TaxPrep4Free.org   Resources for Volunteer Tax Preparers This is for TY2016
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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 TY2016 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 04-29-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
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 CyberTax CyberTax TY2016-05: Thank You!
  • CyberTax_TY2016-05.pdf
Communication General Local and District Coordinator message: End of season reminders 04/27/17
  • LCDCmessage042717.pdf
Communication SMT Roundup SMT Roundup 04/27/17
  • SMT_042717.pdf
Communication SMT Roundup SMT Roundup 04/20/17
  • SMT_042017.pdf
Communication SMT Roundup SMT Roundup 4/13/17
  • SMT_041317.pdf
Leadership Training Manuals SC Guide Resource 10: Standard Letters Addressed to IRS Requesting Penalty Waiver 04/20/17
  • Did_not_e-file_template_letter.docx
  • IRS_change_to_return_waive_penalties_request_template.docx
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Release 3.1 Update (Known Issues) 04/28/2017
  • VolunteerPortalRelease31KnownIssues_04282017.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Major Release 04/20/2017
  • VolunteerPortalMajorRelease_04202017.pdf
Tax Training TaxSlayer TaxSlayer Enhancement Suggestions for TY2017 - 04/19/2017
  • 01_TaxSlayer_Federal_Defects.pdf
  • 02_TaxSlayer_Entry_Enhancements.pdf
  • 03_TaxSlayer_Site_Management_Enhancements.pdf
  • 04_TaxSlayer_Productivity_Enhancements.pdf
Technology Tech Bulletins TCS Bulletin TY2016-06: 2017 Technology Survey – Addendum 04/14/17
  • TCSBulletin201606_2017TechnologySurveyAddendum_041417.pdf

Updates 04-08-2017

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 SMT Roundup SMT Roundup 4/06/17
  • SMT_040617.pdf
Tax Training TaxSlayer TaxSlayer Enhancements Defect Template 04/06/2017
  • TaxSlayer_Enhancements_Defect_Template.docx
  • TaxSlayer_Enhancements_Defect_Template.pdf
Tax Training Affordable Care Act (ACA) Training Guidance For TaxSlayer ACA Calculation Issues - 04/06/2017
  • Procedure_For_Handling_Returns_with_ACA_Errors_2017-04-06.pdf
Special Reports National All Active Sites National All Active Sites 04/03/2017
  • NationalAllActiveSites04032017.xlsx
Special Reports National Master SIDN National Master SIDN 04/03/2017
  • NationalMasterSIDN04032014.xlsx
Special Reports National All Prospects National All Prospect 04/03/2017
  • NationalAllProspect04032017.xlsx

Updates 04-01-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 5244 Social Media Toolkit 0417 03-30-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 3/30/17
  • 2017_InventoryReminderandKeyDatesInformationTY16_033017.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Minor Release 03/29/2017
  • VolunteerPortalMinorRelease_03292017.pdf
Tax Training Affordable Care Act (ACA) Training Guidance For TaxSlayer ACA Calculation Issues - 03/30/2017
  • ACA_Issues_Scenarios_and_Guidance_2017-03-30.docx
  • ACA_Issues_Scenarios_and_Guidance_2017-03-30.pdf
Technology Tech Bulletins TCS Bulletin TY2016-05: 2017 Technology Survey 03/31/17
  • TCSBulletin201605_2017TechnologySurvey_033117.pdf

Updates 03-25-2017

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

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Special Reports National All Active Sites National All Active Sites 03/20/2017
  • NationalAllActiveSites_03202017.xlsx
Special Reports National Master SIDN National Master SIDN 03/20/2017
  • NationalMasterSIDN_03202017.xlsx
Special Reports National All Prospects National All Prospect 03/20/2017
  • NationalAllProspects_03202017.xlsx
Special Reports National All Active Volunteers Requesting a copy of the National All Active Volunteers Report
Special Reports National Leadership Roster Requesting a copy of the National Leadership Roster Report

Updates 03-18-2017

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 SMT Roundup SMT Roundup 3/16/17
  • SMT_031617.pdf
Technology Tech Bulletins Technology Bulletin TY2016-01: Return Equipment Reminder 03/17/17
  • Tech_BulletinTY2016-01.pdf

Updates 03-11-2017

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

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 3/9/17
  • SMT_030917.pdf
Tax Training Tools 2016 Tax Prep Tools and Helpful Weblinks 2017-03-05
  • 2016_EITC_Graph.pdf
  • Education_Spreadsheet_2016-07-29_v10.zip
  • Helpful_Weblinks_2017-03-05.pdf
  • Mortgage_COD_Flowchart_2016.pdf
Special Reports National All Active Sites National All Active Sites 03/06/2017
  • NationalAllActiveSites_03.06.17.xlsx
Special Reports National All Active Volunteers National All Active Volunteer Report 03/06/2017
  • NationalAllActiveVolunteers_03.06.17.xlsx
Special Reports National Leadership Roster National Leadership Roster 03/06/2017
  • NatioanlLeadershipRoster_03.06.17.xlsx
Special Reports National Master SIDN National Master SIDN 03/06/2017
  • NationalMasterSIDN_03.06.17.xlsx
Special Reports National All Prospects National All Prospect 03/06/2017
  • NationalAllProspect_03.06.17.xlsx

Updates 03-04-2017

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 CyberTax CyberTax TY2016-04: Claiming Education Benefits and Continuing Education Credits Process
  • CyberTax_TY_2016-04__Claiming_Education_benefits_and_Continuing_Education_Credits_with_link.pdf
Communication SMT Roundup SMT Roundup 3/2/17
  • SMT_030217.pdf
OneSupport Help Center Support Site Map - rev 3/3/17
Operational Procedures & Volunteer Portal Locations & Program Metrics (Site Activity) Program Metrics (Site Activity) Collection Template TY16 2/27/17
  • Program_Metrics_Collection_Form_TY16.xls
Tax Training TaxSlayer TaxSlayer 2016 Tips v4 2017-03-02
  • TaxSlayer_2016_Tips_v4.pdf
Tax Training NTTC Webinars NTTC TRS Webinars March 1 and 2, 2017
  • NTTC_March_2017_Webinar_v8.pdf
  • NTTC_March_2017_Webinar_v8.pptx

Updates 02-25-2017

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

New/Updated Property Tax Reimbursement (Senior Freeze) Forms

Property Tax Reimbursement (Senior Freeze) Forms (PTR-1 etc)


OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 2/23/17
  • SMT_022317.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide VOLUNTEER PORTAL GUIDE INDEX 02/21/2017
  • VolunteerPortalGuideIndex_02212017.pdf

Updates 02-18-2017

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 CyberTax CyberTax TY2016-03: Welcome to our 49th season
  • CyberTax_021717.pdf
Communication SMT Roundup SMT Roundup 2/16/17
  • SMT_021617.pdf

Updates 02-11-2017

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

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication Volunteer Communications Materials Tax ID Theft Awareness Presentation - 02/06/2017
Communication General TAXSLAYER ISSUE UPDATE (AFTERNOON) 02/10/17
  • TaxSlayer_Issue_Update_(Afternoon)_February_10.pdf
Communication SMT Roundup SMT Roundup 2/9/17
  • SMT_020917.pdf
Tax Training TaxSlayer TaxSlayer 2016 Tips v3a 2017-02-09
  • TaxSlayer_2016_Tips_v3a.docx
  • TaxSlayer_2016_Tips_v3a.pdf
Tax Software TaxSlayer Online Setup Guide for TaxSlayer Pro Online (TSO) TY16 - 02/08/17
  • S23_NTCSetupGuideforTaxSlayerProOnline(TSO)TY2016_020817.pdf
Technology Equipment GraceWorkz Consumable Ordering Instructions TY16 10/18/16
  • 2016-2017_Consumable_Ordering_Instructions_101816.pdf
  • GraceWorkz_Listed_Consumables_TY16_011017.pdf
  • GraceWorkz_Listed_Consumables_TY16_011017.xlsx

