Site Management

This page lists essential forms, documents, posters and publications which can be used in every day site functions.
 = AARP Volunteer Portal access required. If not already logged into portal, will present portal login screen, once logged in, the document page will display in a separate tab.

 Counselor Essentials Comments
  TaxSlayer From Preparer to ERO Flow Short (6 page) guide on the process of transferring a return from Preparer to Quality Reviewer to the Transmission queue for the ERO

 Gold Standard for Quality Reviewers  
 Every Return must be Quality Reviewed. This document defines the "Gold Standard" for Quality Reviewers. November 2018. 

 Intake Booklet TY 2018 
 Intake Booklet TY 2018 (SP)
 Intake Information for Taxpayers

 AARP mandated intake booklet, English and Spanish versions (8 pages)

 In & Out of Scope Topics (AARP)  
 NJ Can/Cannot do List
 Issued by AARP Tax-Aide - November 2018 
 CAUTION issued 02/03/2014

 NJ Checklist for TaxSlayer TP4F Form to record NJ items during interview & preparation. One should be filled out for every return. 

 NJ Special Handling Topics 12/18/2017 TP4F guide for NJ specific TaxSlayer techniques. Print and have available for ready reference.

 Production Login Procedures
   Procedure for RETURNEES
   Procedure for NEW VOLUNTEERS

 Handout received on set-up day. Detail procedures for production sign-in and username/password recovery.
 One document is for last year's volunteers and the other is for new volunteers to a site.
  Instruction for Paper Filing 

  In case a return cannot be Efiled, this document details instructions on how to prepare a return for paper filing for Federal and New Jersey.
 Schedule C Guidelines  

.NTTC Guide on what and how to handle Schedule C topics. November 2018

 ERO Essentials  Comments
 ERO Transmitter Guide 
 4-Page PDF document outlining the process for transmitting e Files to the IRS and working with Acknowledgments and Reports.

 Adding a New Preparer 2-Page PDF document detailing the process of adding a new preparer to a site.

 Site Management Essentials Comments
 IRS Pub 17 Authoritative IRS publication for Individual Tax returns. Must be available at each site. 

 VITA /TCE Tax Alerts Tax Alerts issued by IRS for VITA/TCE sites through the tax year. These alerts should be made known to all volunteers and are required to be be made available at all sites.

 Publications Comments
 IRS Pub 1084

 IRS Site Coordinator's Handbook
 IRS Pub 3189 

 Volunteer e-file Administration Guide

 IRS Pub 4053

 IRS Civil Rights Poster (Alternative to D143 Poster)
 Tax-aide Policy and Procedure Manual    Definitive manual outlining policies and procedural information necessary to perform roles within the Tax-Aide program.