Filing Status
Details
Type - eLearning
Client - Jylla's Tax Service (fictional entity)
Targeted Audience - Returning tax preparers with at least two years of experience
Development Time - Five days
Tools
Storyline
PowerPoint
Word
Skills
Instructional design
eLearning development
Visual design
Storyboarding
Summary
This is a quick refresher of compliance training overview on filing status. In addition to the short eLearning module, this training includes a job aid that will be useful for the knowledge check at the end of the module. This is an effort to create a series of short, IRS-approved training solutions on refresher topics i.e., topics that undergo little or no changes annually in IRS regulations and guidelines.
This training project can be evaluated using common LMS metrics like the number of views and completion of the module, and knowledge check results and retries. In addition, other metrics to use for evaluation include Tax Preparer Readiness Test scores and the number of tax returns audited by the IRS.