Updated Resources
The following sources are periodically scanned for updates:
- IRS Forms and Publications
- NJ Div of Tax
- Tax-Aide Portal OneSupport repository
Based on thse scans, the following list of interesting TY2015 items is updated (updates are in reverse chronological order).
Selected documents are available via the TY2015 TaxPrep4Free OneDrive Repository
Note: zipped OneSupport attachments have been unzipped for ease of review
Don't forget to refresh the page (F5/Ctrl-R) to make sure you have the latest version...
Updates 07-23-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Operational Procedures & Volunteer Portal | How To's |
Exporting Reports after the Microsoft Office Update 07/22/2016
|
Tax Training | Materials/Presentations |
TRS Training - Dallas July 2016
|
Tax Training | Materials/Presentations |
TY15 NTTC Training Slides Rel 2 & Rel 2a - 1/4/2016
|
Tax Training | Instructor Plans and Aids |
Instructor Aids TY16 2016/07/20
|
Updates 07-16-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | CyberTax |
CyberTax TY2016-01: Tax-Aide Diversity Site Application Now Available
|
Communication | SMT Roundup |
SMT Roundup 7/13/16
|
General Program Management | Forms |
Site Review Form TY 2016
|
General Program Management | Tax Exempt |
Missouri Tax Exemption Certificate (Effective Date: 12/01/2014)
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Volunteer Portal Updates 06/29/2016
|
Tax Training | TaxSlayer |
Practice Lab Accounts for Training
|
Tax Training | TaxSlayer |
Where We Are (TaxSlayer) Webinars ... July 6 & 8, 2016
|
Tax Training | TaxSlayer |
TaxSlayer US State Point of Contacts 07-06-2016
|
Tax Training | Tools |
Determining Tax Benefits for a Qualifying Child or Qualifying Relative 2016-07-11
|
Tax Training | Tools |
2016 Tax Prep and Helpful Weblinks 2016-07-14
|
Tax Training | Instructor Plans and Aids |
Instructor Aids TY16 2016/07/14
|
Tax Training | Immersion Training |
NTTC Immersion Training Guide TY2016 - 2016/07/14
|
TCS Documents | TCS Bulletins & Tasks Documents |
TCS Bulletin TY2016-01: Windows 10 Image Availability 06/27/16
|
Updates 06-25-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Form 1095-A | Health Insurance Marketplace Statement | 2015 | 06-24-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 6/15/16
|
General Program Management | Awards and Recognition |
AARP Foundation Tax-Aide Fellows Recipients 06/03/16
|
Operational Procedures & Volunteer Portal | Reimbursement |
CF, COU, ERO, SCO and SF: Submitting and Recalling Pre-Approvals 06/23/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Leader: Submitting/Recalling/Reviewing Pre-Approvals 06/23/2016
|
Updates 06-11-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2015 | 06-10-2016 |
Publ 4390 | VITA/TCE Computer Loan Program | 0616 | 06-10-2016 |
Publ 4883 | Grant Programs Resource Guide for VITA Volunteer Income Tax Assistance and TCE Tax Counseling for the Elderly | 0416 | 05-11-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 5/25/16
|
Tax Training | NTTC Webinars |
NTTC TRS Webinars December 16 and 18, 2015 (ACA Presentation)
|
Tax Training | NTTC Webinars |
NTTC TRS Webinars November 18 and 20, 2015 (ACA Presentation)
|
Technology | Equipment |
2016 Inventory Process Webinar - 05/06/16
|
TCS Documents | TCS Bulletins & Tasks Documents |
AARP Foundation Tax-Aide Laptops and Windows 10 - 05/11/16
|
Updates 05-21-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4883 | Grant Programs Resource Guide for VITA Volunteer Income Tax Assistance and TCE Tax Counseling for the Elderly | 0416 | 05-11-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 5/18/16
|
Communication | SMT Roundup |
SMT Roundup 5/11/16
|
Operational Procedures & Volunteer Portal | Reimbursement |
Sorting the Flat-Rate Reimbursement Approval Form 05/09/2016
|
Operational Procedures & Volunteer Portal | ADS Webinars |
ADS Open Forum 05/20/2016
|
Updates 05-07-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 5247 | Volunteer Income Tax Assistance (VITA) Terms and Conditions | 0416 | 04-28-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 5/4/16
|
Communication | SMT Roundup |
SMT Roundup 4/27/16
|
Operational Procedures & Volunteer Portal | ADS Webinars |
Recording of ADS Open Forum 4/27/16 & 4/29/16
|
Tax Training | TaxSlayer |
TaxSlayer Practice Lab Roundtable Discussion 05-06-2016
|
Tax Training | TaxSlayer |
TaxSlayer Practice Lab 5/4/2016
|
Tax Training | Tools |
Answers to TY2015 NTTC Workbook Exercises
|
Updates 04-23-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 5245 | Tax Counseling for the Elderly (TCE) Program Terms and Conditions | 0416 | 04-20-2016 |
Publ 4671 | VITA Grant Program Overview and Application Instructions | 0416 | 04-20-2016 |
Publ 1101 | Application Package and Guidelines for Managing a TCE Program | 0416 | 04-14-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | CyberTax |
CyberTax TY2015-07: End of Season Reminders: Data Security, Acknowledgements, Reimbursement
|
Communication | SMT Roundup |
SMT Roundup 4/20/16
|
Communication | SMT Roundup |
SMT Roundup 4/13/16
|
General Program Management | Administrative |
Business Reply Envelope #10 (D0140) (2016)
|
General Program Management | Forms |
MS EXCEL: Expense Reimbursement Form TY15 Flat Rate Leader 04/03/16
|
General Program Management | Forms |
MS EXCEL: Expense Reimbursement Form TY15 Flat Rate Non-Leader 04/03/16
|
General Program Management | Forms |
MS EXCEL: Expense Reimbursement Form TY15 Leader 04/03/16
|
General Program Management | Forms |
MS EXCEL: Expense Reimbursement Form TY15 Non-Leader 04/03/16
|
OneSupport | Help Center Support |
Site Map - rev 4/12/16
|
Operational Procedures & Volunteer Portal | Training & Demos |
CF, COU, ERO, SCO and SF: Submitting Time Entry 04/05/2016
|
Operational Procedures & Volunteer Portal | Training & Demos |
Leader: Submitting Time Entry 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
CF, COU, ERO, SCO and SF: Submitting and Recalling Pre-Approvals 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
CF, COU, ERO, SCO and SF: Submitting Flat-Rate Expenses: Creating a Reimbursement 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
