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  • Say: Today (or tonight) is about class introductions, getting to know the participants, and District Manager introductions. Get participants excited and comfortable about their choice for enrolling into the H&R Block Income Tax course. Prior to presenting: Make sure to fill out the information for the second and the final slides. Next Side
  • Enter your areas information on slide two and on slide 12 prior to the first session. Review slide-2 with the class. Introduce yourself to the class. Tell them a little about how long you have been with the company and what you like about working for H&R Block. Get to know participants in the class by conducting class introductions. Tell participants how glad you are they chose the H&R Block Income Tax Course as the beginning of a worthwhile, and life changing experience, whether they are offered a position with H&R Block or just want to broaden their tax knowledge. Assure participants you will be checking their progress midway through the course. Ask participants if they have questions. Next Side
  • Use slide-3 to guide you through the introduction of the participants. As you go around the room, keep track of participants answers by writing notes on a whiteboard or flip chart. The next slide will more than likely capture most of their answers. Next Side
  • (Note: There are four images on this slide. They will change automatically as you speak about H&R Block) Say: Let me tell you about H&R Block. H&R Block is the industry leader in tax services. We’ve maintained this level of achievement by preparing our students to become top-notch tax preparers. For many years, our class was taught primarily to the public for personal use. Participants learned about taxes by textbook and completed tax forms by hand. In the last few years, we moved to a blended learning strategy of which we have combined learning through the use of a textbook, computer software (in tandem with completing some forms by hand), client interview skills, and advice techniques. This strategy has proven very successful and that is why today, our class is number one, and the number one way we obtain our Tax Professionals. You may or may not know, H&R Block has it’s own bank and this our tax training classes are the number one way we hire new tax professionals. Next Slide
  • Say: You may be asking yourself, “what should I expect taking this course?” You will be expected to participate in the hands on learning. You will be taking Computer Based Training Simulations that will help prepare you for completing tax returns for our clients. And, since we take your tax education seriously, we make sure you are tax savvy once you complete our course. That is why we offer online quizzes and exams to measure your tax knowledge along the way. The training in this course will thoroughly prepare you for them. Results are provided almost instantly. Just imagine getting your scores at laser speed; there’s no more waiting until the next class. Ask: Are there any questions? Next Slide
  • (Note: Click the mouse button to display tips) Review the tips with the class. Say: I encourage you to do what you need, to be successful in the H&R Block Income Tax Course? As you can see you need to participate and don’t be afraid to ask questions. We want to make sure that you understand everything and our goal is for you to learn and to have fun while doing it. Ask: What else can you or we do to make sure you are successful? Reiterate participants suggestions to the entire class. Next Slide
  • Say: You don’t need to bring much to be successful in the course. The instructor will provide the text book, workbook and forms. You will need to bring a pencil and a calculator. If you would like bring some extra note paper, that will be fine. Make sure you are prepared to learn and participate in the class. Pay attention to your instructor. Next Slide
  • Say: I am sure that most of you want to know what you need to do to pass this course. During the course you will be taking quizzes and having graded reviews. You will also have to take a Mid-Term and Final Exam. You must have a cumulative score of at least 80% in order to achieve a passing grade. Along with your scores you also have to attend the class regularly. You must attend a minimum of 72 hours in class. Don’t be late. If for some reason you are unable to attend you may locate a substitute class time. The next slide will talk about the attendance requirements and what to do about making up a class. Next Slide
  • Say: Let’s review what will be covered in this training course. Pass out and review the Course Syllabus. Next Slide
  • It is very important that you attend all of the classes. As we just talked about you must attend at lease 72 hours in class time to pass the course. Make sure that you sign in and out of every class. You are allowed to make up a class but you must make sure to pick up a “Make-Up Attendance sheet from the instructor of the make-up class. Then bring it to your next regularly scheduled class and present it to your instructor. That way we can make sure you receive credit for attending. Pass out the attendance sheet for the participants to sign. Next Slide
  • Emphasize , H&R Block is the world leader in tax preparation. The company offers a pleasant, friendly working environment with opportunities for: Flexible hours Additional income Career options including full and part-time positions within H&R Block and the banking industries Beginning today (or tonight), what you learn in this class will definitely be applied on the job. We don’t waste your time by training you on nice to know information. We train you on must know information, which is a huge part of success as a tax professional. We don’t stop here, though. Once you are part of the H&R Block family, you can take advanced tax education classes, which allows you to always be a step-head of the competition. Although these classes may become challenging, you will gain tremendous, personal satisfaction from your increased level of taxes. Last, H&R Block offers seasonal employment which gives you opportunity to spend the rest of your time as you choose. We try our best to make the season memorable and most importantly, FUN! Next Slide
  • Say: Remember, if you have any questions of me or the District Manager/Franchise, don’t hesitate to contact us. Review slide 11 with the class. Ask participants if they have questions.