Updates 02-04-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 17 (SP) Your Federal Income Tax (Spanish version) 2016 01-31-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication Volunteer Communications Materials Email Template (Program Promotion) - 01/30/2017
  • sample (not d/l)
Communication Volunteer Communications Materials Social Media Resources (Program Promotion) - 01/30/2017
Communication Volunteer Communications Materials Radio Scripts (Program Promotion) - 01/30/2017
Communication Volunteer Communications Materials Print Collateral (Program Promotion) - 01/24/2017
  • Program_Promotion_Poster_English_-_D143.pdf
  • Program_Promotion_Poster_Spanish.PDF
Communication Volunteer Communications Materials Social Media Resources (Recruitment) - 09/26/16
Communication Volunteer Communications Materials Email Template (Recruitment) - 09/07/2016
  • Sample_Tax-Aide_Email_Template_09072016.pdf
Communication Volunteer Communications Materials Print Collateral (Recruitment) - 09/27/2016
  • Program Promotion Poster English - D143.pdf (not d/l)
  • Program Promotion Poster Spanish.PDF (not d/l)
  • Volunteer_Recruitment_Brochure_English_09072016.pdf
  • Volunteer_Recruitment_Brochure_Spanish_09072016.pdf
  • Volunteer_Recruitment_Poster_English_09072016.pdf
  • Volunteer_Recruitment_Poster_Spanish_09072016.pdf
Communication Volunteer Communications Materials Radio Scripts (Recruitment) - 09/07/2016
  • 30_Volunteer_Recruitment_Script_English_09072016.pdf
  • 30_Volunteer_Recruitment_Script_Spanish_09072016.pdf
Communication General TAXSLAYER ISSUE UPDATE (EVENING) 02/03/17
  • TaxSlayer_Issue_Update_(Evening)_020317.pdf
Communication SMT Roundup SMT Roundup 2/1/17
  • SMT_020117.pdf
General Program Management Tax Exempt Nevada Tax Exemption Certificate (Expires 01-31-2022)
  • AARP Foundation - Nevada exemption 2017.pdf (not d/l)
Operational Procedures & Volunteer Portal Volunteer Portal Guide VOLUNTEER PORTAL GUIDE INDEX 02/03/2017
  • VolunteerPortalGuideIndex_02032017.pdf
Tax Training TaxSlayer TaxSlayer 2016 Tips 2017-02-03
  • TaxSlayer_2016_Tips_v3_2017-02-03.docx
  • TaxSlayer_2016_Tips_v3_2017-02-03.pdf
Tax Training Policy/Tax Law State Tax Assistance Program - Intake Sheets 01/29/2017
  • 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
Tax Training Tools Publication 4012 with NTTC Tax-Aide Modifications for TY 2016 1/28/2017
  • 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)
Tax Software TaxSlayer Online ERO/Transmitter Training TY16 02/01/17
  • S26_ERO_Transmitter_Training__TY16_1_30_2017_(Revised).pdf
  • S26_ERO_Transmitter_Training__TY16_1_30_2017_(Revised).pptx
Technology Networking Configuration Guide for USB Print Servers TY16 01/24/17
  • H60_ConfigurationGuideforUSBPrintServersTY16_012417.pdf
Technology Networking Tax-Aide Daily Wireless Network Setup Sequence 02/01/17
  • H56_-_Tax-Aide_Daily_Wireless_Network_Setup_Sequence_020117.pdf
Technology Tech Bulletins ERO Bulletin TY2016-01: TaxSlayer and Others Support Information 12/01/16
Technology Tech Bulletins ERO Bulletin TY2016-02: TaxSlayer Stress Test - January 9th 01/05/17
  • EROBulletinTS201602_TaxSlayerStressTest_010517.pdf
Technology Tech Bulletins ERO Bulletin TY2016-03: TaxSlayer Stress Test #3 - January 17th 01/12/17
  • ERO_Bulletin_TY16-03_-_TaxSlayer_Stress_Test_3_-_January_17th.pdf
Technology Tech Bulletins ERO Bulletin TY2016-04: ERO Bulletin TY16-04: TaxSlayer Opening Day Issues 02/01/17
  • EROBulletinTY201604_TaxSlayerOpeningDayIssues_020117.pdf

Updates 01-28-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 3676-A (EN-SP) IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) 1016 01-27-2017
Publ 4012 VITA/TCE Volunteer Resource Guide 1216 01-24-2017
Publ 525 Taxable and Nontaxable Income 2016 01-23-2017

New/Updated NJ Gross Income Tax Forms

NJ Gross Income Tax Forms (NJ-1040 etc)


OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication Volunteer Communications Materials Program Promotion Brochures (2017) - 01/24/2017
Communication Volunteer Communications Materials 2016 State Summary Statistics - 01/24/2017
  • 2016_State_Summary_01242017.xlsx
Communication Volunteer Communications Materials 2017 Tax Season State Press Release Templates - 01/24/2017
  • Tax_Aide_SwissCheese__2017_Release_final.docx
  • Tax_Aide_SwissCheese__SPANISH2017_Release_final.docx
Communication General Glossary - 09/06/16
  • Glossary090616.pdf
Communication General Happenings Winter 2017- 1/26/2017
  • Happenings_2017_FINAL.PDF
Communication SMT Roundup SMT Roundup 1/25/17
  • SMT_012517.pdf
General Program Management Awards and Recognition AARP Foundation Tax-Aide Fellows Recipients 01/18/2017
  • Volunteers_who_have_been_named_as_AARP_Foundation_Tax_Aide_Fellows...as_of_1_18_2017.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Minor Release 01/25/2017
  • VolunteerPortalMinorRelease_01252017.pdf
Tax Training Scope Tax-Aide Scope Summary TY2016 2017-01-25
  • Tax-Aide_Scope_Summary_TY16_v3.pdf
Tax Training TaxSlayer TaxSlayer 2016 Tips 2017-01-21
  • TaxSlayer_2016_Tips_2017-01-25.docx
Tax Training Policy/Tax Law IRS SPEC ITIN Guidance 2017-01-25
  • SPEC_ITIN_Guidance__Jan_25_2017.PDF
Tax Training Policy/Tax Law Quality Review with TaxSlayer 2017-01-25
  • 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 - 2017-01-25
  • Schedule_C_Guidelines_Summary_TY16_v2.pdf
Tax Training Policy/Tax Law State Tax Assistance Program - Intake Sheets 01/27/2017
  • Illinois_Intake_Form_TY16.pdf
  • Kentucky_Intake_Form_TY16.pdf
  • Michigan_Intake_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
Tax Training Policy/Tax Law State Tax Assistance Program - TY2016 (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
Tax Software TaxSlayer Online TSO Site Information and Troubleshooting Guide TY16 - 01/24/17
  • S20_TSOSiteInformationandTroubleshootingGuideTY16_012417.pdf
Tax Software TaxSlayer Online FAQs for TSO Guide TY16 - 01/24/17
  • S31_TSOFAQsGuideTY16_012417.pdf
Technology Networking Configuration Guide for USB Print Servers TY16
  • H60_ConfigurationGuideforUSBPrintServersTY16_012417.pdf

Updates 01-21-2017

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 SMT Roundup SMT Roundup 1/18/17
  • SMT_011817.pdf
Tax Training Policy/Tax Law State Tax Assistance Program - Intake Sheets 01/18/2017
  • Illinois_Intake_Form_TY16.pdf
  • Kentucky_Intake_Form_TY16.pdf
  • Michigan_Intake_TY15.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
Tax Training Tools Answering the Due Diligence Questions 2017-1-11
  • Answering_the_Due_Diligence_Questions_2017-1-17.pdf
Tax Training Tools NTTC Workbook TY2016 – 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
  • Workbook_Answers_-_errata_2017-01-16_(Itemized_and_Standard_Deductions_Q9).pdf
Tax Software TaxSlayer Online Setup Guide for TaxSlayer Pro Online (TSO) TY16 - 01/18/17
  • NTCSetupGuideforTaxSlayerProOnline(TSO)TY2016_011817.pdf
Tax Software TaxSlayer Online Multi-Factor Authentication (MFA) for TSO TY16 01/18/17
  • S21_MultifactorAuthenticationforTSO_011817.pdf
Technology Equipment Equipment Inventory Reporting Guide TY16 01/18/17
  • H13_EquipmentInventoryReportingTY16_011117.pdf

Updates 01-14-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 1040-ES Estimated Tax for Individuals 2017 01-13-2017
Form 6744 VITA/TCE Volunteer Assistor's Test/Retest 1216 01-12-2017
Form 6729 Site Review Sheet 0117 01-12-2017
Publ 4299 Privacy, Confidentiality, and Civil Rights - A Public Trust 1216 01-12-2017
Publ 5220 VITA/TCE Volunteer Site Scope & Referral Chart 1216 01-11-2017
Publ 4491 VITA/TCE Training Guide 1216 01-10-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 1/11/17
  • SMT_011117.pdf
Tax Training Policy/Tax Law State Tax Assistance Program - Intake Sheets 01/13/2017
  • Illinois_Intake_Form_TY16.pdf
  • Kentucky_Intake_Form_TY16.pdf
  • Michigan_Intake_TY15.pdf
  • New_York_Intake_TY15.pdf
  • Ohio_Intake_TY15.pdf
  • Pennsylvania_Intake_TY15.pdf
  • South_Carolina_Intake_TY15.pdf
  • Wisconsin_Intake_TY15.pdf
Tax Training Tools Publication 4012 With NTTC Tax-Aide Modifications For TY 2016 1/11/2017
  • Pub_4012_with_NTTC_Modifications_v3_2017-01-11.pdf
  • Changes_between_v1_and_v2.pdf
  • Changes_between_v2_and_v3.pdf
  • Cut_and_Tape_v3.pdf
  • Print_and_Punch_v3.pdf
  • Pub_4012_with_NTTC_Modifications_v3_2017-01-11.pdf
Tax Training Affordable Care Act (ACA) Training ACA Exemption Reference Guide TY16 01/09/2017
  • ACA_Exemption_Reference_Guide_TY16.pdf
Tax Software TaxSlayer Online Setup Guide for TaxSlayer Pro Online (TSO) TY16 - 01/02/17
  • NTC_Setup_Guide_for_TaxSlayer_Pro_Online_(TSO)_TY2016_01022017.pdf
Technology Networking Reporting Router Issues 01/13/17
  • Router_not_working_Reporting_Memo.pdf
Technology Networking Verizon Wireless Hotspot Configuration Guide TY16 - 01/09/17
  • H5_-_Verizon_Wireless_Hotspot_Configuration_Guide_TY16.pdf
Technology Security Taxpayer pdf Documents and Secure Folders - 01/13/17
  • H6_-_Taxpayer_pdf_Documents_and_Secure_Folders_-_2016_(Rev._01112017).pdf
Technology Security Secure Folders TY16 01/11/17
  • H6_SecureFolders2016_010917.pdf
Technology Tech Bulletins ERO Bulletin TY16-03: TaxSlayer Stress Test #3 - January 17th
  • ERO_Bulletin_TY16-03_-_TaxSlayer_Stress_Test_3_-_January_17th.pdf

Updates 01-07-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 974 Premium Tax Credit (PTC) 2016 01-03-2017

