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 ExportingReportsAfterTheMicrosoftOfficeUpdate_07222016.pdf
Tax Training	Materials/Presentations	TRS Training - Dallas July 2016 01_Dallas_2016_TRS_Welcome_v1.pptx 02_Dallas_2016_Tax-Aide_Terms_v1.pptx 03_Dallas_2016_TRS_Responsibilities_v5.pptx 04_Dallas_2016_Certification_Process_v4.pptx 05_Dallas_2016_Effective_Instruction_v7_ed.pptx Effective_Learning_Charts.zip 06_Dallas_2016_IRS_Resources_v1.pptx 07_Dallas_2016_Developing_and_Running_Instructor_Workshops_v1.pptx 08_Dallas_2016_Webinars_v3.pptx 09_Dallas_2016_Evaluation_of_Training_and_Instructors_v3.pptx 10_Dallas_2016_PowerPoint_Presentation_Guidelines_v1.pptx 11_Dallas_2016_Wrap-up_v1.pptx 20_Dallas_2016_Agenda_v2.pptx 21_Dallas_2016_TRS_Welcome_v2.pptx 22_Dallas_2016_TaxSlayer_Introduction_v3.pptx 23_Dallas_2016_Ten_Simple_Rules_TaxSlayer_Practice_Lab_v4.pptx 24_Dallas_2016_TaxSlayer_Practice_Lab_Demo_v7.pptx 25_Dallas_2016_TaxSlayer_Issues_and_Questions_v4.pptx 27_Dallas_2016_Scope_v2.pptx 28_Dallas_2016_NTTC_Training_Slides_v2a_src.pptx 29_Dallas_2016_TRS_Tools_v4_dwf_reduced_size.pptx 30_Dallas_2016_NTTC_Supplements_to_IRS_Resources_v0.pptx 31_Dallas_2016_NTTC_Workbook_v4.pptx 33_Dallas_2016_TaxSlayer_Rollout_Plans_v1.pptx 34_Dallas_2016_-_SPEC_-_Dill_presentation.pptx 35_Dallas_2016_Internal_Site_Reviews_v2.pptx 36_Dallas_2016_Blended_Learning_v1.pptx 38_Dallas_2016_Immersion_TaxSlayer_Style_v4.pptx 39_Dallas_2016_ACA_v2.pptx 40_Dallas_2016_Online_Tax_Assistance_v1.pptx 41_Dallas_2016_State_Tax_Assistance_Program_June_2016_v2.pptx 42_Dallas_2016_State_Tax_Training_Committee_v2.pptx 43_Dallas_2016_TRS_Wrap-up_v1.pptx
Tax Training	Materials/Presentations	TY15 NTTC Training Slides Rel 2 & Rel 2a - 1/4/2016 NTTC_Training_Slides_-_Rel_2_Changes.pdf README_-_NTTC_Training_Files_TY15_Rel_2.pdf 01_Introduction_to_Tax_Law_TY15_Rel_2_.ppt 02_Introduction_to_TaxWise_TY15_Rel_2.ppt 03_Course_Introduction_TY15_Rel_2.ppt 04_Identity_Theft_TY15_Rel_2.ppt 05_Screening_and_Interviewing_TY15_Rel_2.ppt 06_Quality_Review_TY15_Rel_2.ppt 07_Filing_Basics_TY15_Rel_2a.ppt 08__Filing_Status_TY15_Rel_2.ppt 09_Exemptions_TY15_Rel_2a.ppt 10_Unique_Filing_Status_TY15_Rel_2.ppt 11_Tax_Law_Basics_TY15_Rel_2.ppt 12__Income_Wages_TY15_Rel_2.ppt 13_Income_Interest_and_Dividends_TY15_Rel_2.ppt 14_Income_State_Tax_Refund_TY15_Rel_2.ppt 15_Income_Alimony_TY15_Rel_2.ppt 16_Income_Business_TY15_Rel_2.ppt 17_Income_Capital_Gains_and_Losses_TY15_Rel_2.ppt 18_Income_Retirement_TY15_Rel_2.ppt 19_Income_Rent_and_Royalty_TY15_Rel_2.ppt 20_Income_Schedule_K-1_TY15_Rel_2.ppt 21_Income_Unemployment_Compensation_TY15_Rel_2.ppt 22_Income_Social_Security_TY15_Rel_2.ppt 23__Income_Other_TY15_Rel_2a.ppt 24_Adjustments_to_Income_TY15_Rel_2.ppt 25_Standard_Deduction_TY15_Rel_2.ppt 26_Itemized_Deductions_TY15_Rel_2.ppt 27_Child_and_Dependent_Care_Credit_TY15_Rel_2.ppt 28_Education_Benefits_TY15_Rel_2.ppt 29_Foreign_Tax_Credit_TY15_Rel_2.ppt 30_Child_Tax_Credit_TY15_Rel_2.ppt 31_Miscellaneous_Credits_TY15_Rel_2.ppt 32_Other_Taxes_TY15_Rel_2.ppt 33_Payments_TY15_Rel_2.ppt 34_Earned_Income_Credit_TY15_Rel_2.ppt 35_Refund-Amount_Due_TY15_Rel_2.ppt 36_Affordable_Care_Act_TY15_Rel_2a.ppt 37_Concluding_the_Interview_TY15_Rel_2.ppt 38_Amended_and_Prior_Year_Returns_TY15_Rel_2.ppt 39_IRS_Issued_Identification_Numbers_TY15_Rel_2.ppt 40_TaxWise_Changes_TY15__Rel_2.ppt 41_Tax_Law_Changes_TY15_Rel_2a.ppt 42_Qualifying_Child_Charts_TY15_Rel_1.ppt