  • Welcome

    1. 1. Income Tax Course (2010) H&R Block Income Tax Course (2010)
    2. 2. <ul><li>“ The hardest thing to understand is the income tax. ” </li></ul><ul><li>Albert Einstein, Physicist </li></ul>
    3. 3. Introductions <ul><li>Instructor </li></ul><ul><ul><li>Larry Brown </li></ul></ul><ul><ul><li>Office Manager, Dothan South </li></ul></ul><ul><ul><li>Starting my 5 th tax season </li></ul></ul><ul><ul><li>334-803-4554 </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul><ul><li>District Manager </li></ul><ul><ul><li>John Solomon, Panama City </li></ul></ul><ul><li>District Office: </li></ul><ul><ul><li>658 W. 23 rd Street, Panama City, FL </li></ul></ul><ul><ul><li>850-522-3790 </li></ul></ul><ul><li>Training Location </li></ul><ul><ul><li>3805 Ross Clark Circle, Dothan, AL </li></ul></ul><ul><ul><li>334-793-5539 </li></ul></ul><ul><li>TTS Coordinator </li></ul><ul><ul><li>Christie Patton </li></ul></ul>
    4. 4. LEGAL STUFF <ul><li>H&R Block’s competitor exclusion states this course is not intended for, nor open to, any persons who are either currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. </li></ul>All participants are required to read and sign a competitor exclusion waiver: “Important Notice to Potential and Incoming Students of H&R Block’s Income Tax Course.” If you cannot honestly sign this form you will be excused from the class and your fees will be refunded. Competitor Exclusion Competitor Exclusion
    5. 5. Computer Usage Agreement <ul><li>Terms and conditions for use of company computers </li></ul><ul><li>Computers are for use only in conjunction with your participation in and completion of this course </li></ul><ul><li>Use of computers for personal email, instant messaging, Facebook, MySpace, and other personal web sites is prohibited. </li></ul><ul><li>Read and Sign “Computer Usage Agreement.” </li></ul>
    6. 6. Who Are You? <ul><li>Your name </li></ul><ul><li>How did you hear about the course </li></ul><ul><li>Why did you choose to take the income tax course </li></ul>Tell everyone a little about yourself…
    7. 7. Who are we? <ul><li>H&R Block is the industry leader in tax service </li></ul><ul><li>In business for over 50 years </li></ul><ul><li>Transformed the industry with top notch Tax Professionals </li></ul><ul><li>Years ago, class was primarily used to teach basic income tax theory to the public </li></ul><ul><li>We have our own Bank </li></ul><ul><li>Today, our class is the NUMBER ONE way we obtain our Tax Professionals! </li></ul>
    8. 8. What to Expect <ul><li>Class Expectations </li></ul><ul><li>Hands on Learning Experience </li></ul><ul><li>Homework is assigned for (almost) every class: Do It! </li></ul><ul><li>Computerized Training Simulated with Real Life Experience </li></ul><ul><li>Goal is to Prepare Returns for our Clients </li></ul><ul><li>Online quizzes and exams </li></ul><ul><ul><li>Three graded reviews </li></ul></ul><ul><ul><li>Four quizzes </li></ul></ul><ul><ul><li>One mid-term exam </li></ul></ul><ul><ul><li>One final exam </li></ul></ul>
    9. 9. How to Succeed <ul><li>Tips for a Successful Class </li></ul><ul><ul><li>Don’t let the books or computers intimidate you! </li></ul></ul><ul><ul><li>Ask questions! </li></ul></ul><ul><ul><li>Utilize your instructor! </li></ul></ul><ul><ul><li>Get a Study Buddy or form a “Study Group” </li></ul></ul><ul><ul><li>Contact your instructor if you cannot attend class! </li></ul></ul><ul><ul><li>Relax and enjoy! </li></ul></ul>
    10. 10. What Do I Need? <ul><li>The Session Text Book, Workbook and Forms </li></ul><ul><li>Pencil or pen </li></ul><ul><li>Calculator </li></ul><ul><li>Ready to Learn Attitude </li></ul><ul><li>Open Mind </li></ul>
    11. 11. IRS Pub. 17 <ul><ul><li>You will need to order a copy of IRS Publication 17 for 2009 </li></ul></ul><ul><ul><li>You may: </li></ul></ul><ul><ul><ul><li>Visit the local IRS office for a FREE copy, </li></ul></ul></ul><ul><ul><ul><li>Order a free copy from the IRS at www.IRS.gov </li></ul></ul></ul><ul><ul><ul><ul><li>Click on Forms and Publications </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Click on Forms and Publications by U.S. Mail </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Search for Pub 17 </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Select Publ. 17 (English or Spanish) </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Add item to your card and proceed with checkout </li></ul></ul></ul></ul><ul><ul><ul><li>Order a free copy from the IRS at 1-800-829-3676 </li></ul></ul></ul><ul><ul><li>You will not have assigned reading in Pub. 17, but it is a helpful resource </li></ul></ul>
