January 9, 2017

For Trainers

Scenario-Based Training (SBT)

This teaching method combines the learning of tax law and software into one integrated course and was initially developed in response to feedback from volunteers who wanted more software practice from the get-go. Teaching software alongside the tax law allows volunteers more time to get comfortable with input and navigation, in addition to using their Pub. 4012 PDF as a resource during preparation.

SBT highlights the importance of certain topics like must file v. should file, determining filing status, determining dependency, taxable v. non-taxable income – and puts that learning immediately into practice during preparation of scenarios representative of what is typically seen at the tax sites. SBT also teaches to Advanced certification since the majority of sites need this type of tax preparer.


What’s new for 2018-2019?

  • New forms and intake sheets
  • Updated with new tax law (as much as we know)
  • Scenario 3 has the other dependent credit
  • Scenario 4 has the itemized deduction for state and federal


Instructor Resources

We have updated the resources for our trainers/instructors– PPTs, lessons plans, scenarios!

Simply download what you need: https://drive.google.com/open?id=0B_Rbo9AfEz8LSWEtNWIzNlNFRmc

Extra special thanks to those who helped to update the curriculum this year!

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