TaxPrep4Free.org   Resources for Volunteer Tax Preparers This is for TY2017
Click for TY2016
My Home Page:

Updated Resources

The following sources are periodically scanned for updates:
- IRS Forms and Publications
- NJ Div of Tax
- Tax-Aide Portal OneSupport repository

Based on thse scans, the following list of interesting items is updated (updates are in reverse chronological order).

Don't forget to refresh the page (F5/Ctrl-R) to make sure you have the latest version...


Updates 10-21-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 4011 VITA/TCE Foreign Student and Scholar Volunteer Resource Guide 1017 10-17-2017
Form 6744 VITA/TCE Volunteer Assistor's Test/Retest
DO NOT USE - There is an error which means you can’t complete the test properly at this time. The IRS will be issuing an update.
1017 10-17-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 10/19/17
General Program Management Awards and Recognition Tax-Aide National Director Award- Stan Marshall 10/4/17
Tax Training Scope Tax-Aide Scope Manual TY17 2017/10/15
Tax Training TaxSlayer TaxSlayer Changes TY17 2017/10/16
Tax Training Materials/Presentations TY17 NTTC Training Slides - Release 1 2017/10/20
Tax Training Instructor Plans and Aids Immersion Tool Kit with Series II Lessons TY17 2017/10/16
Technology Equipment Donated and Locally Purchased Equipment - TY17 - 10/18/17

Updates 10-14-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 5088 Site Coordinator Training 1017 10-13-2017
Publ 4396-A Partner Packet Inserts 1017 10-13-2017
Publ 1084 VITA/TCE IRS Volunteer Site Coordinator Handbook 1017 10-13-2017
Publ 5101 Intake/Interview and Quality Review Training 1017 10-12-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
General Program Management Awards and Recognition Tax-Aide National Director Award- Chris Hughes 05/12/15
Leadership Training Regional Meeting 2017 Regional Meeting
OneSupport (OS) Volunteers OneSupport Help Center Categories and Subtopics 10/09/2017
Operational Procedures & Volunteer Portal ADS Information ADS WebEx Recordings 10/09/2017 & 10/13/2017
Tax Training Tools Qualifying Child/Qualifying Relative Tri-Fold 2017-07
Tax Training Instructor Plans and Aids Immersion Tool Kit with Series II Lessons TY17 2017-10-09
Technology Non-Tax Software Software For Tax-Aide Guide - 10/06/17

Updates 10-07-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 5166 IRS Volunteer Quality Site Requirements 1017 10-05-2017
Publ 4961 VITA/TCE - Volunteer Standards of Conduct - Ethics Training 1017 10-05-2017
Publ 4942 VITA/TCE Specialty Course - Health Savings Accounts (HSA) 1017 10-05-2017
Publ 4695 (PR) VITA/TCE Puerto Rico Volunteer Test 1017 10-05-2017
Publ 4012 VITA/TCE Volunteer Resource Guide 1017 10-05-2017
Publ 3676-A (EN-SP) IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) 1017 10-05-2017
Publ 4704-FS Foreign Student and Scholar Test 1017 10-04-2017
Publ 5157-A VITA/TCE Affordable Care Act - Taxpayer Scenarios 1017 10-03-2017
Publ 4491 VITA/TCE Training Guide 1017 10-03-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 10/05/17
General Program Management Awards and Recognition Tax-Aide National Director Award- Peter Freiermuth 04/28/15
Tax Training NTTC Webinars NTTC TRS Webinars September 27 and 29, 2017
Technology Equipment Tech Soup and How to Qualify Guide - 10/03/17
Special Reports National All Active Sites National All Active Sites 10/03/2017
Special Reports National Master SIDN National Master SIDN 10/03/2017
Special Reports National All Prospects National All Prospect 10/03/2017

Updates 09-30-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 6729 Site Review Sheet 1017 09-29-2017
Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return 2017 09-29-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication General Communication Grid 9/28/17
Communication General Glossary - 09/26/17
Communication General Tax-Aide Staff Directory 9/29/17
General Program Management Awards and Recognition Tax-Aide National Director Award- Les Jones 04/28/15
General Program Management Awards and Recognition Volunteer Recognition Order Form (Fillable PDF) Form 9/26/17
General Program Management Forms Internal Site Review Form TY 2017 - 9/26/17
General Program Management Forms Volunteer Assessment 09/26/17
General Program Management General Policy and Procedures Manual Version 3.0 - 09/26/17
General Program Management General Policy and Procedures Manual: Introduction, Org Chart and What's New 9/26/17
General Program Management General Policy and Procedures Manual Section 1: Volunteer Recruitment and Leader Appointments 9/26/17
General Program Management General Policy and Procedures Manual Section 2: Volunteer Training and Testing 9/26/17
General Program Management General Policy and Procedures Manual Section 3: Volunteer Certification and Assignments 9/26/17
General Program Management General Policy and Procedures Manual Section 4: Scope of Program, Preparing the Return, and Quality 9/26/17
General Program Management General Policy and Procedures Manual Section 5: Standards of Professionalism 9/26/17
General Program Management General Policy and Procedures Manual Section 6: Interactions with the Taxpayer 9/26/17
General Program Management General Policy and Procedures Manual Section 7: Site Operations and Management 9/26/17
General Program Management General Policy and Procedures Manual Section 8: Confidentiality and Security of Taxpayer Data 9/26/17
General Program Management General Policy and Procedures Manual Section 9: E-Filing of Tax Returns 9/26/17
General Program Management General Policy and Procedures Manual Section 10: Reimbursement 9/26/17
General Program Management General Policy and Procedures Manual Section 11: Program Administration 9/26/17
General Program Management General Policy and Procedures Manual Section 12: Donations and Donated Funds 9/26/17
General Program Management General Policy and Procedures Manual Section 13: Insurance 9/26/17
General Program Management General Policy and Procedures Manual Section 14: Equipment and Records Management 9/26/17
General Program Management General Policy and Procedures Manual Section 15: Obtaining Equipment and Consumables 9/26/16
General Program Management General Policy and Procedures Manual Appendix A & B: Volunteer Appointment Chart and Master Schedule 9/26/17
General Program Management Training Tax-Aide Policies And Procedures Training TY17- 9/29/17
Leadership Training Documents Site Selection and Scheduling 09/26/17
Leadership Training Documents AARP Foundation Tax-Aide Internal Site Review Instructions – 9/26/17
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Minor Release 09/27/2017
Operational Procedures & Volunteer Portal How To's How to Disable Popup Blockers 9/27/17
Operational Procedures & Volunteer Portal Locations & Program Metrics (Site Activity) Program Metrics (Site Activity) Collection Template TY17 09/29/17
Operational Procedures & Volunteer Portal Locations & Program Metrics (Site Activity) Program Metrics (Site Activity) Report TY2016
Operational Procedures & Volunteer Portal Locations & Program Metrics (Site Activity) Program Metrics (Site Activity) Log (D19597) Example 9/27/2017
Operational Procedures & Volunteer Portal ADS Information ADS WebEx Recordings 09/25/2017 & 09/27/2017
Tax Software TaxSlayer Online Alternative Tax Software (TurboTax, etc.) Prohibited TY17 - 09/15/17
Tax Software TaxSlayer Online Ordering Tax Preparation Software Licenses – TY17 - 09/28/17
Tax Software TaxSlayer Online TSO Site Selection and Troubleshooting Guide TY17 - 09/26/17
Tax Software TaxSlayer Online TaxSlayer User Name Guide TY17 - 09/26/17
TCS Documents TCS Webinars TCS Webinars 09/27/17 & 09/28/17

Updates 09-23-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 1095-A Health Insurance Marketplace Statement 2017 09-22-2017
Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1017 09-16-2017
Publ 5244 Social Media Toolkit 0717 09-16-2017
Form 13614-C (SP) Intake/Interview & Quality Review Sheet (Spanish Version) 1017 09-16-2017
Form 13614-C Intake/Interview & Quality Review Sheet 1017 09-16-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 09/21/17
General Program Management Awards and Recognition Tax-Aide National Director Award- Deborah Fisher 04/28/15
General Program Management Awards and Recognition Tax-Aide National Director Award- Elizabeth Hughes Hitomi 04/28/15
Leadership Training Manuals SC Guide Resource 10: Standard Letters Addressed to IRS Requesting Penalty Waiver 09/19/17
Operational Procedures & Volunteer Portal ADS Information ADS WebEx Recordings 09/18/2017 & 09/20/2017
Tax Training Instructor Plans and Aids Immersion Tool Kit with Series II Lessons TY17
Tax Software TaxSlayer Online SCHEDULE OF E-FILE EVENTS TY17 - 09/21/17
Special Reports National All Active Sites National All Active Sites 09/17/2017
Special Reports National Master SIDN National Master SIDN 09/17/2017
Special Reports National All Prospects National All Prospect 09/17/2017