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 1/4/17
  • SMT_010417.pdf
General Program Management Administrative Taxpayer Information and Responsibilities (TY2016)
  • Taxpayer_Info_Responsibility_Sheet_(TY2016).pdf
Tax Training Tools Publication 4012 with NTTC Tax-Aide Modifications for TY 2016 1/5/2017
  • Pub_4012_with_NTTC_Modifications_v2_2017-01-04.pdf
  • List_of_changes_2017-01-04.pdf
  • Pub_4012_changes_v2_2017-01-04.pdf
  • Cut and Tape (not d/l)
  • Print and Punch (not d/l)
Tax Training Materials/Presentations NTTC Self-Study Training (TY 2016) Rel 1.1
  • Self-Study_Rel_1.1.zip
  • Self-study_Rel_1.1_(pdf).zip
Tax Software TaxSlayer Online Setup Guide for TaxSlayer Pro Online (TSO) TY16 - 01/22/17
  • NTC_Setup_Guide_for_TaxSlayer_Pro_Online_(TSO)_TY2016_01022017.pdf
Technology Tech Bulletins ERO Bulletin TS2017-02: TaxSlayer Stress Test - January 9th
  • EROBulletinTS201602_TaxSlayerStressTest_010517.pdf
Technology Tech Bulletins ERO Bulletin TS2017-01: TaxSlayer and Others Support Information
Technology Tech Bulletins TCS Bulletin TY2016-04: Online Inventory System (OIS) “RP” Information Update 01/04/17
  • TCSBulletin201604_OISRPInformationUpdate_010417.pdf

Updates 01-02-2017

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 4491-X VITA/TCE Training Supplement Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) 1216 12-29-2016
Publ 4152 Electronic Toolkit for Nonresident Alien VITA/TCE Sites 1015 12-29-2016
Publ 17 Your Federal Income Tax (For Individuals) 2016 12-28-2016
Publ 974 Premium Tax Credit (PTC) 2016 12-22-2016
Inst 1040 Instructions for Form 1040, U.S. Individual Income Tax Return 2016 12-20-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 12/28/16
  • SMT_122816.pdf
Communication SMT Roundup SMT Roundup 12/21/16
  • SMT_122116.pdf
General Program Management General Continuing Education Credits – Tax Year 2016
  • Continuing Education Credits – TY16.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide VOLUNTEER PORTAL GUIDE INDEX 12/21/2016
  • VolunteerPortalGuideIndex_12212016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - ISSUE AN INVITATION TO ACCESS THE PORTAL 12/21/2016
  • 2_Issue_an_Invitation_to_Access_the_Portal.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - RESPONDING TO AN INVITATION TO ACCESS THE PORTAL 12/21/2016
  • RespondingToAnInvitationToAccessThePortal_12212016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 4 - DIRECT TO THE TAX-AIDE APPLICATION 09/01/2016
  • 4_Direct_to_the_Tax-Aide_Application_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 5 - ON-BOARDING OVERVIEW 09/01/2016
  • 5_Section_5_-_On-Boarding_08.31.2016.pdf
Operational Procedures & Volunteer Portal Locations & Program Metrics (Site Activity) Program Metrics (Site Activity) TY2016
  • NLT_Activity_Reporting_08092016.xlsx
Tax Training Tools Pub 4012 with NTTC Changes 12/28/2016
  • Cut_and_Tape_version_4012_changes.zip
  • Print_and_Punch_Version_(large).pdf
  • Pub_4012_with_NTTC_Changes_2016-12-28a_(high_res).pdf
  • Cut and Tape (not d/l)
  • Print and Punch (whole pages) (not d/l)
Tax Training Materials/Presentations TY16 NTTC Training Slides Rel 2 - 12/22/2016
  • NTTC_Training_Slides_Rel_2_Lessons_01-07.zip
  • NTTC_Training_Slides_Rel_2_Lessons_08-13.zip
  • NTTC_Training_Slides_Rel_2_Lessons_14-22.zip
  • NTTC_Training_Slides_Rel_2_Lessons_23-30.zip
  • NTTC_Training_Slides_Rel_2_Lessons_31-36.zip
  • NTTC_Training_Slides_Rel_2_Lessons_37-41.zip
  • NTTC_Training_Files_TY16_Release_2_Update_Notes.pdf
  • README_-_NTTC_Training_Files_TY16_Rel_2.pdf
Tax Training Affordable Care Act (ACA) Training NTTC Guidance for Unclaimed Dependent for ACA 2016-12-28
  • NTTC_Guidance_for_Unclaimed_Dependent_for_ACA_2016-12-28.pdf
Tax Training NTTC Webinars NTTC TRS Webinars December 21 and 23, 2016
  • 2016-Dec_TRS_Webinar_-_ACA.pptx
  • Education_Calculator_Results.pdf
  • NTTC_December_2016_Webinar.pptx
Tax Software TaxSlayer Online Setup Guide for TaxSlayer Pro Online (TSO) - TY16 - 12/27/16
  • NTCSetupGuideforTaxSlayerProOnline(TSO)TY2016_122716.pdf
Technology Tech Bulletins TCS Bulletin TY2016-03: TaxSlayer Pro Online Information 12/28/16
  • TCSBulletin2016-03_TaxSlayerProOnlineInformation122816.pdf
Technology Training ERO/Transmitter Training TY16 12/27/16
  • S26_ERO_Transmitter_Training__TY16_12272016.pdf
  • S26_ERO_Transmitter_Training__TY16_12272016.pptx
TCS Documents TCS Webinars TCS Webinars 01/04/17 & 01/05/17
  • December_TCS_Webinars122816.pdf

Updates 12-17-2016

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 SMT Roundup SMT Roundup 12/14/16
  • SMT_121416.pdf
Operational Procedures & Volunteer Portal ADS Information ADS WebEx Recording 12/12/16 & 12/14/16
Tax Software TaxSlayer Online Setup Guide for TaxSlayer Pro Online (TSO) TY16 - 12/16/16
  • NTCSetupGuideforTaxSlayerProOnline(TSO)TY2016_121616.pdf
Technology Security Computer Security Scanning Guide TY16 - 12/16/16
  • H-9_Computer_Security_Scans_TY16_1215516.pdf

Updates 12-10-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Inst 1040 (Schedule A) Instructions for Schedule A (Form 1040), Itemized Deductions 2016 12-08-2016
Publ 4491-A VITA/TCE Training Guide - Consolidated Changes 1016 12-07-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 12/07/16
  • SMT_120716.pdf
Leadership Training SMT Training ADS SMT Training
  • SMTADSTraining_072016.pptx
Operational Procedures & Volunteer Portal Locations & Program Metrics (Site Activity) Program Metrics (Site Activity) Report TY2015
  • 12092016_NLY_Activity_Reporting.xlsx
Tax Training Instructor Plans and Aids 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)
Tax Training Immersion Training Lesson Plans - Immersion - Series II 2016-12-08
  • Ser_II_Lessons_v3a_(.docx_files).zip
  • Ser_II_Lessons_v3b_(.doc_files_for_OpenOffice_users).zip
Tax Software TaxSlayer Online Setup Guide for TaxSlayer Pro Online (TSO) TY16 - 12/09/16
  • NTCSetupGuideforTaxSlayerProOnline(TSO)TY2016_120816.pdf
Technology Equipment How to Change and Update a Duplicate Asset Tag
  • HowtoChangeandUpdateDuplicateAssetTags.pdf
Technology Networking Tax-Aide Wireless Network, Printer, and Laptop Setup Overview 12/07/16
  • H52TaxAideWirelessNetworkPrinterandLaptopSetupOverview_120716.pdf

Updates 12-03-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 1040 U.S. Individual Income Tax Return 2016 11-29-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 11/30/16
  • SMT_113016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide VOLUNTEER PORTAL GUIDE INDEX 12/02/2016
  • VolunteerPortalGuidIndex_12022016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - LOGGING INTO THE PORTAL 12/02/2016
  • LoggingIntoThePortal_12022016.pdf
Tax Training Scope Tax-Aide Scope Manual TY16 Updated 11/28/2016
  • AARP_Tax-Aide_Scope_Manual_TY16_Rel_2.pdf
Tax Training Scope Tax-Aide Scope Summary TY2016 11/29/2016
  • Tax-Aide_Scope_Summary_TY16_v1.pdf
Tax Training Tools Tax-Aide Modifications to Pub 4012 for Scope TY2016 10/25/2016
  • Tax-Aide_Modifications_to_Pub_4012_for_scope_TY16_Version_A--Cut_and_Tape_v1.pdf
  • Tax-Aide_Modifications_to_Pub_4012_for_scope_TY16_Version_B--Print_and_Replace_v1.pdf
Tax Training Tools NTTC Workbook TY2016 – Instructor Notes And Errata 2016-11-28
  • NTTC_Workbook_TY_2016_Instructor_Notes_and_Errata_rel_3.pdf
Tax Training Materials/Presentations NTTC Self-Study Training (TY 2016)
  • Self-study_Release_1_(pdf).zip
  • Self-study_Release_1_(source_files).zip
Tax Training NTTC Webinars NTTC TRS Webinars November 30 and December 2, 2016
  • NTTC_Nov_2016_Webinar_v3.pptx
  • Webinar_notes_-_ACA.pdf
Tax Software TaxSlayer Online Setup Guide for TaxSlayer Pro Online (TSO) - TY2016
  • NTC_Setup_Guide_for_TaxSlayer_Pro_Online_(TSO)_-_TY2016_-113016.pdf
Tax Software TaxSlayer Online Ordering Tax Preparation Software – TY16 10/18/16
  • S11_-_Ordering_Software_TY16_-_100616.pdf
Tax Software TaxSlayer Online Preparer Use Form Diversity Question Set Up Instructions 1/20/2016
  • Preparer_Use_Form_Diversity_Questions_Set_Up_instructions_01_20_2016.pdf
Tax Software TaxSlayer Online TaxSlayer User Name Guide TY16 - 11/01/16
  • TaxSlayer_User_Name_Guidance_TY16.pdf
Technology Tech Bulletins ERO Bulletin TS2016-01: TaxSlayer and Others Support Information

