TaxPrep4Free.org   Resources for Volunteer Tax Preparers This is for TY2020
Click for TY2019
My Home Page:
Flag if new:

Core Training Exercises

A sequence of exercises intended to teach new preparers the core tax law and TSO techniques necessary to prepare most common returns.

Be sure to use TY2019 in Practice Lab (startup default is TY2020)

Introduction
# Action What Notes
  Lesson Upd Intro Describes the common setup and preparation for each Core exercise ( Topics Only Upd }
  Lesson Upd Intro General guidance for Interviews [coming soon]
Common Setup
# Action What Notes
      Tabs:
  • Practice Lab (NOTE: Please use the generic password “TRAINPROWEB” to gain access to the lab.)
    Be sure to Change Tax Year to 2019
  • TaxPrep4Free.org Preparer page
  • Pub 4012 (NOTE: This is the TY2019 NJ+NTTC version because we are using TY2019 tax law and TSO entry)
Other Tax Law Training References: Other Useful stuff:
Andrews
# Action What Notes
1a Interview Upd Interview Pre-interview resources (to print and mark up):
  • Intake Sheet Upd (as filled out by client)
  • NJ Checklist Upd (blank - to be filled out based on interview and return preparation)
  • Scenario Upd (Step-by-Step guide to preparing return)
1b Lesson Upd
(Time: 3:29:24)
Preparation Post-interview resources (to check against your marked up versions): Final Resources (for checking your work):
  • NJ Checklist Upd (final version - as marked up during interview and return preparation)
  • Return PDF Upd (after all data entry)
Baker
# Action What Notes
2a Interview Upd Interview Pre-interview resources (to print and mark up):
  • Intake Sheet Upd (as filled out by client)
  • NJ Checklist (blank) Upd (blank - to be filled out based on interview and return preparation)
  • Documents Upd (documents only as provided by client - Note: also included in Scenario)
  • Scenario Upd (Step-by-step return preparation with Refund Monitor numbers
2b Lesson Upd
(Time: 4:56:13)
Preparation Post-interview resources (to check against your marked up versions): Resources (for checking your work):
Caldwell
# Action What Notes
3a Interview Upd Interview Pre-interview resources (to print and mark up):
  • Intake Sheet Upd (as filled out by client)
  • NJ Checklist (blank) Upd (blank - to be filled out based on interview and return preparation)
  • Documents Upd (documents only as provided by client - Note: also included in Scenario)
  • Scenario Upd (Step-by-step return preparation with Refund Monitor numbers
3b Lesson Upd
(Time: 5:02:33)
Preparation Post-interview resources (to check against your marked up versions): Resources (for checking your work):
Davenport
Coming soon

Change Log: