Communication Upd |
Communication • Volunteer Communications Materials Upd |
02-03-2018 Upd |
Volunteer Q&A Session Recordings (January 2018)
|
03-24-2018 Upd |
Tax-Aide Message Points - Program Promotion (March 2018)
|
12-23-2017 Upd |
Press Releases - Program Promotion (December 2017)
|
12-23-2017 Upd |
Radio Scripts - Program Promotion (December 2017)
|
12-16-2017 Upd |
Social Media Resources - Program Promotion/50th Anniversary (December 2017)
|
12-16-2017 Upd |
Taxpayer Sticker & Volunteer Pin (December 2017)
|
08-19-2017 Upd |
Volunteer Recruitment Advertising (August 2017)
|
08-19-2017 Upd |
Tax-Aide Email Template – Recruitment (August 2017)
|
08-19-2017 Upd |
Social Media Resources - Recruitment (August 2017)
|
08-19-2017 Upd |
Recruitment Press Releases - State Templates (July 2017)
|
08-19-2017 Upd |
Tax-Aide Recruitment PowerPoint Presentation (August 2017)
|
08-19-2017 Upd |
2017 Tax-Aide State Statistics (August 2017)
|
08-19-2017 Upd |
Recruitment Brochures and Posters (August 2017)
|
08-19-2017 Upd |
Tax-Aide Message Points - Recruitment (August 2017)
|
08-19-2017 Upd |
Radio Scripts - Recruitment (July 2017)
|
07-15-2017 Upd |
Tax-Aide Recruitment Rack Sheet (July 2017)
|
08-19-2017 Upd |
Program Promotion Poster - D143 (August 2017)
|
08-19-2017 Upd |
Tax-Aide Photo Library (July 2017)
|
08-19-2017 Upd |
Logos (August 2017)
|
02-03-2018 Upd |
Email Template - Program Promotion (January 2018)
|
10-08-2016 Upd |
Tax ID Theft Flyer - 10/05/16
|
Communication • CyberTax Upd |
04-14-2018 Upd |
CyberTax TY2017-07: IRS Quality Site Requirement Alert - 2018-01 Update on QSR #2 - Intake/Interview & Quality Review Process
|
03-24-2018 Upd |
CyberTax TY2017-06: IRS Volunteer Tax Alert – VTA 2018-06 – Updates Related to Extender Legislation passed early in the 2018
|
03-03-2018 Upd |
CyberTax TY2017-05: IRS Volunteer Tax Alert - 2018-05 Update on Extender Provisions
|
03-03-2018 Upd |
CyberTax TY2017-04: Volunteer Tax Alert 2018-03, Information About a Tax Refund Scheme
|
03-03-2018 Upd |
CyberTax TY2017-03: Happy 50th Anniversary, Tax-Aide!
|
02-03-2018 Upd |
CyberTax TY2017-02: Taxpayer Information Carryforward
|
07-15-2017 Upd |
CyberTax TY2017-01: Tax-Aide Diversity Site Application Now Available
|
08-29-2015 Upd |
I’m not receiving the CyberTax messages 01/30/15
|
Communication • General Upd |
08-29-2015 Upd |
??? Have a Question ??? - Submit a Request 1/21/15
|
01-23-2016 Upd |
Action Required: Immediate Action Needed for Site Changes related to Software Orders 1/19/2016
|
11-04-2017 Upd |
Communication Grid 11/3/17
|
09-30-2017 Upd |
Glossary - 09/26/17
|
02-03-2018 Upd |
Happenings Winter 2018- 02/01/18
|
08-19-2017 Upd |
Holding A Webinar 2017
|
04-29-2017 Upd |
Local and District Coordinator message: End of season reminders 04/27/17
|
09-30-2017 Upd |
Tax-Aide Staff Directory 9/29/17
|
07-15-2017 Upd |
Volunteer Q&A Session Recordings (May 2017)
|
Communication • SMT Roundup Upd |
05-12-2018 Upd |
SMT Roundup 04/19/18
|
04-14-2018 Upd |
Special Edition - SMT Roundup 04/12/18
|
04-14-2018 Upd |
SMT Roundup 04/5/18
|
03-24-2018 Upd |
SMT Roundup 03/22/18
|
03-24-2018 Upd |
SMT Roundup 03/08/18
|
03-03-2018 Upd |
SMT Roundup 02/22/18
|
03-03-2018 Upd |
SMT Roundup - Addendum - 02/12/18
|
03-03-2018 Upd |
SMT Roundup 02/08/18
|
02-03-2018 Upd |
SMT Roundup 01/25/18
|
02-03-2018 Upd |
SMT Roundup 01/19/18
|
02-03-2018 Upd |
SMT Roundup 01/11/18
|
02-03-2018 Upd |
SMT Roundup 12/28/17
|
12-16-2017 Upd |
SMT Roundup 12/14/17
|
12-02-2017 Upd |
SMT Roundup 11/30/17
|
11-18-2017 Upd |
SMT Roundup 11/16/17
|
11-04-2017 Upd |
SMT Roundup 11/2/17
|
10-21-2017 Upd |
SMT Roundup 10/19/17
|
10-07-2017 Upd |
SMT Roundup 10/05/17
|
09-23-2017 Upd |
SMT Roundup 09/21/17
|
09-10-2017 Upd |
SMT Roundup 09/07/17
|
08-26-2017 Upd |
SMT Roundup 08/24/17
|
08-19-2017 Upd |
