1. Certification Process Ref: AARP Policy Manual, pg 41
We could cram as much information as possible into a single slide – don’t – could ≠ should
Consistency creates an orderly look
Certification Process Ref: AARP Policy Manual, pg 4
Overview chart (p5159, pg 1-8)
Definition of Instructor (AARP Training Guide pg , One Support)
All Volunteer Certification
Instructor Certification
Counselor Certification
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2. All Volunteers Ref: AARP Policy Manual, pg 42
We could cram as much information as possible into a single slide – don’t – could ≠ should
Consistency creates an orderly look
All Volunteers Ref: AARP Policy Manual, pg 4
Attend: AARP Policy & Procedures Class (ppt 45, OneSupport)
Attend: IRS Volunteer Standards of Conduct training (p4961), pass IRS test (80%), use Link & Learn
Attend: Quality Review Presentation by TaxAide (ppt 36, p4012 pg 17 )
Sign: Volunteer Agreement (IRS form 13615)
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3. Additional Instructor Certification Ref: AARP Policy Manual, pg 43
We could cram as much information as possible into a single slide – don’t – could ≠ should
Consistency creates an orderly look
Additional Instructor Certification Ref: AARP Policy Manual, pg 4
Pass VITA/TCE technical tax law test (ADV, HSA). Use Link & Learn, Practice Lab (or TWO 2014/training). TRS must sign Volunteer Agreement before Instructing. (AARP Training Guide, pg 9)
Review Intake/Interview Processes & QR (p5101), check the box on VITA/TCE Vol Agreement (see example)
Be VITA/TCE certified for teaching any prior year tax-law and software
Attend CO-1 Instructor Workshop (minimum ACA session) or watch CO-1 ACA Webinar recording
Complete SC required Practice Problems and & any DC requirements
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4. Additional Counselor Certification Ref: AARP Policy Manual, pg 4, 5
We could cram as much information as possible into a single slide – don’t – could ≠ should
Consistency creates an orderly look
Additional Counselor Certification Ref: AARP Policy Manual, pg 4, 5
Satisfactorily Complete ADV technical tax law test (80%) via Link & Learn (preferred) or via paper. HSA test optional. Instructor sign before counseling.
Review Intake/Interview Processes & QR (p5101), check the box on Vol Agreement (see example)
Complete SC required Practice Problems
Complete required District TWO training.
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5. Practice Returns Ref: AARP Policy Manual, pg 4, sec 3.35
We could cram as much information as possible into a single slide – don’t – could ≠ should
Consistency creates an orderly look
Practice Returns Ref: AARP Policy Manual, pg 4, sec 3.3
Practice Returns: “Counselors required to ...satisfactorily complete minimum # of practice returns ..as defined by the SC. SC may waive this requirement in extraordinary circumstances.”
CO-1 New & Rookie Counselors: Independently complete any 4 IRS/NTTC practice returns of DC's choice, using TWO/training, with successful QR by experienced counselor.
CO-1 Experienced Counselors: Independently complete minimum of 2 practice returns (4 recommended) of DC's choice using TWO/training, with successful QR by an Instructor. At least one of the problems must have ACA content.
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6. Practice Return Summary6
We could cram as much information as possible into a single slide – don’t – could ≠ should
Consistency creates an orderly look
Practice Return Summary
8 IRS Basic/Adv problems, same as last year (p4491-W). TWO2013 answers on One Support/Tax Training, w errata. TWO2014 answers mid Dec.
8 new AARP problems (elementary ACA) on One Support/Tax Training with TWO2013 line-by-line answers. TWO2014 answers available mid Dec.
ACA addenda for 8 AARP problems with answers from Practice lab on One Support now.
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7. Certification Timeline
We could cram as much information as possible into a single slide – don’t – could ≠ should
Consistency creates an orderly look 7
Certification Timeline
• TRS Certifies to SPEC by Dec 1
• Instructors Certify to TRS prior to Instructing or
by Dec 31
• Tax Preparers, LCs and CFs certify to
Instructors by Jan 31
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