Class Slides

Presentation slides and documents used during class are found here.
Training classes begin in November, see the Events Calendar for details.


Note: Slide sets are posted right before scheduled class.
SelectionFile type iconFile nameDescriptionSizeRevisionTimeUser
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For New Counselors and Client Facilitators: Welcome & Introductions. Lectures on Volunteer Site Policies & Procedures; Standards of Conduct; Screening & Interviewing; Quality Reviewing. For New Counselors: Introduction to Tax Law and 1040 Overview. Introduction to TaxSlayer Software, creating a Practice Lab ID and a walk-through of a typical return. Overview of websites & IRS Publications we use. Lectures & demo only. Laptops will be made available on Day 2.  Nov 12, 2019, 7:53 AM Middlesex NJ Taxaide
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Review and quiz on previous session. Lecture and quizzes on Filing Basics, Filing Status and Dependents. Students will practice on logging into the Practice Lab and will prepare a simple return.  Nov 13, 2019, 5:55 PM Michael Virgilio
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Review Dependents quiz and demonstrate Bogart tool. Lectures on Income Basics, Wages, Int/Div, State Tax Refunds, Alimony, Unemployment, and other income. Students will work independently on a return which will include the day's lecture material. Homework: Read Pub 4491, Section 9 (Income), finish Baker problem and try Conway problem at home. Take home quiz on Income, wages, interest and Dividends will be given to complete at home.  Nov 15, 2019, 4:53 PM Middlesex NJ Taxaide
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Review Income, Interest/Dividends Quizzes. Lectures on Retirement Income (IRA's & Pensions), Education benefits, and Business Income. Independent work on two returns in class: Caldwell. Homework: Pub 4491, 11-1 to 18-15, finish Caldwell. Take Business Income Quiz and try Gallo problem at home.  Nov 15, 2019, 4:56 PM Middlesex NJ Taxaide
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Quiz Reviews. Lectures on Social Security, Capital Gains, Sale of home,Rents & Royalty, K1 and Medicaid Waiver. Independently work on Davenport Part 1 problem, includes the day's topics.Homework: Pub 4491, Lessons 18, 20-29. Do McCook problems & take Capital Gains Quiz at home.  Dec 2, 2019, 6:23 PM Middlesex NJ Taxaide
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Review Cap Gains Quiz. Lectures on Adjustments to Income, Standard & Itemized Deductions, Credits, Other Taxes and Payments. Independent work on Davenport Part 2: Pub 4491, Chapters 30, 31, take Deductions Quiz.  Dec 5, 2019, 5:02 AM Middlesex NJ Taxaide
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Review Rosemont and Deductions Quiz. Lectures on Other Taxes, Kiddie Tax, ACA, Finishing the Return, Final Steps, taking the Test and NJ Topics. Work independently on Davenport, part 3 and in-class review.  Dec 9, 2019, 7:11 PM Middlesex NJ Taxaide
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Review Davenport part 3. Role playing exercise with the Thompson problem, mentors as taxpayers and students as preparers. Review problem in class, review taking the test, and answer any questions about the course material.  Middlesex NJ Taxaide