CF, COU, ERO, SCO and SF: Submitting Itemized Expenses: Creating a Reimbursement 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DC, SC and RC: Approving and Rejecting Expenses 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DC, SC and RC: Mass Approval Process 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DC, SC and RC: Obtaining the Flat-Rate Approval Form 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: CF, COU, ERO, SCO and SF: Submitting and Recalling Pre-Approvals 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: CF, COU, ERO, SCO and SF: Submitting Flat-Rate Expenses: Creating a Reimbursement 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: CF, COU, ERO, SCO and SF: Submitting Itemized Expenses: Creating a Reimbursement 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: CF, COU, ERO, SCO and SF: Submitting Time Entry 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: DC, SC and RC: Approving and Rejecting Expenses 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: DC, SC and RC: Mass Approval Process 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: DC, SC and RC: Obtaining the Flat-Rate Approval Form 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: Leader: Submitting Flat-Rate Expenses: Creating a Reimbursement 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: Leader: Submitting Itemized Expenses: Creating a Reimbursement 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: Leader: Submitting Time Entry 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DEMO: Leader: Submitting/Recalling/Reviewing Pre-Approvals 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Leader: Submitting Flat-Rate Expenses: Creating a Reimbursement 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Leader: Submitting Itemized Expenses: Creating a Reimbursement 04/05/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Leader: Submitting/Recalling/Reviewing Pre-Approvals 04/05/2016
|
Operational Procedures & Volunteer Portal | ADS Webinars |
Recording of ADS Open Forum 4/13/16 & 4/15/16
|
Updates 04-09-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 04/06/16
|
General Program Management | Administrative |
Appointment Letter 04/07/16
|
General Program Management | Administrative |
Dismissal Letter Template 04/07/16
|
General Program Management | Administrative |
Non-Appointment Letter 04/07/16
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Flat Rate Leader 04/03/16
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Flat Rate Non-Leader 04/03/16
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Leader 04/03/16
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Non-Leader 04/03/16
|
Operational Procedures & Volunteer Portal | Locations & Program Metrics (Site Activity) |
Updating Program Metrics Records 4/2/16
|
Operational Procedures & Volunteer Portal | ADS Webinars |
Recording of ADS Open Forum 3/30/16 & 4/1/16
|
Technology | Equipment |
2016 End of Season Hot Spot Reminder 04/06/16
|
TCS Documents | TCS Bulletins & Tasks Documents |
TCS Bulletin TY2015-01: Technology Hardware Refresh - Phase 2 10/14/15
|
TCS Documents | TCS Bulletins & Tasks Documents |
TCS Bulletin TY2015-02: Imaging and IRS system Tune-Up Documentation 01/06/16
|
TCS Documents | TCS Bulletins & Tasks Documents |
TCS Bulletin TY2015-03: Estimated Tax Penalty 02/10/16
|
TCS Documents | TCS Bulletins & Tasks Documents |
TCS Bulletin TY2015-04: Windows 10 Update 04/06/16
|
Updates 04-02-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 3/30/16
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Flat Rate Leader 03/31/2016
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Flat Rate Non-Leader 03/31/2016
|
Operational Procedures & Volunteer Portal | Training & Demos |
CF, COU, ERO, SCO and SF: Submitting Time Entry 03/27/2016
|
Operational Procedures & Volunteer Portal | Training & Demos |
Leader: Submitting Time Entry 03/27/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
CF, COU, ERO, SCO and SF: Submitting and Recalling Pre-Approvals 03/27/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
CF, COU, ERO, SCO and SF: Submitting Flat-Rate Expenses: Creating a Reimbursement 03/22/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
CF, COU, ERO, SCO and SF: Submitting Itemized Expenses: Creating a Reimbursement 03/22/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DC, SC and RC: Approving and Rejecting Expenses 03/30/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DC, SC and RC: Mass Approval Process 03/23/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
DC, SC and RC: Obtaining the Flat-Rate Approval Form 03/23/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Leader: Submitting/Recalling/Reviewing Pre-Approvals 03/30/2016
|
Operational Procedures & Volunteer Portal | Dashboards & Reports |
Report Request Form 03/30/2016
|
Operational Procedures & Volunteer Portal | ADS Webinars |
Recordings of ADS Open Forum 03/16/16 & 03/18/16
|
Updates 03-26-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | CyberTax |
CyberTax TY2015-06: Reimbursement and Time Entry Modules added to Volunteer Portal
|
Communication | SMT Roundup |
SMT Roundup 3/23/16
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Flat Rate Leader 3/21/16
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Flat Rate Non-Leader 3/21/16
|
Operational Procedures & Volunteer Portal | Reimbursement |
Leader: Approving and Rejecting Expenses 03/22/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Leader: Mass Approval Process 03/23/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Leader: Obtaining the Flat-Rate Approval Form 03/23/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Leader: Submitting Flat-Rate Expenses: Creating a Reimbursement 03/22/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Leader: Submitting Itemized Expenses: Creating a Reimbursement 03/22/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Non-Leader: Submitting Flat-Rate Expenses: Creating a Reimbursement 03/22/2016
|
Operational Procedures & Volunteer Portal | Reimbursement |
Non-Leader: Submitting Itemized Expenses: Creating a Reimbursement 03/22/2016
|
Technology | Equipment |
Annual Inventory Reminder and Key Dates Information TY15 03/09/16
|
Technology | Tech Bulletins |
ERO Bulletin TY15-04 03/24/16
|
Updates 03-19-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | General |
Tax-Aide photos 3/10/16
|
Communication | SMT Roundup |
SMT Roundup 3/16/16
|
Communication | SMT Roundup |
SMT Roundup 3/9/16
|
Leadership Training | Documents |
Internal Site Review Training - 3/11/16
|
Operational Procedures & Volunteer Portal | Reimbursement |
***Reimbursement Go Live Update 03/17/2016***
|
Operational Procedures & Volunteer Portal | Miscellaneous |
New Volunteer Portal Tabs by Profile 03/07/16
|
Operational Procedures & Volunteer Portal | ADS Webinars |
ADS Open Forum 4/27/16 & 4/29/16
|
Operational Procedures & Volunteer Portal | ADS Webinars |
ADS Open Forum 4/13/16 & 4/15/16
|
Operational Procedures & Volunteer Portal | ADS Webinars |
ADS Open Forum 3/30/16 & 4/01/16
|
Operational Procedures & Volunteer Portal | ADS Webinars |
ADS Open Forum 3/16/16 & 3/18/16
|
Technology | Equipment |
Blank Equipment Inventory Report (EIR) TY15 03/09/16
|
Updates 03-05-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 3/2/16
|
Operational Procedures & Volunteer Portal | How To's |
How To Update Your Personal Information 02/26/2016
|
Operational Procedures & Volunteer Portal | How To's |
How To Update Your Direct Deposit Information 02/26/2016
|
Operational Procedures & Volunteer Portal | How To's |
