1. TAX-AIDE The Client Facilitator NTTC Training 2013 1

2. TAX-AIDE What/Who is a Client Facilitator? ● Greeter/Interviewer (see Client Facilitator Manual for distinction between CF1 and CF2) ● Does not answer tax questions or give tax advice, unless a certified counselor ● Local Coordinator or a counselor can also be a Client Facilitator NTTC Training 2013 2

3. TAX-AIDE Greeter – Client Facilitator 1 ● Greets taxpayer, facilitates orderly service of taxpayers and assists in collection and record of site service: Schedule and sign-In sheet Knowledge of acceptable photo ID SSN information – for all people on tax return Assists taxpayer with completion of Intake/ Interview Sheet (not tax-related questions) NTTC Training 2013 3

4. TAX-AIDE Interviewer – Client Facilitator 2 ● Greeter tasks plus Organizes taxpayer documents (privacy permitting) Initial interview of taxpayer and review of Intake/Interview Sheet Basic screening of taxpayer situation to determine if there are potential scope issues NTTC Training 2013 4

5. TAX-AIDE Client Facilitator Job Aids ● Form 13614-C Job Aid – Pub 4012 ● Resolving Problems – Pub 6744 ● In Scope/Out of Scope Poster ● Local Social Security offices/addresses ● Other local city or state office addresses that might be needed or helpful ● List of frequently used acronyms NTTC Training 2013 5

6. TAX-AIDE CF1 Tasks ● Greets and welcomes taxpayer ● Ensures taxpayer is logged on activity sheet ● Ensures taxpayer confidentiality and privacy ● Explains Interview/Intake Sheet Assists with completing as necessary Checks to make sure every applicable question is answered “YES” or “NO” or “UNSURE” NTTC Training 2013 6

7. TAX-AIDE CF1 Tasks (cont) ● Alerts Local Coordinator or Shift Supervisor if taxpayer requires/requests special assistance ● Assigns taxpayer to counselor following site procedures ● Ensures activity log updated when taxpayer departs site ● Additional duties as assigned by LC NTTC Training 2013 7

8. TAX-AIDE CF2 Tasks ● CF1 tasks plus Makes sure taxpayer has SSN or ITIN for everyone on return – verifies ID Sorts documents in 1040 order by taxpayer/spouse Check documents – are they “In Scope”? NTTC Training 2013 8

9. TAX-AIDE Typical Forms…W-2 NTTC Training 2013 9

10. TAX-AIDE Typical Forms…1099-R NTTC Training 2013 10

11. TAX-AIDE Typical Forms…K-1 NTTC Training 2013 11

12. TAX-AIDE Typical Forms…1099-INT NTTC Training 2013 12

13. TAX-AIDE Typical Forms…1099-DIV NTTC Training 2013 13

14. TAX-AIDE Typical Forms…1099-MISC NTTC Training 2013 14

15. TAX-AIDE Typical Forms…1099-B NTTC Training 2013 15

16. TAX-AIDE Typical Forms…1099-G NTTC Training 2013 16

17. TAX-AIDE Typical Forms…W-2G NTTC Training 2013 17

18. TAX-AIDE Benefits of a CF ● Creates pleasant welcoming atmosphere at site ● Calms worried and impatient taxpayers ● Avoids unnecessary taxpayer delays ● Brings order to administration tasks ● Increases site productivity NTTC Training 2013 18

19. TAX-AIDE CF Qualifications ● Personable, organized, patient, diligent ● Knows Tax-Aide policies and site procedures ● Need not be certified counselor NTTC Training 2013 19

20. TAX-AIDE Requirements to be CF ● Trained: Intake/Interview Quality Review Volunteer Site Policy and Procedure training ● Must pass Volunteer Standards of Conduct (VSC) test ● Must sign Volunteer Agreement NTTC Training 2013 20

21. TAX-AIDE Client Facilitator Questions! Comments! NTTC Training 2013 21