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Scan Date: 11-18-2017

Communication Upd
Communication • Volunteer Communications Materials Upd
08-19-2017 Upd Volunteer Recruitment Advertising (August 2017)
  • Bulletin_Ad_Sept_2017_(2).pdf
  • Tax-Aide_Larger_Ad_English_(1).pdf
  • Tax-Aide_Larger_Ad_Spanish_(1).pdf
  • Tax-Aide_Smaller_Ad_English_(1).pdf
  • Tax-Aide_Smaller_Ad_Spanish_(1).pdf
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)
  • 2017_State_Summary.xlsx
  • Volunteer_Recruit_Press_Rel_ENG_2017_v2.docx
  • Volunteer_Recruit_Press_Rel_SPAN_2017_v2.docx
08-19-2017 Upd Tax-Aide Recruitment PowerPoint Presentation (August 2017)
  • 2017_State_Summary_(1).xlsx
  • TaxAide_VolRec_Preso_August_2017.pptx
08-19-2017 Upd 2017 Tax-Aide State Statistics (August 2017)
  • 2017_Tax-Aide_State_Summary.pdf
08-19-2017 Upd Recruitment Brochures and Posters (August 2017)
  • Volunteer_Recruitment_Brochure_English__(1).pdf
  • Volunteer_Recruitment_Poster_English_.pdf
  • Volunteer Recruitment Poster Spanish.pdf (not d/l)
  • Volunteer_Recruitment_Poster_Spanish.pdf
08-19-2017 Upd Tax-Aide Message Points (August 2017)
  • AARP_Foundation_Tax-Aide_Messages.docx
08-19-2017 Upd Radio Scripts - Recruitment (July 2017)
  • Tax-Aide_Radio_(Live_Read)_Script__-_Spanish.docx
  • Tax-Aide_Radio_(Live_Read)_Script_-_English.docx
07-15-2017 Upd Tax-Aide Recruitment Rack Sheet (July 2017)
  • Tax-Aide_NTL_Recruitment_Flyer_No_Crops.pdf
08-19-2017 Upd Program Promotion Poster - D143 (August 2017)
  • Tax-Aide_program_promotion_poster_D143_-_no_crops.pdf
08-19-2017 Upd Tax-Aide Photo Library (July 2017)
08-19-2017 Upd Logos (August 2017)
  • AARP_Foundation_Logo_09072016.jpg
  • Guidance_for_Logo_Usage_09072016.pdf
  • Tax-Aide_Logo_09072016.jpg
02-04-2017 Upd Email Template (Program Promotion) - 01/30/2017
  • sample (not d/l)
02-04-2017 Upd Social Media Resources (Program Promotion) - 01/30/2017
02-04-2017 Upd Radio Scripts (Program Promotion) - 01/30/2017
10-08-2016 Upd Tax ID Theft Flyer - 10/05/16
  • Tax_ID_Theft_Flyer_100516.pdf
Communication • CyberTax Upd
07-15-2017 Upd CyberTax TY2017-01: Tax-Aide Diversity Site Application Now Available
  • CyberTax_TY2017-01.pdf
08-29-2015 Upd I’m not receiving the CyberTax messages 01/30/15
  • WhatIsCyberTax013015.pdf
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
  • ActionRequiredImmediateActionNeededforSiteChangesrelatedtoSoftwareOrders01192016.pdf
11-04-2017 Upd Communication Grid 11/3/17
  • Communication_Grid_2018_v7.pdf
  • Communication Grid 2018 v7.pdf (not d/l)
09-30-2017 Upd Glossary - 09/26/17
  • 16_PolicyandProceduresManual_Glossary__092617.pdf
01-28-2017 Upd Happenings Winter 2017- 1/26/2017
  • Happenings_2017_FINAL.PDF
08-19-2017 Upd Holding A Webinar 2017
  • Joining_a_Webinar11042016.pdf
  • WebExRegionLicenseDistributionListAUGUST2017.doc
  • WebinarRequestForm.pdf
  • WebinarsPresentation2017.ppt
04-29-2017 Upd Local and District Coordinator message: End of season reminders 04/27/17
  • LCDCmessage042717.pdf
09-30-2017 Upd Tax-Aide Staff Directory 9/29/17
  • StaffDirectoryupdate092917.pdf
07-15-2017 Upd Volunteer Q&A Session Recordings (May 2017)
Communication • SMT Roundup Upd
11-18-2017 Upd SMT Roundup 11/16/17
  • SMT_111617.pdf
11-04-2017 Upd SMT Roundup 11/2/17
  • SMT_110217.pdf
10-21-2017 Upd SMT Roundup 10/19/17
  • SMT_101917a.pdf
10-07-2017 Upd SMT Roundup 10/05/17
  • SMT_100517.pdf
09-23-2017 Upd SMT Roundup 09/21/17
  • SMT_092117.pdf
09-10-2017 Upd SMT Roundup 09/07/17
  • SMT_090717.pdf
08-26-2017 Upd SMT Roundup 08/24/17
  • SMT_082417.pdf
08-19-2017 Upd SMT Roundup 08/10/17
  • SMT_081017.pdf
08-19-2017 Upd SMT Roundup 08/03/17
  • SMT_080317.pdf
07-15-2017 Upd SMT Roundup 07/13/17
  • SMT_071317.pdf
07-15-2017 Upd SMT Roundup 06/15/17
  • SMT_061517.pdf
General Program Management Upd
General Program Management • Administrative Upd
04-09-2016 Upd Appointment Letter 04/07/16
  • Appointmentletterlogoupdate040716.pdf
04-23-2016 Upd Business Reply Envelope #10 (D0140) (2016)
  • TA_Bus_Reply_Env.pdf
04-09-2016 Upd Dismissal Letter Template 04/07/16
  • Dismissallettertemplate032216.docx
  • Dismissallettertemplate032216.pdf
08-29-2015 Upd Name Card Insert Sheets C2358 TY14 020915
  • C2358NameBadgeTemplatePrinterFile020915.pdf
04-09-2016 Upd Non-Appointment Letter 04/07/16
  • Nonappointmentletterlogoupdate040716.pdf
11-27-2015 Upd Tax Site Hours Signage (English and Spanish)
  • Tax Site Hours Signage -Spanish.docx (not d/l)
  • Tax_Site_Hours_Signage.docx
  • Tax_Site_Hours._Signage.pdf
01-07-2017 Upd Taxpayer Information and Responsibilities (TY2016)
  • Taxpayer_Info_Responsibility_Sheet_(TY2016).pdf
General Program Management • Awards and Recognition Upd
07-15-2017 Upd 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
11-21-2015 Upd Award Certificate E0251 Form 11/17/2015
  • AwardCertificateE0251Form11172015.pdf
09-02-2017 Upd Tax-Aide Fellow Criteria 9/1/17
  • AARP_Foundation_Tax-Aide_Fellow_Criteria_updated_090117.docx
09-02-2017 Upd Tax-Aide Fellow Nomination Form 10/27/14
  • FellowAwardApplicationForm102714.docx
  • FellowAwardApplicationForm102714a.pdf
09-10-2017 Upd Tax-Aide National Director Award- Al Spencer 10/20/10
  • 10.20.10 OSHC Al Spencer.pdf (not d/l)
10-14-2017 Upd Tax-Aide National Director Award- Chris Hughes 05/12/15
  • 15-5-12 OSHC Chris Hughes.pdf (not d/l)
08-19-2017 Upd Tax-Aide National Director Award- David Inman 11/06/08
  • 8-11-6 OSHC David Inman.pdf (not d/l)
09-23-2017 Upd Tax-Aide National Director Award- Deborah Fisher 04/28/15
  • 15-4-28 OSHC Deborah Fisher.pdf (not d/l)
09-23-2017 Upd Tax-Aide National Director Award- Elizabeth Hughes Hitomi 04/28/15
  • 15-4-28 OSHC Elizabeth Hughes Hitomi.pdf (not d/l)
09-02-2017 Upd Tax-Aide National Director Award- Forrest Poska 10/13/09
  • 9-10-13 OSHC Forrest Poska.pdf (not d/l)
09-30-2017 Upd Tax-Aide National Director Award- Les Jones 04/28/15
  • 15-4-28 OSHC Les Jones.pdf (not d/l)
10-07-2017 Upd Tax-Aide National Director Award- Peter Freiermuth 04/28/15
  • 15-4-28 OSHC Peter Freiermuth.pdf (not d/l)
08-26-2017 Upd Tax-Aide National Director Award- Robert Eslinger 10/09/09
  • 9-10-9 OSHC Robert Eslinger.pdf (not d/l)
08-19-2017 Upd Tax-Aide National Director Award- Robert Offenhauser 11/05/08
  • 8-11-5 OSHC Robert Offenhauser.pdf (not d/l)
10-21-2017 Upd Tax-Aide National Director Award- Stan Marshall 10/4/17
  • 17-10-4 OSHC Stan Marshall.pdf (not d/l)
08-19-2017 Upd Tax-Aide National Director Award- Wesley Brockway 12/09/08
  • 8-12-9 OSHC Wesley Brockway.pdf (not d/l)
09-30-2017 Upd Volunteer Recognition Order Form (Fillable PDF) Form 9/26/17
  • Volunteerrecognitionorderform092617.pdf (not d/l)
General Program Management • Forms Upd
08-29-2015 Upd AARP Foundation Tax-Aide Property Loan Agreement 12/9/11
  • PropertyLoanAgreementForm120911.pdf (not d/l)
08-29-2015 Upd Best Practices Form 01/10/13
  • BestPracticesForm011013.pdf (not d/l)
08-27-2016 Upd Certificate of Insurance (Fillable PDF) Request 08.26.2016
