Tax-Aide Links

AARP Volunteer Portal
  AARP's Volunteer Portal - Available to all certified volunteers, login required. Place for program  materials, reimbursements and the One Support Help Center (OSHC).

   These documents require AARP Volunteer Portal access. If not already logged into portal, will present portal login screen.
  Once logged into portal, click "One Support Help Center" for document.  If you don't know or can't find the "OneSupport Help Center" click here.

  The Volunteer Portal Guide details all procedures and functions available on the AARP Volunteer Portal.
  The TaxAide One Support Guide details what is available on One Support and how to navigate within it.

 The following are some essential Volunteer Portal "Tip Sheets". 

Portal Tip Sheets   Comments
 Accessing the Portal
   Creating an AARP.org Account
   Responding to an Invitation 

   Logging into the Portal

  When a volunteer is officially accepted into the TaxAide program (i,e., passes the IRS Certification test for the first time), the volunteer will receive via e-mail, an invitation to access the Volunteer Portal. The e-mail directs the volunteer to access the portal via the volunteer's AARP.org account (create one if new to AARP) and how to log on for the first time.

 Introduction to the Portal Screen
   
Overview
   Intro to Portal Screens for CF COU ERO
   Intro to Portal Screens for LC DC TC
  
 After the initial Login, the Portal Home page will be different for leaders (LC, DC, TC) than non-leaders (CF,COU, ERO).  These tip sheets will explain what to expect and what to do when you first access the portal.
 Maintaining your AARP.org Account
  Change your password
  Change your email
  Update your Volunteer Information

 Each volunteer is responsible keeping personal information current.  AARP uses the volunteer's contact information for email notifications and the shipping of training/reference materials. If not maintained, these communications and materials will be "lost in the mail". 
These tip sheets detail the procedures to follow to change the volunteer's password, email. mailing address, telephone numbers and Direct Deposit information (for reimbursements).

 Reimbursement Procedures 
   Overview
   Submit a Flat Rate Reimbursement
   Submit an Itemized Reimbursement
   Accept or Reject Expenses or Pre-Approvals

 At the end of each tax season, all who have volunteered a minimum of 40 hours for the season are eligible to receive either a flat-rate reimbursement or itemized reimbursement (for mileage only).  These tip sheets detail the procedures to follow to request a reimbursement and how one is approved (LC's).


 Other AARP Tax-Aide Resources  Comment
 In & Out of Scope Topics (AARP) 

 Issued by AARP Tax-Aide - February 2018
 NJ Can/Cannot do List

 NJ version of In/Out of Scope List- CAUTION issued 02/03/2014
 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 make available at all sites.