TAX-AIDE Payments Pub 4491 – Page 275 Form 1040 – Lines 62-72 NTTC Training – 2013 1.
TAX-AIDE The Client Facilitator NTTC Training 2013 1.
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TAX-AIDE The Client Facilitator NTTC Training 2013 1
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Transcript of TAX-AIDE The Client Facilitator NTTC Training 2013 1.
TAX-AIDE
TAX-AIDE
The Client Facilitator
NTTC Training 2013 1
TAX-AIDE
What/Who is a Client Facilitator?
●Greeter/Interviewer (see Client Facilitator Manual for distinction between CF1 and CF2)
●Does not answer tax questions or give tax advice, unless a certified counselor
● Local Coordinator or a counselor can also be a Client Facilitator
NTTC Training 2013 2
TAX-AIDE
Greeter – Client Facilitator 1
NTTC Training 2013 3
TAX-AIDE
Interviewer – Client Facilitator 2
●Greeter tasks plus Organizes taxpayer documents (privacy
permitting) Initial interview of taxpayer and review
of Intake/Interview Sheet Basic screening of taxpayer situation to
determine if there are potential scope issues
NTTC Training 2013 4
TAX-AIDE
Client Facilitator Job Aids
● Form 13614-C Job Aid – Pub 4012 ●Resolving Problems – Pub 6744 ● In Scope/Out of Scope Poster● Local Social Security offices/addresses●Other local city or state office addresses
that might be needed or helpful● List of frequently used acronyms
NTTC Training 2013 5
Author
Does this mean we have to have 6744 available as a reference doc? Do not think it should be listed as a Job Aid here.
TAX-AIDE
CF1 Tasks
● Greets and welcomes taxpayer● Ensures taxpayer is logged on activity sheet● Ensures taxpayer confidentiality and
privacy● Explains Interview/Intake Sheet
Assists with completing as necessary Checks to make sure every applicable
question is answered “YES” or “NO” or “UNSURE”
NTTC Training 2013 6
Author
1st comment in instructor notes: Reference unclear - Potential for what?2nd comment in instructor notes: I think this is getting inot taxes and beyond qualifications of CF. Counselor shoud do this.
TAX-AIDE
CF1 Tasks (cont)
●Alerts Local Coordinator or Shift Supervisor if taxpayer requires/requests special assistance
●Assigns taxpayer to counselor following site procedures
●Ensures activity log updated when taxpayer departs site
●Additional duties as assigned by LCNTTC Training 2013 7
TAX-AIDE
CF2 Tasks
●CF1 tasks plus Makes sure taxpayer has SSN or ITIN for
everyone on return – verifies ID Sorts documents in 1040 order by
taxpayer/spouse Check documents – are they “In Scope”?
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TAX-AIDE
Typical Forms…W-2
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TAX-AIDE
Typical Forms…1099-R
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TAX-AIDE
Typical Forms…K-1
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TAX-AIDE
Typical Forms…1099-INT
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TAX-AIDE
Typical Forms…1099-DIV
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TAX-AIDE
Typical Forms…1099-MISC
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TAX-AIDE
Typical Forms…1099-B
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TAX-AIDE
Typical Forms…1099-G
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TAX-AIDE
Typical Forms…W-2G
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TAX-AIDE
Benefits of a CF
●Creates pleasant welcoming atmosphere at site
●Calms worried and impatient taxpayers
●Avoids unnecessary taxpayer delays
●Brings order to administration tasks
● Increases site productivity
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TAX-AIDE
CF Qualifications
●Personable, organized, patient, diligent
●Knows Tax-Aide policies and site procedures
●Need not be certified counselor
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TAX-AIDE
Requirements to be CF
●Trained: Intake/Interview Quality Review Volunteer Site Policy and Procedure
training
●Must pass Volunteer Standards of Conduct (VSC) test
●Must sign Volunteer Agreement
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TAX-AIDE
Client Facilitator
Questions!
Comments!
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