  • Request_for_Certificate_Of_Insurance_PDF_with_instruction08262016.pdf
01-04-2016 Upd Donated Equipment and Supplies Acknowledgement Form 12/24/15
  • DonatedEquipmentandSuppliesForm122415.pdf
09-30-2017 Upd Internal Site Review Form TY 2017 - 9/26/17
  • Internal_Site_Review_Form_TY2017_v4.docx
  • Internal_Site_Review_Form_TY2017_v4.pdf
08-29-2015 Upd New Vendor Form with W9 2/1/11
  • New Vendor Form with W9.pdf (not d/l)
08-27-2016 Upd Online Tax Assistance Counselor Application Form
  • Online_Tax_Assistance_Counselor_Application.pdf
08-29-2015 Upd Partnership Agreement (MOU) Form TY13 V1
  • PartnershipAgreementMOUFormTY13V1121412.doc (not d/l)
08-29-2015 Upd Taxpayer Assistance with IRS Issues Form 12/7/12
  • TaxpayerAssistancewithIRSIssuesFormTY13V1120712.pdf (not d/l)
09-30-2017 Upd Volunteer Assessment 09/26/17
  • Volunteer_Assessment_090617.docx
  • Volunteer_Assessment_090617.pdf
08-29-2015 Upd Volunteer Biography (Fillable PDF) Form 10/24/14
  • Volunteer_Biography_Form.pdf (not d/l)
General Program Management • General Upd
09-30-2017 Upd Policy and Procedures Manual Version 3.0 - 09/26/17
  • PolicyandProceduresManual2017-2018__092617.pdf
11-18-2017 Upd Continuing Education Credits – Tax Year 2017
  • FACT_Sheet_Continuing_Education_Credits_Sept_2017_final.pdf
  • IRS_SPEC_TM_Listing_-_October_2017.pdf
  • Obtaining_Continuing_Education_Credits_TY17.pdf
  • FACT Sheet Continuing Education Credits Sept 2017 final.pdf (not d/l)
  • IRS SPEC TM Listing - October 2017.pdf (not d/l)
  • Obtaining Continuing Education Credits TY17.pdf (not d/l)
11-12-2016 Upd Tax-Aide Off-Season Tax Assistance TY2016
  • Tax-Aide_Off_Season_Tax_Assistance_TY16.pdf
01-23-2016 Upd Client Facilitator Guide TY15 1/20/16
  • Client_Facilitator_Guide_v10_01-20-2016.pdf
09-30-2017 Upd Policy and Procedures Manual: Introduction, Org Chart and What's New 9/26/17
  • 0 PolicyandProceduresManual Intro 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 1: Volunteer Recruitment and Leader Appointments 9/26/17
  • 1 PolicyandProceduresManual Section 1 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 2: Volunteer Training and Testing 9/26/17
  • 2 PolicyandProceduresManual Section 2 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 3: Volunteer Certification and Assignments 9/26/17
  • 3 PolicyandProceduresManual Section 3 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 4: Scope of Program, Preparing the Return, and Quality 9/26/17
  • 4 PolicyandProceduresManual Section 4 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 5: Standards of Professionalism 9/26/17
  • 5 PolicyandProceduresManual Section 5 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 6: Interactions with the Taxpayer 9/26/17
  • 6 PolicyandProceduresManual Section 6 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 7: Site Operations and Management 9/26/17
  • 7 PolicyandProceduresManual Section 7 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 8: Confidentiality and Security of Taxpayer Data 9/26/17
  • 8 PolicyandProceduresManual Section 8 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 9: E-Filing of Tax Returns 9/26/17
  • 9 PolicyandProceduresManual Section 9 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 10: Reimbursement 9/26/17
  • 10 PolicyandProceduresManual Section 10 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 11: Program Administration 9/26/17
  • 11 PolicyandProceduresManual Section 11 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 12: Donations and Donated Funds 9/26/17
  • 12 PolicyandProceduresManual Section 12 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 13: Insurance 9/26/17
  • 13 PolicyandProceduresManual Section 13 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 14: Equipment and Records Management 9/26/17
  • 14 PolicyandProceduresManual Section 14 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Section 15: Obtaining Equipment and Consumables 9/26/16
  • 15 PolicyandProceduresManual Section 15 092617.pdf (not d/l)
09-30-2017 Upd Policy and Procedures Manual Appendix A & B: Volunteer Appointment Chart and Master Schedule 9/26/17
  • 16 PolicyandProceduresManual Appendix A and B 092617.pdf (not d/l)
General Program Management • Incident/Emergency Procedures Upd
08-29-2015 Upd EMERGENCY RESPONSE SITE MEMO and CHECKLIST 1/10/12
  • EmergencyContactList011012.xls (not d/l)
  • EmergencyGuidanceTrainingTY13V1011012.pdf (not d/l)
  • EmergencyProceduresCoverLetter011012.pdf (not d/l)
  • EmergencyResponseSiteChecklist011012.doc (not d/l)
01-30-2016 Upd Emergency Tips for Dealing with a Violent Situation- 1/27/16
  • Emergency_Tips_for_Dealing_with_a_Violent_Situation_012716_v3.pdf
09-10-2016 Upd Incident Review Form 09/09/16
  • Incident_Review_Form_-_090916.docx
09-10-2016 Upd Incident Review Instructions 09/09/16
  • Incident_Review_Instructions_-_090916.docx
08-29-2015 Upd Incident Review Protocol Webinar Training TY13 V1 1/10/12
  • IncidentReviewProtocolWebinarTrainingTY13V1011012.ppt (not d/l)
General Program Management • Position Descriptions Upd
08-29-2015 Upd Administration Coordinator (AC) Position Description
  • Administration_Coordinator.pdf (not d/l)
08-29-2015 Upd Administration Specialist (ADS) Position Description
  • Administration_Specialist 2011.pdf (not d/l)
08-29-2015 Upd Assistant State Coordinator (ASC) Position Description
  • ASCPositionDescription071715.pdf (not d/l)
08-29-2015 Upd Client Facilitator (CF) Position Description
  • ClientFacilitatorPositionDescription093014.pdf (not d/l)
08-29-2015 Upd Communications Coordinator (CC) Position Description
  • Communications_Coordinator.pdf (not d/l)
08-29-2015 Upd Counselor (COU) Position Description
  • CounselorPositionDescription093014.pdf (not d/l)
08-29-2015 Upd District Coordinator (DC) Position Description
  • District_Coordinator_2011.pdf (not d/l)
08-29-2015 Upd Electronic Return Originator (ERO) Position Description
  • EROPositionDescription093014.pdf (not d/l)
08-29-2015 Upd Instructor (INS) Position Description
  • Instructor_2011-1.pdf (not d/l)
08-29-2015 Upd Local Coordinator (LC) Position Description
  • LocalCoordinatorPositionDescription093014.pdf (not d/l)
09-24-2016 Upd National Leader Development Committee (NLDC) Chair Position Description 120115
  • NationalLeaderDevelopmentCommitteeApplicationForm12012015.doc
  • NationalLeaderDevelopmentCommitteeNLDCChairPositionDescription12012015.pdf
08-29-2015 Upd Partnership and Communications Specialist (PCS) Position Description
  • Partnership_Communication_Specialist_2011-1.pdf (not d/l)
08-29-2015 Upd Prospective Volunteer Specialist (PVS) Position Description
  • Prospective_Volunteer_Specialist_2011.pdf (not d/l)
08-29-2015 Upd Regional Advisor (RA) Position Description
  • Regional_Advisor_2011.pdf (not d/l)
08-29-2015 Upd Regional Coordinator (RC) Position Description
  • Regional_Coordinator_2011.pdf (not d/l)
08-29-2015 Upd Regional Operations Support (ROS) Position Description
  • RegionalOperationsSupportPositionDescription 082815.pdf (not d/l)
08-29-2015 Upd Shift Coordinator (SCO) Position Description
  • ShiftCoordinatorPositionDescription093014.pdf (not d/l)
08-29-2015 Upd State Coordinator (SC) Position Description
  • State_Coordinator_2011.pdf (not d/l)
08-29-2015 Upd Technology Coordinator (TC) Position Description
  • Technology_Coordinator_2011.pdf (not d/l)
08-29-2015 Upd Technology Specialist (TCS) Position Description
  • Technology_Specialist_2011.pdf (not d/l)
08-29-2015 Upd Training Coordinator (TrC) Position Description
  • Training_Coordinator_2011.pdf (not d/l)
08-29-2015 Upd Training Specialist (TRS) Position Description
  • Training_Specialist_2011-1.pdf (not d/l)
General Program Management • Publicity Upd
08-29-2015 Upd Free Tax Help Banner Kit C2914, C2915, C3057, C3058
08-29-2015 Upd Tell A Friend Wallet Cards C1358 English 7/31/14
  • C1358_Tell A Friend Wallet Cards_v03a-REFONLY Updated_7 31 14.pdf (not d/l)
08-29-2015 Upd Tell a Friend Wallet Cards D17463 Spanish TY14 7/21/14
  • TellaFriendWalletCardsD17463SpanishTY14072114.pdf (not d/l)
General Program Management • Tax Exempt Upd
08-29-2015 Upd IRS Tax Exempt Status Letter 8/6/08
  • AARPFoundationTaxExemptStatusLetter121611.pdf (not d/l)
08-29-2015 Upd State Tax Exemption Memo 12/09/2011
08-29-2015 Upd Colorado Tax Exemption Certificate - Permanent
  • ColoradoTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd District of Columbia Tax Exemption Certificate - Permanent
  • DCTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd Florida Tax Exemption Certificate (Expires 2-28-2018)
  • FloridaTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd Hawaii Tax Exemption Certificate - Permanent
  • HawaiiTaxExemptionCertificate120911.pdf (not d/l)
10-28-2017 Upd Illinois Tax Exemption Certificate - (Expires 10/01/22)
  • IllinoisTaxExemptionCertification 10262017.pdf (not d/l)
  • IllinoisTaxExemptionCertification 10262017.pdf (not d/l)
08-29-2015 Upd Indiana Tax Exemption Certificate - Permanent
  • IndianaTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd Kentucky Tax Exemption Certificate - Permanent
  • KentuckyTaxExemptionCertificate120911.pdf (not d/l)
10-31-2015 Upd Maryland Tax Exemption Certificate - (Expires 09/30/2017)
  • Maryland 2012 Renewed.pdf (not d/l)
09-10-2016 Upd Massachusetts Tax Exemption Certificate - Exp Date: 04/07/2026
  • MassachusettsTaxExemptionCertificate090416.pdf (not d/l)
01-09-2016 Upd Michigan Tax Exemption Certificate (Permanent)
  • MichiganTaxExemptionCertificate120911.pdf (not d/l)
07-16-2016 Upd Missouri Tax Exemption Certificate (Effective Date: 12/01/2014)
  • MissouriTaxExemptionCertificate.pdf (not d/l)
02-04-2017 Upd Nevada Tax Exemption Certificate (Expires 01-31-2022)
  • AARP Foundation - Nevada exemption 2017.pdf (not d/l)
08-29-2015 Upd New Jersey Tax Exemption Certificate - Permanent
  • NewJerseyTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd New York Tax Exemption Certificate - Permanent
  • NewYorkTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd Ohio Tax Exemption Certificate - Permanent
  • OhioTaxExemptionCertificate120911.pdf (not d/l)
10-03-2015 Upd Pennsylvania Tax Exemption Certificate (Expires 3-31-2020)
  • Pennsylvania.taxexempt certificate. 2020.pdf (not d/l)
08-29-2015 Upd Rhode Island Tax Exemption Certificate - Permanent
  • RhodeIslandTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd Tennessee Tax Exemption Certificate - Permanent
  • TennesseeTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd Texas Tax Exemption Certificate - Permanent
  • TexasTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd Utah Tax Exemption Certificate - Permanent
  • UtahTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd Vermont Tax Exemption Certificate - Permanent
  • VermontTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd Wisconsin Tax Exemption Certificate - Permanent
  • WisconsinTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd West Virginia Tax Exemption Certificate - Permanent
  • WestVirginiaTaxExemptionCertificate120911.pdf (not d/l)
08-29-2015 Upd Wyoming Tax Exemption Certificate - Permanent
  • WyomingTaxExemptionCertificate120911.pdf (not d/l)
General Program Management • Training Upd
09-30-2017 Upd Tax-Aide Policies And Procedures Training TY17- 9/29/17
  • Tax-Aide_Policies_and_Procedures_Review_TY17_v8_092917.pdf
  • Tax-Aide_Policies_and_Procedures_Review_TY17_v8_092917.pptx
10-22-2016 Upd Client Facilitator Training TY 2016 10/19/2016
  • Client_Facilitator_Training_TY16_2016-10-19.pdf
  • Client_Facilitator_Training_TY16_2016-10-19.pptx
07-15-2017 Upd Local Coordinator Guide TY16 2016 11 03
  • LC_Training_TY16_2016_11_03.pdf
  • LC_Training_TY16_2016_11_03.pptx
Leadership Training Upd
Leadership Training • Documents Upd
09-30-2017 Upd Site Selection and Scheduling 09/26/17
  • Guide_to_site_selection_and_scheduling_092117.docx
  • Guide_to_site_selection_and_scheduling_092117.pdf
09-30-2017 Upd AARP Foundation Tax-Aide Internal Site Review Instructions – 9/26/17
  • Internal_Site_Review_Instructions_TY17_v2.pdf
08-29-2015 Upd Compliance with Federal Laws 7/15/15
  • CompliancewithFederalLaws071515.pptx (not d/l)
09-10-2016 Upd Quick Reference Guide to Helping Taxpayers with Disabilities 09/06/16
  • Quick_Reference_Guide_to_Helping_Taxpayers_with__Disabilities_090616.pdf
08-29-2015 Upd Disability Awareness Training 1/9/14
  • DisabilityAwarenessTrainingTY13v1010914.pptx (not d/l)
08-29-2015 Upd Key Problem Areas Noted on IRS Reviews 3/12/14
  • KeyProblemAreasNotedonIRSReviewsTY13031214.pdf (not d/l)
08-29-2015 Upd Serving Difficult Taxpayers 1/9/14
  • ServingDifficultTaxpayers010914.pptx (not d/l)
Leadership Training • Manuals Upd
09-23-2017 Upd SC Guide Resource 10: Standard Letters Addressed to IRS Requesting Penalty Waiver 09/19/17
  • Did_Not_E-file_Waiver_Request.docx
  • TaxSlayer_Apology_Letter.pdf
  • TaxSlayer_Error_Waiver_Request.docx
08-29-2015 Upd 2012-2013 District Coordinator Guide TY13
  • DCGuide20122013.pdf (not d/l)
08-29-2015 Upd State Coordinator Guide TY14 2014-2015
  • SCGuideTY142014-2015[1].pdf (not d/l)
08-29-2015 Upd Partnership and Communications Manual TY13 V1 10/1/11
  • PartnershipandCommunicationsManualManualTY13V1100111.pdf (not d/l)
Leadership Training • Position Training Upd
08-27-2016 Upd Hotel and Catering Direct Billing Process for Tax-Aide 8/24/16
  • DirectBill082416.pdf
11-18-2017 Upd Local Coordinator Required Training TY17
  • Local_Coordinator_Required_Training_TY17_2017_11_17.pptx
08-29-2015 Upd PCS Resources 1-3: Putting training to Work, Donations 8/31/12
  • PCS Resource 2 Volunteer Donations083112.docx (not d/l)
  • PCS_Resource_1_Putting_Your_Training_to_Work_1_[1].docx (not d/l)
08-29-2015 Upd PCS Training TY13 - 97slides 8/31/12
  • PCSTrainingTY13.ppt (not d/l)
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
  • 2017__Regional_Agenda.pdf
  • IRS_SPEC__Tax-Aide_2017_Regional-_Don_Dill.pptx
  • Inclusivity-Mary_Beth_Dixon_&_Veronica_Segovia.pptx
  • NLDC_Activity_-_Manager_vs__Leader.pdf
  • NLDC_Leadership_Development_-_2017.pptx
  • NOC_2017_Regional_-_Beth_Hitomi.pptx
  • NTTC_-_2017_Regional_-_Steve_Conary.pptx
  • Opening_Presentation-Lynnette_Lee-Villanueva.pptx
  • Opening-Regional_Budget_Plan-Fred_Colucci.pptx
  • Opening-Tech_Refresh-Computer_Tech_Issues-Fred_Spulecki.pptx
  • Outreach_Updates-Rosa_Maymi.pptx
  • Pilots-Alternative_Virtual_Tax-Aide_Site_-_DG_Gulati.pptx
  • Pilots-Property_Tax_-_Kevin_Almerini_&_Dan_Soliman.pptx
  • Pilots-Savings-Rosa_Maymi.pptx
  • Tax_Software_Transition_Assessment_Results.pptx
  • Taxpayer_and_Volunteer_Evaluation_Results_-_Rosa_Maymi.pptx
08-29-2015 Upd Central Region (AL1, AR1, KS1, LA1, MS1, MO1, OK1, TN1) Maps (zip) 6/1/14
  • CentralRegionALARKSLAMSMOOKTNMapsTY13060114.zip (not d/l)
08-29-2015 Upd Eastern Region (DC1, DE1, MD1, NC1, SC1, VA1, WV1) Maps (zip) 6/1/14
  • EasternRegionDCDEMDNCSCVAWVMapsTY13060114.zip (not d/l)
08-29-2015 Upd Great Lakes Region (IL1, IL2, IN1, KY1, MI1, OH1, OH2, OH3) Maps (zip) 6/1/14
  • GreatLakesILINKYMIOHTY13060114.zip (not d/l)
08-29-2015 Upd Gulf Region (FL1, FL2, FL3, FL4, FL5, FL6, GA1) Maps (zip) 6/1/14
  • GulfRegionFLGAMapsTY13060114.zip (not d/l)
08-29-2015 Upd New England Region (CT1, ME1, MA1, NH1, RI1, VT1) Maps (zip) 6/1/14
  • NewEnglandRegionCTMEMANHRIVTMapsTY13060114.zip (not d/l)
08-29-2015 Upd North Atlantic Region (NJ1, NY1, NY2, NY3, NY4, PA1, PA2) Maps (zip) 6/1/14
  • NorthAtlanticRegionNJNYPAMapsTY13060114.zip
08-29-2015 Upd Northwest Region (AK1, HI1, ID1, MT1, OR1, WA1, WY1) Maps (zip) 6/1/14
  • NorthwestRegionAKHIIDMTORWAWYTY13060114.zip (not d/l)
08-29-2015 Upd Pacific Region (AZ1, CA1, CA2, CA3, CA4, CA5, NV1, UT1) Maps (zip) 6/1/14
  • PacificRegionAZCANVUTMapsTY13060114.zip (not d/l)
08-29-2015 Upd Plains Region (IA1, MN1, MN2, NE1, ND1, SD1, WI1) Maps (zip) 6/1/14
  • PlainsRegionIAMNNENDSDWIMapsTY13060114.zip (not d/l)
08-29-2015 Upd Western Region (CO1, NM1, TX1, TX2, TX3, TX4) Maps (zip) 6/1/14
  • WesternRegionCONMTXTY13060114.zip (not d/l)
Leadership Training • SMT Training Upd
08-19-2017 Upd ADS/RAA Training - Dallas (July 2017)
08-19-2017 Upd PCS Training - Dallas (July 2017)
  • PCS_Train_Friday_7.22.pptx
  • PCS_Train_Thursday_7.20.17.pptx
  • PCS_Train_Wednesday_7.19.17.pptx
  • PCS_Training_Agenda_Final_July_2017.docx
08-19-2017 Upd SC ORIENTATION 07/19/2017
08-19-2017 Upd TRS Training - Dallas 07/21/2017
  • Handouts_-_TRS_Training.zip
  • Handouts - TRS Training.zip (not d/l)
  • 01 Dallas 2017 TRS Welcome.pptx (not d/l)
  • 02 Dallas 2017 Tax-Aide Terms.pptx (not d/l)
  • 03 Dallas 2017 TRS Responsibilities.pptx (not d/l)
  • 04 Dallas 2017 Certification Process.pptx (not d/l)
  • 05 Dallas 2017 NTTC Training Slides.pptx (not d/l)
  • 06 Dallas 2017 NTTC Workbook.pptx (not d/l)
  • 07 Dallas 2017 NTTC Supplements to IRS Resources.pptx (not d/l)
  • 08 Dallas 2017 Scope.pptx (not d/l)
  • 09 Dallas 2017 Developing and Running Instructor Workshops.pptx (not d/l)
  • 10 Dallas 2017 Evaluation of Training and Instructors.pptx (not d/l)
  • 11 Dallas 2017 Immersion Learning.pptx (not d/l)
  • 12 Dallas 2017 Effective Instruction (revised F8606).pptx (not d/l)
  • 13 Dallas 2017 TRS - Dill Presentation.pptx (not d/l)
  • 15 Dallas 2017 Intake-Interview.pptx (not d/l)
  • 16 Dallas 2017 Quality Review.pptx (not d/l)
  • 17 Dallas 2017 TaxSlayer Issues and Questions.pptx (not d/l)
  • 20 Dallas 2017 Self-Study Learning.pptx (not d/l)
  • 21 Dallas 2017 Webinars.pptx (not d/l)
  • 22 Dallas 2017 OneSupport Ticketing Tools.pptx (not d/l)
  • 23 Dallas 2017 State Tax Assistance Program.pptx (not d/l)
  • 24 Dallas 2017 Wrap-up.pptx (not d/l)
08-19-2017 Upd TCS SMT Training Presentations TY17 07/28/17
08-29-2015 Upd Dallas SMT Tax-Aide Presentation 7/15/2015
  • SMTPresentationDallas07152015.pdf
08-29-2015 Upd SC Orientation Training TY15 (Zip) 07/17/15
  • SCOrientationTrainingDocumentsTY15072015.zip
OneSupport (OS) Upd
OneSupport (OS) • Volunteer OSHC Guide Upd
07-15-2017 Upd VOLUNTEER ONESUPPORT HELP CENTER GUIDE (PRINTABLE VERSION) 07/17/2017
  • VolunteerOneSupportHelpCenterGuide(PrintableVersion)07172017.pdf
07-15-2017 Upd ONESUPPORT HELP CENTER GUIDE TABLE OF CONTENTS 07/17/2017
  • OneSupportGuideTableOfContents_07172017.pdf
07-15-2017 Upd SECTION 1 - ONESUPPORT OVERVIEW 07/17/2017
  • OneSupportOverview_07172017.pdf
07-15-2017 Upd SECTION 2 - HELP CENTER OVERVIEW 07/17/2017
  • HelpCenterOverview_07172017.pdf
07-15-2017 Upd SECTION 2 - ACCESSING THE ONESUPPORT HELP CENTER 07/17/2017
  • AccessingTheOneSupportHelpCenter_07172017.pdf
07-15-2017 Upd SECTION 2 - NAVIGATING THROUGH THE HELP CENTER 07/17/2017
  • NavigatingThroughTheHelpCenter_07172017.pdf
07-15-2017 Upd SECTION 2 - FOLLOWING A SECTION AND MY ACTIVITIES 07/17/2017
  • FollowingASectionAndMyActivities_07172017.pdf
07-15-2017 Upd SECTION 2 - SUBMIT A REQUEST 07/17/2017
  • SubmitARequest_07172017.pdf
07-15-2017 Upd SECTION 3 - TIP SHEET ADDITIONS 07/17/2017
  • 3-Tip_Sheet_Additions.docx
07-15-2017 Upd SECTION 3 - TIP SHEET UPDATES 07/17/2017
  • TipSheetUpdates_07172017.pdf
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
  • OneSupportHelpCenterCategoriesAndSubtopics_10092017.docx
  • OneSupportHelpCenterCategoriesAndSubtopics_10092017.pdf
08-29-2015 Upd OneSupport Opportunity - Back-up person for current Ticket Administrator - 4/3/15
  • OneSupport Ticket Administrator Job Description.pdf (not d/l)
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
  • VolunteerPortalGuide2017-2018(PrintableVersion)07172017.pdf
08-19-2017 Upd VOLUNTEER PORTAL GUIDE SECTIONS 07/17/2017
  • VolunteerPortalGuideSections 07172017.docx (not d/l)
  • VolunteerPortalGuideSections 07172017.pdf (not d/l)
08-19-2017 Upd VOLUNTEER PORTAL GUIDE TABLE OF CONTENTS 07/17/2017
  • VolunteerPortalGuideTableOfContents 07172017.docx (not d/l)
  • VolunteerPortalGuideTableOfContents 07172017.pdf (not d/l)
08-19-2017 Upd INTRODUCTION TO THE VOLUNTEER PORTAL GUIDE 07/17/2017
  • IntroductionToTheVolunteerPortalGuide 07172017.docx (not d/l)
  • IntroductionToTheVolunteerPortalGuide 07172017.pdf (not d/l)
08-26-2017 Upd SECTION 1 - ACCESSING THE VOLUNTEER PORTAL OVERVIEW 08/21/2017
  • AccessingTheVolunteerPortalOverview 08212017.docx (not d/l)
  • AccessingTheVolunteerPortalOverview 08212017.pdf (not d/l)
08-19-2017 Upd SECTION 1 - SUPPORTED INTERNET BROWSERS 07/17/2017
  • SupportedInternetBrowsers 07172017.docx (not d/l)
  • SupportedInternetBrowsers 07172017.pdf (not d/l)
08-26-2017 Upd SECTION 1 - RESPOND TO AN INVITATION TO ACCESS THE PORTAL 08/21/2017
  • RespondToAnInvitationToAccessThePortal 08212017.docx (not d/l)
  • RespondToAnInvitationToAccessThePortal 08212017.pdf (not d/l)
08-19-2017 Upd SECTION 1 - CREATE AN AARP.ORG ACCOUNT 07/17/2017
  • CreateAnAARP.orgAccount 07172017.docx (not d/l)
  • CreateAnAARP.orgAccount 07172017.pdf (not d/l)
08-19-2017 Upd SECTION 1 - UPDATE YOUR PORTAL EMAIL ADDRESS 07/17/2017
  • UpdateYourPortalEmailAddress 07172017.docx (not d/l)
  • UpdateYourPortalEmailAddress 07172017.pdf (not d/l)
08-19-2017 Upd SECTION 1 - CHANGE YOUR PORTAL PASSWORD 07/17/2017
  • ChangeYourPortalPassword 07172017.docx (not d/l)
  • ChangeYourPortalPassword 07172017.pdf (not d/l)
08-19-2017 Upd SECTION 1 - LOGGING IN AND OUT OF THE PORTAL 07/17/2017
  • LoggingInAndOutOfThePortal 07172017.docx (not d/l)
  • LoggingInAndOutOfThePortal 07172017.pdf (not d/l)
08-26-2017 Upd SECTION 1 - VOLUNTEER LOGIN REPORTS 08/21/2017
  • VolunteerLoginReports 08212017.docx (not d/l)
  • VolunteerLoginReports 08212017.pdf (not d/l)
08-19-2017 Upd SECTION 2 - INTRODUCTION TO THE PORTAL OVERVIEW 07/17/2017
  • IntroductionToThePortalOverview 07172017.docx (not d/l)
  • IntroductionToThePortalOverview 07172017.pdf (not d/l)
08-19-2017 Upd SECTION 2 - VOLUNTEER PORTAL SCREEN 07/17/2017
  • VolunteerPortalScreen 07172017.docx (not d/l)
  • VolunteerPortalScreen 07172017.pdf (not d/l)
08-19-2017 Upd SECTION 2 - VOLUNTEER LEADER PORTAL SCREEN 07/17/2017
  • VolunteerLeaderPortalScreen 07172017.docx (not d/l)
  • VolunteerLeaderPortalScreen 07172017.pdf (not d/l)
08-19-2017 Upd SECTION 2 - CONTACT RECORD 07/17/2017
  • ContactRecord 07172017.docx (not d/l)
  • ContactRecord 07172017.pdf (not d/l)
08-19-2017 Upd SECTION 2 - SEARCH IN THE PORTAL 07/17/2017
  • SearchInThePortal 07172017.docx (not d/l)
  • SearchInThePortal 07172017.pdf (not d/l)
08-19-2017 Upd SECTION 2 - USING LIST VIEWS 07/17/2017
  • UsingListViews 07172017.docx (not d/l)
  • UsingListViews 07172017.pdf (not d/l)
08-26-2017 Upd SECTION 2 - RUN A REPORT 08/21/2017
  • RunAReport 08212017.docx (not d/l)
  • RunAReport 08212017.pdf (not d/l)
08-26-2017 Upd SECTION 2 - SELECT A DASHBOARD 08/21/2017
  • SelectADashboard 08212017.docx (not d/l)
  • SelectADashboard 08212017.pdf (not d/l)
08-19-2017 Upd SECTION 2 - USING THE NOTES SECTION 07/17/2017
  • UsingTheNotesSection 07172017.docx (not d/l)
  • UsingTheNotesSection 07172017.pdf (not d/l)
08-19-2017 Upd SECTION 3 - RECRUITMENT OVERVIEW 07/17/2017
  • RecruitmentOverview 07172017.docx (not d/l)
  • RecruitmentOverview 07172017.pdf (not d/l)
08-26-2017 Upd SECTION 3 - TAX-AIDE APPLICATION 08/21/2017
  • Tax-AideApplication 08212017.docx (not d/l)
  • Tax-AideApplication 08212017.pdf (not d/l)
08-26-2017 Upd SECTION 3 - VOLUNTEER OPPORTUNITY BOARD 08/21/2017
  • VolunteerOpportunityBoard 08212017.docx (not d/l)
  • VolunteerOpportunityBoard 08212017.pdf (not d/l)
08-26-2017 Upd SECTION 3 - VOLUNTEER WIZARD 08/21/2017
  • VolunteerWizard 08212017.docx (not d/l)
  • VolunteerWizard 08212017.pdf (not d/l)
08-26-2017 Upd SECTION 3 - VOLUNTEER INTEREST FORM 08/21/2017
  • VolunteerInterestForm 08212017.docx (not d/l)
  • VolunteerInterestForm 08212017.pdf (not d/l)
08-19-2017 Upd SECTION 4 - NEW AND DEPARTING VOLUNTEERS OVERVIEW 07/17/2017
  • NewAndDepartingVolunteersOverview 07172017.docx (not d/l)
  • NewAndDepartingVolunteersOverview 07172017.pdf (not d/l)
08-26-2017 Upd SECTION 4 - PROCESSING A PROSPECTIVE VOLUNTEER 08/21/2017
  • ProcessingAProspectiveVolunteer 08212017.docx (not d/l)
  • ProcessingAProspectiveVolunteer 08212017.pdf (not d/l)
08-26-2017 Upd SECTION 4 - CONVERTING A CANDIDATE TO A VOLUNTEER 08/21/2017
  • ConvertingACandidateToAVolunteer 08212017.docx (not d/l)
  • ConvertingACandidateToAVolunteer 08212017.pdf (not d/l)
08-19-2017 Upd SECTION 4 - PLACING A PROSPECTIVE VOLUNTEER IN AN ON HOLD STATUS 07/17/2017
  • PlacingAProspectiveVolunteerInAnOnHoldStatus 07172017.docx (not d/l)
  • PlacingAProspectiveVolunteerInAnOnHoldStatus 07172017.pdf (not d/l)
Operational Procedures & Volunteer Portal • Volunteer Portal Update Upd
10-28-2017 Upd Volunteer Portal Minor Release 10/25/2017
  • VolunteerPortalMinorReleaseNotes 102517.pdf (not d/l)
09-30-2017 Upd Volunteer Portal Minor Release 09/27/2017
  • VolunteerPortalMinorReleaseNotes 09272017.pdf (not d/l)
08-19-2017 Upd Volunteer Portal Major Release 3.2 08/16/2017
  • VolunteerPortalMajorRelease3.2 08162017.pdf (not d/l)
07-15-2017 Upd Volunteer Portal Major Release 3.1 Update (Program Volunteer Status) 06/01/2017
  • VolunteerPortalMajorRelease3.1Update(ProgramVolunteerStatus)_06012017.pdf
07-15-2017 Upd Volunteer Portal Minor Release 05/31/2017
  • VolunteerPortalMinor_Release05312017.pdf
07-15-2017 Upd Volunteer Portal Release 3.1 Update (Known Issues) 05/12/2017
  • VolunteerPortalRelease31KnownIssues_05122017.pdf
04-29-2017 Upd Volunteer Portal Major Release 04/20/2017
  • VolunteerPortalMajorRelease_04202017.pdf
04-01-2017 Upd Volunteer Portal Minor Release 03/29/2017
  • VolunteerPortalMinorRelease_03292017.pdf
01-28-2017 Upd Volunteer Portal Minor Release 01/25/2017
  • VolunteerPortalMinorRelease_01252017.pdf
Operational Procedures & Volunteer Portal • How To's 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
  • ReportingRequestTemplate03302016.docx
  • ReportingRequestTemplate03302016.pdf
Operational Procedures & Volunteer Portal • Locations & Program Metrics (Site Activity) Upd
09-30-2017 Upd Program Metrics (Site Activity) Collection Template TY17 09/29/17
  • Program_Metrics_Collection_Form_TY17.xls
09-30-2017 Upd Program Metrics (Site Activity) Report TY2016
  • NLT_Activity_Reporting_08092016.xlsx
12-10-2016 Upd Program Metrics (Site Activity) Report TY2015
  • 12092016_NLY_Activity_Reporting.xlsx
02-20-2016 Upd Program Metrics (Site Activity) Report TY2014
  • 100115_NLT_Activity_Reporting.xls
09-30-2017 Upd Program Metrics (Site Activity) Log (D19597) Example 9/27/2017
  • Site_Activity_Log_Example_02082015.pdf
Operational Procedures & Volunteer Portal • Miscellaneous Upd
11-12-2016 Upd PVS Training 11/07/16
Operational Procedures & Volunteer Portal • ADS Information Upd
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
10-21-2017 Upd Tax-Aide Scope Manual TY17 2017/10/15
  • Tax-Aide_Scope_Manual_TY_2017_Rel_1.pdf
01-28-2017 Upd Tax-Aide Scope Summary TY2016 2017-01-25
  • Tax-Aide_Scope_Summary_TY16_v3.pdf
10-29-2016 Upd In/Out Scope Poster TY16 C2467
  • Out_Of_ScopePoster_TY2016.pdf
10-21-2017 Upd Scope Adherence - 2015/10/23
  • Scope_Adherence_2015-10-23.pdf
10-21-2017 Upd Scope Change Request Process and Form - 2015/10/2
  • Scope_Change_Form_2015-06.docx
  • Scope_Change_Process_2015-06.pdf
Tax Training • TaxSlayer Upd
11-18-2017 Upd TaxSlayer Carryforward: Normal – Extended – Global 2017/11/15
  • TaxSlayer_Carryforward.pdf
10-21-2017 Upd TaxSlayer Changes TY17 2017/10/16
  • TaxSlayer_Changes_TY17_v10.pptx
11-11-2017 Upd What's Happening with TaxSlayer 2017/11/07
  • TaxSlayer_Slides_08-08-2017.pdf
  • TaxSlayer_Slides_Sep_5_2017.pdf
  • TaxSlayer_Webcast_Presentation_November_7_2017.pptx
  • TaxSlayer Slides 08-08-2017.pdf (not d/l)
  • TaxSlayer Slides Sep 5 2017.pdf (not d/l)
  • TaxSlayer Webcast Presentation November 7 2017.pptx (not d/l)
09-10-2016 Upd TaxSlayer Manual ... Preparing A Return in Practice Lab
  • Preparing_A_Return_in_Practice_Lab.pdf