Tax Training	Instructor Plans and Aids	Instructor Aids TY16 2016/07/20 Instructor_Aids_TY16.zip Questions_and_Comments_for_Discussion_v8.docx 15 Min Break.ppt (not d/l) Creating a PowerPoint Presentation.ppt (not d/l) Modifying and Using NTTC Slides in PowerPoint.pdf (not d/l) PowerPoint Presentation Guidelines.ppt (not d/l) Questions and Comments for Discussion.docx (not d/l) Instructions for Creating Individual Nametags etc.pdf (not d/l) Names.xlsx (not d/l) Tags.doc (not d/l) Tent.docx (not d/l) TaxSlayer Practice Lab Instructions.docx (not d/l)

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 CyberTax_TY2016-01.pdf
Communication	SMT Roundup	SMT Roundup 7/13/16 SMT_071316.pdf
General Program Management	Forms	Site Review Form TY 2016 Site_Review_Form_TY_2016.docx Site_Review_Form_TY_2016.pdf
General Program Management	Tax Exempt	Missouri Tax Exemption Certificate (Effective Date: 12/01/2014) MissouriTaxExemptionCertificate.pdf (not d/l)
Operational Procedures & Volunteer Portal	Volunteer Portal Update	Volunteer Portal Updates 06/29/2016
Tax Training	TaxSlayer	Practice Lab Accounts for Training Practice_Lab_Accounts_for_Training.pdf
Tax Training	TaxSlayer	Where We Are (TaxSlayer) Webinars ... July 6 & 8, 2016 TaxSlayer_Issues_and_Questions_07-2016_v4.pdf
Tax Training	TaxSlayer	TaxSlayer US State Point of Contacts 07-06-2016 TaxSlayer_POCs_07-06-2016.pdf
Tax Training	Tools	Determining Tax Benefits for a Qualifying Child or Qualifying Relative 2016-07-11 Determining_Tax_Benefits_for_a_Qualifying_Child_or_Qualifying_Relative_2016-07-11.pdf
Tax Training	Tools	2016 Tax Prep and Helpful Weblinks 2016-07-14 2016_EITC_Graph.pdf Determining Tax Benefits for a Qualifying Child or Qualifying Relative 2016-07-11.pdf (not d/l) Education_Spreadsheet_2016-07-11_v9.zip Helpful_Weblinks_v2_2016-07-11.pdf Mortgage_COD_Flowchart_2016.pdf Proposed_Education_Lesson_2016-07-12.pdf
Tax Training	Instructor Plans and Aids	Instructor Aids TY16 2016/07/14 Instructor_Aids_TY16.zip
Tax Training	Immersion Training	NTTC Immersion Training Guide TY2016 - 2016/07/14 NTTC_Immersion_Training_Guide_TY2016_v3.pdf
TCS Documents	TCS Bulletins & Tasks Documents	TCS Bulletin TY2016-01: Windows 10 Image Availability 06/27/16 TCSBulletinTY2016-01_062716.pdf

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 SMT_061516.pdf
General Program Management	Awards and Recognition	AARP Foundation Tax-Aide Fellows Recipients 06/03/16 Volunteers_who_have_been_named_as_AARP_Foundation_Tax_Aide_Fellows...as_of_6.3.2016.pdf
Operational Procedures & Volunteer Portal	Reimbursement	CF, COU, ERO, SCO and SF: Submitting and Recalling Pre-Approvals 06/23/2016 NonLeaderSubmittingandRecallingPreApprovals_06232016.pdf NonLeaderSubmittingandRecallingPreApprovals_06232016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	Leader: Submitting/Recalling/Reviewing Pre-Approvals 06/23/2016 LeaderSubmittingRecallingReviewingPreApprovals_06232016.pdf LeaderSubmittingRecallingReviewingPreApprovals_06232016.pptx

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 SMT_052516.pdf
