Tax-Aide Links

AARP Volunteer Portal
  AARP's Volunteer Portal - Available to all certified volunteers, login required. Place for program  materials, reimbursements and document libraries.

   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.

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

Portal Tip Sheets   Comments
 Accessing the Portal
   Creating an 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 account (create one if new to AARP) and how to log on for the first time.

 Introduction to the Portal Screen
   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 Account
  Change your password
  Update 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 Overview
Submit a Flat Rate Reimbursement
 Submit an Itemized Reimbursement
 Complete And Submit Flat Rate Mass Approval
 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 to mass approve flat rate requests (LC's).

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

 Issued by AARP Tax-Aide - November 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.
  Tax-aide Policy and Procedure Manual      Definitive manual outlining policies and procedural information necessary to perform roles within the Tax-Aide program.