Overview

This is a Bongo Learn practice assignment that allows you to practice communicating with a VITA client about the intake process. You will benefit from getting automated feedback from Bongo about your oral presentation skills.

Directions

For this assignment, you will review three scenarios, which are linked in Form $6744$ in the Supporting Materials section. These scenarios are also provided in the Advanced Test. Choose one of the scenarios to focus on$.$ Use TaxSlayer Practice Lab to input the taxpayer data from Form $13614-$C into the TaxSlayer software.

First, input the scenario into TaxSlayer. You will need to enter the client's name in the First Name section of the return, and your own name in the Last Name section of the return, to show that you personally entered the tax data. This procedure is only for the purposes of this class and does not apply to entering a true tax return for a real client.

Then, capture six screenshots of the Intake Process:

Filing Status screen: This should agree with the intake information provided.

Form $1040$ lines $115$: This will help you summarize tax return income related items

Form $1040$ lines $1633$: This will help you summarize tax liability, credits, prepayments on the return

Form $1040$ lines $3438$: This will help you summarize the refund or balance due.

Quick summary view $($federal$)$: This snapshot will allow you to consider income through refund$/$balance due.

$$Invoice$$ view showing forms prepared. This snapshot will allow you to review all supporting schedules completed for the tax return.

You will use the information from the scenario and the screenshots to create a presentation. The client in the scenario will become the focus of your Bongo communication presentation. You will use the PowerPoint template provided to set up a slide deck using screenshots from the intake process. Next you will write a script to read that covers the content of each slide. Finally, you will upload the slide deck to Bongo and record the narration. You will record a presentation in Bongo. Once the presentation is complete, take a screenshot of the Bongo feedback and add the screenshot to the last slide in your slide deck before submitting the slide deck for a grade.

It is recommended that you try recording several times to feel comfortable with your pace, volume, and diction. Bongo Learn provides automated feedback about your presentation skills. While this assignment is focused on presenting to stakeholders, the content should be simple and direct. Your objective is to gain the confidence you need to present orally and visually to an audience. The presentation should run between two and three minutes.

Specifically, you must address the following rubric criteria:

Presentation$$

Effectively communicate the intake process to the client.

Utilize the images, six screenshots captured in the TaxSlayer, to illustrate your key points.$$

Explain how the data is used to support the stakeholder.

Create slides that are simple, neat, and only contain relevant information for the stakeholder.

Record narration using Bongo with a clearly articulated and well$-$paced delivery.

Capture a screenshot of the automated feedback from Bongo Learn.

What to Submit

For this assignment you will submit two documents and one recorded presentation. They are listed below.

Presentation Slides

Submit the PowerPoint slides created using Module Four Presentation template as a $.$pdf file, including $610$ slides minimum, plus the slide including your screenshot of the feedback from Bongo Learn.

Presentation Script

Submit a Microsoft Word document version of the script using the provided Module Four Script template.

Bongo Recording

Submit the presentation slides using the Bongo Learn tool. It will be linked to this assignment.