Updates 09-16-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Nothing Interesting

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Operational Procedures & Volunteer Portal ADS Information ADS WebEx 09/18/2017 & 09/20/2017
Operational Procedures & Volunteer Portal ADS Information ADS WebEx 09/25/2017 & 09/27/2017
Operational Procedures & Volunteer Portal ADS Information ADS WebEx 10/09/2017 & 10/13/2017
Operational Procedures & Volunteer Portal ADS Information ADS WebEx 10/23/2017 & 10/25/2017
Tax Software TaxSlayer Online Alternative Tax Software (TurboTax, etc.) Prohibited - 09/15/17
Tax Software TaxSlayer Online Ordering Tax Preparation Software Licenses – TY17 - 09/15/17
Tax Software TaxSlayer Online SCHEDULE OF E-FILE EVENTS TY17 - 09/15/17
Technology Images and Tune-up Host and Personal Computer Windows 10 Tune-up Guide TY17 - 09/15/17
Technology Images and Tune-up Host and Personal Computer Windows 7 Tune-up Guide TY17 - 09/15/17
Technology Images and Tune-up Installing the AARP Foundation Tax-Aide Generic Windows 10 Professional System Image for Tax Year 2017 - 09/15/17
Technology Images and Tune-up Installing the AARP Foundation Tax-Aide Generic Windows 7 Professional System Image for Tax Year 2017 - 09/15/17
Technology Images and Tune-up IRS Laptop Tune-up Guide TY17 - 09/15/17
Technology Security Anti-Virus Program for Tax-Aide Computers TY17 - 09/15/17
TCS Documents TCS Webinars TCS Webinars 09/06/17 & 09/07/17

Updates 09-10-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 13614-C (SP) Intake/Interview & Quality Review Sheet (Spanish Version) 1017 09-09-2017
Form 13614-C Intake/Interview & Quality Review Sheet 1017 09-09-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 09/07/17
General Program Management Awards and Recognition Tax-Aide National Director Award- Al Spencer 10/20/10
Tax Training TaxSlayer What's Happening with TaxSlayer 2017/09/05
Tax Training Tools NTTC Workbook TY17 Notes and Errata - Rel 1
Technology Equipment GraceWorkz Consumable Ordering Instructions TY17 08/31/17

Updates 09-02-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Nothing Interesting

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
General Program Management Awards and Recognition Tax-Aide Fellow Criteria 9/1/17
General Program Management Awards and Recognition Tax-Aide Fellow Nomination Form 10/27/14
General Program Management Awards and Recognition Tax-Aide National Director Award- Forrest Poska 10/13/09

Updates 08-26-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1017 08-23-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 08/24/17
General Program Management Awards and Recognition Tax-Aide National Director Award- Robert Eslinger 10/09/09
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - ACCESSING THE VOLUNTEER PORTAL OVERVIEW 08/21/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - RESPOND TO AN INVITATION TO ACCESS THE PORTAL 08/21/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - VOLUNTEER LOGIN REPORTS 08/21/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - RUN A REPORT 08/21/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - SELECT A DASHBOARD 08/21/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - TAX-AIDE APPLICATION 08/21/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - VOLUNTEER OPPORTUNITY BOARD 08/21/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - VOLUNTEER WIZARD 08/21/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - VOLUNTEER INTEREST FORM 08/21/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 4 - PROCESSING A PROSPECTIVE VOLUNTEER 08/21/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 4 - CONVERTING A CANDIDATE TO A VOLUNTEER 08/21/2017
Special Reports National All Active Sites National All Active Sites 08/18/2017
Special Reports National Master SIDN National Master SIDN 08/18/2017
Special Reports National All Prospects National All Prospect 08/18/2017

Updates 08-19-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Nothing Interesting