Updates 11-26-2016

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 SMT Roundup SMT Roundup 11/23/16
  • SMT_112316.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide VOLUNTEER PORTAL GUIDE INDEX 11/23/2016
  • VolunteerPortalGuideIndex_11232016.pdf
Operational Procedures & Volunteer Portal Volunteer Management AARP Foundation Tax-Aide TCE Counselor Certification Workbook 2016 11-23-16
  • AARP_Foundation_Tax-Aide_TCE_Counselor_Certification_Workbook_2016_v9.xlsx
Operational Procedures & Volunteer Portal Miscellaneous PVS WebEx Recording 11/14/2016 & 11/16/2016
Operational Procedures & Volunteer Portal ADS Information ADS WebEx Recording 11/21/16 & 11/23/16
TCS Documents TCS Webinars TCS Webinars 12/1/16 & 12/2/16
  • December_TCS_Webinars_112316.pdf

Updates 11-19-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Inst 8965 Instructions for Form 8965, Health Coverage Exemptions 2016 11-16-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication CyberTax CyberTax TY2016-02: Tax Software Transition Assessment – Coming Soon!
  • CyberTax_TY2016-02.pdf
Communication SMT Roundup SMT Roundup 11/16/16
  • SMT_111616.pdf
Operational Procedures & Volunteer Portal Miscellaneous PVS WebEx Recording 11/14/2016
Tax Training Tools 2016 Tax Prep Tools and Helpful Weblinks 2016-11-14
  • 2016_EITC_Graph.pdf
  • Education_Spreadsheet_2016-07-29_v10.zip
  • Helpful_Weblinks_v1_2016-11-09.pdf
  • Mortgage_COD_Flowchart_2016.pdf
Tax Training Immersion Training Lesson Plans - Immersion - Series II 2016-11-17
  • Series_II_Lessons.zip

Updates 11-12-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 4491-A VITA/TCE Training Guide - Consolidated Changes 1016 11-10-2016
Form 14446 (SP) Virtual VITA/TCE Taxpayer Consent (Spanish Version) 1016 11-07-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 11/9/16
  • SMT_110916.pdf
Communication SMT Roundup SMT Roundup 11/2/16
  • SMT_110216.pdf
General Program Management General Tax-Aide Off-Season Tax Assistance TY2016
  • Tax-Aide_Off_Season_Tax_Assistance_TY16.pdf
Operational Procedures & Volunteer Portal Miscellaneous PVS Training 11/07/16
Tax Training Tools Taking the Tests Online TY2016 2016-11-07
  • Taking_the_test_online_2016_v1.pdf

Updates 11-05-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 1040 (Schedule A) Itemized Deductions 2016 11-04-2016
Form 13614-C (SP) Intake/Interview & Quality Review Sheet (Spanish Version) 1016 11-01-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 11/1/16
  • SMT_110216.pdf
General Program Management Awards and Recognition AARP Foundation Tax-Aide Fellows Recipients 10/19/16
  • Volunteers_who_have_been_named_as_AARP_Foundation_Tax_Aide_Fellows...as_of_10_19_2016.pdf
General Program Management Training Local Coordinator Training TY16 2016 11 03
  • LC_Training_TY16_2016_11_03.pdf
  • LC_Training_TY16_2016_11_03.pptx
Leadership Training Position Training Local Coordinator Required Training TY16 2016 11 04
  • LC_Training_TY16_2016_11_03.pdf
  • LC_Training_TY16_2016_11_03.pptx
Leadership Training SMT Training ROS OneSupport Training
  • SMTROSOneSupportTraining_072016.pptx
OneSupport Help Center Support Site Map - rev 9/25/16
Operational Procedures & Volunteer Portal Orders (Material Ordering) AARP Foundation Tax-Aide Supplemental Intake Sheet TY2016
  • AARPFoundationTax-AideSupplementalIntakeSheetTY2016.pdf
Operational Procedures & Volunteer Portal Miscellaneous PVS Q&A 11/14/16 & 11/16/16
Operational Procedures & Volunteer Portal ADS Information ADS WebEx 11/21/16 & 11/23/16
Operational Procedures & Volunteer Portal ADS Information ADS WebEx 12/12/16 & 12/14/16
Tax Training Materials/Presentations Cancellation Of Debt (COD) – Principal Residence 2016-10-29
  • 23a_COD_-_Principal_Residence_TY16_Rel_1.pptx
Tax Training Instructor Plans and Aids Holding a Webinar 11/04/2016
  • Joining_a_Webinar11042016.pdf
  • WebEx_Region_License_Distribution_List_October_2016.pdf
  • WebinarsPresentation11042016.pdf
Tax Training Immersion Training Immersion Tool Kit 2016-11-04
  • Immersion_Tool_Kit_2016.zip
Technology Equipment Printing and Print Cartridges TY16 10/31/16
  • H16_Printing_and_Print_Cartridges_103116.pdf
Technology Equipment Purchasing Equipment with Donated Funds TY16 10/31/16
  • H15_Purchasing_Equipment_With_Donated_Funds_103116.docx
Technology Equipment Technology Purchasing Guide TY16 10/31/16
  • H14_Technology_Purchasing_Guide_TY16_103116.pdf
Technology Images and Tune-up Host and Personal Computer Windows 7 Tune-up Guide TY16 10/06/16
  • H21_-_Host_and_Personal_Computer_Tune-up_Guide_TY16_-_100616.pdf
Technology Networking Tax-Aide Private Network Router Configuration Guide TY16 - 10/25/16
  • H53_-_Tax-Aide_Private_Network_Router_Configuration_Guide.pdf
Technology Non-Tax Software Alternative Tax Software (TurboTax, etc.) Prohibited TY16 - 10/12/16
  • S10_-_AlternativeTaxSoftwareProhibited_TY16_-_090716.pdf
Technology Non-Tax Software Operating System and Browser Requirements TY16 - 10/12/16
  • S15_-_Operating_System_and_Browser_Requirements_TY16_100216.pdf
Technology Tech Bulletins TCS Bulletin TY2016-02: Technology Hardware Refresh - Phase 3 - 10/05/16
  • TCSBulletinTY2016_02_TechnologyHardwareRefreshPhase3_092816.pdf
Technology Training Document Retention & ERO Paper Flow Guide TY16 - 10/15/16
  • Doc_Retention__ERO_Paperflow_TY16_-_101516.pdf
Technology Training Schedule of E-file Events Guide TY16 10/18/16
  • H41_Schedule_of_E-File_Events_TY16_-_092816.pdf
TCS Documents Inventory Process Information AARP Foundation Tax-Aide Online Inventory System (OIS) Error Reporting and Enhancement Request - 10/11/16
  • OIS__Error_Reporting__Instructions.pdf
TCS Documents Inventory Process Information New Online Inventory System (OIS) User Webinars - 10/11/16
  • New_OIS_User_Presentation.pdf
  • New_OIS_User_Presentation.pptx
  • OIS_ Error Reporting Instructions.pdf (not d/l)
TCS Documents Inventory Process Information Tax-Aide Inventory Agent (TIA) Tool v 2.15 11/01/16
  • TIA_Install_v2.15.exe
TCS Documents Inventory Process Information TIA Asset Tag, District, State Update Tool 11/01/16
  • TIA_EditAssetTagEtc.exe

Updates 10-29-2016

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 SMT Roundup SMT Roundup 10/26/16
  • SMT_102616.pdf
General Program Management Training Volunteer Site Policies And Procedures Training TY16 2016-10-25
  • Tax-Aide_Policies_and_Procedures_Training_TY16_2016-10-25.pdf
  • Tax-Aide_Policies_and_Procedures_Training_TY16_2016-10-25.pptx
Operational Procedures & Volunteer Portal How To's Logging into the Volunteer Portal for the First Time 10/24/2016
  • LoggingIntoTheVolunteerPortalForTheFirstTime_10242016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide Volunteer Portal Guide (Printable Version) 09/01/2016
  • VolunteerPortalGuideCombined_09012016.pdf
Operational Procedures & Volunteer Portal ADS Information ADS WebEx Recording 10/24/16 & 10/26/16
Operational Procedures & Volunteer Portal ADS Information AD HOC Site Maintenance Project Excel Spreadsheet 10/24/2016
  • ADHOCSiteMaintenanceProjectExcelSpreadsheet_10242016.xlsx
Operational Procedures & Volunteer Portal ADS Information AD HOC Site Maintenance Project Instructions 10/24/2016
  • ADHOCSiteMaintenanceProjectInstructions_10242016.pdf
Tax Training Scope Tax-Aide Scope Manual TY16 Updated 10/23/2016
  • AARP_Tax-Aide_Scope_Manual_TY16.pdf
Tax Training Scope In/Out Scope Poster TY16 C2467
  • Out_Of_ScopePoster_TY2016.pdf
Tax Training Policy/Tax Law Gold Standards For Quality Review (QR) 2016-10-24
  • Gold_Standards_for_Quality_Review_TY16.pdf
Tax Training Policy/Tax Law Schedule C Guidelines Summary TY16 - 2016-10-25
  • Schedule_C_Guidelines_Summary_TY16_v1.pdf
Tax Training Tools NTTC Workbook TY2016 – Instructor Notes And Errata 2016-10-26
  • NTTC_Workbook_TY_2016_Instructor_Notes_and_Errata_rel_2.pdf
Tax Training Instructor Plans and Aids Adult Learning v1 2016-10-24
  • Adult_Learning_v1_2016-10-24.pptx
Technology Networking Netis WF-2411 Wireless Router Full Configuration Guide TY16 - 10/25/16
  • H58_Netis_WF-2411_Wireless_Router_Full_Configuration_Guide_102516.pdf
Technology Networking Tax-Aide Counselor Laptop Network Configuration 10/18/16
  • H55_-_Tax-Aide_Counselor_Laptop_Network_Configuration_Guide.pdf
Technology Networking Tax-Aide Private Network Router Configuration Guide TY16
  • H53_-_Tax-Aide_Private_Network_Router_Configuration_Guide.pdf
Technology Networking Verizon MiFi 5510L Wireless Hotspot Configuration Demo TY16
Technology Security Secure Folders 10/26/16
  • H6_-_Secure_Folders_-_2016_(10-26-16).pdf
TCS Documents TCS Webinars TCS Webinars 10/25/16 & 10/26/16
  • October_TCS_Webinars_101716.pdf
  • TCS_Webinar_October_2016_-_Printer_Sharing.pdf
  • TCS_Webinar_October_2016_-_Printer_Sharing.pptx

