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1ORTC Instructor Training 2014
Course Materials
What there is and Where to find it
Tri-counties Instructor Training
December 12 & 13, 2014
2ORTC Instructor Training 2014
THANK YOU ALL FOR TEACHING
AND FOR BEING HERE TODAY
3ORTC Instructor Training 2014
Thanks to all who participated in developing the course materials
Tom Fisher Art HansenKathy Goeddel Wendy GentherTom Anderson Marisa DanleyJim Walcutt
COURSE DEVELOPMENT CONTRIBUTORS
4ORTC Instructor Training 2014
TEACHING RESOURCES
Syllabi on CASH Oregon web site
5ORTC Instructor Training 2014
TEACHING RESOURCES
Syllabi on CASH Oregon web site Slide sets on CASH Oregon web site www.cashoregon.org/volunteer/instructors.html
6ORTC 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
7ORTC 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
8ORTC 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
9ORTC 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
10ORTC 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
11ORTC 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)
12ORTC 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
13ORTC 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
14ORTC 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
15ORTC 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
16ORTC 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
17ORTC 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
18ORTC 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
19ORTC 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
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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
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ACA Problems
We are working on problems and templates for ACA problems and instructions on how to use them
Stay tuned
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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.
23ORTC Instructor Training 2014
Questions?
24ORTC Instructor Training 2014
Have a great tax year
Have fun