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication Volunteer Communications Materials Volunteer Recruitment Advertising (August 2017)
Communication Volunteer Communications Materials Tax-Aide Email Template – Recruitment (August 2017)
Communication Volunteer Communications Materials Social Media Resources - Recruitment (August 2017)
Communication Volunteer Communications Materials Recruitment Press Releases - State Templates (July 2017)
Communication Volunteer Communications Materials Tax-Aide Recruitment PowerPoint Presentation (August 2017)
Communication Volunteer Communications Materials 2017 Tax-Aide State Statistics (August 2017)
Communication Volunteer Communications Materials Recruitment Brochures and Posters (August 2017)
Communication Volunteer Communications Materials Tax-Aide Message Points (August 2017)
Communication Volunteer Communications Materials Radio Scripts - Recruitment (July 2017)
Communication Volunteer Communications Materials Program Promotion Poster - D143 (August 2017)
Communication Volunteer Communications Materials Tax-Aide Photo Library (July 2017)
Communication Volunteer Communications Materials Logos (August 2017)
Communication General Holding A Webinar 2017
Communication SMT Roundup SMT Roundup 08/10/17
Communication SMT Roundup SMT Roundup 08/03/17
General Program Management Awards and Recognition Tax-Aide National Director Award- David Inman 11/06/08
General Program Management Awards and Recognition Tax-Aide National Director Award- Robert Offenhauser 11/05/08
General Program Management Awards and Recognition Tax-Aide National Director Award- Wesley Brockway 12/09/08
Leadership Training SMT Training ADS/RAA Training - Dallas (July 2017)
Leadership Training SMT Training PCS Training - Dallas (July 2017)
Leadership Training SMT Training SC ORIENTATION 07/19/2017
Leadership Training SMT Training TRS Training - Dallas 07/21/2017
Leadership Training SMT Training TCS SMT Training Presentations TY17 07/28/17
OneSupport (OS) Volunteers OneSupport Sections & Subsections 07/28/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 VOLUNTEER PORTAL GUIDE 2017 - 2018 (PRINTABLE VERSION) 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 VOLUNTEER PORTAL GUIDE SECTIONS 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 VOLUNTEER PORTAL GUIDE TABLE OF CONTENTS 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 INTRODUCTION TO THE VOLUNTEER PORTAL GUIDE 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - ACCESSING THE VOLUNTEER PORTAL OVERVIEW 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - SUPPORTED INTERNET BROWSERS 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - RESPOND TO AN INVITATION TO ACCESS THE PORTAL 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - CREATE AN AARP.ORG ACCOUNT 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - UPDATE YOUR PORTAL EMAIL ADDRESS 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - CHANGE YOUR PORTAL PASSWORD 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - LOGGING IN AND OUT OF THE PORTAL 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 1 - VOLUNTEER LOGIN REPORTS 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - INTRODUCTION TO THE PORTAL OVERVIEW 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - VOLUNTEER PORTAL SCREEN 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - VOLUNTEER LEADER PORTAL SCREEN 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - CONTACT RECORD 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - SEARCH IN THE PORTAL 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - USING LIST VIEWS 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - RUN A REPORT 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - SELECT A DASHBOARD 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - USING THE NOTES SECTION 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - RECRUITMENT OVERVIEW 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - TAX-AIDE APPLICATION 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - VOLUNTEER OPPORTUNITY BOARD 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - VOLUNTEER WIZARD 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - VOLUNTEER INTEREST FORM 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 4 - NEW AND DEPARTING VOLUNTEERS OVERVIEW 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 4 - PROCESSING A PROSPECTIVE VOLUNTEER 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 4 - CONVERTING A CANDIDATE TO A VOLUNTEER 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 4 - PLACING A PROSPECTIVE VOLUNTEER IN AN ON HOLD STATUS 07/17/2017
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Major Release 3.2 08/16/2017
Tax Training TaxSlayer What's Happening with TaxSlayer 2017/08/10
Tax Training TaxSlayer TaxSlayer Enhancements Update 07-21-2017
Tax Training Policy/Tax Law Education Benefits TY17
Tax Training Tools NTTC Workbook - TY17
Technology Images and Tune-up Windows Images TY17 07/24/17
Special Reports National All Active Sites National All Active Sites 08/06/2017
Special Reports National All Active Sites National All Active Sites 07/24/2017
Special Reports National Master SIDN National Master SIDN 08/06/2017
Special Reports National Master SIDN National Master SIDN 07/24/2017
Special Reports National All Prospects National All Prospect 08/06/2017
Special Reports National All Prospects National All Prospect 07/24/2017