How To Access OneSupport from the Portal Homepage 02/26/16
|
Operational Procedures & Volunteer Portal | ADS Webinars |
Recordings of ADS Open Forum 2/26/16
|
Tax Training | Tools |
Pub 4012 Modified by NTTC 02-29-2016
|
Tax Training | Affordable Care Act (ACA) Training |
Affordable Care Act Updates and Clarifications – TY2015 2016-02-29
|
Technology | Tech Bulletins |
Technology Bulletin TS2015-03: Return Equipment Reminder 03/03/16
|
TCS Documents | Inventory Process Information |
Tax-Aide Inventory Agent (TIA) Tool v 2.0.6 03/02/15
|
TCS Documents | Inventory Process Information |
TIA Asset Tag, District, State Update Tool 03/02/16
|
Updates 02-27-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4491-X | VITA/TCE Training Supplement Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) | 1215 | 02-25-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | CyberTax |
CyberTax TY2015-05: Volunteer Tax Alert 02: Publication 4012 and 4011 changes, and Spanish Link & Learn
|
Communication | General |
AARP Foundation Logo - Black 2/26/16
|
Communication | General |
AARP Foundation Logo - Color 2/26/16
|
Operational Procedures & Volunteer Portal | ADS Webinars |
Recordings of ADS Open Forum 2/10/16 & 2/12/16
|
Operational Procedures & Volunteer Portal | ADS Webinars |
ADS Open Forum 2/24/16 & 2/26/16
|
Tax Training | Tools |
Pub 4012 Modified by NTTC 02-18-2016
|
Updates 02-20-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 2/17/16
|
Operational Procedures & Volunteer Portal | How To's |
How To Change AARP.org Password 02/13/2016
|
Operational Procedures & Volunteer Portal | How To's |
Demo: How To Change AARP.org Password 02/13/2016
|
Operational Procedures & Volunteer Portal | Training & Demos |
Program Metrics (Site Activity) Training - 2/10/16
|
Operational Procedures & Volunteer Portal | Locations & Program Metrics (Site Activity) |
Program Metrics (Site Activity) Report TY2014
|
Operational Procedures & Volunteer Portal | Locations & Program Metrics (Site Activity) |
Program Metrics (Site Activity) Log (D19597) Example 2/8/15
|
Operational Procedures & Volunteer Portal | Locations & Program Metrics (Site Activity) |
Program Metric (Site Activity) Log Form 02/06/2015
|
Operational Procedures & Volunteer Portal | Locations & Program Metrics (Site Activity) |
Program Metrics (Site Activity) Collection Template TY15 02/13/16
|
Operational Procedures & Volunteer Portal | Miscellaneous |
New Volunteer Portal Tabs by Profile 02/13/2016
|
Updates 02-13-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4299 | Privacy, Confidentiality, and Civil Rights - A Public Trust | 0216 | 02-12-2016 |
Publ 974 | Premium Tax Credit (PTC) | 1215 | 02-12-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 2/10/16
|
Operational Procedures & Volunteer Portal | How To's |
How To: Access Efile and Flash Reports 02/04/2016
|
Operational Procedures & Volunteer Portal | Miscellaneous |
New Volunteer Portal Tabs by Profile 02/09/2016
|
Tax Training | Scope |
In/Out Scope Poster TY15 C2467
|
Technology | Tech Bulletins |
Who To Contact for IRS and CCH TaxWise Issues During the Season TY2015 01/28/16
|
TCS Documents | TCS Bulletins & Tasks Documents |
TCS Bulletin TY2015-02: Estimated Tax Penalty 02/10/16
|
TCS Documents | TCS Bulletins & Tasks Documents |
TCS Bulletin TY2015-01: Imaging and IRS system Tune-Up Documentation 01/06/16
|
Updates 02-06-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4012 | VITA/TCE Volunteer Resource Guide | 1215 | 02-03-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | CyberTax |
CyberTax TY2015-04: Volunteer Tax Alert 01: Consolidated Appropriations Act 2016 (Extenders) and Full year Health Coverage Box on Form 1040
|
Communication | General |
Communication Grid 2/1/16
|
Communication | General |
Tax-Aide Staff Directory 2/1/16
|
Communication | SMT Roundup |
SMT Roundup 2/3/16
|
Leadership Training | Documents |
2016 AARP Foundation Tax-Aide LC Required Training memo 2/2/16
|
Operational Procedures & Volunteer Portal | How To's |
How to Change AARP.org Email Address
|
Tax Training | Policy/Tax Law |
State Tax Assistance Program - Intake Sheets 01/31/2016
|
Technology | Tech Bulletins |
ERO Bulletin TY15-03 02/03/16
|
Updates 01-30-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | CyberTax |
CyberTax TY2015-03: The 2016 season is about to begin!
|
Communication | SMT Roundup |
SMT Roundup 1/27/16
|
General Program Management | Incident/Emergency Procedures |
Emergency Tips for Dealing with a Violent Situation- 1/27/16
|
Leadership Training | Documents |
Internal Site Review Training
|
Tax Training | Policy/Tax Law |
State Tax Assistance Program TY 2015 Webinars
|
Technology | Equipment |
How to Change and Update a Duplicate Asset Tag TY15 01/25/16
|
Technology | Security |
Wireless TWO - Computer Security Scanning Guide TY15 01/26/16
|
Technology | Tech Bulletins |
Technology Bulletin TS2015-02: Blocking Windows 10 Upgrade 01/2716
|
Technology | Tech Bulletins |
Who To Contact for IRS and CCH TaxWise Issues During the Season TY2016 01/28/16
|
Updates 01-23-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 17 (SP) | Your Federal Income Tax (Spanish version) | 2015 | 01-22-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | General |
Action Required: Immediate Action Needed for Site Changes related to Software Orders 1/19/2016
|
Communication | SMT Roundup |
SMT Roundup 1/20/16
|
General Program Management | General |
Client Facilitator Guide TY15 1/20/16
|
Operational Procedures & Volunteer Portal | Training & Demos |
Introduction to the Portal Training 01/13/2016
|
Tax Training | Tools |
Pub 4012 Modified by NTTC 01-22-2016
|
Tax Training | Policy/Tax Law |
IRS' Answers To Pub 4491W Problems and Exercises Using 2015 Taxwise
|
Tax Training | Affordable Care Act (ACA) Training |
2015 ACA Practice Examples
|
Tax Training | Affordable Care Act (ACA) Training |
ACA Exemption Reference Guide TY15 01/05/2015
|
TaxWise | TaxWise Online |
Preparer Use Form Diversity Question Set Up Instructions 1/20/2016
|
Updates 01-16-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4491 | VITA/TCE Training Guide | 1215 | 01-15-2016 |
Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1215 | 01-12-2016 |
Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040), Itemized Deductions | 2015 | 01-11-2016 |
Selected New/Updated NJ Forms / Publications
Form | Content | Posted Date |
---|---|---|
NJ-1040 | NJ Resident Income Tax Return | 01-16-2016 |
Instructions for the NJ-1040 | 01-16-2016 | |
Schedules A & B | 01-16-2016 | |
NJ-1040-H | Property Tax Credit Application | 01-16-2016 |
Instructions for NJ-1040-H | 01-16-2016 | |
NJ-1040-ES | Estimated Tax Voucher 2016 | 01-16-2016 |
Instructions for NJ-1040ES 2016 | 01-16-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | General |
Happenings- Winter 2016 1/15/16
|
Communication | SMT Roundup |
SMT Roundup 1/13/16