SMT Roundup 08/10/17
|
08-19-2017 Upd |
SMT Roundup 08/03/17
|
07-15-2017 Upd |
SMT Roundup 07/13/17
|
07-15-2017 Upd |
SMT Roundup 06/15/17
|
General Program Management Upd |
General Program Management • Administrative Upd |
02-03-2018 Upd |
Supplemental Intake Sheet (2018)
|
12-02-2017 Upd |
Taxpayer Information and Responsibilities (TY2017)
|
04-09-2016 Upd |
Dismissal Letter Template 04/07/16
|
11-27-2015 Upd |
Tax Site Hours Signage (English and Spanish)
|
08-29-2015 Upd |
Name Card Insert Sheets C2358 TY14 020915
|
04-23-2016 Upd |
Business Reply Envelope #10 (D0140) (2016)
|
04-09-2016 Upd |
Non-Appointment Letter 04/07/16
|
04-09-2016 Upd |
Appointment Letter 04/07/16
|
General Program Management • Awards and Recognition Upd |
12-23-2017 Upd |
AARP Foundation Tax-Aide Fellow Recipients 12/15/2017
|
11-21-2015 Upd |
Award Certificate E0251 Form 11/17/2015
|
12-16-2017 Upd |
Tax-Aide Fellow Criteria 12/15/17
|
09-10-2017 Upd |
Tax-Aide National Director Award- Al Spencer 10/20/10
|
10-14-2017 Upd |
Tax-Aide National Director Award- Chris Hughes 05/12/15
|
08-19-2017 Upd |
Tax-Aide National Director Award- David Inman 11/06/08
|
09-23-2017 Upd |
Tax-Aide National Director Award- Deborah Fisher 04/28/15
|
09-23-2017 Upd |
Tax-Aide National Director Award- Elizabeth Hughes Hitomi 04/28/15
|
09-02-2017 Upd |
Tax-Aide National Director Award- Forrest Poska 10/13/09
|
12-16-2017 Upd |
Tax-Aide National Director Award- Jeff Bogart 12/5/17
|
09-30-2017 Upd |
Tax-Aide National Director Award- Les Jones 04/28/15
|
10-07-2017 Upd |
Tax-Aide National Director Award- Peter Freiermuth 04/28/15
|
08-26-2017 Upd |
Tax-Aide National Director Award- Robert Eslinger 10/09/09
|
08-19-2017 Upd |
Tax-Aide National Director Award- Robert Offenhauser 11/05/08
|
10-21-2017 Upd |
Tax-Aide National Director Award- Stan Marshall 10/4/17
|
08-19-2017 Upd |
Tax-Aide National Director Award- Wesley Brockway 12/09/08
|
09-30-2017 Upd |
Volunteer Recognition Order Form (Fillable PDF) Form 9/26/17
|
General Program Management • Forms Upd |
08-29-2015 Upd |
AARP Foundation Tax-Aide Property Loan Agreement 12/9/11
|
08-29-2015 Upd |
Best Practices Form 01/10/13
|
08-27-2016 Upd |
Certificate of Insurance (Fillable PDF) Request 08.26.2016
|
01-04-2016 Upd |
Donated Equipment and Supplies Acknowledgement Form 12/24/15
|
02-03-2018 Upd |
Internal Site Review Form TY 2017 - 1/31/2018
|
08-29-2015 Upd |
New Vendor Form with W9 2/1/11
|
08-27-2016 Upd |
Online Tax Assistance Counselor Application Form
|
08-29-2015 Upd |
Partnership Agreement (MOU) Form TY13 V1
|
08-29-2015 Upd |
Taxpayer Assistance with IRS Issues Form 12/7/12
|
09-30-2017 Upd |
Volunteer Assessment 09/26/17
|
08-29-2015 Upd |
Volunteer Biography (Fillable PDF) Form 10/24/14
|
General Program Management • General Upd |
09-30-2017 Upd |
Policy and Procedures Manual Version 3.0 - 09/26/17
|
11-18-2017 Upd |
Continuing Education Credits – Tax Year 2017
|
11-12-2016 Upd |
Tax-Aide Off-Season Tax Assistance TY2016
|
01-23-2016 Upd |
Client Facilitator Guide TY15 1/20/16
|
09-30-2017 Upd |
Policy and Procedures Manual: Introduction, Org Chart and What's New 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 1: Volunteer Recruitment and Leader Appointments 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 2: Volunteer Training and Testing 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 3: Volunteer Certification and Assignments 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 4: Scope of Program, Preparing the Return, and Quality 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 5: Standards of Professionalism 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 6: Interactions with the Taxpayer 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 7: Site Operations and Management 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 8: Confidentiality and Security of Taxpayer Data 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 9: E-Filing of Tax Returns 9/26/17