10-21-2017 Upd NTTC TaxSlayer Powerpoint Presentations 2016/08/29
  • 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)
08-20-2016 Upd NTTC Video: TaxSlayer Practice Lab Demonstration
07-16-2016 Upd Practice Lab Accounts for Training
  • Practice_Lab_Accounts_for_Training.pdf
10-21-2017 Upd TaxSlayer US State Point of Contacts 2016/07/06
  • TaxSlayer_POCs_07-06-2016.pdf
Tax Training • Policy/Tax Law Upd
08-29-2015 Upd 1098-T Requirements TY14
  • 1098TRequirementsTY13030514.pdf
10-21-2017 Upd Gold Standards For Quality Review (QR) 2016/10/24
  • Gold_Standards_for_Quality_Review_TY16.pdf
10-21-2017 Upd IRS SPEC ITIN Guidance 2017/01/25
  • SPEC_ITIN_Guidance__Jan_25_2017.PDF
01-23-2016 Upd IRS' Answers To Pub 4491W Problems and Exercises Using 2015 Taxwise
  • Pub_4491_W_2015_Answers.pdf
10-21-2017 Upd Medicaid Waiver Payments 2015/03/05
  • Medicaid_Waiver_Payments.pdf
10-21-2017 Upd Potential Identity Theft Letter 2014/11/26
  • Potential_Identity_Theft_Ltr_v1_112614.pdf
10-21-2017 Upd Processing Medicaid Waiver Payments in TaxWise TY14 2015/01/20
  • MEDICAID WAIVER PAYMENTS.pdf (not d/l)
10-21-2017 Upd Quality Review with TaxSlayer 2017/01/25
  • Quality_Review_w-TaxSlayer_2017-01-25.pdf
  • Quality_Review_w-TaxSlayer_2017-01-25.pptx
10-21-2017 Upd Recent Changes to 2015 Tax Law v2 - 2015/12/30
  • Recent_Changes_to_TY15_Tax_Law_v2.pdf
10-21-2017 Upd Schedule C Guidelines Summary TY16 - 2017/01/25
  • Schedule_C_Guidelines_Summary_TY16_v2.pdf
10-21-2017 Upd State Tax Assistance Program - Intake Sheets 2017/01/29
  • GA_Intake_Sheet_TY16.pdf
  • Illinois_Intake_Form_TY16.pdf
  • Kentucky_Intake_Form_TY16.pdf
  • Michigan_Intake_TY16.pdf
  • Missouri_Intake_Form_TY16.pdf
  • New_York_Intake_TY15.pdf
  • Ohio_Intake_TY15.pdf
  • Pennsylvania_Intake_TY15.pdf
  • South_Carolina_Intake_Form_TY16.pdf
  • Wisconsin_Intake_Form_TY16.pdf
10-21-2017 Upd State Tax Assistance Program - TY16 2017/01/27
  • 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
10-21-2017 Upd Use of electronic documents to prepare tax returns 2014/03/04
Tax Training • Tools Upd
08-19-2017 Upd NTTC Workbook - TY17
  • 2017_NTTC_Workbook_for_OSHC_final.pdf
11-11-2017 Upd NTTC Workbook TY17 Notes and Errata - Rel 2 2017/11/04
  • NTTC_Workbook_TY_2017_Errata_Rel_2.pdf
  • NTTC Workbook TY 2017 Errata Rel 2.pdf (not d/l)
10-21-2017 Upd Forms Generator Version 9.3.0.2 2017/07/14
  • Setup_FormsGenerator_ver_9.3.0.2.zip
10-21-2017 Upd 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
10-21-2017 Upd Publication 4012 with NTTC Tax-Aide Modifications for TY 2016 2017/01/28
  • All_changes_between_IRS_publication_and_v4.pdf
  • LIST_OF_CHANGES_v4_(v3_to_v4).pdf
  • Pub_4012_with_NTTC_Modifications_v4_2017-01-28_.pdf
  • Pub 4012 with NTTC Modifications v3 2017-01-11.pdf (not d/l)
  • Changes between v1 and v2.pdf (not d/l)
  • Changes between v2 and v3.pdf (not d/l)
  • Cut and Tape v3.pdf (not d/l)
  • Print and Punch v3.pdf (not d/l)
  • Pub 4012 with NTTC Modifications v4 2017-01-28.pdf (not d/l)
10-21-2017 Upd Answering the Due Diligence Questions 2017/01/11
  • Answering_the_Due_Diligence_Questions_2017-1-17.pdf
10-21-2017 Upd NTTC Workbook TY16 – Instructor Notes And Errata 2016/11/28 And Errata To Answers 2017/01/18
  • NTTC Workbook TY 2016 Instructor Notes and Errata rel 3.pdf (not d/l)
  • Workbook Answers - errata 2017-01-16 (Itemized and Standard Deductions Q9).pdf (not d/l)
  • NTTC_Workbook_TY_2016_Instructor_Notes_and_Errata_rel_3.pdf
  • Workbook_Answers_-_errata_2017-01-16_(Itemized_and_Standard_Deductions_Q9).pdf
07-15-2017 Upd NTTC Workbook - TY16
  • 2016_NTTC_Workbook_Final_for_OSHC_sml.pdf
10-21-2017 Upd Tax Prep Tools and Helpful Weblinks 2017/03/05
  • 2016 EITC Graph.pdf (not d/l)
  • Education Spreadsheet 2016-07-29 v10.zip (not d/l)
  • Helpful Weblinks 2017-03-05.pdf (not d/l)
  • Mortgage COD Flowchart 2016.pdf (not d/l)
  • 2016_EITC_Graph.pdf
  • Education_Spreadsheet_2016-07-29_v10.zip
  • Helpful_Weblinks_2017-03-05.pdf
  • Mortgage_COD_Flowchart_2016.pdf
08-20-2016 Upd Canada and Germany Social Security Benefits Paid to Residents of the U.S.
  • Canada_and_Germany_Social_Security_Benefits_Paid_to_Residents_of_the_US_v3.pdf
10-21-2017 Upd Qualifying Child/Qualifying Relative Tri-Fold 2017/07
  • 2017_Resource_Tool_Final.pdf
10-21-2017 Upd Taking the Tests Online 2016/11/07
  • Taking the test online 2016 v1.pdf (not d/l)
  • Taking_the_test_online_2016_v1.pdf
10-21-2017 Upd NTTC Workbook Tax Year 2015 v2 – 2015/09/29
  • NTTC_Workbook_Tax_Year_2015_Part_1_2015-09-29.zip
  • NTTC_Workbook_Tax_Year_2015_Part_2_2015-09-14.zip
  • NTTC_Workbook_Tax_Year_2015_Part_3_2015-09-29.zip
  • 2015_Line-by-line_2016-01-18.pdf
  • NTTC_Workbook_TY_2015_Instructor_Notes_and_Errata_2016-01-18.pdf
  • NTTC Workbook Tax Year 2015 Part 1 2015-09-29.zip (not d/l)
  • NTTC Workbook Tax Year 2015 Part 2 2015-09-14.zip (not d/l)
  • NTTC Workbook Tax Year 2015 Part 3 2015-09-29.zip (not d/l)
  • 2015 Line-by-line 2016-01-18.pdf (not d/l)
  • NTTC Workbook TY 2015 Instructor Notes and Errata 2016-01-18.pdf (not d/l)
Tax Training • Materials/Presentations Upd
11-18-2017 Upd NTTC Self-Study Program TY17 2017/11/15
  • Self_Study_Syllabus_TY2017.zip
  • p4491 with NTTC modifications 2017-11-01.pdf (not d/l)
10-21-2017 Upd TY17 NTTC Training Slides - Release 1 2017/10/20
  • NTTC_Training_Slides_Rel_1_Lessons_01-03.zip
  • NTTC_Training_Slides_Rel_1_Lessons_04-09.zip
  • NTTC_Training_Slides_Rel_1_Lessons_10-16.zip
  • NTTC_Training_Slides_Rel_1_Lessons_17-20.zip
  • NTTC_Training_Slides_Rel_1_Lessons_21-30.zip
  • NTTC_Training_Slides_Rel_1_Lessons_31-35.zip
  • NTTC_Training_Slides_Rel_1_Lessons_36-40.zip
  • NTTC_Training_Slides_Rel_1_Lessons_41-44,_46.zip
  • NTTC_Training_Slides_Rel_1_Lesson_45.zip
11-04-2017 Upd Pub 4491 with NTTC Modifications 2017-11-01
  • p4491_with_NTTC_modifications_2017-11-01.pdf
  • p4491 with NTTC modifications 2017-11-01.pdf (not d/l)
10-28-2017 Upd Revised IRS Form 6744 Page 92 2017/10/24
  • Form_6744_v2.pdf
  • Page_92_from_2017_6744.pdf
11-04-2017 Upd Education Benefits, Chapter 24, Pub 4491 2017/11/03
  • Education_Benefits_2017-11-03.pdf
  • Education Benefits 2017-11-03.pdf (not d/l)
10-21-2017 Upd Cancellation Of Debt (COD) – Principal Residence 2017
  • 23a_COD_-_Principal_Residence_TY16_Rel_1.pptx
10-21-2017 Upd TY16 NTTC Training Slides Rel 1 - 2016/10/15
  • NTTC_Training_Training_Slides_01-07.zip
  • NTTC_Training_Training_Slides_08-13.zip
  • NTTC_Training_Training_Slides_14-22.zip
  • NTTC_Training_Training_Slides_23-30.zip
  • NTTC_Training_Training_Slides_31-36.zip
  • NTTC_Training_Training_Slides_37-41.zip
  • README_-_NTTC_Training_Files_TY16_Rel_1.pdf
  • NTTC Training Training Slides 23-30.zip (not d/l)
Tax Training • Instructor Plans and Aids Upd
10-28-2017 Upd Immersion Tool Kit with Series II Lessons TY17 2017/10/27
  • Series_II_Lessons_Rel_1.zip
  • TY_2017_Immersion_Tool_Kit_v4.zip
  • Series II Lessons Rel 1.zip (not d/l)