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Non-Leader 1/11/16
|
Tax Training | Instructor Plans and Aids |
IRS Training Materials and Forms on irs.gov
|
Updates 01-09-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Form 14446 (SP) | Virtual VITA/TCE Taxpayer Consent (Spanish Version) | 1015 | 01-06-2016 |
Inst 1040 | Instructions for Form 1040, U.S. Individual Income Tax Return | 2015 | 01-06-2016 |
Inst 8965 | Instructions for Form 8965, Health Coverage Exemptions | 2015 | 01-04-2016 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 1/6/16
|
General Program Management | Awards and Recognition |
AARP Foundation Tax-Aide Fellows Recipients 01/05/16
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Non-Leader 12/25/15
|
General Program Management | General |
Client Facilitator Guide TY15 1/6/16
|
General Program Management | Tax Exempt |
Michigan Tax Exemption Certificate (Permanent)
|
Operational Procedures & Volunteer Portal | Training & Demos |
Site Management Training 01/07/16
|
Operational Procedures & Volunteer Portal | Locations & Program Metrics (Site Activity) |
Site Activity Collection Template TY15 1/8/16
|
Tax Training | Materials/Presentations |
TY15 NTTC Training Files Rel 2 & Rel 2a - 1/4/2016
|
Tax Training | Materials/Presentations |
Implementing Pub 4491X - 01/06/2016
|
TaxWise | TaxWise Online |
Preparer Use Form Diversity Question Set Up Instructions 12/22/15
|
TCS Documents | TCS Bulletins & Tasks Documents |
TCS Bulletin TY2015-01 01/06/16
|
Updates 01-04-2016
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4491-X | VITA/TCE Training Supplement Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) | 1215 | 12-30-2015 |
Form 1040 | U.S. Individual Income Tax Return | 2015 | 12-29-2015 |
Publ 17 | Your Federal Income Tax (For Individuals) | 2015 | 12-28-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | General |
List of Known State Websites 12/28/15
|
Communication | SMT Roundup |
SMT Roundup 12/30/15
|
Communication | SMT Roundup |
SMT Roundup 12/23/15
|
General Program Management | Forms |
Donated Equipment and Supplies Acknowledgement Form 12/24/15
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Leader 12/25/15
|
General Program Management | Forms |
Expense Reimbursement Form TY15 Non-Leader 12/22/15
|
General Program Management | Training |
Volunteer Site Policies and Procedures Training TY15 12/31/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Volunteer Portal Updates 12/21/15
|
Operational Procedures & Volunteer Portal | Volunteer Management |
AARP Foundation Tax-Aide TCE Counselor Certification Workbook v15 1-3-2016
|
Tax Training | Scope |
Tax-Aide Scope Manual TY15 Updated 12/30/2015
|
Tax Training | Scope |
Tax-Aide Scope Supplement to Pub 4012 TY15 12-02-2015
|
Tax Training | Tools |
Preparing for Software Change – 2016 Filing Season
|
Tax Training | Tools |
SSN Identification - Site Handout v2 01/02/2016
|
Tax Training | Tools |
2015 Qualifying Child Flow Charts - 01/03/2016
|
Tax Training | Policy/Tax Law |
Recent Changes to 2015 Tax Law v2 - 12/30/2015
|
Tax Training | Policy/Tax Law |
Guidelines for Preparing Schedule C - v2 12/30/2015
|
Tax Training | Affordable Care Act (ACA) Training |
Determining ACA Plan Costs for Affordability Exemption
|
Tax Training | Materials/Presentations |
TY15 NTTC Training Files Rel 2 - 12/31/15
|
Tax Training | Materials/Presentations |
Cancellation of Debt – Principal Residence 12/31/2015
|
TaxWise | TaxWise Online |
Creating Print Packets In TWO Guide TY15 12/20/15
|
TaxWise | TaxWise Online |
NTC National Template Description & Suggested Defaults for TWO TY15 12/20/15
|
TaxWise | TaxWise Online |
Suggested TaxWise Online Settings Guide TY15 12/20/15
|
TaxWise | TaxWise Online |
TWO Instructions for New Users Guide TY15 12/20/15
|
Updates 12-19-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Inst 8965 | Instructions for Form 8965, Health Coverage Exemptions | 2015 | 12-16-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 12/16/15
|
General Program Management | General |
Obtaining Continuing Education (CE) Credits For Volunteer Service with AARP Foundation Tax-Aide 12/17/15
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Volunteer Portal Updates 12/15/15
|
Operational Procedures & Volunteer Portal | How To's |
Volunteer Portal First Time Log On Instructions 12/15/2015
|
Operational Procedures & Volunteer Portal | Training & Demos |
Introduction to the Portal Training 12/11/2015
|
Operational Procedures & Volunteer Portal | Recruitment |
Prospective Volunteer Application Guide 12/14/2015
|
Tax Training | Tools |
NTTC Workbook TY 2015 – Instructor Notes And Errata 12/14/2015
|
Tax Training | Tools |
Forms Generator v8.0.0.5 (zip) 12/15/15
|
Tax Training | Instructor Plans and Aids |
Guide to using the Series I NTTC TRNG Templates 12-17-2015
|
Tax Training | NTTC Webinars |
NTTC TRS Webinars December 16 and 18, 2015
|
Updates 12-12-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2015 | 12-10-2015 |
Publ 5088 | Site Coordinator Training - Coming Together to Strengthen Communities | 1015 | 12-10-2015 |
Form 13614-C (SP) | Intake/Interview & Quality Review Sheet (Spanish Version) | 1015 | 12-09-2015 |
Form 14446 | Virtual VITA/TCE Site Model Taxpayer Consent | 1015 | 12-08-2015 |
Publ 3189 | Volunteer e-file Administration Guide | 1015 | 12-08-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 12/09/15
|
General Program Management | Awards and Recognition |
AARP Foundation Tax-Aide Fellows Recipients 11/24/15
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Volunteer Portal Updates 12/07/15
|
Operational Procedures & Volunteer Portal | How To's |
Volunteer Portal - Frequently Asked Questions (FAQ) 12/07/2015
|
Operational Procedures & Volunteer Portal | Locations & Program Metrics (Site Activity) |
Site Activity Report TY2014
|
Tax Training | TWO Immersion Training |
2015 TWO Immersion Lesson Plans Rel 2a with 12/8/2015 update
|
Updates 12-05-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 5220 | VITA/TCE Volunteer Site Scope & Referral Chart | 1215 | 12-03-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | General |
List of Known State Websites - rev 12/04/2015
|
Communication | SMT Roundup |
SMT Roundup 12/02/15
|
General Program Management | General |
Job Posting: National Leader Development Committee (NLDC) Chair Position Description 12/01/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Volunteer Portal Updates 12/01/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
How To STOP AARP Junk Emails 12/01/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
Volunteer Portal - Frequently Asked Questions (FAQ) 12/03/2015
|
Operational Procedures & Volunteer Portal | Miscellaneous |
AARP Foundation Tax-Aide TCE Counselor Certification Workbook 12032015
|
Tax Training | Scope |
Tax-Aide Scope Manual TY15 Updated 11/27/2015
|
Tax Training | Scope |