Updates 10-22-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 6729 Site Review Sheet 1016 10-20-2016
Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2016 10-18-2016
Publ 4011 VITA/TCE Foreign Student and Scholar Volunteer Resource Guide 1016 10-17-2016
Publ 4555-E VITA/TCE e-instructor guidance 1016 10-14-2016
Publ 4396-A Partner Packet Inserts 1016 10-11-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 10/19/16
  • SMT_101916.pdf
Communication SMT Roundup SMT Roundup 10/12/16
  • SMT_101216.pdf
General Program Management General Client Service Provider Digest TY16 (D16276) 10/19/16
  • Client_Service_Provider_Digest.pdf
General Program Management Training Client Facilitator Training TY 2016 10/19/2016
  • Client_Facilitator_Training_TY16_2016-10-19.pdf
  • Client_Facilitator_Training_TY16_2016-10-19.pptx
General Program Management Training Tax-Aide Policies And Procedures Training TY16 10/19/2016
  • Tax-Aide_Policies_and_Procedures_Training_TY16_2016-10-19.pdf
  • Tax-Aide_Policies_and_Procedures_Training_TY16_2016-10-19.pptx
Leadership Training Documents SCHEDULE OF E-FILE EVENTS TY16 10/18/16
  • H41_Schedule_of_E-File_Events_TY16_-_092816.pdf
Operational Procedures & Volunteer Portal How To's Trouble Opening Reports 10/19/2016
  • TroubleOpeningReports_10192016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide Volunteer Portable Guide (Printable Version) 09/01/2016
  • VolunteerPortalGuideCombined_09012016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide VOLUNTEER PORTAL GUIDE INDEX 09/19/2016
  • VolunteerPortalGuideIndex_09192016.pdf
Operational Procedures & Volunteer Portal ADS Webinars ADS WebEx 10/24/16 & 10/26/16
Tax Training Materials/Presentations TY16 NTTC Training Slides Rel 1 - 10/15/2016
  • 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
Tax Training NTTC Webinars NTTC TRS Webinars October 26 and 28, 2016
Tax Software Nonspecific Software Alternative Tax Software (TurboTax, etc.) Prohibited TY16 10/17/16
  • S10_-_AlternativeTaxSoftwareProhibited_TY16_-_090716.pdf
Tax Software Nonspecific Software Operating System and Browser Requirements 10/18/16
  • S15_-_Operating_System_and_Browser_Requirements_TY16_(10-2-16).pdf
Technology Equipment Equipment Repair, Replacement and Storage TY16 10/10/16
  • H18_Equipment_Repair_Replacement_and_Storage_TY16.pdf
Technology Equipment GraceWorkz Repair and Replace Process for Computers Only 10/18/16
  • 2016_GW_RepairandReplace_process_for_computers_only.pdf
Technology Equipment GraceWorkz Repair and Replace Process for Printers Only 10/18/16
  • 2016_GW_RepairandReplace_process_for_printers_only.pdf
Technology Equipment Print Drivers Guide TY16 10/17/16
  • H4_-_Print_Drivers_Guide_TY16.pdf
Technology Equipment GraceWorkz Consumable Ordering TY16 10/18/16
  • 2016-2017_Consumable_Ordering_Instructions_101816.pdf
  • GraceWorkz_Listed_Consumables_TY16_092616.pdf
  • GraceWorkz_Listed_Consumables_TY16_092616.xlsx
Technology Images and Tune-up Host and Personal Computer Windows 10 Tune-up Guide TY16 10/17/16
  • H20_-_Host_and_Personal_Computer_Tune-up_Guide_for_Windows_10_TY16.pdf
Technology Images and Tune-up IRS Laptop Tune-up Guide TY16 – Preliminary Release 10/18/16
  • H19_-_IRS_Laptop_Tuneup_Guide__TY16.pdf
Technology Networking H53 - Tax-Aide Private Network Router Configuration Guide
  • H53_-_Tax-Aide_Private_Network_Router_Configuration_Guide.pdf
Technology Networking H55 - Tax-Aide Counselor Laptop Network Configuration 10/18/16
  • H55_-_Tax-Aide_Counselor_Laptop_Network_Configuration_Guide.pdf
Technology Networking Tax-Aide Internet Access Computer (IAC) Setup Guide (Wireless Hosted Networks) 10/18/16
  • H54_-_Tax-Aide_Internet_Access_Computer_Setup_Guide_TY16.pdf
Technology Networking Tax-Aide Wireless Network, Printer, and Laptop Setup Overview 10/17/16
  • H52_-_Tax-Aide_Network_Configuration_and_Setup_Documents.pdf
Technology Networking Verizon Wireless Hotspot Configuration Guide TY16 - 10/17/16
  • H5_-_Verizon_Wireless_Hotspot_Configuration_Guide_TY16.pdf
Technology Networking Tax-Aide Counselor Laptop Network Configuration TY15 10/23/15
  • TaxAideCounselorLaptopNetworkConfigurationGuideTY15_102315.pdf
Technology Non-Tax Software Software for Tax-Aide Guide 10/17/16
  • S8_-_SoftwareforTaxAideTY15_92716.pdf
Technology Security Anti-Virus Program for Tax-Aide Computers TY16 10/18/16
  • H7_Antivirus_for_TaxAide_TY16_-_092816.pdf
Technology Security Secure Folders 10/18/16
  • H6_-_Secure_Folders_-_2016_(10-6-16).pdf
TCS Documents Inventory Process Information AARP Foundation Tax-Aide Online Inventory System (OIS) Error Reporting and Enhancement Request
  • OIS__Error_Reporting__Instructions.pdf
TCS Documents Inventory Process Information New Online Inventory System (OIS) User Presentation
  • New_OIS_User_Presentation.pdf
  • New_OIS_User_Presentation.pptx
TCS Documents Inventory Process Information New Online Inventory System (OIS) User Webinars
TCS Documents TCS Webinars New OIS Webinars 10/06/16 & 10/07/16
  • New_OIS_User_Presentation.pdf
  • New_OIS_User_Presentation.pptx
  • OIS__Error_Reporting__Instructions.pdf

Updates 10-08-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 4012 VITA/TCE Volunteer Resource Guide 1016 10-07-2016
Publ 1084 VITA/TCE IRS Volunteer Site Coordinator Handbook 1016 10-07-2016
Publ 5166 IRS Volunteer Quality Site Requirements 1016 10-05-2016
Publ 5101 Intake/Interview and Quality Review Training 1016 10-05-2016
Publ 5088 Site Coordinator Training 1016 10-05-2016
Form 8962 Premium Tax Credit 2016 10-04-2016
Form 8965 Health Coverage Exemptions 2016 10-03-2016
Publ 4961 VITA/TCE - Volunteer Standards of Conduct - Ethics Training 1016 10-03-2016
Publ 4942 VITA/TCE Specialty Course - Health Savings Accounts (HSA) 1016 10-03-2016
Publ 4695 (PR) VITA/TCE Puerto Rico Volunteer Test 1016 10-03-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication Volunteer Communications Materials Tax ID Theft Flyer - 10/05/16
  • Tax_ID_Theft_Flyer_100516.pdf
Communication SMT Roundup SMT Roundup 10/5/16
  • SMT100516.pdf
Technology Images and Tune-up Host and Personal Computer Tune-up Guide TY16 10/06/16
  • H21_-_Host_and_Personal_Computer_Tune-up_Guide_TY16_-_100616.pdf
Technology Training IRS Pub 3189 Volunteer E-file Administration Guide TY16 - 10/06/16
  • H44_-IRS_Pub_3189_Replacement_GuideTY16_100616.pdf
TCS Documents Inventory Process Information AARP Foundation Tax-Aide OIS Error Reporting and Enhancement Request
  • OIS__Error_Reporting__Instructions.pdf
TCS Documents Inventory Process Information New OIS User Presentation
  • New_OIS_User_Presentation.pdf
  • New_OIS_User_Presentation.pptx

