Site Management

This page lists essential forms, documents, posters and publications which can be used in every day site functions. = Link to AARP Volunteer Portal. Click this icon and enter Keyword(s) in the Portal's Search box to fine the document described. 

 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
 Keywords: Gold Standards 
 Every Return must be Quality Reviewed. This document defines the "Gold Standard" for Quality Reviewers. 

 Intake Booklet TY 2018
 Intake Information for Taxpayers
  Keywords: Intake booklet
 AARP mandated intake booklet, English and Spanish versions (8 pages)

 In & Out of Scope Topics (AARP)

 Keywords: Scope Topics
 Issued by AARP Tax-Aide

 NJ Checklist for TaxSlayer
 NJ Checklist for TaxSlayer Job Aid 
 TP4F Form to record NJ items during interview & preparation. One should be filled out for every return. 
 Job Aid is a document detailing where and what to enter every entry on the NJ Checklist.

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

 Handout received on set-up day. Detail procedures for production sign-in and username/password recovery.
  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

 Keywords: Schedule C Guidelines
.NTTC Guide on what and how to handle Schedule C topics.

 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
 Tax-aide Policy and Procedure Manual  Keywords: Procedure Manual
 Definitive manual outlining policies and procedural information necessary to perform roles within the Tax-Aide program.