  • TY 2017 Immersion Tool Kit v4.zip (not d/l)
10-21-2017 Upd Training Guide TY17 2017/06/04
  • Training_Guide_TY17_17-06-04.pdf
10-21-2017 Upd Adult Learning v1 2016/10/24
  • Adult_Learning_v1_2016-10-24.pptx
12-10-2016 Upd Instructor Aids TY16 2016/12/6
  • Create_name_tents,_name_tags_and_Practice_Lab_instructions.zip
  • Instructor_Aids_TY16.zip
  • Questions_and_Comments_for_Discussion_.docx
  • Tent without logo.docx (not d/l)
  • Create name tents, name tags and Practice Lab instructions.zip (not d/l)
  • 15 Min Break.ppt (not d/l)
  • Creating a PowerPoint Presentation.ppt (not d/l)
  • Modifying and Using NTTC Slides in PowerPoint.pdf (not d/l)
  • PowerPoint Presentation Guidelines.ppt (not d/l)
  • Questions and Comments for Discussion .docx (not d/l)
  • Instructions for Creating Individual Nametags etc.pdf (not d/l)
  • Names.xlsx (not d/l)
  • Tags.doc (not d/l)
  • Tent.docx (not d/l)
  • TaxSlayer Practice Lab Instructions.docx (not d/l)
  • Tent without logo.docx (not d/l)
10-21-2017 Upd Volunteer Mentors for Training v1 – 2015/08/27
  • Volunteer_Mentors_for_Training.pdf
Tax Training • Affordable Care Act (ACA) Training Upd
10-21-2017 Upd Guidance For TaxSlayer ACA Calculation Issues - 2017/04/06
  • Procedure_For_Handling_Returns_with_ACA_Errors_2017-04-06.pdf
10-21-2017 Upd ACA Compliance Flowchart Tool 2016/0/9-10
  • ACA_Tool_2016-09-10.pdf
03-05-2016 Upd Affordable Care Act Updates and Clarifications – TY2015 2016-02-29
  • ACA_Updates_and_Clarifications_for_TY2015_02-29-2016_with_chart.pdf
01-14-2017 Upd ACA Exemption Reference Guide TY16 01/09/2017
  • ACA_Exemption_Reference_Guide_TY16.pdf
01-23-2016 Upd 2015 ACA Practice Examples
  • 2015_ACA_Practice_Examples_2016-01-18.pdf
11-27-2015 Upd Affordable Care Act Updates and Clarifications – TY2014 11-20-2015
  • ACA_Updates_and_Clarifications_for_TY2014_2015-11-20.pdf
08-29-2015 Upd ACA Exemption Reference Guide TY14 03/03/2015
  • ACA_Exemption_Reference_Guide_03-03-2015.pdf
Tax Training • NTTC Webinars Upd
10-28-2017 Upd NTTC TRS Webinars October 18 and 20, 2017
  • NTTC_Oct_2017_TRS_Webinar_v4.pptx
10-07-2017 Upd NTTC TRS Webinars September 27 and 29, 2017
  • Dependency_and_Filing_Status_Regulation_Changes_2017-09.pptx
  • NTTC_Sep_2017_TRS_Webinar_Genr'l_Updates.pptx
  • NTTC_Sep_2017_TRS_Webinar_Immersion_Review.pptx
  • NTTC_Sep_2017_TRS_Webinar_TaxSlayer_Updates.pptx
Tax Software Upd
Tax Software • TaxSlayer Online Upd
09-30-2017 Upd Alternative Tax Software (TurboTax, etc.) Prohibited TY17
  • S10 - AlternativeTaxSoftwareProhibited TY17 - 072817.pdf (not d/l)
  • S10_-_AlternativeTaxSoftwareProhibited_TY17_-_072817.pdf
09-30-2017 Upd Ordering Tax Preparation Software Licenses – TY17
  • S11 - Ordering Software TY17 - 092717.pdf (not d/l)
  • S11_-_Ordering_Software_TY17_-_092717.pdf
09-30-2017 Upd TSO Site Selection and Troubleshooting Guide TY17
  • S20 TSOSiteInformationandTroubleshootingGuideTY17_092517.pdf (not d/l)
  • S20_TSOSiteInformationandTroubleshootingGuideTY17_092517.pdf
01-28-2017 Upd FAQs for TSO Guide TY16 - 01/24/17
  • S31_TSOFAQsGuideTY16_012417.pdf
11-04-2017 Upd IRS Fact Sheet: TaxSlayer Procedural Update 11/2/17
  • Fact_Sheet_TaxSlayer_Procedural_Updates_Final.pdf
02-11-2017 Upd Setup Guide for TaxSlayer Pro Online (TSO) TY16 - 02/08/17
  • S23_NTCSetupGuideforTaxSlayerProOnline(TSO)TY2016_020817.pdf
11-04-2017 Upd TaxSlayer Help Desk Support Schedule 11/1/17
  • TaxSlayer_HelpDesk_Hours_110117.pdf
09-30-2017 Upd TaxSlayer User Name Guide TY17
  • S25 TaxSlayer User Name GuidanceGuideTY17_092517.pdf (not d/l)
  • S25_TaxSlayer_User_Name_GuidanceGuideTY17_092517.pdf
Technology Upd
Technology • Equipment Upd
10-28-2017 Upd Equipment Repair, Replacement and Storage TY17
  • H18_EquipmentRepairReplacementandStorageTY17_102617.pdf
  • TY17_GW_RepairandReplaceProcess_COMPUTERS_102617.pdf
  • TY17_GWRepairandReplaceProcess_PRINTERS_102617.pdf
10-21-2017 Upd Donated and Locally Purchased Equipment TY17
  • H15 Donated and Locally Purchased Equipment_101717.pdf (not d/l)
  • H15_Donated_and_Locally_Purchased_Equipment_101717.pdf
09-10-2017 Upd GraceWorkz Consumable Ordering Instructions TY17
  • 2017-2018 Consumable_Ordering_Instructions.pdf (not d/l)
  • GraceWorkz_Listed_Consumables_TY17.pdf (not d/l)
  • GraceWorkz_Listed_Consumables_TY17.xlsx (not d/l)
  • 2017-2018_Consumable_Ordering_Instructions.pdf
  • GraceWorkz_Listed_Consumables_TY17.pdf
  • GraceWorkz_Listed_Consumables_TY17.xlsx
10-28-2017 Upd GraceWorkz Repair and Replace Process for Printers Only TY17
  • TY17_GWRepairandReplaceProcess_PRINTERS_102617.pdf (not d/l)
10-28-2017 Upd GraceWorkz Repair/Replace Process for Computers Only TY17
  • TY17_GW RepairandReplaceProcess_COMPUTERS_102617.pdf (not d/l)
12-10-2016 Upd How to Change and Update a Duplicate Asset Tag
  • HowtoChangeandUpdateDuplicateAssetTags.pdf
10-22-2016 Upd Print Drivers Guide TY16 10/17/16
  • H4_-_Print_Drivers_Guide_TY16.pdf
11-05-2016 Upd Printing and Print Cartridges TY16 10/31/16
  • H16_Printing_and_Print_Cartridges_103116.pdf
10-07-2017 Upd Tech Soup and How to Qualify Guide TY17
  • H12 TechSoup TY17 - 092117.pdf (not d/l)
  • H12_TechSoup_TY17_-_092117.pdf
11-05-2016 Upd Technology Purchasing Guide TY16 10/31/16
  • H14_Technology_Purchasing_Guide_TY16_103116.pdf
Technology • Images and Tune-up Upd
09-16-2017 Upd Host and Personal Computer Windows 10 Tune-up Guide TY17
  • H20 - Host and Personal Computer Tune-up Guide for Windows 10 TY17.pdf (not d/l)
  • H20_-_Host_and_Personal_Computer_Tune-up_Guide_for_Windows_10_TY17.pdf
09-16-2017 Upd Host and Personal Computer Windows 7 Tune-up Guide TY17
  • H21 - Host and Personal Computer Tune-up Guide for Windows 7 TY17.pdf (not d/l)
  • H21_-_Host_and_Personal_Computer_Tune-up_Guide__for_Windows_7_TY17.pdf
10-28-2017 Upd Installing the AARP Foundation Tax-Aide Generic Windows 10 Professional System Image for Tax Year 2017
  • H25_Installing_a_Generic_Windows_10_Image_2017_0824.pdf
  • H25 Installing a Generic Windows 10 Image 2017_0824.pdf (not d/l)
10-28-2017 Upd Installing the AARP Foundation Tax-Aide Generic Windows 7 Professional System Image for Tax Year 2017
  • H24_Installing_a_Generic_Windows_7_Image_2017_0724.pdf
  • H24 Installing a Generic Windows 7 Image 2017_0724.pdf (not d/l)
09-16-2017 Upd IRS Laptop Tune-up Guide TY17
  • H19 - IRS Laptop Tune-up Guide TY17.pdf (not d/l)
  • H19_-_IRS_Laptop_Tune-up_Guide__TY17.pdf
08-19-2017 Upd Windows Images TY17
  • H22 Windows Images TY17.pdf (not d/l)
  • H22_Windows_Images_TY17.pdf
Technology • Networking Upd
11-18-2017 Upd Cellular Hotspot Setup Guide TY17
  • H54_Cellular_Hotspot_Setup_Guide_TY17_111217.pdf
11-18-2017 Upd Client Mode Setup Guide for IOGEAR GMU727 TY17
  • H61_Client_Mode_Setup_Guide_for_IOGEAR_GWU627_TY17_111217.pdf
11-18-2017 Upd Counselor Laptop Setup Guide TY17
  • H55_Counselor_Laptop_Setup_Guide_TY17_111217.pdf
11-18-2017 Upd Generic Router Setup Guide TY17
  • H52_Generic_Router_Setup_Guide_TY17_111217.pdf