Updates 10-01-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 6744 VITA/TCE Volunteer Assistor's Test/Retest 1016 09-30-2016
Publ 5157-A VITA/TCE Affordable Care Act - Taxpayer Scenarios 1016 09-30-2016
Publ 4836 (EN-SP) VITA/TCE Free Tax Programs (English and Spanish) 1016 09-30-2016
Publ 4704-FS Foreign Student and Scholar Test 1016 09-30-2016
Publ 4491 VITA/TCE Training Guide 1016 09-30-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication Volunteer Communications Materials Tax-Aide Photo Library - 09/26/16
Communication Volunteer Communications Materials Social Media Resources - 09/26/16
Communication Volunteer Communications Materials Print Collateral - 09/27/2016
  • Program_Promotion_Poster_English_-_D143.pdf
  • Program_Promotion_Poster_Spanish.PDF
  • Volunteer_Recruitment_Brochure_English_09072016.pdf
  • Volunteer_Recruitment_Brochure_Spanish_09072016.pdf
  • Volunteer_Recruitment_Poster_English_09072016.pdf
  • Volunteer_Recruitment_Poster_Spanish_09072016.pdf
Communication General Tax-Aide Staff Directory 9/27/16
  • StaffDirectoryupdate092716.pdf
Communication SMT Roundup SMT Roundup 9/28/16
  • SMT_092816.pdf
General Program Management General Policy and Procedures Manual: Introduction, Org Chart and What's New 9/6/16
  • SectionIntroOrgCharWhatsnewPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 1: Volunteer Recruitment 9/6/16
  • Section1VolunteerRecruitmentPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 2: Volunteer Training and Testing 9/6/16
  • Section2VolunteerTrainingandTestingPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 3: Volunteer Certification and Assignments 9/6/16
  • Section3certificationPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 4: Scope of Program, Preparing the Return, Quality 9/6/16
  • Section4ScopePolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 5: Standards of Professionalism 9/6/16
  • Section5StandardsPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 6: Interactions with the Taxpayer 9/6/16
  • Section6InteractionsPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 7: Site Operations and Management 9/6/16
  • Section7SitePolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 8: Confidentiality and Security of Taxpayer Data 9/6/16
  • Section8SecurityPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 9: E-Filing of Tax Returns 9/6/16
  • Section 9 E-Filing of Tax Returns of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 10: Reimbursement 9/6/16
  • Section10reimbursementPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 11: Program Administration 9/6/16
  • Section 11 Program Administration of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 12: Donations and Donated Funds 9/6/16
  • Section12DonationsPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 13: Insurance 9/6/16
  • Section13InsurancePolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 14: Equipment and Records Management 9/6/16
  • Section14equipmentmanagementPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Section 15: Obtaining Equipment and Consumables 9/6/16
  • Section15ObtainingequipmentandconsumablesPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
General Program Management General Policy and Procedures Manual Appendix A & B: Volunteer Appointment Chart and Master Schedule 9/6/16
  • SectionAppendixABPolicyandProceduresManual2016-2017 090616.pdf (not d/l)
Tax Training NTTC Webinars NTTC TRS Webinars September 28 and 30, 2016
  • NTTC_Sep_2016_Webinar.pptx
  • TRS_Webinar_2016-09_Chat_Questions.pdf
Technology Equipment TechSoup Guide TY16 09/29/16
  • H12_TechSoup_TY16_-_092816.pdf
Technology Security Wireless Computer Security Scanning Guide TY16 09/26/16
  • H-9_Wireless_Security_Scans_TY16_092616.pdf
Technology Training IRS Pub 3189 Volunteer E-file Administration Guide TY16 - 09/29/16
  • H44_-IRS_Pub_3189_Replacement_GuideTY16_092816.pdf
TCS Documents TCS Webinars TCS Webinars 09/28/16 & 09/29/16
  • 2016_Regional_NTC_Update.pptx
  • 2016_TCS_September_Webinar__Repair_and_Replace.pdf
  • September_TCS_Webinars_TY16.pdf
  • TCS_Webinar_9_16_Networking_Alternatives.pdf

Updates 09-24-2016

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 SMT Roundup SMT Roundup 9/21/16
  • SMT_092116.pdf
General Program Management Position Descriptions National Leader Development Committee (NLDC) Chair Position Description 120115
  • NationalLeaderDevelopmentCommitteeApplicationForm12012015.doc
  • NationalLeaderDevelopmentCommitteeNLDCChairPositionDescription12012015.pdf
Leadership Training Regional Meeting Regional Meeting Presentations 09/22/16
  • RegionalMeetings2016a.zip
  • RegionalMeetings2016b.zip
Operational Procedures & Volunteer Portal Volunteer Portal Guide VOLUNTEER PORTAL GUIDE INDEX v1.0 09/19/2016
  • VolunteerPortalGuideIndex_09192016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 1 - GENERAL INFORMATION OVERVIEW 09/01/2016
  • 1_Section_1_-_Guide_to_General_Informationr2_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 1 - TROUBLESHOOTING CHROME 09/01/2016
  • 1_Troubleshooting_Chrome_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 1 - TROUBLESHOOTING FIREFOX 09/01/2016
  • 1_Troubleshooting_Firefox_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 1 - TROUBLESHOOTING SAFARI 09/01/2016
  • 1_Troubleshooting_Safari_8_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 1 - TROUBLESHOOTING INTERNET EXPLORER 09/01/2016
  • 1_Troubleshooting_Internet_Explorer_11_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - ACCESSING THE NEW VOLUNTEER PORTAL 09/01/2016
  • 2_Section_2_-_GUIDE_TO_ACCESSING_THE_NEW_VOLUNTEER_PORTAL_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - CHANGE EMAIL ADDRESS 09/01/2016
  • 2_Change_your_email_address_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - CHANGE PASSWORD 09/01/2016
  • 2_Change_your_password_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - CREATE AN AARP.ORG ACCOUNT 09/01/2016
  • 2_Create_an_aarp.org_account_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - ISSUE AN INVITATION TO THE NEW VOLUNTEER PORTAL 09/01/2016
  • 2_Issue_an_Invitation_to_the_Portal_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - LINK AARP.ORG TO NEW VOLUNTEER PORTAL RECORD 09/01/2016
  • 2_Link_aarp.org_to_new_Volunteer_Portal_Record_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - LOG INTO AN EXISTING AARP.ORG ACCOUNT 09/01/2016
  • 2_Log_into_an_existing_aarp.org_account_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - LOG INTO THE VOLUNTEER PORTAL 09/01/2016
  • 2_Log_into_the_new_Volunteer_Portal_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - OPT OUT OF AARP COMMUNICATION 09/01/2016
  • 2_Opt_Out_of_AARP_Communication_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - RESPOND TO AN INVITATION AN END TO END PROCESS 09/01/2016
  • 2_Respond_to_an_Invitation_an_End_to_End_Process_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 2 - RESPOND TO AN INVITATION AN END TO END PROCESS – NO PICS 09/01/2016
  • 2_Respond_to_an_Invitation_an_End_to_End_Process_No_Pics_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - INTRO TO PORTAL SCREEN OVERVIEW 09/01/2016
  • 3_Section_3_-_GUIDE_TO_INTRO_TO_PORTAL_SCREENS_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - CHOOSE A DASHBOARD 09/01/2016
  • 3_Choose_a_Dashboard_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - INTRO TO PORTAL SCREENS – COU CF SF ERO SCO 09/01/2016
  • 3_Intro_to_Portal_Screens__COU_CF_SF_ERO_SFO_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - INTRO TO PORTAL SCREENS – VOLUNTEER LEADERS 09/01/2016
  • 3_Intro_to_Portal_Screens__Volunteer_Leaders_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - OPEN AND CLOSE THE SIDEBAR 09/01/2016
  • 3_Open_and_close_the_Side_Bar_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - RUN A REPORT 09/01/2016
  • 3_Run_a_Report_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - SEARCH IN THE PORTAL 09/01/2016
  • 3_Section_3_-_Search_in_the_Portal_-_NOT_IN_ORIGINAL.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - SELECT YOUR PROGRAM (VOLUNTEERS IN MULTIPLE PROGRAMS) 09/01/2016
  • 3_Select_your_program_(volunteers_in_multiple_programs)_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - USE A LIST VIEW 09/01/2016
  • 3_Use_a_List_View_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 4 - RECRUITMENT OVERVIEW 09/01/2016
  • 4_Section_4_-_Recruitment_Overview_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 4 - VOLUNTEER OPPORTUNITY BOARD APPLICATION 09/01/2016
  • 4_Volunteer_Opportunity_Board_Application_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 4 - VOLUNTEER WIZARD APPLICATION 09/01/2016
  • 4_Volunteer_Wizard_Application_08.31.2016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 4 - DIRECT TO THE TAX-AIDE APPLICATION 09/01/2016
  • 4_Direct_to_the_Tax-Aide_Application_08.31.2016.pdf
Technology Images and Tune-up Host and Personal Computer Tune-up Guide TY16 09/21/16
  • H21_-_Host_and_Personal_Computer_Tune-up_Guide_TY16.pdf
Technology Images and Tune-up Windows Images TY16 09/21/16
  • H22_Windows_Images_TY16.pdf

Updates 09-20-2016

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 AARP Foundation Tax-Aide Program Flyer - 09/20/2016
  • TaxAide_One_Pager_09202016.pdf
Communication SMT Roundup SMT Roundup 9/14/16
  • SMT_091416.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 5 - ADD A PROGRAM VOLUNTEER ASSIGNMENT 09/19/2016
  • AddAProgramVolunteerAssignment_09192016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide SECTION 3 - SEARCH IN THE PORTAL 09/19/2016
  • SearchInThePortal_09192016.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide INDEX - VOLUNTEER PORTAL GUIDE INDEX 09/19/2016
  • VolunteerPortalGuideIndex_09192016.pdf
Tax Training Tools NTTC Workbook TY2016 – Instructor Notes And Errata 2016-09-12
  • NTTC_Workbook_TY_2016_Instructor_Notes_and_Errata_2016-09-12.pdf
Tax Training Affordable Care Act (ACA) Training ACA Compliance Flowchart Tool 2016-09-10
  • ACA_Tool_2016-09-10.pdf
Technology Networking Netis WF-2411 Wireless Router Full Configuration Guide TY16 - 09/19/16
  • NetisWF-2411WirelessRouterFullConfigurationGuide.pdf