Updates 07-15-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 5244 Social Media Toolkit 0717 07-03-2017
Publ 5245 Tax Counseling for the Elderly (TCE) Program Terms and Conditions 0417 04-19-2017
Publ 1101 Application Package and Guidelines for Managing a TCE Program 0417 04-18-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication Volunteer Communications Materials Tax-Aide Recruitment Rack Sheet (July 2017)
  • Tax-Aide_NTL_Recruitment_Flyer_No_Crops.pdf
Communication CyberTax CyberTax TY2017-01: Tax-Aide Diversity Site Application Now Available
  • CyberTax_TY2017-01.pdf
Communication General Volunteer Q&A Session Recordings (May 2017)
Communication SMT Roundup SMT Roundup 07/13/17
  • SMT_071317.pdf
Communication SMT Roundup SMT Roundup 06/15/17
  • SMT_061517.pdf
Communication SMT Roundup SMT Roundup 05/25/17
  • SMT_052517.pdf
Communication SMT Roundup SMT Roundup 05/18/17
  • SMT_051817.pdf
Communication SMT Roundup SMT Roundup 05/11/17
  • SMT_051117.pdf
General Program Management Awards and Recognition AARP Foundation Tax-Aide Fellow Recipients 05/25/2017
  • Volunteers_who_have_been_named_as_AARP_Foundation_Tax_Aide_Fellows___as_of_5_25_2017.pdf
General Program Management Training Local Coordinator Guide TY16 2016 11 03
  • LC_Training_TY16_2016_11_03.pdf
  • LC_Training_TY16_2016_11_03.pptx
OneSupport (OS) Volunteer OSHC Guide VOLUNTEER ONESUPPORT HELP CENTER GUIDE (PRINTABLE VERSION) 07/17/2017
  • VolunteerOneSupportHelpCenterGuide(PrintableVersion)07172017.pdf
OneSupport (OS) Volunteer OSHC Guide ONESUPPORT HELP CENTER GUIDE TABLE OF CONTENTS 07/17/2017
  • OneSupportGuideTableOfContents_07172017.pdf
OneSupport (OS) Volunteer OSHC Guide SECTION 1 - ONESUPPORT OVERVIEW 07/17/2017
  • OneSupportOverview_07172017.pdf
OneSupport (OS) Volunteer OSHC Guide SECTION 2 - HELP CENTER OVERVIEW 07/17/2017
  • HelpCenterOverview_07172017.pdf
OneSupport (OS) Volunteer OSHC Guide SECTION 2 - ACCESSING THE ONESUPPORT HELP CENTER 07/17/2017
  • AccessingTheOneSupportHelpCenter_07172017.pdf
OneSupport (OS) Volunteer OSHC Guide SECTION 2 - NAVIGATING THROUGH THE HELP CENTER 07/17/2017
  • NavigatingThroughTheHelpCenter_07172017.pdf
OneSupport (OS) Volunteer OSHC Guide SECTION 2 - FOLLOWING A SECTION AND MY ACTIVITIES 07/17/2017
  • FollowingASectionAndMyActivities_07172017.pdf
OneSupport (OS) Volunteer OSHC Guide SECTION 2 - SUBMIT A REQUEST 07/17/2017
  • SubmitARequest_07172017.pdf
OneSupport (OS) Volunteer OSHC Guide SECTION 3 - TIP SHEET ADDITIONS 07/17/2017
  • 3-Tip_Sheet_Additions.docx
OneSupport (OS) Volunteer OSHC Guide SECTION 3 - TIP SHEET UPDATES 07/17/2017
  • TipSheetUpdates_07172017.pdf
OneSupport (OS) Volunteers OneSupport Sections & Subsections 06/27/2017
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Major Release 3.1 Update (Program Volunteer Status) 06/01/2017
  • VolunteerPortalMajorRelease3.1Update(ProgramVolunteerStatus)_06012017.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Minor Release 05/31/2017
  • VolunteerPortalMinor_Release05312017.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Release 3.1 Update (Known Issues) 05/12/2017
  • VolunteerPortalRelease31KnownIssues_05122017.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide VOLUNTEER PORTAL GUIDE INDEX 05/10/2017
  • VolunteerPortalGuide_Index_05102017.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - ISSUE AN INVITATION TO ACCESS THE PORTAL 05/10/2017
  • IssueAnInvitationToAccessThePortal_05102017.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - RESPOND TO AN INVITATION TO ACCESS THE PORTAL 05/10/2017
