AARP's Volunteer Portal - Available to all certified volunteers, login required. Place for program materials, reimbursements and document libraries.
 = Link to AARP Volunteer Portal. Click this icon and enter Keyword(s) in the Portal's Search box to fine the document described. Note: Per National Directive, direct links to portal files have been disallowed. The given keywords will display a list of documents within the portal.
The following are some essential Volunteer Portal "Tip Sheets".
| Portal Tip Sheets |
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Keywords: Accessing the Portal
Creating an AARP.org Account
Responding to an Invitation
Logging into the Portal
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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.
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KeyWords: The Portal Screen
Overview
Intro to Portal Screens for CF COU ERO
Intro to Portal Screens for LC DC TC
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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
Keyword: VP01 Change your password
Keywords: VP01 Update your email
Keywords: VP02 Contact Record
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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).
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Keyword: Reimbursements
Reimbursement Overview
Submit a Flat Rate Reimbursement
Submit an Itemized Reimbursement
Complete And Submit Flat Rate Mass Approval
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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 |
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Keywords: Scope Manual
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In and Out of Scope manual issued by AARP |
VITA /TCE Tax Alerts
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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. |
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