Class Slides

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

Click here for the detailed training plan (subject to change).

Note: Slide sets are posted right before scheduled class.


SelectionFile type iconFile nameDescriptionSizeRevisionTimeUser
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Welcome & Introductions. Lectures pm Volunteer Site Policies & Procedures; Standards of Conduct; Screening & Interviewing; Quality Reviewing; 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 and IRS Publications we use. Lectures only. Training laptops will be made available on Day 2.  Nov 11, 2017, 5:13 PM Middlesex NJ Taxaide
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Review and quiz on previous session. Lecture and quizzes on Filing Basics and Filing Status. Students will practice on logging into the Practice Lab and will prepare a simple return.  Nov 15, 2017, 3:30 PM Middlesex NJ Taxaide
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Lectures on Exemption Tools, Income Basics, Wages, Int/Div, State Tax Refunds, Alimony, and Unemployment. Students will work independently on a return which will include the day's lecture material. Homework: Read Pub 4491, Section 9 (Income) and finish Conway problem.  Nov 27, 2017, 7:42 AM Middlesex NJ Taxaide
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Lectures on Retirement Income (Social Security, IRA's & Pensions). Independent work on two returns in class: Gallo and McCook. Homework: Pub 4491, Section 10, finish Gallo & McCook. Complete FAM-05 (Rosemont) at home.  Nov 29, 2017, 7:37 AM Middlesex NJ Taxaide
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Lectures on Business Income, Capital Gains, Rents/Royalties, Other Income, and Adjustments. Independently work on FAME-01 (Meadows) problem. Homework: Pub 4491, 13-1-16-18 and complete Meadows problem if not finished.   Dec 11, 2017, 5:40 PM Middlesex NJ Taxaide
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Lectures on Standard & Itemized Deductions, Credits, Other Taxes and Payments. Independent work on FAME-02 (Scott). Homework: Pub 4491, Chapters 18, 20, 21, 23-32 and complete Scott Problem.   Dec 11, 2017, 5:40 PM Middlesex NJ Taxaide
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Lectures on EIC, Refund or Tax Amount Due, ACA Overview, NJ Return Entries, and "Taking the Test". Independent work on FAME-03 (Thompson). Homework: complete Thompson if not finished.  Dec 11, 2017, 5:38 PM Middlesex NJ Taxaide
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Lecture on NJ Property Tax programs and Recoveries (PTR/Homestead). Independently work on the Hale Proficiency problem and finish at home if not completed.  Dec 13, 2017, 7:44 AM Middlesex NJ Taxaide
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Meeting is for all new and returning volunteers. Presentations: TY 2016 Results, Taking the Test, What's new in 2017, Volunteer Site Policies/Procedures, Screening & Interviewing, Review AARP/NJ Scope Lists, ACA Overview and Concluding the Interview. No laptops will be used.  Jan 3, 2018, 2:59 PM Middlesex NJ Taxaide
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Meeting is for all new and returning volunteers. Presentation by representatives of NJ Dept. of Treasury, Lectures on NJ Property Taxes and Recoveries, Finishing the NJ Return and using the NJ Checklist, Qualified Child tool review, and TSO changes for TY 2017.  Jan 8, 2018, 6:39 PM Middlesex NJ Taxaide