11-18-2017 Upd Internet Access Computer Setup Guide TY17
  • H53_Internet_Access_Computer_Setup_Guide_TY17_111217_(1).pdf
11-18-2017 Upd Netis WF-2411 Wireless Router Full Configuration Guide TY17
  • H58_Netis_WF-2411_Wireless_Router_Configuration_Guide_TY17_11217.pdf
11-18-2017 Upd Network Configuration Guide TY17
  • H51_Network_Configuration_Guide_TY17_111217.pdf
11-18-2017 Upd Network Printer Setup Guide TY17
  • H56_Network_Printer_Setup_Guide_TY17_111217.pdf
11-18-2017 Upd Overview of Wireless Network, Printer, and Laptop Setup Guides for Tax-Aide TY17
  • H50_-_Overview_of_Setup_Guides_for_Tax-Aide_TY17_111217.pdf
11-11-2017 Upd WISP Setup Guide for TP-Link TL-WR802N TY17
  • H62_WISP_Setup_Guide_for_TP-WR802N_102217.pdf
11-11-2017 Upd WISP Setup Guide for TP-Link TL-WR810N TY17
  • H63_WISP_Setup_Guide_for_TP-WR810N_102217.pdf
02-04-2017 Upd Configuration Guide for USB Print Servers TY16 01/24/17
  • H60_ConfigurationGuideforUSBPrintServersTY16_012417.pdf
11-18-2017 Upd Daily Setup Procedures Guide TY17
  • H57_Daily_Setup_Procedures_Guide_TY17_111217.pdf
01-14-2017 Upd Reporting Router Issues 01/13/17
  • Router_not_working_Reporting_Memo.pdf
10-29-2016 Upd Verizon MiFi 5510L Wireless Hotspot Configuration Demo TY16
01-14-2017 Upd Verizon Wireless Hotspot Configuration Guide TY16 - 01/09/17
  • H5_-_Verizon_Wireless_Hotspot_Configuration_Guide_TY16.pdf
Technology • Non-Tax Software Upd
10-28-2017 Upd Operating System and Browser Requirements TY17
  • S15_-_Operating_System_and_Browser_Requirements_TY17_102017.pdf
10-28-2017 Upd Software For Tax-Aide Guide TY17
  • S8_-_SoftwareforTaxAideTY17_102417.pdf
Technology • Security Upd
09-16-2017 Upd Anti-Virus Program for Tax-Aide Computers TY17
  • H7 Antivirus for TaxAide TY17 - 072817.pdf (not d/l)
  • H7_Antivirus_for_TaxAide_TY17_-_072817.pdf
12-17-2016 Upd Computer Security Scanning Guide TY16 - 12/16/16
  • H-9_Computer_Security_Scans_TY16_1215516.pdf
01-14-2017 Upd Secure Folders TY16 01/11/17
  • H6_SecureFolders2016_010917.pdf
01-14-2017 Upd Taxpayer pdf Documents and Secure Folders - 01/13/17
  • H6_-_Taxpayer_pdf_Documents_and_Secure_Folders_-_2016_(Rev._01112017).pdf
Technology • Tech Bulletins Upd
11-11-2017 Upd Technology Bulletin TY2017-01
  • Tech_BulletinTY2017-01.pdf
11-11-2017 Upd Technology Bulletin TY2017-02
  • Tech_BulletinTY2017-02.pdf
Technology • Training Upd
11-18-2017 Upd IRS Pub 3189 Replacement Guide TY17
  • H44_-IRS_Pub_3189_Replacement_GuideTY17_110717.pdf
09-23-2017 Upd SCHEDULE OF E-FILE EVENTS TY17
  • H41 Schedule of E-File Events TY17 - 091917.pdf (not d/l)
  • H41_Schedule_of_E-File_Events_TY17_-_091917.pdf
11-05-2016 Upd Document Retention & ERO Paper Flow Guide TY16 - 10/15/16
  • Doc_Retention__ERO_Paperflow_TY16_-_101516.pdf
Special Reports Upd
Special Reports • National All Active Sites Upd
11-11-2017 Upd National All Active Sites 11/07/2017
  • NationalAllActiveSites_11072017.xlsx
10-07-2017 Upd National All Active Sites 10/03/2017
  • NationalAllActiveSites10032017.xlsx
09-23-2017 Upd National All Active Sites 09/17/2017
  • NationalAllActiveSites09172017.xlsx
08-26-2017 Upd National All Active Sites 08/18/2017
  • NationalAllActiveSites08182017.xlsx
08-19-2017 Upd National All Active Sites 08/06/2017
  • NationalAllActiveSites08062017.xlsx
08-19-2017 Upd National All Active Sites 07/24/2017
  • NationalAllActiveSites07242017.xlsx
07-15-2017 Upd National All Active Sites 07/09/2017
  • NationalAllActiveSites07092017.xlsx
07-15-2017 Upd National All Active Sites 05/31/2017
  • NationalAllActiveSites05312017.xlsx
07-15-2017 Upd National All Active Sites 05/14/2017
  • NationalAllActiveSites051417.xlsx
04-08-2017 Upd National All Active Sites 04/03/2017
  • NationalAllActiveSites04032017.xlsx
03-25-2017 Upd National All Active Sites 03/20/2017
  • NationalAllActiveSites_03202017.xlsx
03-11-2017 Upd National All Active Sites 03/06/2017
  • NationalAllActiveSites_03.06.17.xlsx
07-15-2017 Upd ***Sorting Site Reports***
  • SortingSiteReports053117.pdf
Special Reports • National Master SIDN Upd
11-11-2017 Upd National Master SIDN 11/07/2017
  • NationalMasterSIDN_11072017.xlsx
10-07-2017 Upd National Master SIDN 10/03/2017
  • NationalMasterSIDN10032017.xlsx
09-23-2017 Upd National Master SIDN 09/17/2017
  • NationalMasterSIDN09172017.xlsx
08-26-2017 Upd National Master SIDN 08/18/2017
  • NationalMasterSIDN08182017.xlsx
08-19-2017 Upd National Master SIDN 08/06/2017
  • NationalMasterSIDN08062017.xlsx
08-19-2017 Upd National Master SIDN 07/24/2017
  • NationalMasterSIDN07242017.xlsx
07-15-2017 Upd National Master SIDN 07/09/2017
  • NationalMasterSIDN07092017.xlsx
07-15-2017 Upd National Master SIDN 05/31/2017
  • NationalMasterSIDN05312017.xlsx
07-15-2017 Upd National Master SIDN 05/14/2017
  • NationalMasterSIDN05142017.xlsx
04-08-2017 Upd National Master SIDN 04/03/2017
  • NationalMasterSIDN04032014.xlsx
03-25-2017 Upd National Master SIDN 03/20/2017
  • NationalMasterSIDN_03202017.xlsx
03-11-2017 Upd National Master SIDN 03/06/2017
  • NationalMasterSIDN_03.06.17.xlsx
Special Reports • National All Prospects Upd
11-11-2017 Upd National All Prospect 11/06/2017
  • NationalAllProspect_11062017.xlsx
10-07-2017 Upd National All Prospect 10/03/2017
  • NationalAllProspect10032017.xlsx
09-23-2017 Upd National All Prospect 09/17/2017
  • NationalAllProspect09172017.xlsx
08-26-2017 Upd National All Prospect 08/18/2017
  • NationalAllProspect08182017.xlsx
08-19-2017 Upd National All Prospect 08/06/2017
  • NationalAllProspect08062017.xlsx
08-19-2017 Upd National All Prospect 07/24/2017
  • NationalAllProspect07242017.xlsx
07-15-2017 Upd National All Prospect 07/09/2017
  • NationalAllProspect07092017.xlsx
07-15-2017 Upd National All Prospect 05/31/2017
  • NationalAllProspect05312017.xlsx
07-15-2017 Upd National All Prospect 05/14/2017
  • NationalAllProspect05142017.xlsx
04-08-2017 Upd National All Prospect 04/03/2017
  • NationalAllProspect04032017.xlsx
03-25-2017 Upd National All Prospect 03/20/2017
  • NationalAllProspects_03202017.xlsx
03-11-2017 Upd National All Prospect 03/06/2017
  • NationalAllProspect_03.06.17.xlsx
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
11-05-2016 Upd AARP Foundation Tax-Aide Online Inventory System (OIS) Error Reporting and Enhancement Request - 10/11/16
  • OIS__Error_Reporting__Instructions.pdf
11-05-2016 Upd Tax-Aide Inventory Agent (TIA) Tool v 2.15 11/01/16
  • TIA_Install_v2.15.exe
11-05-2016 Upd TIA Asset Tag, District, State Update Tool 11/01/16
  • TIA_EditAssetTagEtc.exe
TCS Documents • TCS Webinars Upd
11-04-2017 Upd TCS Webinars 11/01/17 & 11/02/17
  • 2017_Nov_TCS_Webinar_Imaging_Update.pdf
  • 2017_OneSupport_for_TCS_Webinar.pdf
09-30-2017 Upd TCS Webinars 09/27/17 & 09/28/17
09-16-2017 Upd TCS Webinars 09/06/17 & 09/07/17
  • 2017 Aug TCS Webinar Win 10 and Router usage.pdf (not d/l)
  • 2017 Aug TCS Webinar Win 10 and Router usage.pptx (not d/l)
  • 2017-2018 Consumable_Ordering_Instructions.pdf (not d/l)
  • 2017_Software_Ordering.pdf (not d/l)