1. 1 ORTC Instructor Training 2014 Course Materials What there is and Where to find it Tri-counties Instructor Training December 12 & 13, 2014

2. 2 ORTC Instructor Training 2014 THANK YOU ALL FOR TEACHING AND FOR BEING HERE TODAY

3. 3 ORTC Instructor Training 2014 Thanks to all who participated in developing the course materials Tom FisherArt Hansen Kathy GoeddelWendy Genther Tom AndersonMarisa Danley Jim Walcutt COURSE DEVELOPMENT CONTRIBUTORS

4. 4 ORTC Instructor Training 2014 TEACHING RESOURCES  Syllabi on CASH Oregon web site

5. 5 ORTC Instructor Training 2014 TEACHING RESOURCES  Syllabi on CASH Oregon web site  Slide sets on CASH Oregon web site www.cashoregon.org/volunteer/instructors.html

6. 6 ORTC Instructor Training 2014 TEACHING RESOURCES  Syllabi on CASH Oregon web site  Slide sets on CASH Oregon web site  Training Packet (4480) from IRS  Includes 4012, 5157, 6744

7. 7 ORTC Instructor Training 2014 TEACHING RESOURCES  Syllabi on CASH Oregon web site  Slide sets on CASH Oregon web site  Training Packet (4480) from IRS  4491 and 4491-W from IRS  4491 and 4491-W are “evergreen”  Returning volunteers use last year’s  New volunteers got 4491 at orientation  4491-W will be in class boxes for new vols

8. 8 ORTC Instructor Training 2014 TEACHING RESOURCES  Syllabi on CASH Oregon web site  Slide sets on CASH Oregon web site  Training Packet (4480) from IRS  4491 and 4491-W from IRS  IRS web site

9. 9 ORTC Instructor Training 2014 TEACHING RESOURCES  Syllabi on CASH Oregon web site  Slide sets on CASH Oregon web site  Training Packet (4480) from IRS  4491 and 4491-W from IRS  IRS web site  Class packet from CASH Oregon  Handouts, additional materials if available

10. 10 ORTC Instructor Training 2014 STUDENT RESOURCES  Training Packet from IRS (4480)  4491 and 4491-W from IRS  Link and Learn courseware  On line software (Taxwise Online Training)  Study Labs at Lloyd Center and at Beaverton Activities Center  Online test site  IRS web site

11. 11 ORTC Instructor Training 2014 What’s New This Year  There are 4 courses  Four day class for new volunteers  Two day class for new volunteers  One day class for returning volunteers  One day optional Tax Law Review for returning volunteers (does not replace one day class)

12. 12 ORTC Instructor Training 2014 What’s New This Year  There are 4 courses  4491 and 4491-W are “Evergreen”  Printed version is last year’s book  The on line version is new

13. 13 ORTC Instructor Training 2014 What’s New This Year  There are 4 courses  4491 and 4491-W are “Evergreen”  Printed version is last year’s book  The on line version is new  We are working on a set of ACA problems  They will come with instructions for use

14. 14 ORTC Instructor Training 2014 On the CASH web site  For each course  Syllabus (Word document)  Powerpoint Slides  Handouts (you’ll also get paper copies in course packet)  Slides from this workshop  Go to www.cashoregon.org  Click on Instructors box

15. 15 ORTC Instructor Training 2014 What’s Required  New consolidated Standards of Conduct, Intake and Interview, Quality Review and Identity Theft slide set  On first day of class  There’s a check box on the Volunteer Agreement

16. 16 ORTC Instructor Training 2014 What’s Required  New consolidated Standards of Conduct, Intake and Interview, Quality Review and Identity Theft slide set  On first day of class  There’s a check box on the Volunteer Agreement  Oregon Tax Law and Oregon Problem  We’ve allotted more time this year

17. 17 ORTC Instructor Training 2014 What’s Required  New consolidated Standards of Conduct, Intake and Interview, Quality Review and Identity Theft slide set  On first day of class  There’s a check box on the Volunteer Agreement  Oregon Tax Law and Oregon Problem  We’ve alloted more time this year  All required materials are on slide sets or handouts in each course

18. 18 ORTC Instructor Training 2014 Some Caveats  Slide sets on CASH Oregon web site are subject to change  Freeze date is Dec. 15  Please tell us if you see errors before then  If we make changes after Dec. 15, we’ll notify you  There’s too much material in the slide sets  You’ll need to do some picking and choosing  But not of required sets

19. 19 ORTC Instructor Training 2014 ONLINE PRACTICE AND TEST OPTIONS  twonline.taxwise.com/training for exercises and tests for new volunteers, and for ACA problems for returning students  Practice Lab for Tax Law Review class  twonline.taxwise.com/training13 for Oregon problem  Link and Learn tests  Paper tests 

20. 20 ORTC Instructor Training 2014 TWONLINE, cont.  Plan to assign TWO user ids to all volunteers at the first class meeting  Except in TLR class  Plan to get TLR students into Practice Lab

21. 21 ORTC Instructor Training 2014 ACA Problems  We are working on problems and templates for ACA problems and instructions on how to use them  Stay tuned

22. 22 ORTC Instructor Training 2014 LINK AND LEARN ONLINE TESTS  Online test taking reduces paperwork and eliminates grading  Instructions for accessing TWO/training and online tests, can be found in slide sets.  There is a handout containing information for accessing TWO/training and online tests.  Returning volunteers have been emailed a handout containing information for accessing Practice Lab and online tests.

23. 23 ORTC Instructor Training 2014 Questions?

24. 24 ORTC Instructor Training 2014 Have a great tax year Have fun