NTTC Counselor Training Paths
NTTC Counselor Training Paths
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Tax-Aide Training Notes
Tax-Aide Training Notes
Tax-Aide requires additional training beyond the basic IRS VITA/TCE program. This ensures that our volunteers are familiar with and comply with current Tax-Aide Policies & Procedures and stay within the full Tax-Aide Program Scope.
District Coordinators are responsible for ensuring that all volunteers receive adequate training and are certified annually per IRS VITA/TCE and NTTC Tax-Aide requirements and guidelines. Completion of additional taxpayer scenarios using the NEW or RETURNING counselor training paths are also required before final certification.
District Training Coordinators (TRC) (or Lead Instructors) MUST COMPLETE all required training & certification prior to providing formal training to other volunteers and counselors based upon their assigned roles.
All Tax-Aide Volunteers
All Tax-Aide Volunteers
All volunteers must complete the following IRS-required training and exams annually:
Please review the following NTTC Videos:
New Counselors Training Path
New Counselors Training Path
In addition to the requirements listed above, these are completed either in a classroom or virtual setting or by mentored self-study, as approved by your District Coordinator.
New Tax-Aide Volunteer Orientation
Required LMS courses in the portal
Tax-Aide Tax Counselor Training
Using the New Volunteer Training Links
Assign an instructor/mentor who will introduce them to
Tax return preparation using the NTTC Workbook (WB) and other training resources
Introduction to tax return prep with four NTTC Training Exercises
Accessing and navigating the TaxSlayer Pro Online (TSO) Practice Lab
Check the Read Me - Training Excercises for guidance and a list of initial training problems
Mentored Self-Study Lessons 3 - 8
Instructors/mentors should integrate these problems with appropriate references in NTTC Pub 4012 and with NTTC videos, if possible
For certification, new counselors should complete four additional returns from the Workbook with their instructor/mentor checking the results.
The goal is to complete all assigned returns and the IRS Advanced Certification exam in Link & Learn.
Returning Counselors Training Path
Returning Counselors Training Path
In addition to the requirements listed above, these are completed either in the classroom, virtually, or by mentored self-study, as approved by your District Coordinator.
Use the NTTC resources listed below.
NTTC Workbook (WB)
Self-Study, Lessons 9-17
Completion of four to eight (4 - 8) workbook exercises is the minimum recommended to capture virtually all the required topics on the Advanced Exam. Counselors should complete at least four returns from each of the Core and Comprehensive sections for certification. Districts may do more to prepare better for situations often encountered during tax preparation.
The goal is to complete all assigned returns and the IRS Advanced Certification exam in Link & Learn.
Self Study/Small Group Training Program
Self Study/Small Group Training Program
This self-contained tool is available to District Coordinators and TRCs to onboard both new and returning Tax-Aide volunteers who are unable to attend regular classes or group training. The electronic versions of the publications have links to all supporting material & resources.
Although designed primarily for self-study, it is ideal for use in small group settings in both in-person AND virtual instruction/guidance. A lead instructor or mentor is usually assigned as the point person to provide guidance and verify work completion. The current year version is usually available on the Portal in October.
Note: All MS Office files can be opened in either MS Office Online OR Google Drive Applications (Slides - .pptx, Doc - .docx, Sheets - .xlsx)
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