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• Communication
  • General
    • Local and District Coordinator message: End of season reminders 04/27/17 Upd
• General Program Management
  • Administrative
    • Tax Site Hours Signage (English and Spanish) Upd
    • Taxpayer Information and Responsibilities (TY2017) Upd
  • Forms
    • Volunteer Assessment 09/26/17 Upd
  • General
    • Policy and Procedures Manual Version 3.0 - 09/26/17 Upd
    • Tax-Aide Off-Season Tax Assistance TY2016 Upd
    • Client Facilitator Guide TY15 1/20/16 Upd
  • Incident/Emergency Procedures
    • EMERGENCY RESPONSE SITE MEMO and CHECKLIST 1/10/12 Upd
    • Emergency Tips for Dealing with a Violent Situation- 1/27/16 Upd
    • Incident Review Form 09/09/16 Upd
    • Incident Review Instructions 09/09/16 Upd
    • Incident Review Protocol Webinar Training TY13 V1 1/10/12 Upd
  • Position Descriptions
    • Client Facilitator (CF) Position Description Upd
    • Local Coordinator (LC) Position Description Upd
  • Publicity
    • Free Tax Help Banner Kit C2914, C2915, C3057, C3058 Upd
    • Tell A Friend Wallet Cards C1358 English 7/31/14 Upd
    • Tell a Friend Wallet Cards D17463 Spanish TY14 7/21/14 Upd
  • Training
    • Local Coordinator Guide TY16 2016 11 03 Upd
• Leadership Training
  • Documents
    • Site Selection and Scheduling 09/26/17 Upd
    • Quick Reference Guide to Helping Taxpayers with Disabilities 09/06/16 Upd
    • Disability Awareness Training 1/9/14 Upd
    • Serving Difficult Taxpayers 1/9/14 Upd
  • Position Training
    • Local Coordinator Required Training TY17 Upd
• Operational Procedures & Volunteer Portal
  • Locations & Program Metrics (Site Activity)
    • Program Metrics (Site Activity) Collection Template TY17 09/29/17 Upd
    • Program Metrics (Site Activity) Report TY2016 Upd
    • Program Metrics (Site Activity) Report TY2015 Upd
    • Program Metrics (Site Activity) Report TY2014 Upd
    • Program Metrics (Site Activity) Log (D19597) Example 9/27/2017 Upd

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