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For those who have undertaken
VITA training, prepared taxes before, are familiar with
TaxWise, and have received their certification, the thought
on Saturday mornings of having to sit through hours of tax
training is pretty unattractive, even with the best of
intentions. Nevertheless, it is of value to be
immersed in these issues so that you are mentally prepared
and up to speed when the site opens the first day of the
season. For
this reason, there will be a quick review session of changes
in the tax laws, and additional training opportunities.
Some coordinators provide additional training to prospective volunteers of their
sites to discuss common problems that occurred in the past which were not
presented in the formal training. Since each site has different approaches
and processes, this could also be a forum for best practices. Active
participation in discussions will be required for greater success during these additional training
sessions.
Here are a set of suggested topics for
volunteers and site coordinators to consider discussing or getting
themselves trained in.
- Tax Law changes
- Orientation to individual sites, by site coordinators
- Orientation to Site Coordination
- Dealing with challenging taxpayers and situations
- Handling ITIN and W-7 situation
- Dealing with First name, last name and SSN issue
- Dealing with filling in California W-2s in TaxWise
- Strategies for using TaxWise effectively
- Transmitter issues
- Computer, network and printer management
- Improve the quality of your returns
- What you can/cannot, should/should not do
- Electronic refunds/payments vs paper refunds/payments
- Training for New Site Coordinators
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