Paid Preparer Due Diligence

Tools Used In Development -- Vyond (video) Canva (job aid), MS PowerPoint (storyboard)

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Time In Development -- 3 days

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Targeted Audience -- Returning tax preparers with at least 2 years of experience.

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Summary -- This is a quick learning solution to review the basics of due diligence. It consists of a short, animated instructional video and a job aid. The authoring tools used for this project are Vyond for the instructional video, Canva for the job aid, and MS PowerPoint for the video storyboard.

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To measure its effectiveness, we can observe and monitor the following metrics: the number of views, Tax Preparer Readiness Test scores – last year and this year, and the number of tax returns that were audited by the IRS. In addition, we can solicit learners’ feedback after training for their reactions.