|
03-03-2018 Upd |
Policy and Procedures Manual Section 10: Reimbursement 2/14/18
|
09-30-2017 Upd |
Policy and Procedures Manual Section 11: Program Administration 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 12: Donations and Donated Funds 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 13: Insurance 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 14: Equipment and Records Management 9/26/17
|
09-30-2017 Upd |
Policy and Procedures Manual Section 15: Obtaining Equipment and Consumables 9/26/16
|
09-30-2017 Upd |
Policy and Procedures Manual Appendix A & B: Volunteer Appointment Chart and Master Schedule 9/26/17
|
General Program Management • Incident/Emergency Procedures Upd |
08-29-2015 Upd |
EMERGENCY RESPONSE SITE MEMO and CHECKLIST 1/10/12
|
01-30-2016 Upd |
Emergency Tips for Dealing with a Violent Situation- 1/27/16
|
09-10-2016 Upd |
Incident Review Form 09/09/16
|
09-10-2016 Upd |
Incident Review Instructions 09/09/16
|
08-29-2015 Upd |
Incident Review Protocol Webinar Training TY13 V1 1/10/12
|
General Program Management • Position Descriptions Upd |
08-29-2015 Upd |
Administration Coordinator (AC) Position Description
|
08-29-2015 Upd |
Administration Specialist (ADS) Position Description
|
08-29-2015 Upd |
Assistant State Coordinator (ASC) Position Description
|
08-29-2015 Upd |
Client Facilitator (CF) Position Description
|
08-29-2015 Upd |
Communications Coordinator (CC) Position Description
|
08-29-2015 Upd |
Counselor (COU) Position Description
|
08-29-2015 Upd |
District Coordinator (DC) Position Description
|
08-29-2015 Upd |
Electronic Return Originator (ERO) Position Description
|
08-29-2015 Upd |
Instructor (INS) Position Description
|
08-29-2015 Upd |
Local Coordinator (LC) Position Description
|
09-24-2016 Upd |
National Leader Development Committee (NLDC) Chair Position Description 120115
|
08-29-2015 Upd |
Partnership and Communications Specialist (PCS) Position Description
|
08-29-2015 Upd |
Prospective Volunteer Specialist (PVS) Position Description
|
08-29-2015 Upd |
Regional Advisor (RA) Position Description
|
08-29-2015 Upd |
Regional Coordinator (RC) Position Description
|
08-29-2015 Upd |
Regional Operations Support (ROS) Position Description
|
08-29-2015 Upd |
Shift Coordinator (SCO) Position Description
|
08-29-2015 Upd |
State Coordinator (SC) Position Description
|
08-29-2015 Upd |
Technology Coordinator (TC) Position Description
|
08-29-2015 Upd |
Technology Specialist (TCS) Position Description
|
08-29-2015 Upd |
Training Coordinator (TrC) Position Description
|
08-29-2015 Upd |
Training Specialist (TRS) Position Description
|
General Program Management • Tax Exempt Upd |
08-29-2015 Upd |
IRS Tax Exempt Status Letter 8/6/08
|
08-29-2015 Upd |
State Tax Exemption Memo 12/09/2011
|
08-29-2015 Upd |
Colorado Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
District of Columbia Tax Exemption Certificate - Permanent
|
03-03-2018 Upd |
Florida Tax Exemption Certificate (Expires 2-28-2023)
|
08-29-2015 Upd |
Hawaii Tax Exemption Certificate - Permanent
|
10-28-2017 Upd |
Illinois Tax Exemption Certificate - (Expires 10/01/22)
|
08-29-2015 Upd |
Indiana Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
Kentucky Tax Exemption Certificate - Permanent
|
12-23-2017 Upd |
Maryland Tax Exemption Certificate - (Expires 09/30/2022)
|
09-10-2016 Upd |
Massachusetts Tax Exemption Certificate - Exp Date: 04/07/2026
|
01-09-2016 Upd |
Michigan Tax Exemption Certificate (Permanent)
|
07-16-2016 Upd |
Missouri Tax Exemption Certificate (Effective Date: 12/01/2014)
|
02-04-2017 Upd |
Nevada Tax Exemption Certificate (Expires 01-31-2022)
|
08-29-2015 Upd |
