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 12-16-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 17 Your Federal Income Tax (For Individuals) 2017 12-14-2017
Publ 5140 Form 6729-C Job Aid 1117 12-14-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication Volunteer Communications Materials Social Media Resources - Program Promotion/50th Anniversary (December 2017)
Communication Volunteer Communications Materials Taxpayer Sticker & Volunteer Pin (December 2017)
Communication SMT Roundup SMT Roundup 12/14/17
General Program Management Awards and Recognition Tax-Aide Fellow Criteria 12/15/17
General Program Management Awards and Recognition Tax-Aide National Director Award- Jeff Bogart 12/5/17
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 VOLUNTEER PORTAL GUIDE TABLE OF CONTENTS 12/18/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - INTRODUCTION TO THE PORTAL OVERVIEW 12/18/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 2 - VOLUNTEER LEADER PORTAL SCREEN 12/18/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - RECRUITMENT OVERVIEW 12/18/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - VOLUNTEER WIZARD 12/18/2017
Operational Procedures & Volunteer Portal Volunteer Portal Guide 2017-2018 SECTION 3 - VOLUNTEER INTEREST FORM 12/18/2017
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Major Release 3.3 12/18/2017
Tax Training Materials/Presentations Tax Basics Video
Tax Training Instructor Plans and Aids Self-Study Learning Video
Technology Security Computer Security Scanning Guide TY17

Updates 12-09-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 1084 VITA/TCE IRS Volunteer Site Coordinator Handbook 1017 12-07-2017
Publ 4011 VITA/TCE Foreign Student and Scholar Volunteer Resource Guide 1017 12-06-2017
Publ 4396-A Partner Resource Guide 1017 12-06-2017
Publ 5141 QSS Site Review Job Aid: To be used with Form 6729 1117 12-07-2017
Publ 5166 IRS Volunteer Quality Site Requirements 1017 12-06-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Tax Training Scope In/Out Scope Poster TY17 C2467
Tax Training Materials/Presentations Education Benefits Calculator Video 2017/12/03
Tax Training Instructor Plans and Aids Using Immersion Video 2017/12/03
Tax Training NTTC Webinars NTTC TRS Webinar November 29 And December 30, 2017
Tax Software TaxSlayer Online ERO/Transmitter Training TY2017
Tax Software TaxSlayer Online Setup Guide for TaxSlayer Pro Online (TSO) - TY2017

Updates 12-02-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Inst 1099-B Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions 2017 11-30-2017
Form 8962 Premium Tax Credit 2017 11-28-2017
Inst 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2017 11-28-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 11/30/17
General Program Management Administrative Taxpayer Information and Responsibilities (TY2017)
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Minor Release 11/29/2017
Tax Training Scope Tax-Aide Scope Manual TY17 2017/11/26
Tax Training Scope Tax-Aide Scope Summary TY17 2017/11/26
Tax Training TaxSlayer TaxSlayer Changes TY17 2017/11/27
Tax Training Tools NTTC Workbook TY17 Notes and Errata - Rel 3 2017/11/27
Tax Training Tools Tax Prep Tools and Helpful Weblinks 2017/11/26
Tax Training Materials/Presentations Intake and Interview Video NEW 2017/11/27
Tax Training Affordable Care Act (ACA) Training ACA Exemption Reference Guide TY17 2017/12/01
Tax Training NTTC Webinars NTTC TRS Webinars December 21 and 23, 2016
Tax Software TaxSlayer Online Multi-Factor Authentication for TSO TY17
Technology Images and Tune-up Host and Personal Computer Windows 10 Tune-up Guide TY17
Technology Images and Tune-up Host and Personal Computer Windows 7 Tune-up Guide TY17
Technology Images and Tune-up IRS Laptop Tune-up Guide TY17
Technology Tech Bulletins ERO Bulletin TY17-01: TaxSlayer Stress Test 12/01/17
TCS Documents TCS Webinars TCS Webinars 12/05/17 & 12/06/17

Updates 11-25-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 4555-E VITA/TCE e-instructor guidance 1017 11-20-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Tax Training Scope Tax-Aide Scope Manual TY17 2017/11/22
Tax Training Policy/Tax Law Gold Standards For Quality Review TY17 2017/11/22
Tax Training Policy/Tax Law Schedule C Guidelines Summary TY17 - 2017/11/22
Tax Training Instructor Plans and Aids Immersion Tool Kit with Series II Lessons TY17 2017/11/21
Technology Images and Tune-up Installing the AARP Foundation Tax-Aide Generic Windows 10 Professional System Image for Tax Year 2017
Technology Networking Client Mode Setup Guide for IOGEAR GWU627 TY17