Tax-Aide Scope Summary TY15 - 11/27/2015
|
Tax Training | Tools |
Tax-Aide Supplement to Pub 4012 TY15 12-02-2015
|
Tax Training | TWO Immersion Training |
2015 TWO Immersion Lesson Plans Rel 2 11/302015
|
TaxWise | Nonspecific Software |
Operating System and Browser Policy TY15 11/19/15
|
TaxWise | Nonspecific Software |
System Requirements for TaxWise TY15 11/19/15
|
Technology | Security |
Secured Folders TY15 11/19/15
|
Technology | Security |
Wireless TWO - Computer Security Scanning Guide TY15 11/18/15
|
Technology | Tech Bulletins |
ERO Bulletin TY15-01 11/19/15
|
Technology | Tech Bulletins |
ERO Bulletin TY15-02 12/01/15
|
Updates 11-28-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4961 (SP) | Normas de Conducta para los Voluntarios en los VITA/TCE - Entrenamiento de Etica | 1115 | 11-24-2015 |
Publ 4396-A | Partner Packet Inserts | 1115 | 11-24-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | General |
List of Known State Websites - rev 11/27/2015
|
Communication | SMT Roundup |
SMT Roundup 11/25/15
|
General Program Management | Administrative |
Tax Site Hours Signage (English and Spanish)
|
Leadership Training | Documents |
AARP Foundation Tax-Aide Local Site Review Form – 11/21/2015
|
OneSupport | Help Center Support |
How to Follow a Section or Article REV 11/22/15
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Volunteer Portal Update 11/17/2015
|
Tax Training | Tools |
NTTC Workbook TY 2015 – Instructor Notes and Errata 11/22/2015
|
Tax Training | Tools |
Qualifying Child Flow Charts - Reuse 2013 Laminate
|
Tax Training | Affordable Care Act (ACA) Training |
Affordable Care Act Updates and Clarifications – TY2014 11-20-2015
|
Tax Training | Materials/Presentations |
TY15 NTTC Training Files Rel 1a - 11/20/2015
|
Updates 11-21-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Form 8965 | Health Coverage Exemptions | 2015 | 11-17-2015 |
Form 8962 | Premium Tax Credit | 2015 | 11-17-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 11/18/15
|
General Program Management | Administrative |
D143 Free Tax Help Poster TY15
|
General Program Management | Administrative |
Out of Scope Poster TY15 C2467
|
General Program Management | Administrative |
Tax Site Hours Signage
|
General Program Management | Awards and Recognition |
Award Certificate E0251 Form 11/17/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Volunteer Portal Update 11/09/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
Portal - Frequently Asked Questions 11/20/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
Site Management Handout - Cheat Sheet 11/19/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
Volunteer Portal First Time Log On Instructions 11/14/2015
|
Tax Training | Tools |
Tax-Aide Supplement to Pub 4012 TY15 v2015-11-16
|
Tax Training | Tools |
Education Cookbook TY 2015 2015-11-14
|
Tax Training | Tools |
Accessing Link & Learn Certification Tests TY2015 11/17/2015
|
Tax Training | Tools |
Corrections to TY13 Qualifying Child or Relative Charts – Reviewed Nov 2015
|
Tax Training | NTTC Webinars |
NTTC TRS Webinars November 18 and 20, 2015
|
Updates 11-14-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 3676-B (EN-SP) | VITA/TCE Site Location Flyer for Field Assistance Taxpayer Assistance Centers (English/Spanish) | 1015 | 11-12-2015 |
Form 14446 | Virtual VITA/TCE Site Model Taxpayer Consent | 1015 | 11-10-2015 |
Publ 3211 (EN-SP) | Earned Income Tax Credit (EITC) Q&A (English/Spanish) | 1015 | 11-09-2015 |
Publ 962 (SP) | Earned Income Tax Credit (Stuffer) (Spanish version) | 1015 | 11-09-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 11/11/15
|
General Program Management | Recruitment |
Ad Slicks Recruitment (TY14) 11/6/15
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
DC: Recruitment Training 11/09/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
PVS & ADS: Recruitment Training 11/09/2015
|
Operational Procedures & Volunteer Portal | Recruitment |
Prospective Volunteer Application Guide 11/09/2015
|
Tax Training | Instructor Plans and Aids |
IRS Training Materials and Forms
|
Updates 11-07-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4012 | VITA/TCE Volunteer Resource Guide | 1015 | 11-06-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
Demo: How to Clear Browser Cache - Firefox 11/06/15
|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
Demo: How to Clear Browser Cache - Google 11/06/15
|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
Demo: How to Clear Browser Cache - IE 11/06/15
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
DC: Recruitment Training 11/03/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
PVS & ADS: Recruitment Training 11/03/2015
|
Updates 11-04-2015
(Special mid-week edition)
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | General |
Glossary- 11/2/15
|
Communication | SMT Roundup |
SMT Roundup 11/4/15
|
General Program Management | General |
Policy and Procedures Manual Version 1.1 - 11/2/15
|
General Program Management | General |
Policy and Procedures Manual: Introduction, Org Chart and What's New 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 1: Volunteer Recruitment 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 2: Volunteer Training and Testing 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 3: Volunteer Certification and Assignments 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 4: Scope of Program, Preparing the Return, Quality 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 5: Standards of Professionalism 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 6: Interactions with the Taxpayer 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 7: Site Operations and Management 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 8: Confidentiality and Security of Taxpayer Data 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 9: E-Filing of Tax Returns 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 10: Reimbursement 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 11: Program Administration 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 12: Donations and Donated Funds 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 13: Insurance 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 14: Equipment and Records Management 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Section 15: Obtaining Equipment and Consumables 11/2/15
|
General Program Management | General |
Policy and Procedures Manual Appendix A & B: Volunteer Appointment Chart and Master Schedule 11/2/15
|
General Program Management | Recruitment |
Ad Slicks Recruitment (TY14) 11/4/15
|
General Program Management | Training |
Client Facilitator Training TY 2015 10/31/2015
|
General Program Management | Training |
ERO Transmitter Training TY 2015 10/31/2015
|
General Program Management | Training |
Local Coordinator Required Training TY15 10/31/2015
|
