own 30GB Google (cloud) Drive
Volunteer’s Google Drive will automatically be connected no matter which AARP Tax-Aide Chromebook they log into
Each volunteer will be able to save their personalized NTTC Pub 4012 to their Google Drive
Application to handle PDF documents in Chrome OS is TBD
Have demonstrated links and underlining and navigation keys to Google representatives
NY3 Instructor Workshop – November 13, 2019

9. Demo: Navigating the online NTTC Pub 4012
NY3 Instructor Workshop – November 13, 2019

10. IRS Pub 4012 versus online NTTC Pub 4012
Much of this applies to other pdf documents too!
Which one do you think will
Give you more of the information you need
Address Tax-Aide Policies and Scope
Allow you to find what you need quicker
Super light weight!
Take less space in your work station
Please include a module on the NTTC Modified Pub 4012 in your district training plans
How will your volunteers know the why and how unless you share it!
NY3 Instructor Workshop – November 13, 2019

11. Are you convinced yet??? Questions… Comments…
NY3 Instructor Workshop – November 13, 2019