New Jersey Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
New York Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
Ohio Tax Exemption Certificate - Permanent
|
10-03-2015 Upd |
Pennsylvania Tax Exemption Certificate (Expires 3-31-2020)
|
08-29-2015 Upd |
Rhode Island Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
Tennessee Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
Texas Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
Utah Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
Vermont Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
Wisconsin Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
West Virginia Tax Exemption Certificate - Permanent
|
08-29-2015 Upd |
Wyoming Tax Exemption Certificate - Permanent
|
General Program Management • Training Upd |
01-04-2018 Upd |
Client Facilitator Training TY 2017 2018/01/03
|
07-15-2017 Upd |
Local Coordinator Guide TY16 2016 11 03
|
12-23-2017 Upd |
Policies and Procedures Training Alternatives 12/19/17
|
09-30-2017 Upd |
Tax-Aide Policies And Procedures Training TY17- 9/29/17
|
Leadership Training Upd |
Leadership Training • Documents Upd |
02-03-2018 Upd |
Site Selection and Scheduling 01/24/18
|
09-30-2017 Upd |
AARP Foundation Tax-Aide Internal Site Review Instructions – 9/26/17
|
08-29-2015 Upd |
Compliance with Federal Laws 7/15/15
|
09-10-2016 Upd |
Quick Reference Guide to Helping Taxpayers with Disabilities 09/06/16
|
08-29-2015 Upd |
Disability Awareness Training 1/9/14
|
08-29-2015 Upd |
Key Problem Areas Noted on IRS Reviews 3/12/14
|
08-29-2015 Upd |
Serving Difficult Taxpayers 1/9/14
|
Leadership Training • Manuals Upd |
09-23-2017 Upd |
SC Guide Resource 10: Standard Letters Addressed to IRS Requesting Penalty Waiver 09/19/17
|
08-29-2015 Upd |
2012-2013 District Coordinator Guide TY13
|
08-29-2015 Upd |
State Coordinator Guide TY14 2014-2015
|
08-29-2015 Upd |
Partnership and Communications Manual TY13 V1 10/1/11
|
Leadership Training • Position Training Upd |
08-27-2016 Upd |
Hotel and Catering Direct Billing Process for Tax-Aide 8/24/16
|
11-18-2017 Upd |
Local Coordinator Required Training TY17
|
08-29-2015 Upd |
PCS Resources 1-3: Putting training to Work, Donations 8/31/12
|
08-29-2015 Upd |
PCS Training TY13 - 97slides 8/31/12
|
08-29-2015 Upd |
PCS Training Webinar TY13 1 of 4 - July 18, 2012
|
08-29-2015 Upd |
PCS Training Webinar TY13 2 of 4 - July 25, 2012
|
08-29-2015 Upd |
PCS Training Webinar TY13 3 of 4 - Aug 1, 2012
|
08-29-2015 Upd |
PCS Training Webinar TY13 4 of 4 - Aug 8, 2012
|
Leadership Training • Regional Meeting Upd |
10-14-2017 Upd |
2017 Regional Meeting
|
Leadership Training • SMT Training Upd |
08-19-2017 Upd |
ADS/RAA Training - Dallas (July 2017)
|
08-19-2017 Upd |
PCS Training - Dallas (July 2017)
|
08-19-2017 Upd |
SC ORIENTATION 07/19/2017
|
08-19-2017 Upd |
TRS Training - Dallas 07/21/2017
|
08-19-2017 Upd |
TCS SMT Training Presentations TY17 07/28/17
|
08-29-2015 Upd |
Dallas SMT Tax-Aide Presentation 7/15/2015
|
08-29-2015 Upd |
SC Orientation Training TY15 (Zip) 07/17/15
|
OneSupport (OS) Upd |
OneSupport (OS) • Volunteer OSHC Guide Upd |
07-15-2017 Upd |
VOLUNTEER ONESUPPORT HELP CENTER GUIDE (PRINTABLE VERSION) 07/17/2017
|
07-15-2017 Upd |
ONESUPPORT HELP CENTER GUIDE TABLE OF CONTENTS 07/17/2017
|
07-15-2017 Upd |
SECTION 1 - ONESUPPORT OVERVIEW 07/17/2017
|
07-15-2017 Upd |
SECTION 2 - HELP CENTER OVERVIEW 07/17/2017
|
07-15-2017 Upd |
SECTION 2 - ACCESSING THE ONESUPPORT HELP CENTER 07/17/2017
|
07-15-2017 Upd |
SECTION 2 - NAVIGATING THROUGH THE HELP CENTER 07/17/2017
|
07-15-2017 Upd |
SECTION 2 - FOLLOWING A SECTION AND MY ACTIVITIES 07/17/2017
|
07-15-2017 Upd |
SECTION 2 - SUBMIT A REQUEST 07/17/2017
|
07-15-2017 Upd |
SECTION 3 - TIP SHEET ADDITIONS 07/17/2017
|
07-15-2017 Upd |
SECTION 3 - TIP SHEET UPDATES 07/17/2017
|