General Program Management | Training |
Volunteer Site Policies and Procedures Training TY15 10/31/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Volunteer Portal Update 11/02/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Material Order Known Issues 11/02/2015
|
Operational Procedures & Volunteer Portal | Recruitment |
Prospective Volunteer Application Guide - Preferred Method 11/02/2015
|
Operational Procedures & Volunteer Portal | Recruitment |
Prospective Volunteer Application Guide 11/02/2015
|
Tax Training | Scope |
Tax-Aide Scope Manual TY15 updated 10/31/15
|
Tax Training | Scope |
Scope Adherence - 10/23/15
|
Tax Training | Scope |
Tax-Aide Scope Summary TY15 - 10/31/15
|
Tax Training | Scope |
Scope Change Request Process and Form - 10/2/15
|
Tax Training | Tools |
NTTC Workbook TY 2015 Instructor Notes and Errata - 10/25/15
|
Tax Training | Tools |
2015 Qualifying Child Flow Charts - 11/2/15
|
Tax Training | Tools |
Tax Prep Tools and Helpful Weblinks - 10/31/15
|
Tax Training | Tools |
Pub 4012 – Changes from 02/17/15 Pub 4491X 02/21/15
|
Tax Training | Tools |
Forms Generator v8.0.0.3 (zip) 09/21/15
|
Tax Training | Policy/Tax Law |
Guidelines for Preparing Schedule C - 09/08/15
|
Tax Training | Policy/Tax Law |
Medicaid Waiver Payments 03/05/15
|
Tax Training | Policy/Tax Law |
State Tax Assistance Program Pilot – Intake Sheets 02/09/15
|
Tax Training | Policy/Tax Law |
Gold Standards for Quality Review (QR) 10/31/15
|
Tax Training | Instructor Plans and Aids |
Instructor Aids TY15 - 11/1/15
|
Tax Training | Instructor Plans and Aids |
TaxWise Introduction Lesson Using a Template for Donald Duck - 10/29/15
|
Tax Training | Instructor Plans and Aids |
Training Guide 2015–16 v2 10/20/15
|
Tax Training | Instructor Plans and Aids |
2015 Filing Season: Link & Learn Taxes Certification Report IRS Fact Sheet 11/12/14
|
Tax Training | Materials/Presentations |
TY15 NTTC Training Files Rel 1 - 11/4/15
|
Updates 10-31-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1015 | 10-29-2015 |
Publ 4731 | Screening Sheet for Volunteers Assisting Taxpayers with Form 1099-C | 1015 | 10-29-2015 |
Publ 4704-FS | Foreign Student and Scholar Test | 1015 | 10-28-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 10/28/15
|
General Program Management | Awards and Recognition |
AARP Foundation Tax-Aide Fellows Recipients 10/23/15
|
General Program Management | Tax Exempt |
Maryland Tax Exemption Certificate - (Expires 09/30/2017)
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Volunteer Portal Update 10/26/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
SAML Error Fix for IE11
|
TaxWise | TaxWise Online |
TWO Instructions for EROs Guide TY15 10/27/15
|
Technology | Equipment |
Tier 2 Field Service Support TY15 10/27/15
|
Technology | Networking |
Tax-Aide Counselor Laptop Network Configuration TY15 110/23/15
|
Technology | Networking |
Tax-Aide Daily Wireless Network Setup Sequence TY15 10/23/15
|
Technology | Networking |
Tax-Aide Internet Access Computer (IAC) Setup Guide TY15 10/23/15
|
Technology | Networking |
Tax-Aide Network Configuration and Setup Documents TY15 10/23/15
|
Technology | Networking |
Tax-Aide Private Network Router Configuration Guide TY15 10/23/15
|
Technology | Networking |
Wireless Hot Spot Configuration Guide Demonstration TY15 10/24/15
|
Technology | Networking |
Wireless Hotspot Configuration Guide TY15 10/24/15
|
Technology | Security |
APS Data Deletion TY15 10/26/15
|
Technology | Training |
TC Training Presentation TY15 10/22/15
|
Updates 10-24-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 5220 | VITA/TCE Volunteer Site Scope & Referral Chart | 1015 | 10-22-2015 |
Publ 5101 | Intake/Interview and Quality Review Training | 1015 | 10-22-2015 |
Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1015 | 10-19-2015 |
Publ 1084 | VITA/TCE IRS Volunteer Site Coordinator Handbook | 1015 | 10-19-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 10/21/15
|
General Program Management | General |
Client Service Provider Digest TY15 (D16276) 10/20/15
|
Operational Procedures & Volunteer Portal | Volunteer Portal Update |
Volunteer Portal Update 10/19/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
SAML Proxy Error 10/21/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Support |
XML Error 10/21/2015
|
Tax Training | Instructor Plans and Aids |
Training Guide 2015–16 v2 10/20/2015
|
Tax Training | NTTC Webinars |
NTTC TRS Webinar October 21 and 23, 2015
|
TaxWise | TaxWise Desktop APS |
FL1 Clone Tool Introduction TY15 10/07/15
|
TaxWise | TaxWise Desktop APS |
TaxWise Clones & Computer Workstation Numbers Guide TY15 10/07/15
|
TaxWise | TaxWise Desktop APS |
TWMapTools Installation Folder TY15 09/10/15
|
TaxWise | TaxWise Online |
Alternate Preparation Solution Information TY15 10/05/15
|
TaxWise | TaxWise Online |
Differences Between TWO and TaxWise Desktop Guide TY15 10/10/15
|
TaxWise | TaxWise Online |
FAQs for TaxWise Online Guide TY15 10/07/15
|
TaxWise | TaxWise Online |
TWO Site Information and Troubleshooting Guide TY15 10/07/15
|
TaxWise | Nonspecific |
Computer Information for TaxWise Support Guide TY15 10/01/15
|
TaxWise | Nonspecific |
Operating System and Browser Requirements TY15 10/070/15
|
TaxWise | Nonspecific |
Ordering Tax Preparation Software Guide TY15 09/24/15
|
TaxWise | Nonspecific |
Software for TaxAide Guide TY15 10/07/15
|
TaxWise | Nonspecific |
Wireless FAQs for TaxWise Online Guide TY15 10/07/15
|
Technology | Equipment |
Printing and Print Cartridges TY15 10/05/15
|
Technology | Equipment |
Purchasing Equipment With Donated Funds TY15 10/05/15
|
Technology | Equipment |
Technology Purchasing Guide TY15 10/0515
|
Technology | Training |
IRS Pub 3189 Volunteer E-file Administration Guide TY15 - 10/08/15
|
Updates 10-17-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Nothing Interesting |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | General |
Tax-Aide Staff Directory 10/15/15
|
Communication | SMT Roundup |
SMT Roundup 10/14/15
|
Tax Training | Tools |
NTTC Workbook TY 2015 Errata v4 10/07/2015
|
Tax Training | Materials/Presentations |
TY15 NTTC Training Files Rel 1 - 10/15/2015
|
TaxWise | TaxWise Online |
System Requirements for TaxWise TY15 10/15/15
|
Updates 10-10-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1015 | 10-06-2015 |
Publ 4555-E | VITA/TCE e-instructor guidance | 1015 | 10-05-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 10/07/15
|
Operational Procedures & Volunteer Portal | Miscellaneous |
AARP Foundation Tax-Aide TCE Counselor Certification Workbook 09292015v2
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
ADS: Volunteer Management Training 10/04/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
DC: Recruitment Training 10/05/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