Tax Training	NTTC Webinars	NTTC TRS Webinars December 16 and 18, 2015 (ACA Presentation) NTTC_TRS_Webinar_Dec_16_18,_2015_v2.pdf TaxWise_Changes_TY15_v12a.pdf TaxWise_Changes_TY15_v12a.pptx
Tax Training	NTTC Webinars	NTTC TRS Webinars November 18 and 20, 2015 (ACA Presentation) 2015_TaxWise_Online_Stress_Test.pdf ACA_2015-11-18_v2.ppt ACA_2015-11-18v2.pdf NTTC_TRS_Webinar_Nov_18-20_2015.pdf
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 TaxAideLaptopsWind10_051116.pdf

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 SMT_051816.pdf
Communication	SMT Roundup	SMT Roundup 5/11/16 SMT_051116.pdf
Operational Procedures & Volunteer Portal	Reimbursement	Sorting the Flat-Rate Reimbursement Approval Form 05/09/2016 SortingtheFlatRateReimbursementRequestForm_05092016.pdf SortingtheFlatRateReimbursementRequestForm_05092016.pptx
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 SMT050416.pdf
Communication	SMT Roundup	SMT Roundup 4/27/16 SMT_042716.pdf
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 Practice_Lab_Introduction.pdf Using_the_Practice_Lab.pdf
Tax Training	Tools	Answers to TY2015 NTTC Workbook Exercises 2015_Line-by-line_2016-01-18.pdf NTTC_Workbook_TY_2015_Instructor_Notes_and_Errata_2016-01-18.pdf

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 CyberTax_TY2015-07.pdf
Communication	SMT Roundup	SMT Roundup 4/20/16
Communication	SMT Roundup	SMT Roundup 4/13/16 SMT_041316.pdf
General Program Management	Administrative	Business Reply Envelope #10 (D0140) (2016) TA_Bus_Reply_Env.pdf
General Program Management	Forms	MS EXCEL: Expense Reimbursement Form TY15 Flat Rate Leader 04/03/16 ExpenseReimbursementFormTY15FlatRateLeader04032016.xls
General Program Management	Forms	MS EXCEL: Expense Reimbursement Form TY15 Flat Rate Non-Leader 04/03/16 ExpenseReimbursementFormTY15FlatRateNonLeader04032016.xls
General Program Management	Forms	MS EXCEL: Expense Reimbursement Form TY15 Leader 04/03/16 ExpenseReimbursementFormTY15Leader04032016.xls
General Program Management	Forms	MS EXCEL: Expense Reimbursement Form TY15 Non-Leader 04/03/16 ExpenseReimbursementFormTY15NonLeade04032016.xls
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 NonLeaderSubmittingTimeEntry_04052016.pdf NonLeaderSubmittingTimeEntry_04052016.pptx
Operational Procedures & Volunteer Portal	Training & Demos	Leader: Submitting Time Entry 04/05/2016 LeaderSubmittingTimeEntry_04052016.pdf LeaderSubmittingTimeEntry_04052016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	CF, COU, ERO, SCO and SF: Submitting and Recalling Pre-Approvals 04/05/2016 NonLeaderSubmittingandRecallingPreApprovals_04052016.pdf NonLeaderSubmittingandRecallingPreApprovals_04052016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	CF, COU, ERO, SCO and SF: Submitting Flat-Rate Expenses: Creating a Reimbursement 04/05/2016 NonLeaderSubmittingFlatRateExpense_04052016.pdf NonLeaderSubmittingFlatRateExpense_04052016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	CF, COU, ERO, SCO and SF: Submitting Itemized Expenses: Creating a Reimbursement 04/05/2016 NonLeaderSubmittingItemizedExpenses_04052016.pdf NonLeaderSubmittingItemizedExpenses_04052016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	DC, SC and RC: Approving and Rejecting Expenses 