OneSupport (OS) • Volunteers Upd |
08-19-2017 Upd |
OneSupport Sections & Subsections 07/28/2017
|
10-14-2017 Upd |
OneSupport Help Center Categories and Subtopics 10/09/2017
|
08-29-2015 Upd |
OneSupport Opportunity - Back-up person for current Ticket Administrator - 4/3/15
|
Operational Procedures & Volunteer Portal Upd |
Operational Procedures & Volunteer Portal • Volunteer Portal Guide 2017-2018 Upd |
08-19-2017 Upd |
VOLUNTEER PORTAL GUIDE 2017 - 2018 (PRINTABLE VERSION) 07/17/2017
|
08-19-2017 Upd |
VOLUNTEER PORTAL GUIDE SECTIONS 07/17/2017
|
03-03-2018 Upd |
VOLUNTEER PORTAL GUIDE TABLE OF CONTENTS 02/14/2018
|
08-19-2017 Upd |
INTRODUCTION TO THE VOLUNTEER PORTAL GUIDE 07/17/2017
|
08-26-2017 Upd |
SECTION 1 - ACCESSING THE VOLUNTEER PORTAL OVERVIEW 08/21/2017
|
08-19-2017 Upd |
SECTION 1 - SUPPORTED INTERNET BROWSERS 07/17/2017
|
08-26-2017 Upd |
SECTION 1 - RESPOND TO AN INVITATION TO ACCESS THE PORTAL 08/21/2017
|
08-19-2017 Upd |
SECTION 1 - CREATE AN AARP.ORG ACCOUNT 07/17/2017
|
08-19-2017 Upd |
SECTION 1 - UPDATE YOUR PORTAL EMAIL ADDRESS 07/17/2017
|
08-19-2017 Upd |
SECTION 1 - CHANGE YOUR PORTAL PASSWORD 07/17/2017
|
08-19-2017 Upd |
SECTION 1 - LOGGING IN AND OUT OF THE PORTAL 07/17/2017
|
08-26-2017 Upd |
SECTION 1 - VOLUNTEER LOGIN REPORTS 08/21/2017
|
12-16-2017 Upd |
SECTION 2 - INTRODUCTION TO THE PORTAL OVERVIEW 12/18/2017
|
08-19-2017 Upd |
SECTION 2 - VOLUNTEER PORTAL SCREEN 07/17/2017
|
12-16-2017 Upd |
SECTION 2 - VOLUNTEER LEADER PORTAL SCREEN 12/18/2017
|
08-19-2017 Upd |
SECTION 2 - CONTACT RECORD 07/17/2017
|
08-19-2017 Upd |
SECTION 2 - SEARCH IN THE PORTAL 07/17/2017
|
08-19-2017 Upd |
SECTION 2 - USING LIST VIEWS 07/17/2017
|
08-26-2017 Upd |
SECTION 2 - RUN A REPORT 08/21/2017
|
08-26-2017 Upd |
SECTION 2 - SELECT A DASHBOARD 08/21/2017
|
08-19-2017 Upd |
SECTION 2 - USING THE NOTES SECTION 07/17/2017
|
12-16-2017 Upd |
SECTION 3 - RECRUITMENT OVERVIEW 12/18/2017
|
08-26-2017 Upd |
SECTION 3 - TAX-AIDE APPLICATION 08/21/2017
|
08-26-2017 Upd |
SECTION 3 - VOLUNTEER OPPORTUNITY BOARD 08/21/2017
|
12-16-2017 Upd |
SECTION 3 - VOLUNTEER WIZARD 12/18/2017
|
12-16-2017 Upd |
SECTION 3 - VOLUNTEER INTEREST FORM 12/18/2017
|
08-19-2017 Upd |
SECTION 4 - NEW AND DEPARTING VOLUNTEERS OVERVIEW 07/17/2017
|
03-03-2018 Upd |
SECTION 4 - PROCESSING A PROSPECTIVE VOLUNTEER 02/14/2018
|
08-26-2017 Upd |
SECTION 4 - CONVERTING A CANDIDATE TO A VOLUNTEER 08/21/2017
|
08-19-2017 Upd |
SECTION 4 - PLACING A PROSPECTIVE VOLUNTEER IN AN ON HOLD STATUS 07/17/2017
|
Operational Procedures & Volunteer Portal • Volunteer Portal Update Upd |
03-03-2018 Upd |
Volunteer Portal Minor Release 02/14/2018
|
12-16-2017 Upd |
Volunteer Portal Major Release 3.3 12/18/2017
|
12-02-2017 Upd |
Volunteer Portal Minor Release 11/29/2017
|
10-28-2017 Upd |
Volunteer Portal Minor Release 10/25/2017
|
09-30-2017 Upd |
Volunteer Portal Minor Release 09/27/2017
|
08-19-2017 Upd |
Volunteer Portal Major Release 3.2 08/16/2017
|
07-15-2017 Upd |
Volunteer Portal Major Release 3.1 Update (Program Volunteer Status) 06/01/2017
|
07-15-2017 Upd |
Volunteer Portal Minor Release 05/31/2017
|
07-15-2017 Upd |
Volunteer Portal Release 3.1 Update (Known Issues) 05/12/2017
|
04-29-2017 Upd |
Volunteer Portal Major Release 04/20/2017
|
04-01-2017 Upd |
Volunteer Portal Minor Release 03/29/2017
|
01-28-2017 Upd |
Volunteer Portal Minor Release 01/25/2017
|
Operational Procedures & Volunteer Portal • How To Upd |
09-30-2017 Upd |
How to Disable Popup Blockers 9/27/17
|
Operational Procedures & Volunteer Portal • Dashboards & Reports Upd |
04-02-2016 Upd |
Report Request Form 03/30/2016
|
Operational Procedures & Volunteer Portal • Locations & Program Metrics (Site Activity) Upd |
09-30-2017 Upd |
Program Metrics (Site Activity) Collection Template TY17 09/29/17
|
09-30-2017 Upd |
