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Scan Date: 05-12-2018

See Also: Updated Resources

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