Scholar training covers all of what is in the New Volunteer Orientation and so much more!
Lesson 1: UNDERSTAND WHAT INCOME TAX IS & WHAT VITA IS
Broken up into smaller recordings to make viewing easier
Broken up into smaller recordings to make viewing easier
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DAY 1 PART 1 - WHAT ARE TAXES- WHAT ARE INCOME TAXES, AND WHAT IS VITA? 14 MIM
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DAY 1 PART 2 - Dependents and Filing Status 31 MIN
*In the LIVE class- I had the students looking at the decision tree and charts and telling me what information they needed to know for each scenario in order to determine correct filing status or if someone qualifies as a dependent. -- but since the viewer cannot respond -- I provide the questions/answers. If you are viewing these.. pause the video and try to figure it out on your own before I give it away. You will learn more that way and prove just how smart you are! 
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DAY 1 PART 3 -MEET YOUR FIRST CLIENT & PREPARER THEIR RETURN 23 MINUTES
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Home Practice -- Day 1
1.Do Ethics Training; vitaresources.net/ethics (recorded as a video or you can view the PDF if you prefer). Answer questions 1-10, pages 14-16 in your test book PUB 6744 2. Prepare a complete tax return for Dani Rojas. See handout (click image below) Have questions—Please ask—we are here to help! ZOOM Saturdays 7pm-9pm (link on vitaresources.net) Dani Rojas - Practice Scenario for Home -- Click Image to open scenario (2 pages) |
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Lesson 2--Review a completed return, types of credits, Marketplace
PDF of Training
PowerPoint of Training
PDF of Training
PowerPoint of Training
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Part 1--Review Yager's return with taxpayer (12 minutes)
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Part 2-- Credits, Marketplace, and 2nd return
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We are starting a return in this training and completing it in the next training.
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Day 4
•Scope of Services for Self-Employment
•Income & the various forms
•Expenses
•Entering in Taxslayer
•Affects of tax return
Uber & Lyft Drivers
Click here for for PDF of the training
Click here for PowerPoint of the training
•Scope of Services for Self-Employment
•Income & the various forms
•Expenses
•Entering in Taxslayer
•Affects of tax return
Uber & Lyft Drivers
Click here for for PDF of the training
Click here for PowerPoint of the training
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Day 5 -- Marketplace and taxpayers with multiple forms-
Brief overview of Difference between standard and itemized deductions & HSA
Review of Code of Conduct and Intake Interview certifications
Brief overview of Difference between standard and itemized deductions & HSA
Review of Code of Conduct and Intake Interview certifications
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Final Day 6 -- Annuity Calculator- Cancellation of Debt
Intake Interview and Wrap Up
Intake Interview and Wrap Up
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