Program Metrics (Site Activity) Report TY2016
|
12-10-2016 Upd |
Program Metrics (Site Activity) Report TY2015
|
02-20-2016 Upd |
Program Metrics (Site Activity) Report TY2014
|
09-30-2017 Upd |
Program Metrics (Site Activity) Log (D19597) Example 9/27/2017
|
Operational Procedures & Volunteer Portal • Miscellaneous Upd |
04-14-2018 Upd |
National Operations Committee Chair Opening
|
11-12-2016 Upd |
PVS Training 11/07/16
|
Operational Procedures & Volunteer Portal • ADS Information Upd |
03-03-2018 Upd |
ADS WebEx 03/05/2018 & 03/07/2018
|
03-24-2018 Upd |
ADS WebEx Recordings 03/05/2018 & 03/07/2018
|
09-16-2017 Upd |
ADS WebEx 09/18/2017 & 09/20/2017
|
09-23-2017 Upd |
ADS WebEx Recordings 09/18/2017 & 09/20/2017
|
09-16-2017 Upd |
ADS WebEx 09/25/2017 & 09/27/2017
|
09-30-2017 Upd |
ADS WebEx Recordings 09/25/2017 & 09/27/2017
|
09-16-2017 Upd |
ADS WebEx 10/09/2017 & 10/13/2017
|
10-14-2017 Upd |
ADS WebEx Recordings 10/09/2017 & 10/13/2017
|
09-16-2017 Upd |
ADS WebEx 10/23/2017 & 10/25/2017
|
11-11-2017 Upd |
ADS WebEx Recordings 10/23/2017 & 10/25/2017
|
Tax Training Upd |
Tax Training • Scope Upd |
03-03-2018 Upd |
Tax-Aide Scope Manual TY17 Rel 4 2018/02/25
|
12-02-2017 Upd |
Tax-Aide Scope Summary TY17 2017/11/26
|
12-09-2017 Upd |
In/Out Scope Poster TY17 C2467
|
10-21-2017 Upd |
Scope Adherence - 2015/10/23
|
10-21-2017 Upd |
Scope Change Request Process and Form - 2015/10/2
|
Tax Training • TaxSlayer Upd |
02-03-2018 Upd |
TaxSlayer and Global Carryforward – 2018/01/26
|
12-02-2017 Upd |
TaxSlayer Changes TY17 2017/11/27
|
11-11-2017 Upd |
What's Happening with TaxSlayer 2017/11/07
|
09-10-2016 Upd |
TaxSlayer Manual ... Preparing A Return in Practice Lab
|
10-21-2017 Upd |
NTTC TaxSlayer Powerpoint Presentations 2016/08/29
|
08-20-2016 Upd |
NTTC Video: TaxSlayer Practice Lab Demonstration
|
07-16-2016 Upd |
Practice Lab Accounts for Training
|
10-21-2017 Upd |
TaxSlayer US State Point of Contacts 2016/07/06
|
Tax Training • Policy/Tax Law Upd |
03-03-2018 Upd |
Hurricane Relief Legislation Update - 2018/03/01
|
03-03-2018 Upd |
Updates-Extenders, Disaster Relief, Scope Manual - 2018/03/01
|
03-03-2018 Upd |
Budget Act of 2018 and Extenders 2018/02/12
|
02-03-2018 Upd |
Disaster Relief Status - 2018-01-11
|
11-25-2017 Upd |
Gold Standards For Quality Review TY17 2017/11/22
|
02-03-2018 Upd |
Impact of 2017 Tax Cuts and Jobs Act - 2018-01-07
|
10-21-2017 Upd |
IRS SPEC ITIN Guidance 2017/01/25
|
10-21-2017 Upd |
Potential Identity Theft Letter 2014/11/26
|
12-23-2017 Upd |
Puerto Rican Tax Returns TY17
|
11-25-2017 Upd |
Schedule C Guidelines Summary TY17 - 2017/11/22
|
03-03-2018 Upd |
State Tax Assistance Program - Intake Sheets 2018/02/15
|
02-03-2018 Upd |
State Tax Assistance Program - TY17 2018/01/31
|
02-03-2018 Upd |
State Taxes and 2017 Tax Act - 2018/01/19
|
10-21-2017 Upd |
Use of electronic documents to prepare tax returns 2014/03/04
|
Tax Training • Tools Upd |
03-03-2018 Upd |
Publication 4012 With NTTC Tax-Aide Modifications For TY17 2018-02-23
|
03-03-2018 Upd |
Pub 4012 How to Claim ACA Exemptions in TaxSlayer 2018/02/23
|
02-03-2018 Upd |
Resources: Fraud and Scams
|
02-03-2018 Upd |
Forms Generator Version 11.1.1
|
12-02-2017 Upd |
NTTC Workbook TY17 Notes and Errata - Rel 3 2017/11/27
|
08-19-2017 Upd |
NTTC Workbook - TY17
|
10-21-2017 Upd |
Answers for Prior Year NTTC Workbooks 2017/05/04
|
10-21-2017 Upd |
Publication 4012 with NTTC Tax-Aide Modifications for TY 2016 2017/01/28
|
10-21-2017 Upd |
Answering the Due Diligence Questions 2017/01/11
|
10-21-2017 Upd |
NTTC Workbook TY16 – Instructor Notes And Errata 2016/11/28 And Errata To Answers 2017/01/18
|
07-15-2017 Upd |
NTTC Workbook - TY16
|
12-02-2017 Upd |
Tax Prep Tools and Helpful Weblinks 2017/11/26
|
08-20-2016 Upd |
Canada and Germany Social Security Benefits Paid to Residents of the U.S.