Updates 09-10-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 13614-C Intake/Interview & Quality Review Sheet 1016 09-08-2016
Form 1095-A Health Insurance Marketplace Statement 2016 09-08-2016
Inst 1095-A Instructions for Form 1095-A, Health Insurance Marketplace Statement 2016 09-07-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication Volunteer Communications Materials Tax-Aide Volunteer Recruitment Presentation - 09/08/2016
  • State_Summary_Stats_2016_09082016.pdf
  • TaxAide_VolRec_Preso_09082016.pptx
Communication Volunteer Communications Materials Email Templates - 09/07/2016
  • Sample_Tax-Aide_Email_Template_09072016.pdf
Communication Volunteer Communications Materials Print Collateral - 09/07/2016
  • Volunteer_Recruitment_Brochure_English_09072016.pdf
  • Volunteer_Recruitment_Brochure_Spanish_09072016.pdf
  • Volunteer_Recruitment_Poster_English_09072016.pdf
  • Volunteer_Recruitment_Poster_Spanish_09072016.pdf
Communication Volunteer Communications Materials Radio Scripts - 09/07/2016
  • 30_Volunteer_Recruitment_Script_English_09072016.pdf
  • 30_Volunteer_Recruitment_Script_Spanish_09072016.pdf
Communication Volunteer Communications Materials Logos - 09/07/2016
  • AARP Foundation Logo 09072016.jpg (not d/l)
  • Guidance_for_Logo_Usage_09072016.pdf
  • Tax-Aide Logo 09072016.jpg (not d/l)
Communication Volunteer Communications Materials Media Relations Tools - 09/08/2016
  • 2016_Volunteer_Recruitment_Template_Release_(English)_09072016.pdf
  • 2016_Volunteer_Recruitment_Template_Release_(Spanish)_09072016.pdf
  • state_metrics_spreadsheet_09082016.pdf
Communication General Glossary- 09/06/16
  • Glossary090616.docx
Communication SMT Roundup SMT Roundup 9/7/16
  • SMT090716.pdf
General Program Management General Policy and Procedures Manual Version 2.0 - 09/06/16
  • PolicyandProceduresManual2016-2017_090616.pdf
General Program Management Incident/Emergency Procedures Incident Review Form 09/09/16
  • Incident_Review_Form_-_090916.docx
General Program Management Incident/Emergency Procedures Incident Review Instructions 09/09/16
  • Incident_Review_Instructions_-_090916.docx
General Program Management Tax Exempt Massachusetts Tax Exemption Certificate - Exp Date: 04/07/2026
  • MassachusettsTaxExemptionCertificate090416.pdf (not d/l)
Leadership Training Documents Quick Reference Guide to Helping Taxpayers with Disabilities 09/06/16
  • Quick_Reference_Guide_to_Helping_Taxpayers_with__Disabilities_090616.pdf
OneSupport Help Center Support Accessing OneSupport 09/07/2016
  • AccessingOneSupport_09072016.pdf
Operational Procedures & Volunteer Portal Recruitment Prospective Volunteer Application Guide 09/06/2016
  • Prospective_Volunteer_Application_Guide_09062016.pdf
Tax Training TaxSlayer TaxSlayer Manual ... Preparing A Return in Practice Lab
  • Preparing_A_Return_in_Practice_Lab.pdf
Tax Training TaxSlayer Intro to TaxSlayer Practice Lab 5/4/2016
  • Practice_Lab_Introduction.pdf
  • Using_the_Practice_Lab.pdf

Updates 09-03-2016

Selected New/Updated IRS Forms / Publications
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Nothing Interesting

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 8/31/16
  • SMT_083116.pdf
Tax Training TaxSlayer 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_v2.pptx
Tax Training Tools Forms Generator V-8.2.0.3
  • Setup_FormsGenerator_ver-8.2.0.3.zip
Tax Training NTTC Webinars NTTC TRS Webinars August 24 and 26, 2016
  • Instructor_Training_on_TaxSlayer_TRS_Webinar_v2.pptx
  • NTTC_Aug_2016_Webinar_v3.pptx
  • TaxSlayer_Introduction_FL1_Workshop.pptx
  • Instructor Training on TaxSlayer TRS Webinar (not d/l)
  • TaxSlayer Introduction FL1 Workshop (not d/l)
Technology Equipment GraceWorkz Consumable Ordering TY16 09/01/16
  • 2016-2017_Consumables_ordering_instructions.pdf
  • GraceWorkz_Listed_Consumables_TY16_090116.pdf
  • GraceWorkz_Listed_Consumables_TY16_090116.xlsx
TCS Documents TCS Webinars TCS Webinars 08/31/16 & 09/01/16
  • 2016-2017_Consumables_ordering_instructions.pdf
  • 2016_Software_Ordering_Webinar.pdf
  • August_Webinar_v6.pdf
  • August_TCS_Webinars_082316.pdf

Updates 08-27-2016

Selected New/Updated IRS Forms / Publications
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Nothing Interesting

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 8/24/16
  • SMT_082416.pdf
General Program Management Forms Certificate of Insurance (Fillable PDF) Request 08.26.2016
  • Request_for_Certificate_Of_Insurance_PDF_with_instruction08262016.pdf
General Program Management Forms Online Tax Assistance Counselor Application Form
  • Online_Tax_Assistance_Counselor_Application.pdf
Leadership Training Position Training Hotel and Catering Direct Billing Process for Tax-Aide 8/24/16
  • DirectBill082416.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Guide Volunteer Portal Guide 08/25/2016
  • Section_1_-_General_Information_Overview.zip
  • Section_10_-_Reimbursements.zip
  • Section_11_-_Time_Reporting.zip
  • Section_12_-_Material_Ordering.zip
  • Section_13_-_Reports_and_Dashboards.zip
  • Section_14_-_Service_Awards.zip
  • Section_15_-_Appendix.zip
  • Section_2_-_Accessing_the_New_Volunteer_Portal.zip
  • Section_3_-_Intro_to_Portal_Screen.zip
  • Section_4_-_Recruitment.zip
  • Section_5_-_On-Boarding.zip
  • Section_6_-_Certification.zip
  • Section_7_-_VOlunteer_Management.zip
  • Section_8_-_Site_Mangement.zip
  • Section_9_-_Site_Activity.zip
Tax Training TaxSlayer TaxSlayer: VITA/TCE Training ... Preparing A Return in Practice Lab
  • Preparing_A_Return_in_Practice_Lab.pdf
Tax Training Policy/Tax Law Education Benefits - 2016-08-23
  • Education_Benefits--2016-08-23.pdf

Updates 08-20-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1016 08-08-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 8/10/16
  • SMT_081016.pdf
Leadership Training SMT Training TCS SMT Training Presentations TY16 08/11/16
  • 2016_SMTTCSTrainingPresentations.zip
Tax Training TaxSlayer NTTC TaxSlayer Powerpoint Presentations 2016-07-21
  • 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
Tax Training TaxSlayer NTTC Video: TaxSlayer Practice Lab Demonstration
Tax Training Tools NTTC Workbook - TY 2016
  • 2016_NTTC_Workbook_Final_for_OSHC_sml.pdf
Tax Training Tools 2016 Tax Prep Tools and Helpful Weblinks 2016-08-06
  • 2016_EITC_Graph.pdf
  • Education_Spreadsheet_2016-07-29_v10.zip
  • Helpful_Weblinks_v1_2016-08-01.pdf
  • Mortgage_COD_Flowchart_2016.pdf
Tax Training Tools 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
Tax Training Materials/Presentations Proposed Education Lesson 2016-07-12
  • Proposed_Education_Lesson_2016-07-12.pdf
Tax Training Instructor Plans and Aids Training Guide 2016-2017
  • 2016-17_Tax-Aide_Training_Guide.pdf
TCS Documents Inventory Process Information Tax-Aide Inventory Agent (TIA) Tool v 2.15 08/17/16
  • TIA_Install_v2.15.exe

Updates 08-03-2016

Selected New/Updated IRS Forms / Publications
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OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 8/3/16
  • SMT_080316.pdf
Operational Procedures & Volunteer Portal Volunteer Portal Update Prospective Volunteer Routing (Communication & Instructions) 07/29/2016
  • Master_Zip_Code_Excel.xlsx
Operational Procedures & Volunteer Portal ADS Webinars Prospective Volunteer Routing 07/29/2016
  • Zip_Code_Routing_by_Split_States.xlsx
Tax Training TaxSlayer Question/Answer Responses from TaxSlayer 2016/08/03
  • Questions_from_AARP_Conference_(2016-08-03_response).pdf
Tax Training TaxSlayer TaxSlayer Update 2016/08/02
  • TaxSlayer_Update.pdf
Tax Training Immersion Training Examples of Immersion Exercises with TaxSlayer
  • Example_Immersion_Exercise__1.docx
  • 38_Dallas_2016_Immersion_TaxSlayer_Style_v4.pptx
  • Example Immersion Exercise #1.docx (not d/l)

