TaxWise Online (TWO)
Immersion Part II
FLIPPED INSTRUCTION
MAXIMUM USE OF TWO
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Objectives
● Understand implementation of Immersion Training.
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How to set up counselor to login to TW
How to apply Immersion Training using OSHD
Demonstrate Immersion Training using Lesson 5
● Tools of the Trade
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TRNG templates in TWO
Forms Generator
Lesson Plans
● Discussion, Q & A
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Key ID number Designations
●SSN AAA-XX-BBBB
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AAA = 3 Digits from problem
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XX= Student ID #
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BBBB = EFIN for Client ID used for Training
●EIN AA-XXBBBB
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Create Student ID
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Log into TWO 2014 Training
● https://twonline/taxwise/training/
Site specific Client ID
Username:
StudentXX
Student unique
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Create New Return
SSN: 203-xx-BBBB
GO TO TAX FORMS
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Let’s look at the basics for lesson 5
● Preliminaries
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Counselors have logged in and have basic
knowledge of TW
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Basic template created
● Homework assigned
● Lesson Schedule
● Lesson plan
● Simulate lesson
● Cover post lesson homework
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TWO Immersion Training
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TWO Immersion Lesson Guide
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Read First for Immersion Initiative
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Core
Comprehensive
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Examples of Income - 4012
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Verify Intake/Interview Questions
Form 13614-C, Page 2
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Create New Return
SSN: 701-xx-BBBB
GO TO TAX FORMS
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Main Information Sheet Completed
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Basic Income
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Tax Exempt Interest
Pub 4012, Pg D-9
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OOS
OOS
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Lesson 5 Income – Part 1 (Core)
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Complete lesson 5
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Summary of Immersion Training
1) Discussions w/class – not lecture;
2) Use of Training Templates to immerse
class in TWO
3) Use of a more ‘user friendly’
INSTRUCTIONAL SCHEDULE;
4) Use of pre-class assignments –
HOMEWORK!;
5) Use of MENTORS
6) Use of WINGMAN
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Effective use of Templates aides training
● Use of templates can save time by providing a
starting point for training of new lesson
● Wingman is key to assignment of template to
class in support of instructor
● NTTC provides six templates for distribution to
TW subscribers
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Templates must be modified for specific site
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Template creation or modification must be
completed by TW14 Site Administrator
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Go to OSHC for TWO template setup
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Add new template based on TRNG Lesson 5a
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New Lesson 5a Template – Must
edit for specific site
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Close return and select [Assign]
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Forms Generator available in OSHC
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Implementation Summary
● 100% use of TWO for Training
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Training Client ID established for local
districts
 Publisher
designation
 Set up Student IDs
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Create Training Templates locally
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Review Lesson Plans
 Modify
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Resources Needed:
● Pub. 4012; Pub. 17
● Pub. 4491 and Pub. 4491W
● NTTC updated exercises
● Resource Tools for Tax Counselors
 QC-QR Chart
 ACA Laminate
● NTTC PowerPoint slides
● CCH Videos
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NTTC Support of Initiative
● Provide a set of LESSON PLANS on OSHC
● Conduct Webinars
● Instructional tools such as:
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PowerPoint slides;
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Videos
● Mentorship assistance
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Summary:
● Not MANDATORY – however, strongly
encouraged;
● NTTC views this initiative as long-term –
FULL IMPLEMENTATION BY TY 2017;
● NTTC will refine and update
implementation each year;
● TRSs need to support this initiative in their
state;
● Participants will be asked to provide
feedback to NTTC.
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Future Training
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