|
10-21-2017 Upd |
Qualifying Child/Qualifying Relative Tri-Fold 2017/07
|
02-03-2018 Upd |
Taking the Test Online 2018/01/07
|
Tax Training • Materials/Presentations Upd |
03-03-2018 Upd |
NTTC Training Slides TY17 - Release 2b 2018/02/25
|
12-16-2017 Upd |
Tax Basics Video
|
12-09-2017 Upd |
Education Benefits Calculator Video 2017/12/03
|
11-18-2017 Upd |
NTTC Self-Study Program TY17 2017/11/15
|
12-02-2017 Upd |
Intake and Interview Video NEW 2017/11/27
|
02-03-2018 Upd |
Pub 4491 with NTTC Modifications 2018/01/12
|
10-28-2017 Upd |
Revised IRS Form 6744 Page 92 2017/10/24
|
10-21-2017 Upd |
NTTC Training Slides TY17 - Release 1 2017/10/20
|
11-04-2017 Upd |
Education Benefits, Chapter 24, Pub 4491 2017/11/03
|
10-21-2017 Upd |
Cancellation Of Debt (COD) – Principal Residence 2017
|
10-21-2017 Upd |
TY16 NTTC Training Slides Rel 1 - 2016/10/15
|
Tax Training • Instructor Plans and Aids Upd |
12-16-2017 Upd |
Self-Study Learning Video
|
12-09-2017 Upd |
Using Immersion Video 2017/12/03
|
02-03-2018 Upd |
Immersion Tool Kit with Series II Lessons TY17 2018/01/13
|
10-21-2017 Upd |
Training Guide TY17 2017/06/04
|
10-21-2017 Upd |
Adult Learning v1 2016/10/24
|
12-10-2016 Upd |
Instructor Aids TY16 2016/12/6
|
10-21-2017 Upd |
Volunteer Mentors for Training v1 – 2015/08/27
|
Tax Training • Affordable Care Act (ACA) Training Upd |
12-02-2017 Upd |
ACA Exemption Reference Guide TY17 2017/12/01
|
10-21-2017 Upd |
Guidance For TaxSlayer ACA Calculation Issues - 2017/04/06
|
10-21-2017 Upd |
ACA Compliance Flowchart Tool 2016/0/9-10
|
03-05-2016 Upd |
Affordable Care Act Updates and Clarifications – TY2015 2016-02-29
|
01-23-2016 Upd |
2015 ACA Practice Examples
|
11-27-2015 Upd |
Affordable Care Act Updates and Clarifications – TY2014 11-20-2015
|
08-29-2015 Upd |
ACA Exemption Reference Guide TY14 03/03/2015
|
Tax Training • NTTC Webinars Upd |
12-23-2017 Upd |
NTTC TRS Webinar December 20 and 22, 2017
|
12-09-2017 Upd |
NTTC TRS Webinar November 29 And December 1, 2017
|
10-28-2017 Upd |
NTTC TRS Webinars October 18 and 20, 2017
|
10-07-2017 Upd |
NTTC TRS Webinars September 27 and 29, 2017
|
12-02-2017 Upd |
NTTC TRS Webinars December 21 and 23, 2016
|
Tax Software Upd |
Tax Software • TaxSlayer Online Upd |
04-14-2018 Upd |
2017 Tax Year E-File Calendar
|
09-30-2017 Upd |
Alternative Tax Software (TurboTax, etc.) Prohibited TY17
|
02-03-2018 Upd |
ERO/Transmitter Training TY2017
|
01-28-2017 Upd |
FAQs for TSO Guide TY16 - 01/24/17
|
11-04-2017 Upd |
IRS Fact Sheet: TaxSlayer Procedural Update 11/2/17
|
02-03-2018 Upd |
Multi-Factor Authentication for TSO TY17
|
09-30-2017 Upd |
Ordering Tax Preparation Software Licenses – TY17
|
02-03-2018 Upd |
Setup Guide for TaxSlayer Pro Online (TSO) - TY2017
|
11-04-2017 Upd |
TaxSlayer Help Desk Support Schedule 11/1/17
|
09-30-2017 Upd |
TaxSlayer User Name Guide TY17
|
09-30-2017 Upd |
TSO Site Selection and Troubleshooting Guide TY17
|
Technology Upd |
Technology • Equipment Upd |
12-10-2016 Upd |
*How to Change and Update a Duplicate Asset Tag
|
10-21-2017 Upd |
Donated and Locally Purchased Equipment TY17
|
10-28-2017 Upd |
Equipment Repair, Replacement and Storage TY17
|
09-10-2017 Upd |
GraceWorkz Consumable Ordering Instructions TY17
|
10-28-2017 Upd |
GraceWorkz Repair and Replace Process for Printers Only TY17
|
10-28-2017 Upd |
GraceWorkz Repair/Replace Process for Computers Only TY17
|
10-07-2017 Upd |
Tech Soup and How to Qualify Guide TY17
|
Technology • Images and Tune-up Upd |
12-02-2017 Upd |
Host and Personal Computer Windows 10 Tune-up Guide TY17
|
12-02-2017 Upd |
Host and Personal Computer Windows 7 Tune-up Guide TY17
|
11-25-2017 Upd |
Installing the AARP Foundation Tax-Aide Generic Windows 10 Professional System Image for Tax Year 2017
|
10-28-2017 Upd |
Installing the AARP Foundation Tax-Aide Generic Windows 7 Professional System Image for Tax Year 2017
|
12-02-2017 Upd |
IRS Laptop Tune-up Guide TY17
|
08-19-2017 Upd |
Windows Images TY17
|
Technology • Networking Upd |
11-18-2017 Upd |
Cellular Hotspot Setup Guide TY17
|
11-25-2017 Upd |
Client Mode Setup Guide for IOGEAR GWU627 TY17
|
02-04-2017 Upd |
Configuration Guide for USB Print Servers TY16 01/24/17
|
11-18-2017 Upd |
Counselor Laptop Setup Guide TY17
|
11-18-2017 Upd |
Daily Setup Procedures Guide TY17
|
11-18-2017 Upd |
Generic Router Setup Guide TY17
|
11-18-2017 Upd |
Internet Access Computer Setup Guide TY17
|
11-18-2017 Upd |
Netis WF-2411 Wireless Router Full Configuration Guide TY17
|