    12. 12. How Do I Pass? <ul><li>To pass you must… </li></ul><ul><li>Have a cumulative score of 80%, this includes: </li></ul><ul><ul><li>Graded Reviews </li></ul></ul><ul><ul><li>Quizzes </li></ul></ul><ul><ul><li>Mid-Term Exam </li></ul></ul><ul><ul><li>Final Exam </li></ul></ul><ul><li>You must attend at least 72 of 84 hours of in-class training time. </li></ul><ul><ul><li>Every minute counts. So be on time to class. </li></ul></ul><ul><ul><li>We will start and end on time. </li></ul></ul>
    13. 13. Course Syllabus <ul><li>Course Objective </li></ul><ul><li>Course Supplies </li></ul><ul><li>Materials </li></ul><ul><li>Course Topics </li></ul><ul><li>Course Grading Structure </li></ul><ul><li>Employment Interview </li></ul><ul><li>Homework </li></ul><ul><li>Course Expectations </li></ul>
    14. 14. Housekeeping Details <ul><li>Parking: in front of the office </li></ul><ul><li>Smoking: Outside the building, not by the front door </li></ul><ul><li>Drinks & Snacks: available at the Gas Station </li></ul><ul><li>Drinks must be in a spill proof container </li></ul><ul><li>Please do not leave crumbs or messes for someone else to clean up </li></ul><ul><li>Restrooms: in the back of the office </li></ul><ul><li>Breaks: usually 15 minutes -- please return to class on time </li></ul><ul><li>Cell Phone Etiquette: </li></ul><ul><ul><li>Phones should be on silent, vibrate or off </li></ul></ul><ul><ul><li>Emergency calls – take outside classroom </li></ul></ul><ul><ul><li>Non-Emergency calls – go to voice mail </li></ul></ul><ul><li>If you are sick, please stay home and get well. We will make arrangements for you to make up the class. </li></ul>
    15. 15. Class Schedule <ul><li>Class Hours: Mondays and Thursdays, 9am—12pm,or 6pm – 9pm </li></ul><ul><li>28 Class Sessions for a total of 84 hours </li></ul><ul><li>You may attend classes other than your regularly scheduled class </li></ul><ul><li>Classes are also offered 9am – 12pm in Enterprise (Westgate Shopping Center) on Tuesdays and Fridays. </li></ul><ul><li>No class on Monday, September 6: Labor Day </li></ul>
    16. 16. What are the Attendance Requirements? <ul><li>You must sign the attendance sheet at the beginning of each training session in order to be counted as being “In Attendance” for that session. </li></ul><ul><li>If you need to make up a class you must get a “Make-Up Attendance” sheet signed from your substitute instructor and then provide the sheet to your home instructor. </li></ul>
    17. 17. Why Should I Work For H&R Block? <ul><li>The world leader in tax preparation! </li></ul><ul><li>Pleasant, friendly working environment </li></ul><ul><ul><li>Flexible hours </li></ul></ul><ul><ul><li>Additional income </li></ul></ul><ul><ul><li>Nationwide career opportunities (full and part time) </li></ul></ul><ul><li>Apply what you learned in class </li></ul><ul><li>Advanced tax education available, once you become a H&R Block employee </li></ul><ul><li>Challenging – Personal Satisfaction </li></ul><ul><li>Seasonal work </li></ul><ul><li>Fun! </li></ul>
    18. 18. Homework Assignment <ul><li>In chapter 2 we will discuss Income, Wages, Tax Forms and Calculating Income Tax </li></ul><ul><li>We will prepare a 1040-EZ using the paper form </li></ul><ul><li>Read Chapter 2 of Textbook </li></ul><ul><li>Complete Exercises in Workbook </li></ul>Homework Assignment
    19. 19. Research Question <ul><li>Which form does a taxpayer need to get an automatic 6-month extension to file their income tax return? </li></ul><ul><li>Answer __________ found on page __________, IRS Publication 17. </li></ul>
    20. 20. Are there any questions?
    21. 21. Contact Information <ul><li>Instructor </li></ul><ul><ul><li>Larry Brown </li></ul></ul><ul><ul><li>Office Manager, Dothan South </li></ul></ul><ul><ul><li>334-803-4554 </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul><ul><li>District Manager </li></ul><ul><ul><li>John Solomon, Panama City </li></ul></ul><ul><li>District Office: </li></ul><ul><ul><li>658 W. 23 rd Street, Panama City, FL </li></ul></ul><ul><ul><li>850-522-3790 </li></ul></ul><ul><li>Training Location </li></ul><ul><ul><li>3805 Ross Clark Circle, Dothan, AL </li></ul></ul><ul><ul><li>334-793-5539 </li></ul></ul><ul><li>TTS Coordinator </li></ul><ul><ul><li>Christie Patton </li></ul></ul>