Updates 11-18-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 4299 Privacy, Confidentiality, and Civil Rights - A Public Trust 1017 11-17-2017
Publ 4396-A Partner Resource Guide 1017 11-13-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 11/16/17
General Program Management General Continuing Education Credits – Tax Year 2017
Leadership Training Position Training Local Coordinator Required Training TY17
Tax Training TaxSlayer TaxSlayer Carryforward: Normal – Extended – Global 2017/11/15
Tax Training Materials/Presentations NTTC Self-Study Program TY17 2017/11/15
Technology Networking Cellular Hotspot Setup Guide TY17
Technology Networking Client Mode Setup Guide for IOGEAR GMU727 TY17
Technology Networking Counselor Laptop Setup Guide TY17
Technology Networking Generic Router Setup Guide TY17
Technology Networking Internet Access Computer Setup Guide TY17
Technology Networking Netis WF-2411 Wireless Router Full Configuration Guide TY17
Technology Networking Network Configuration Guide TY17
Technology Networking Network Printer Setup Guide TY17
Technology Networking Overview of Wireless Network, Printer, and Laptop Setup Guides for Tax-Aide TY17
Technology Networking Daily Setup Procedures Guide TY17
Technology Training IRS Pub 3189 Replacement Guide TY17

Updates 11-11-2017

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 Recordings 10/23/2017 & 10/25/2017
Tax Training TaxSlayer What's Happening with TaxSlayer 2017/11/07
Tax Training Tools NTTC Workbook TY17 Notes and Errata - Rel 2 2017/11/04
Technology Networking WISP Setup Guide for TP-Link TL-WR802N TY17
Technology Networking WISP Setup Guide for TP-Link TL-WR810N TY17
Technology Tech Bulletins Technology Bulletin TY2017-01
Technology Tech Bulletins Technology Bulletin TY2017-02
Special Reports National All Active Sites National All Active Sites 11/07/2017
Special Reports National Master SIDN National Master SIDN 11/07/2017
Special Reports National All Prospects National All Prospect 11/06/2017

Updates 11-04-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 4731 Screening Sheet for Volunteers Assisting Taxpayers with Form 1099-C 1017 10-31-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication General Communication Grid 11/3/17
Communication SMT Roundup SMT Roundup 11/2/17
Tax Training Materials/Presentations Pub 4491 with NTTC Modifications 2017-11-01
Tax Training Materials/Presentations Education Benefits, Chapter 24, Pub 4491 2017/11/03
Tax Software TaxSlayer Online IRS Fact Sheet: TaxSlayer Procedural Update 11/2/17
Tax Software TaxSlayer Online TaxSlayer Help Desk Support Schedule 11/1/17
TCS Documents TCS Webinars TCS Webinars 11/01/17 & 11/02/17

Updates 10-28-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 4012 VITA/TCE Volunteer Resource Guide 1017 10-27-2017
Form 6744 VITA/TCE Volunteer Assistor's Test/Retest 1017 10-25-2017

All TaxPrep4Free IRS References


OneSupport New/Updated Articles
Category Section Article / Attachment(s)
General Program Management Tax Exempt Illinois Tax Exemption Certificate - (Expires 10/01/22)
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Minor Release 10/25/2017
Tax Training Materials/Presentations Pub 4491 with NTTC Modifications 2017-10-24
Tax Training Materials/Presentations Revised IRS Form 6744 Page 92 2017/10/24
Tax Training Materials/Presentations Education Benefits, Chapter 24, Pub 4491 2017/10/24
Tax Training Instructor Plans and Aids Immersion Tool Kit with Series II Lessons TY17 2017/10/27
Tax Training NTTC Webinars NTTC TRS Webinars October 18 and 20, 2017
Technology Equipment Equipment Repair, Replacement and Storage TY17
Technology Equipment GraceWorkz Repair and Replace Process for Printers Only TY17
Technology Equipment GraceWorkz Repair/Replace Process for Computers Only TY17
Technology Images and Tune-up Installing the AARP Foundation Tax-Aide Generic Windows 10 Professional System Image for Tax Year 2017
Technology Images and Tune-up Installing the AARP Foundation Tax-Aide Generic Windows 7 Professional System Image for Tax Year 2017
Technology Non-Tax Software Operating System and Browser Requirements TY17
Technology Non-Tax Software Software For Tax-Aide Guide TY17

All Tax-Aide Articles


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