DC: Volunteer Management Training 10/04/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Demo: AARP.org Registration 10/09/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Demo: Accessing the new Volunteer Portal for the First Time 10/09/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Demo: How to Change AARP.org Email Address 10/09/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
PVS & ADS: Recruitment Training 10/04/2015
|
Tax Training | Scope |
Tax-Aide Scope Manual v1 TY15 10/09/15
|
Tax Training | Instructor Plans and Aids |
Training Guide 2015 – 16
|
Tax Training | NTTC Webinars |
TWO Immersion Webinar - October 7 & 9, 2015
|
TaxWise | Nonspecific |
Alternative Tax Software (TurboTax, etc.) Prohibited TY15 10/07/15
|
TaxWise | Nonspecific |
Ordering Tax Preparation Software Guide TY15 09/24/14
|
Technology | Equipment |
Equipment Repair, Replacement and Storage TY15 10/06/15
|
Technology | Equipment |
TechSoup Guide TY15 09/24/15
|
Technology | Images and Tune-up |
Host and Personal Computer Tune Up Guide TY15 09/24/15
|
Technology | Images and Tune-up |
IRS Laptop Tune-up Guide TY15 09/24/15 - Preliminary Release
|
Technology | Images and Tune-up |
Windows Images TY15 10/07/15
|
Technology | Security |
AntiVirus Program for TaxWise Computers Guide TY15 10/07/15
|
Technology | Security |
Tax Return Attachments Guide TY15 10/07/15
|
Technology | Training |
Document Retention and ERO Paper Flow Guide TY15 - 09/24/15
|
Technology | Training |
Schedule of Efile Events Guide TY15 10/07/15
|
Technology | Training |
TaxWise Training Resources Guide TY15 10/07/15
|
Updates 10-03-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 5166 | Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) Quality Site Requirements (QSR) |
1015 | 10-02-2015 |
Publ 5088 | Site Coordinator Training - Coming Together to Strengthen Communities | 1015 | 10-02-2015 |
Publ 4836 (EN-SP) | VITA/TCE Free Tax Programs (English and Spanish) | 1015 | 10-02-2015 |
Publ 1084 | VITA/TCE IRS Volunteer Site Coordinator Handbook | 1015 | 10-02-2015 |
Form 6729 | Site Review Sheet | 1015 | 10-01-2015 |
Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1015 | 09-30-2015 |
Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1015 | 09-30-2015 |
Publ 4695 (PR) | VITA/TCE Puerto Rico Volunteer Test | 1015 | 09-30-2015 |
Publ 4491 | VITA/TCE Training Guide | 1015 | 09-30-2015 |
Publ 962 | Earned Income Tax Credit (Stuffer) | 1015 | 09-30-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | CyberTax |
CyberTax TY2015-02: New Volunteer Portal
|
General Program Management | Tax Exempt |
Pennsylvania Tax Exemption Certificate (Expires 3-31-2020)
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Certification Reporting Overview 10/01/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
DC: Recruitment Training 10/02/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
DC: Volunteer Management Training 10/02/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Introduction to the Portal Training 10/01/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Material Order Training 10/01/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
OneSupport Help Center Training 10/01/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Operational Process and Portal Updates 10/01/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Reimbursement Training 10/01/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Reports and Dashboard Training 10/01/2015
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Site Activity Training
|
Operational Procedures & Volunteer Portal | Volunteer Portal Training |
Site Management Training
|
Tax Training | Scope |
Scope Change Request Process and Form
|
Updates 09-30-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 9/30/15
|
Operational Procedures & Volunteer Portal | Miscellaneous |
AARP Tax-Aide TCE Counselor Certification Workbook 09292015v2
|
Tax Training | Tools |
NTTC Workbook TY 2015 Errata v3 09/29/2015
|
Tax Training | Tools |
NTTC Workbook Tax Year 2015 v2 – 09/29/15
|
Tax Training | Policy/Tax Law |
Gold Standards for Quality Review (QR) 11-10-14
|
Tax Training | Policy/Tax Law |
Use of electronic documents to prepare tax returns 3/4/14
|
Updates 09-26-2015
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA's) | 1015 | 09-25-2015 |
OneSupport New/Updated Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 9/23/15
|
Leadership Training | Regional Meeting |
Regional Meeting Presentations 09/23/15
|
Volunteer Portal & Operations Procedures | Reimbursement |
Quick Guide to Submitting an Excel Reimbursement using "Submit a Request" 9/25/15
|
Tax Training | Tools |
NTTC Workbook TY 2015 Errata v2a 09/25/2015
|
Tax Training | Tools |
Forms Generator v8.0.0.3 (zip) 09/21/2015
|
Tax Training | Instructor Plans and Aids |
Instructor Aids Guide (zip)
|
Tax Training | NTTC Webinars |
NTTC TRS Webinar September 23 & 25, 2015
|
Updates 09-19-2015
Selected IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|
OneSupport New Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Communication | SMT Roundup |
SMT Roundup 9/16/15
|
General Program Management | General |
Off-Season Tax Assistance 09/16/15
|
Updates 09-12-2015
Selected IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4299 | Privacy, Confidentiality, and Civil Rights ? A Public Trust | 0915 | 09/02/2015 |
OneSupport New Articles
Category | Section | Article / Attachment(s) |
---|---|---|
Tax Training | Policy/Tax Law |
Guidelines for Preparing Schedule C - 09/08/2015
• Schedule_C_Guidelines_Summary.pdf |
Technology | Equipment |
GraceWorkz Consumable Ordering TY15 09/10/15
• GraceWorkz_Listed_Consumables_TY15_090315.pdf • GraceWorkz_Listed_Consumables_TY15_090315.xlsx |
Updates 09-05-2015
Selected IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 4299 | Privacy, Confidentiality, and Civil Rights ? A Public Trust | 0915 | 09/02/2015 |
OneSupport
- Category: Communication
- Section: SMT Roundup
- Article: SMT Roundup 9/2/15
- Attachment: SMT_090215.pdf
- Article: SMT Roundup 9/2/15
- Section: SMT Roundup
- Category: Tax Training
- Section: Tax Law
- Article: Tax-Aide Scope Summary v2 – 08/30/2015
- Attachment: Tax-Aide_Scope_Summary_TY15_v2.pdf
- Article: Tax-Aide Scope Summary v2 – 08/30/2015
- Section: Tax Law
Updates 08-29-2015
Selected IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Form 13615 | Volunteer Standards of Conduct Agreement - VITA/TCE Programs | 1015 | 08/28/2015 |
Publ 5101 | Intake/Interview and Quality Review Training | 1015 | 08/28/2015 |
Form 13614-C | Intake/Interview & Quality Review Sheet | 1015 | 08/28/2015 |
OneSupport
- Category: Communication
- Section: General
- Article: 2015 REGIONAL MEETING SCHEDULE - 8/22/15
- Attachment: ...None...
- Article: Glossary- 08/25/15
- Attachment: Appendix_C_Glossary_of_Policy_and_Procedures_Manual_080515.pdf
- Article: 2015 REGIONAL MEETING SCHEDULE - 8/22/15
- Section: SMT Roundup
- Article: SMT Roundup 8/26/15
- Attachment: ...None...
