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Income Tax Course (2010)

H&R BlockIncome Tax Course (2010)

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“The hardest thing to understand is the income tax.”

Albert Einstein, Physicist

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Introductions

Instructor Larry BrownOffice Manager, Dothan SouthStarting my 5th tax season334-803-4554larrybrow@gmail.com

District ManagerJohn Solomon, Panama City

District Office:658 W. 23rd Street, Panama City, FL850-522-3790

Training Location3805 Ross Clark Circle, Dothan, AL334-793-5539

TTS CoordinatorChristie Patton

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LEGAL STUFF

H&R Block’s competitor exclusion states this course is not intended for, nor open to, any persons who are either currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block.

All participants are required to read and sign a competitor exclusion waiver: “Important Notice to Potential and Incoming Students of H&R Block’s Income Tax Course.” If you cannot honestly sign this form you will be excused from the class and your fees will be refunded.

Competitor ExclusionCompetitor Exclusion

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Computer Usage Agreement

Terms and conditions for use of company computers

Computers are for use only in conjunction with your participation in and completion of this course

Use of computers for personal email, instant messaging, Facebook, MySpace, and other personal web sites is prohibited.

Read and Sign “Computer Usage Agreement.”

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Who Are You?

Your nameHow did you hear about the courseWhy did you choose to take the income tax course

Tell everyone a little about yourself…Tell everyone a little about yourself…

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Who are we?

H&R Block is the industry leader in tax service

In business for over 50 years

Transformed the industry with top notch Tax Professionals

Years ago, class was primarily used to teach basic income tax theory to the public

We have our own Bank Today, our class is the

NUMBER ONE way we obtain our Tax Professionals!

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What to Expect

Class ExpectationsClass Expectations Hands on Learning Experience Homework is assigned for (almost) every class: Do It! Computerized Training Simulated with Real Life

Experience Goal is to Prepare Returns for our Clients Online quizzes and exams

Three graded reviews Four quizzes One mid-term exam One final exam

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Tips for a Successful Tips for a Successful ClassClass

Don’t let the books or computers intimidate you!

Ask questions!Utilize your instructor!Get a Study Buddy or form a

“Study Group”Contact your instructor if you

cannot attend class!Relax and enjoy!

How to Succeed

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What Do I Need?

1. The Session Text Book, Workbook and Forms

2. Pencil or pen

3. Calculator

4. Ready to Learn Attitude

5. Open Mind

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IRS Pub. 17

You will need to order a copy of IRS Publication 17 for 2009

You may:

Visit the local IRS office for a FREE copy,

Order a free copy from the IRS at www.IRS.gov

Click on Forms and Publications

Click on Forms and Publications by U.S. Mail

Search for Pub 17

Select Publ. 17 (English or Spanish)

Add item to your card and proceed with checkout

Order a free copy from the IRS at 1-800-829-3676

You will not have assigned reading in Pub. 17, but it is a helpful resource

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How Do I Pass?

To pass you must… Have a cumulative score

of 80%, this includes: Graded Reviews Quizzes Mid-Term Exam Final Exam

You must attend at least 72 of 84 hours of in-class training time.

Every minute counts. So be on time to class.

We will start and end on time.

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Course Syllabus

Course Objective Course Supplies Materials Course Topics Course Grading

Structure Employment Interview Homework Course Expectations

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Housekeeping Details

Parking: in front of the office

Smoking: Outside the building, not by the front door

Drinks & Snacks: available at the Gas Station

Drinks must be in a spill proof container

Please do not leave crumbs or messes for someone else to clean up

Restrooms: in the back of the office

Breaks: usually 15 minutes -- please return to class on time

Cell Phone Etiquette: Phones should be on silent, vibrate or off Emergency calls – take outside classroom Non-Emergency calls – go to voice mail

If you are sick, please stay home and get well. We will make arrangements for you to make up the class.

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Class Schedule

Class Hours: Mondays and Thursdays, 9am—12pm,or 6pm – 9pm

28 Class Sessions for a total of 84 hours

You may attend classes other than your regularly scheduled class

Classes are also offered 9am – 12pm in Enterprise (Westgate Shopping Center) on Tuesdays and Fridays.

No class on Monday, September 6: Labor Day

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What are the Attendance Requirements?

You must sign the attendance sheet at the beginning of each training session in order to be counted as being “In Attendance” for that session. If you need to make up a class you must get a “Make-Up Attendance” sheet signed from your substitute instructor and then provide the sheet to your home instructor.

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Why Should I Work For H&R Block?

The world leader in tax preparation! Pleasant, friendly working environment

Flexible hours Additional income Nationwide career opportunities (full and part

time)

Apply what you learned in class Advanced tax education available,

once you become a H&R Block employee

Challenging – Personal Satisfaction Seasonal work Fun!

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Homework AssignmentIn chapter 2 we will discuss Income, Wages, Tax Forms and Calculating Income Tax

We will prepare a 1040-EZ using the paper formRead Chapter 2 of Textbook

Complete Exercises in Workbook

Homework Assignment

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Research Question

Which form does a taxpayer need to get an automatic 6-month extension to file their income tax return?

Answer __________ found on page __________, IRS Publication 17.

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Contact Information

Instructor Larry Brown Office Manager, Dothan South 334-803-4554 larrybrow@gmail.com

District Manager John Solomon, Panama City

District Office: 658 W. 23rd Street, Panama City, FL 850-522-3790

Training Location 3805 Ross Clark Circle, Dothan, AL 334-793-5539

TTS Coordinator Christie Patton