Updates 07-23-2016

Selected New/Updated IRS Forms / Publications
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OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Operational Procedures & Volunteer Portal How To's Exporting Reports after the Microsoft Office Update 07/22/2016
  • ExportingReportsAfterTheMicrosoftOfficeUpdate_07222016.pdf
Tax Training Materials/Presentations TRS Training - Dallas July 2016
  • 01_Dallas_2016_TRS_Welcome_v1.pptx
  • 02_Dallas_2016_Tax-Aide_Terms_v1.pptx
  • 03_Dallas_2016_TRS_Responsibilities_v5.pptx
  • 04_Dallas_2016_Certification_Process_v4.pptx
  • 05_Dallas_2016_Effective_Instruction_v7_ed.pptx
  • Effective_Learning_Charts.zip
  • 06_Dallas_2016_IRS_Resources_v1.pptx
  • 07_Dallas_2016_Developing_and_Running_Instructor_Workshops_v1.pptx
  • 08_Dallas_2016_Webinars_v3.pptx
  • 09_Dallas_2016_Evaluation_of_Training_and_Instructors_v3.pptx
  • 10_Dallas_2016_PowerPoint_Presentation_Guidelines_v1.pptx
  • 11_Dallas_2016_Wrap-up_v1.pptx
  • 20_Dallas_2016_Agenda_v2.pptx
  • 21_Dallas_2016_TRS_Welcome_v2.pptx
  • 22_Dallas_2016_TaxSlayer_Introduction_v3.pptx
  • 23_Dallas_2016_Ten_Simple_Rules_TaxSlayer_Practice_Lab_v4.pptx
  • 24_Dallas_2016_TaxSlayer_Practice_Lab_Demo_v7.pptx
  • 25_Dallas_2016_TaxSlayer_Issues_and_Questions_v4.pptx
  • 27_Dallas_2016_Scope_v2.pptx
  • 28_Dallas_2016_NTTC_Training_Slides_v2a_src.pptx
  • 29_Dallas_2016_TRS_Tools_v4_dwf_reduced_size.pptx
  • 30_Dallas_2016_NTTC_Supplements_to_IRS_Resources_v0.pptx
  • 31_Dallas_2016_NTTC_Workbook_v4.pptx
  • 33_Dallas_2016_TaxSlayer_Rollout_Plans_v1.pptx
  • 34_Dallas_2016_-_SPEC_-_Dill_presentation.pptx
  • 35_Dallas_2016_Internal_Site_Reviews_v2.pptx
  • 36_Dallas_2016_Blended_Learning_v1.pptx
  • 38_Dallas_2016_Immersion_TaxSlayer_Style_v4.pptx
  • 39_Dallas_2016_ACA_v2.pptx
  • 40_Dallas_2016_Online_Tax_Assistance_v1.pptx
  • 41_Dallas_2016_State_Tax_Assistance_Program_June_2016_v2.pptx
  • 42_Dallas_2016_State_Tax_Training_Committee_v2.pptx
  • 43_Dallas_2016_TRS_Wrap-up_v1.pptx
Tax Training Materials/Presentations TY15 NTTC Training Slides Rel 2 & Rel 2a - 1/4/2016
  • NTTC_Training_Slides_-_Rel_2_Changes.pdf
  • README_-_NTTC_Training_Files_TY15_Rel_2.pdf
  • 01_Introduction_to_Tax_Law_TY15_Rel_2_.ppt
  • 02_Introduction_to_TaxWise_TY15_Rel_2.ppt
  • 03_Course_Introduction_TY15_Rel_2.ppt
  • 04_Identity_Theft_TY15_Rel_2.ppt
  • 05_Screening_and_Interviewing_TY15_Rel_2.ppt
  • 06_Quality_Review_TY15_Rel_2.ppt
  • 07_Filing_Basics_TY15_Rel_2a.ppt
  • 08__Filing_Status_TY15_Rel_2.ppt
  • 09_Exemptions_TY15_Rel_2a.ppt
  • 10_Unique_Filing_Status_TY15_Rel_2.ppt
  • 11_Tax_Law_Basics_TY15_Rel_2.ppt
  • 12__Income_Wages_TY15_Rel_2.ppt
  • 13_Income_Interest_and_Dividends_TY15_Rel_2.ppt
  • 14_Income_State_Tax_Refund_TY15_Rel_2.ppt
  • 15_Income_Alimony_TY15_Rel_2.ppt
  • 16_Income_Business_TY15_Rel_2.ppt
  • 17_Income_Capital_Gains_and_Losses_TY15_Rel_2.ppt
  • 18_Income_Retirement_TY15_Rel_2.ppt
  • 19_Income_Rent_and_Royalty_TY15_Rel_2.ppt
  • 20_Income_Schedule_K-1_TY15_Rel_2.ppt
  • 21_Income_Unemployment_Compensation_TY15_Rel_2.ppt
  • 22_Income_Social_Security_TY15_Rel_2.ppt
  • 23__Income_Other_TY15_Rel_2a.ppt
  • 24_Adjustments_to_Income_TY15_Rel_2.ppt
  • 25_Standard_Deduction_TY15_Rel_2.ppt
  • 26_Itemized_Deductions_TY15_Rel_2.ppt
  • 27_Child_and_Dependent_Care_Credit_TY15_Rel_2.ppt
  • 28_Education_Benefits_TY15_Rel_2.ppt
  • 29_Foreign_Tax_Credit_TY15_Rel_2.ppt
  • 30_Child_Tax_Credit_TY15_Rel_2.ppt
  • 31_Miscellaneous_Credits_TY15_Rel_2.ppt
  • 32_Other_Taxes_TY15_Rel_2.ppt
  • 33_Payments_TY15_Rel_2.ppt
  • 34_Earned_Income_Credit_TY15_Rel_2.ppt
  • 35_Refund-Amount_Due_TY15_Rel_2.ppt
  • 36_Affordable_Care_Act_TY15_Rel_2a.ppt
  • 37_Concluding_the_Interview_TY15_Rel_2.ppt
  • 38_Amended_and_Prior_Year_Returns_TY15_Rel_2.ppt
  • 39_IRS_Issued_Identification_Numbers_TY15_Rel_2.ppt
  • 40_TaxWise_Changes_TY15__Rel_2.ppt
  • 41_Tax_Law_Changes_TY15_Rel_2a.ppt
  • 42_Qualifying_Child_Charts_TY15_Rel_1.ppt
Tax Training Instructor Plans and Aids Instructor Aids TY16 2016/07/20
  • Instructor_Aids_TY16.zip
  • Questions_and_Comments_for_Discussion_v8.docx
  • 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)

Updates 07-16-2016

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 CyberTax CyberTax TY2016-01: Tax-Aide Diversity Site Application Now Available
  • CyberTax_TY2016-01.pdf
Communication SMT Roundup SMT Roundup 7/13/16
  • SMT_071316.pdf
General Program Management Forms Site Review Form TY 2016
  • Site_Review_Form_TY_2016.docx
  • Site_Review_Form_TY_2016.pdf
General Program Management Tax Exempt Missouri Tax Exemption Certificate (Effective Date: 12/01/2014)
  • MissouriTaxExemptionCertificate.pdf (not d/l)
Operational Procedures & Volunteer Portal Volunteer Portal Update Volunteer Portal Updates 06/29/2016
Tax Training TaxSlayer Practice Lab Accounts for Training
  • Practice_Lab_Accounts_for_Training.pdf
Tax Training TaxSlayer Where We Are (TaxSlayer) Webinars ... July 6 & 8, 2016
  • TaxSlayer_Issues_and_Questions_07-2016_v4.pdf
Tax Training TaxSlayer TaxSlayer US State Point of Contacts 07-06-2016
  • TaxSlayer_POCs_07-06-2016.pdf
Tax Training Tools Determining Tax Benefits for a Qualifying Child or Qualifying Relative 2016-07-11
  • Determining_Tax_Benefits_for_a_Qualifying_Child_or_Qualifying_Relative_2016-07-11.pdf
Tax Training Tools 2016 Tax Prep and Helpful Weblinks 2016-07-14
  • 2016_EITC_Graph.pdf
  • Determining Tax Benefits for a Qualifying Child or Qualifying Relative 2016-07-11.pdf (not d/l)
  • Education_Spreadsheet_2016-07-11_v9.zip
  • Helpful_Weblinks_v2_2016-07-11.pdf
  • Mortgage_COD_Flowchart_2016.pdf
  • Proposed_Education_Lesson_2016-07-12.pdf
Tax Training Instructor Plans and Aids Instructor Aids TY16 2016/07/14
  • Instructor_Aids_TY16.zip
Tax Training Immersion Training NTTC Immersion Training Guide TY2016 - 2016/07/14
  • NTTC_Immersion_Training_Guide_TY2016_v3.pdf
TCS Documents TCS Bulletins & Tasks Documents TCS Bulletin TY2016-01: Windows 10 Image Availability 06/27/16
  • TCSBulletinTY2016-01_062716.pdf

Updates 06-25-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Form 1095-A Health Insurance Marketplace Statement 2015 06-24-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 6/15/16
  • SMT_061516.pdf
General Program Management Awards and Recognition AARP Foundation Tax-Aide Fellows Recipients 06/03/16
  • Volunteers_who_have_been_named_as_AARP_Foundation_Tax_Aide_Fellows...as_of_6.3.2016.pdf
Operational Procedures & Volunteer Portal Reimbursement CF, COU, ERO, SCO and SF: Submitting and Recalling Pre-Approvals 06/23/2016
  • NonLeaderSubmittingandRecallingPreApprovals_06232016.pdf
  • NonLeaderSubmittingandRecallingPreApprovals_06232016.pptx
Operational Procedures & Volunteer Portal Reimbursement Leader: Submitting/Recalling/Reviewing Pre-Approvals 06/23/2016
  • LeaderSubmittingRecallingReviewingPreApprovals_06232016.pdf
  • LeaderSubmittingRecallingReviewingPreApprovals_06232016.pptx

Updates 06-11-2016

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Inst 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2015 06-10-2016
Publ 4390 VITA/TCE Computer Loan Program 0616 06-10-2016
Publ 4883 Grant Programs Resource Guide for VITA Volunteer Income Tax Assistance and TCE Tax Counseling for the Elderly 0416 05-11-2016

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 5/25/16
  • SMT_052516.pdf
Tax Training NTTC Webinars NTTC TRS Webinars December 16 and 18, 2015 (ACA Presentation)
  • NTTC_TRS_Webinar_Dec_16_18,_2015_v2.pdf
  • TaxWise_Changes_TY15_v12a.pdf
  • TaxWise_Changes_TY15_v12a.pptx
Tax Training NTTC Webinars NTTC TRS Webinars November 18 and 20, 2015 (ACA Presentation)
  • 2015_TaxWise_Online_Stress_Test.pdf
  • ACA_2015-11-18_v2.ppt
  • ACA_2015-11-18v2.pdf
  • NTTC_TRS_Webinar_Nov_18-20_2015.pdf
Technology Equipment 2016 Inventory Process Webinar - 05/06/16
TCS Documents TCS Bulletins & Tasks Documents AARP Foundation Tax-Aide Laptops and Windows 10 - 05/11/16
  • TaxAideLaptopsWind10_051116.pdf