- Article: SMT Roundup 8/26/15
- Section: General
- Category: General Program Management
- Section: General
- Article: Policy and Procedures Manual Version 1.0 - 8/25/2015
- Attachment: Policy_and_Procedures_Manual_082015.pdf
- [Other Articles: There are also separate Articles for each Section of the above Policy and Procedures manual Version 1.0]
- [Attachment: Each separate Article has an Attachment with the corresponding Section]
- Article: Policy and Procedures Manual Version 1.0 - 8/25/2015
- Section: Incident/Emergency Procedures
- Article: Incident Review Form 8/27/15
- Attachment: IncidentReviewForm082715.doc (Not Downloaded)
- Attachment: IncidentReviewFormfillable082715.pdf (Not Downloaded)
- Article: Incident Review Form 8/27/15
- Section: Position Descriptions
- Article: Regional Operations Support (ROS) Position Description
- Attachment: RegionalOperationsSupportPositionDescription 082815.pdf (Not Downloaded)
- Article: Regional Operations Support (ROS) Position Description
- Section: General
- Category: Portal and VMIS Support
- Section: General
- Article: Portal Login and Troubleshooting Guide 8/27/15
- Attachment: PortalLoginandTroubleshootingGuide082715.pptx (Not Downloaded)
- Article: Portal Login and Troubleshooting Guide 8/27/15
- Section: General
- Category: Tax Training
- Section: Training Plans
- Article: Volunteer Mentors for Training v1 – 08/27/15
- Attachment: Volunteer_Mentors_for_Training.pdf
- Article: NTTC Workbook Tax Year 2015 v1 – 08/27/15
- Attachment: NTTC_Workbook_Tax_Year_2015_Part_1.zip
- Attachment: NTTC_Workbook_Tax_Year_2015_Part_2.zip
- Attachment: NTTC_Workbook_Tax_Year_2015_Part_3.zip
- Article: Volunteer Mentors for Training v1 – 08/27/15
- Section: NTTC Webinars
- Article: TWO Immersion Webinar – 08/21/15
- Attachment: NTTC_Webinar_Aug_21,_2015.zip
- Article: TWO Immersion Webinar – 08/21/15
- Section: Training Plans
Updates 08-23-2015
OneSupport
- Category: Communication
- Section: SMT Roundup
- Article: SMT Roundup 8/19/15
- Attachment: SMTRoundup081915.pdf
- Article: SMT Roundup 8/19/15
- Section: SMT Roundup
- Category: General Program Management
- Section: Awards and Recognition
- Article: AARP Foundation Tax-Aide Fellows Recipients 08/03/15
- Attachment: Volunteers_who_have_been_named_as_AARP_Foundation_Tax_Aide_Fellows...as_of_8.3.2015.pdf
- Article: AARP Foundation Tax-Aide Fellows Recipients 08/03/15
- Section: Awards and Recognition
- Category: Tax Training
- Section: NTTC Webinars
- Article: TWO Immersion Webinar – August 6 & 7, 2015
- Attachment: TWO_Immersion_Webinar_Aug_6_7_2015.zip
- Article: TWO Immersion Webinar – August 6 & 7, 2015
- Section: TWO Immersion Training
- Article: 2015 TWO Immersion Lesson Plans v1 – August 18, 2015
- Attachment: 2015_TWO_Immersion_Lesson_Plans_-_Series_I_Excel.zip
- Attachment: 2015_TWO_Immersion_Lesson_Plans_-_Series_I_pdf.zip
- Attachment: 2015_TWO_Immersion_Lesson_Plans_-_Series_II_Word.zip
- Attachment: 2015_TWO_Immersion_Lesson_Plans_-_Series_II_pdf.zip
- Article: 2015 TWO Immersion Lesson Plans v1 – August 18, 2015
- Section: NTTC Webinars
Updates 08-09-2015
OneSupport
- Category: Communication
- Section: CyberTax
- Article: CyberTax Special Edition: New Vice President and National Director of AARP Foundation Tax-Aide
- Attachment: CyberTaxSpecialEdition073115.pdf
- Article: CyberTax Special Edition: New Vice President and National Director of AARP Foundation Tax-Aide
- Section: SMT Roundup
- Article: SMT Roundup 8/5/15
- Attachment: SMTRoundup080515.pdf
- Article: SMT Roundup 8/5/15
- Section: CyberTax
- Category: General Program Management
- Section: Forms
- Article: Donated Equipment and Supplies Acknowledgement Form 08/05/15
- Attachment: DonatedEquipmentandSuppliesForm080515.pdf
- Article: Donated Equipment and Supplies Acknowledgement Form 08/05/15
- Section: Tax Exempt
- Article: IRS Tax Exempt Status Letter 8/6/08
- Attachment: AARPFoundationTaxExemptStatusLetter121611.pdf
- Article: New Jersey Tax Exemption Certificate - Permanent
- Attachment: NewJerseyTaxExemptionCertificate120911.pdf
- [Other Articles: In addition to NJ, there are separate articles for a slew of other states]
- [Attachment: Each article has a corresponding attachment]
- Article: IRS Tax Exempt Status Letter 8/6/08
- Section: Forms
- Category: Portal and VMIS Support
- Section: General
- Article: Portal Login and Troubleshooting Guide 02/01/15
- Attachment: PortalLoginandTroubleshootingGuide020115.pptx
- Article: Portal Login and Troubleshooting Guide 02/01/15
- Section: General
Updates 07-25-2015
OneSupport
- Category: Communication
- Section: CyberTax
- Article: CyberTax TY2014-11: 05/01/15 Early Results, Thanks and a Difficult Goodbye
- Attachment: CybertaxTY201411050115 [1].pdf
- Article: CyberTax TY2014-11: 05/01/15 Early Results, Thanks and a Difficult Goodbye
- Section: SMT Roundup
- Article: SMT Roundup 7/22/15
- Attachment: SMTRoundup072215 [1].pdf
- Article: SMT Roundup 7/22/15
- Section: CyberTax
- Category: General Program Management
- Section: Forms
- Article: Donated Equipment and Supplies Acknowledgement Form 07/07/15
- Attachment: DonatedEquipmentandSuppliesForm070715.pdf
- Article: Donated Equipment and Supplies Acknowledgement Form 07/07/15
- Section: Position Descriptions
- Article: Assistant State Coordinator (ASC) Position Description
- Attachment: ASCPositionDescription071715.pdf
- Article: Assistant State Coordinator (ASC) Position Description
- Section: Tax Exempt
- Article: Illinois Tax Exemption Certificate - Expires 12/01/17
- Attachment: Illinois_Tax_Letter.pdf
- Article: Illinois Tax Exemption Certificate - Expires 12/01/17
- Section: Forms
- Category: Leadership Training
- Section: Documents
- Article: Compliance with Federal Laws 7/15/15
- Attachment: CompliancewithFederalLaws071515.pptx
- Article: Compliance with Federal Laws 7/15/15
- Section: Position Training
- Article: PCS Resources 1-3: Putting training to Work, Donations 8/31/12
- Attachment: PCS_Resource_2_Volunteer_Donations083112.docx
- Attachment: PCS_Resource_1_Putting_Your_Training_to_Work_1__1_.docx
- Article: PCS Resources 1-3: Putting training to Work, Donations 8/31/12
- Section: SMT Training
- Article: TCS SMT Training Presentations TY15 07/24/15
- Attachment: 2015SMTTCSTrainingPresentationsTY15072615.zip
- Article: Dallas SMT Tax-Aide Presentation 7/15/2015
- Attachment: SMTPresentationDallas07152015.pdf
- Article: New TRS Training – Dallas 2015 07/21/2015
- Attachment: TRS_2015_Dallas_Sessions_11-22.zip
- Attachment: TRS_2015_Dallas_Sessions_2-10.zip
- Article: SC Orientation Training TY15 (Zip) 07/17/15
- Attachment: SCOrientationTrainingDocumentsTY15072015.zip
- Article: TCS SMT Training Presentations TY15 07/24/15
- Section: Documents
- Category: Technology
- Section: Tech Bulletins
- Article: Technology Bulletin TS2015-01: Windows 10 07/24/15
- Attachment: TechnologyBulletinTS201501TY15072415.pdf
- Article: Technology Bulletin TS2015-01: Windows 10 07/24/15
- Section: Tech Bulletins