11-18-2017 Upd |
Network Configuration Guide TY17
|
11-18-2017 Upd |
Network Printer Setup Guide TY17
|
11-18-2017 Upd |
Overview of Wireless Network, Printer, and Laptop Setup Guides for Tax-Aide TY17
|
11-11-2017 Upd |
WISP Setup Guide for TP-Link TL-WR802N TY17
|
11-11-2017 Upd |
WISP Setup Guide for TP-Link TL-WR810N TY17
|
Technology • Non-Tax Software Upd |
10-28-2017 Upd |
Operating System and Browser Requirements TY17
|
10-28-2017 Upd |
Software For Tax-Aide Guide TY17
|
Technology • Security Upd |
09-16-2017 Upd |
Anti-Virus Program for Tax-Aide Computers TY17
|
02-03-2018 Upd |
Personal & Site Provided Computers Guide TY17
|
01-14-2017 Upd |
Secure Folders TY16 01/11/17
|
01-14-2017 Upd |
Taxpayer pdf Documents and Secure Folders - 01/13/17
|
Technology • Tech Bulletins Upd |
11-11-2017 Upd |
Technology Bulletin TY2017-01 10/26/17
|
11-11-2017 Upd |
Technology Bulletin TY2017-02 11/08/17
|
Technology • Training Upd |
11-18-2017 Upd |
IRS Pub 3189 Replacement Guide TY17
|
09-23-2017 Upd |
SCHEDULE OF E-FILE EVENTS TY17
|
Special Reports Upd |
Special Reports • National All Active Sites Upd |
05-12-2018 Upd |
National All Active Sites Report 04/19/2018
|
02-03-2018 Upd |
National All Active Sites 01/22/2018
|
01-04-2018 Upd |
National All Active Sites 12/27/2017
|
11-11-2017 Upd |
National All Active Sites 11/07/2017
|
10-07-2017 Upd |
National All Active Sites 10/03/2017
|
09-23-2017 Upd |
National All Active Sites 09/17/2017
|
08-26-2017 Upd |
National All Active Sites 08/18/2017
|
08-19-2017 Upd |
National All Active Sites 08/06/2017
|
08-19-2017 Upd |
National All Active Sites 07/24/2017
|
07-15-2017 Upd |
National All Active Sites 07/09/2017
|
07-15-2017 Upd |
National All Active Sites 05/31/2017
|
07-15-2017 Upd |
National All Active Sites 05/14/2017
|
04-08-2017 Upd |
National All Active Sites 04/03/2017
|
03-25-2017 Upd |
National All Active Sites 03/20/2017
|
03-11-2017 Upd |
National All Active Sites 03/06/2017
|
07-15-2017 Upd |
***Sorting Site Reports***
|
Special Reports • National Master SIDN Upd |
05-12-2018 Upd |
National Master SIDN 04/19/2018
|
02-03-2018 Upd |
National Master SIDN 01/22/207
|
01-04-2018 Upd |
National Master SIDN 12/27/2017
|
11-11-2017 Upd |
National Master SIDN 11/07/2017
|
10-07-2017 Upd |
National Master SIDN 10/03/2017
|
09-23-2017 Upd |
National Master SIDN 09/17/2017
|
08-26-2017 Upd |
National Master SIDN 08/18/2017
|
08-19-2017 Upd |
National Master SIDN 08/06/2017
|
08-19-2017 Upd |
National Master SIDN 07/24/2017
|
07-15-2017 Upd |
National Master SIDN 07/09/2017
|
07-15-2017 Upd |
National Master SIDN 05/31/2017
|
07-15-2017 Upd |
National Master SIDN 05/14/2017
|
04-08-2017 Upd |
National Master SIDN 04/03/2017
|
03-25-2017 Upd |
National Master SIDN 03/20/2017
|
03-11-2017 Upd |
National Master SIDN 03/06/2017
|
Special Reports • National All Prospects Upd |
05-12-2018 Upd |
National All Prospect 04/19/2018
|
02-03-2018 Upd |
National All Prospect 01/22/2018
|
01-04-2018 Upd |
National All Prospect 12/27/2017
|
11-11-2017 Upd |
National All Prospect 11/06/2017
|
10-07-2017 Upd |
National All Prospect 10/03/2017
|
09-23-2017 Upd |
National All Prospect 09/17/2017
|
08-26-2017 Upd |
National All Prospect 08/18/2017
|
08-19-2017 Upd |
National All Prospect 08/06/2017
|
08-19-2017 Upd |
National All Prospect 07/24/2017
|
07-15-2017 Upd |
National All Prospect 07/09/2017
|
07-15-2017 Upd |
National All Prospect 05/31/2017
|
07-15-2017 Upd |
National All Prospect 05/14/2017
|
04-08-2017 Upd |
National All Prospect 04/03/2017
|
03-25-2017 Upd |
National All Prospect 03/20/2017
|
03-11-2017 Upd |
National All Prospect 03/06/2017
|
Special Reports • National All Active Volunteers Upd |
03-25-2017 Upd |
Requesting a copy of the National All Active Volunteers Report
|
Special Reports • National Leadership Roster Upd |
03-25-2017 Upd |
Requesting a copy of the National Leadership Roster Report
|
TCS Documents Upd |
TCS Documents • Inventory Process Information Upd |
02-03-2018 Upd |
Tax-Aide Inventory Agent (TIA) Tool
|
11-05-2016 Upd |
Tax-Aide Online Inventory System (OIS) Error Reporting and Enhancement Request
|
11-05-2016 Upd |
TIA Update Tool for Asset Tag, District, or State
|
TCS Documents • TCS Webinars Upd |
02-03-2018 Upd |
TCS Webinars 01/18/18 & 01/19/18
|
12-02-2017 Upd |
TCS Webinars 12/05/17 & 12/06/17
|
11-04-2017 Upd |
TCS Webinars 11/01/17 & 11/02/17
|
09-30-2017 Upd |
TCS Webinars 09/27/17 & 09/28/17
|
09-16-2017 Upd |
TCS Webinars 09/06/17 & 09/07/17
|