High Level Timeline for Development of TaxPrep4Free Training Materials
(10-01-2012)
| Audience: New Preparers | ||||
| Topic | Target Date | Content | Status | |
| New Counselor Orientation Introduction to the program including IRS requirements, local expectations, training process, and administrative issues. |
10-08-2012 | 1 Presentation | Testing | |
| Familiarization Simple problems with federal and NJ information to help new preparers gain experience using TaxWise Online. Minimal tax law knowledge required. |
10-08-2012 | 8 Problems 10 Videos 3 Guides |
Testing | |
| Tax Law Materials to support learning tax law required for IRS Advanced level certification plus related NJ tax law. Practice problems from 4491-W showing how to prepare in scope federal and NJ returns. |
11-01-2012 | 10 Problems 28 Videos 28 Quizes |
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| Audience: All Preparers | ||||
| Topic | Target Date | Content | Status | |
| Proficiency Part 1 Problems which will demonstrate understanding of tax law topics and TaxWise techniques for properly preparing sample federal and state returns. Quality Review by experienced preparers. (Also need TY2011 Preparer Page) |
11-15-2012 | 4 Problems 1 WebPage 1 Guide |
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12-05-2012 | 1 Presentation | ||
| 4491-W Problems Solutions to the TY2012 4491-W problems (federal only). (Also need federal versions of TY2012 Preparer Page) |
12-15-2012 | 15 Problems 1 WebPage 1 Guide |
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| IRS Test (Proficiency Part 2) Required for IRS certification |
n/a | n/a | ||
| What’s New in Tax Law and TaxWise (NJ) Presentation of new NJ tax law topics, Understanding of new features and procedures for preparing NJ returns using TaxWise. |
01-07-2013 | 1 Presentation | ||
| Proficiency Part 3 Demonstrate understanding of tax law and TaxWise by properly preparing sample federal and state returns with emphasis on new topics. Quality Review by experienced preparers. (Also need final federal + NJ versions of TY2012 Preparer Page) |
01-17-2013 | 3 Problems 1 WebPage 1 Guide |
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| TY2012 4012 Addendum Additions and corrections to IRS Pub 4012 for TY2012. |
01-20-2013 | 1 Guide | ||
| TY2012 Preparer Page One-Stop collection of links, TaxWise form lookup items, and helpful guides for preparers. |
02-01-2013 | 1 Page | Draft | |
| Audience: Special Topic Preparers | ||||
| Topic | Target Date | Content | Status | |
| Various Special Topics Special Topic Guides and associated sample problems to illustrate difficult and/or complicated tax law or TaxWise return preparation topics |
01-10-2013 | ?? Guides ?? Problems |
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| Audience: Training Coordinators | ||||
| Topic | Target Date | Content | Status | |
| Training Strategy An explanation of the training approach, philosophy, and sequencing which the TaxPrep4Free materials are designed to support. |
09-15-2012 | 1 Presentation | Draft | |
| Audience: EROs supporting Training | ||||
| Topic | Target Date | Content | Status | |
| TWO/Training11 Setup Guide Guide for setting up an EFIN for using TWO/Training11 – including Settings and Training Template |
09-23-2012 | 1 Guide | Done | |
| TWO/Training12 Setup Guide Guide for setting up an EFIN for using TWO/Training12 – including Settings and Training Template |
12-01-2012 | 1 Guide | ||