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TAX-AIDE TaxWise Online (TWO) Immersion Part II FLIPPED INSTRUCTION MAXIMUM USE OF TWO 1.
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Transcript of TAX-AIDE TaxWise Online (TWO) Immersion Part II FLIPPED INSTRUCTION MAXIMUM USE OF TWO 1.
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TAX-AIDE
TAX-AIDE
TaxWise Online (TWO) Immersion Part II
FLIPPED INSTRUCTION
MAXIMUM USE OF TWO
1
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TAX-AIDE
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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TAX-AIDE
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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TAX-AIDE
Create Student ID
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TAX-AIDE
Log into TWO 2014 Training
● https://twonline/taxwise/training/
5
Site specific Client ID
Username: StudentXX
Student unique
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TAX-AIDE
Create New Return
SSN: 203-xx-BBBB
GO TO TAX FORMS
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TAX-AIDE
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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TAX-AIDE
TWO Immersion Training
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TAX-AIDE
TWO Immersion Lesson Guide
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TAX-AIDE
Read First for Immersion Initiative
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TAX-AIDE16
Core
Comprehensive
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TAX-AIDE
Examples of Income - 4012
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TAX-AIDE
Verify Intake/Interview Questions
Form 13614-C, Page 2
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TAX-AIDE
Create New Return
SSN: 701-xx-BBBB
GO TO TAX FORMS
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TAX-AIDE
Main Information Sheet Completed
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TAX-AIDE
Basic Income
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TAX-AIDE
Tax Exempt Interest Pub 4012, Pg D-9
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TAX-AIDE
OOS
OOS OOS
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TAX-AIDE
Lesson 5 Income – Part 1 (Core)
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TAX-AIDE
Complete lesson 5
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TAX-AIDE
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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TAX-AIDE
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
completed by TW14 Site Administrator35
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TAX-AIDE
Go to OSHC for TWO template setup
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TAX-AIDE
Add new template based on TRNG Lesson 5a
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TAX-AIDE
New Lesson 5a Template – Must edit for specific site
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TAX-AIDE
Close return and select [Assign]
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TAX-AIDE
Forms Generator available in OSHC
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TAX-AIDE
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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TAX-AIDE
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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TAX-AIDE
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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TAX-AIDE
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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TAX-AIDE
Future Training
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