  • RespondToAnInvitationToAccessThePortal_05102017.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - CONTACT RECORD 05/10/2017
  • ContactRecord_05102017.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 4 - RECRUITMENT OVERVIEW 05/10/2017
  • RecruitmentOverview05102017.pdf
Tax Training TaxSlayer TaxSlayer Enhancements Partial Update 07-12-2017
  • Federal_Enhancements_07112017.xlsx
  • State_Enhancement_07112017.xlsx
Tax Training TaxSlayer TaxSlayer Enhancement Suggestions for TY2017 - 05/10/17
  • 01_TaxSlayer_Federal_Defects_v2.pdf
  • 02_TaxSlayer_Entry_Enhancements_v2.pdf
  • 03_TaxSlayer_Site_Management_Enhancements_v2.pdf
  • 04_TaxSlayer_Productivity_Enhancements_v2.pdf
Tax Training TaxSlayer NTTC TaxSlayer Powerpoint Presentations 08/29/16
  • Instructor_Training_on_TaxSlayer_TRS_Webinar_v2.pptx
  • TaxSlayer_Introduction_v3.pptx
  • TaxSlayer_Issues_and_Questions_v4.pptx
  • TaxSlayer_Practice_Lab_Demo_v7.pptx
  • TaxSlayer_Rollout_Plans_v1.pptx
  • Ten_Simple_Rules_TaxSlayer_Practice_Lab_v4.pptx
  • Instructor Training on TaxSlayer TRS Webinar (not d/l)
Tax Training Policy/Tax Law Education Benefits - 08/23/16
  • Education_Benefits--2016-08-23.pdf
Tax Training Policy/Tax Law Gold Standards For Quality Review (QR) 10-24-16
  • Gold_Standards_for_Quality_Review_TY16.pdf
Tax Training Policy/Tax Law IRS SPEC ITIN Guidance 01/25/17
  • SPEC_ITIN_Guidance__Jan_25_2017.PDF
Tax Training Policy/Tax Law Quality Review with TaxSlayer 01/25/17
  • Quality_Review_w-TaxSlayer_2017-01-25.pdf
  • Quality_Review_w-TaxSlayer_2017-01-25.pptx
Tax Training Policy/Tax Law Schedule C Guidelines Summary TY16 - 01/25/17
  • Schedule_C_Guidelines_Summary_TY16_v2.pdf
Tax Training Policy/Tax Law State Tax Assistance Program - TY16 01/27/17
  • STAP_TY2016_Overview.pdf
  • State_Tax_Assistance_-_Assister_Steps_Januay_2017.pdf
  • State_Tax_Assistance_-_Requester_Steps_Jan_2017.pdf
  • State_Tax_Assistance_Program_-_Assister_Process_TY_2016.pdf
Tax Training Tools Forms Generator Version 9.3.0.2 07/14/17
  • Setup_FormsGenerator_ver_9.3.0.2.zip
Tax Training Tools Answers for Prior Year NTTC Workbooks 2017-05-04
  • Answers_to_TY15_NTTC__Workbook.zip
  • NTTC_Workbook_TY_2016_Answers_PL_2016_rel_3.pdf
Tax Training Tools NTTC Workbook - TY16
  • 2016_NTTC_Workbook_Final_for_OSHC_sml.pdf
Tax Training Instructor Plans and Aids Training Guide TY17 06/04/17
  • Training_Guide_TY17_17-06-04.pdf
Special Reports National All Active Sites National All Active Sites 07/09/2017
  • NationalAllActiveSites07092017.xlsx
Special Reports National All Active Sites National All Active Sites 05/31/2017
  • NationalAllActiveSites05312017.xlsx
Special Reports National All Active Sites National All Active Sites 05/14/2017
  • NationalAllActiveSites051417.xlsx
Special Reports National All Active Sites ***Sorting Site Reports***
  • SortingSiteReports053117.pdf
Special Reports National Master SIDN National Master SIDN 07/09/2017
  • NationalMasterSIDN07092017.xlsx
Special Reports National Master SIDN National Master SIDN 05/31/2017
  • NationalMasterSIDN05312017.xlsx
Special Reports National Master SIDN National Master SIDN 05/14/2017
  • NationalMasterSIDN05142017.xlsx
Special Reports National All Prospects National All Prospect 07/09/2017
  • NationalAllProspect07092017.xlsx
Special Reports National All Prospects National All Prospect 05/31/2017
  • NationalAllProspect05312017.xlsx
Special Reports National All Prospects National All Prospect 05/14/2017
  • NationalAllProspect05142017.xlsx