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TaxWise Online (TWO) Immersion Part II

FLIPPED INSTRUCTION

MAXIMUM USE OF TWO

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Objectives

● Understand implementation of Immersion Training. How to set up counselor to login to TW How to apply Immersion Training using OSHD Demonstrate Immersion Training using Lesson

5● Tools of the Trade

TRNG templates in TWO Forms Generator Lesson Plans

● Discussion, Q & A2

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Key ID number Designations

●SSN AAA-XX-BBBB AAA = 3 Digits from problem XX= Student ID # BBBB = EFIN for Client ID used for Training

●EIN AA-XXBBBB

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Create Student ID

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Log into TWO 2014 Training

● https://twonline/taxwise/training/

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Site specific Client ID

Username: StudentXX

Student unique

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Create New Return

SSN: 203-xx-BBBB

GO TO TAX FORMS

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Let’s look at the basics for lesson 5

● Preliminaries Counselors have logged in and have basic

knowledge of TW Basic template created

● Homework assigned

● Lesson Schedule

● Lesson plan

● Simulate lesson

● Cover post lesson homework8

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TWO Immersion Training

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TWO Immersion Lesson Guide

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Read First for Immersion Initiative

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Core

Comprehensive

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Examples of Income - 4012

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Verify Intake/Interview Questions

Form 13614-C, Page 2

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Create New Return

SSN: 701-xx-BBBB

GO TO TAX FORMS

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Main Information Sheet Completed

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Basic Income

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Tax Exempt Interest Pub 4012, Pg D-9

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OOS

OOS OOS

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Lesson 5 Income – Part 1 (Core)

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Complete lesson 5

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Summary of Immersion Training

1) Discussions w/class – not lecture;

2) Use of Training Templates to immerse class in TWO

3) Use of a more ‘user friendly’ INSTRUCTIONAL SCHEDULE;

4) Use of pre-class assignments – HOMEWORK!;

5) Use of MENTORS

6) Use of WINGMAN34

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Effective use of Templates aides training

● Use of templates can save time by providing a starting point for training of new lesson

● Wingman is key to assignment of template to class in support of instructor

● NTTC provides six templates for distribution to TW subscribers Templates must be modified for specific site Template creation or modification must be

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Go to OSHC for TWO template setup

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Add new template based on TRNG Lesson 5a

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New Lesson 5a Template – Must edit for specific site

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Close return and select [Assign]

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Forms Generator available in OSHC

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Implementation Summary

● 100% use of TWO for Training Training Client ID established for local

districtsPublisher designationSet up Student IDs

Create Training Templates locally Review Lesson Plans

Modify as preferred

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Resources Needed:

● Pub. 4012; Pub. 17

● Pub. 4491 and Pub. 4491W

● NTTC updated exercises

● Resource Tools for Tax Counselors QC-QR Chart ACA Laminate

● NTTC PowerPoint slides

● CCH Videos45

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NTTC Support of Initiative

● Provide a set of LESSON PLANS on OSHC

● Conduct Webinars

● Instructional tools such as: PowerPoint slides; Videos

● Mentorship assistance

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Summary:

● Not MANDATORY – however, strongly encouraged;

● NTTC views this initiative as long-term – FULL IMPLEMENTATION BY TY 2017;

● NTTC will refine and update implementation each year;

● TRSs need to support this initiative in their state;

● Participants will be asked to provide feedback to NTTC.

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Future Training

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