04/05/2016 LeaderApprovingandRejectingExpense_04052016.pdf LeaderApprovingandRejectingExpense_04052016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	DC, SC and RC: Mass Approval Process 04/05/2016 LeaderMassApprovalProcess_04052016.pdf LeaderMassApprovalProcess_04052016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	DC, SC and RC: Obtaining the Flat-Rate Approval Form 04/05/2016 LeaderObtainingtheFlatRateApprovalForm_04052016.pdf LeaderObtainingtheFlatRateApprovalForm_04052016.pptx
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 LeaderSubmittingFlatRateExpense_04052016.pdf LeaderSubmittingFlatRateExpense_04052016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	Leader: Submitting Itemized Expenses: Creating a Reimbursement 04/05/2016 LeaderSubmittingItemizedExpenses_04052016.pdf LeaderSubmittingItemizedExpenses_04052016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	Leader: Submitting/Recalling/Reviewing Pre-Approvals 04/05/2016 LeaderSubmittingRecallingReviewingPreApprovals_04052016.pdf LeaderSubmittingRecallingReviewingPreApprovals_04052016.pptx
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 SMT_040616.pdf
General Program Management	Administrative	Appointment Letter 04/07/16 Appointmentletterlogoupdate040716.pdf
General Program Management	Administrative	Dismissal Letter Template 04/07/16 Dismissallettertemplate032216.docx Dismissallettertemplate032216.pdf
General Program Management	Administrative	Non-Appointment Letter 04/07/16 Nonappointmentletterlogoupdate040716.pdf
General Program Management	Forms	Expense Reimbursement Form TY15 Flat Rate Leader 04/03/16 ExpenseReimbursementFormTY15FlatRateLeader04032016.xls
General Program Management	Forms	Expense Reimbursement Form TY15 Flat Rate Non-Leader 04/03/16 ExpenseReimbursementFormTY15FlatRateNonLeader04032016.xls
General Program Management	Forms	Expense Reimbursement Form TY15 Leader 04/03/16 ExpenseReimbursementFormTY15Leader04032016.xls
General Program Management	Forms	Expense Reimbursement Form TY15 Non-Leader 04/03/16 ExpenseReimbursementFormTY15NonLeade04032016.xls
Operational Procedures & Volunteer Portal	Locations & Program Metrics (Site Activity)	Updating Program Metrics Records 4/2/16 SiteMetrics.pdf
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 2016_EndofSeasonHotSpotReminders.pdf
TCS Documents	TCS Bulletins & Tasks Documents	TCS Bulletin TY2015-01: Technology Hardware Refresh - Phase 2 10/14/15 TCSBulletinTY2015-01Technology_HardwareRefreshPhase2.pdf
TCS Documents	TCS Bulletins & Tasks Documents	TCS Bulletin TY2015-02: Imaging and IRS system Tune-Up Documentation 01/06/16 TCSBulletin2015_02Imagingnad_IRS_TuneUP_(1).pdf
TCS Documents	TCS Bulletins & Tasks Documents	TCS Bulletin TY2015-03: Estimated Tax Penalty 02/10/16 TCSBulletin2015_03EstimatedTaxPenalty021016.pdf
TCS Documents	TCS Bulletins & Tasks Documents	TCS Bulletin TY2015-04: Windows 10 Update 04/06/16 TCSBulletinTY201504_Windows10Update_040616.pdf

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 SMT_033016.pdf
General Program Management	Forms	Expense Reimbursement Form TY15 Flat Rate Leader 03/31/2016 ExpenseReimbursementFormTY15FlatRateLeader03312016.xls
General Program Management	Forms	Expense Reimbursement Form TY15 Flat Rate Non-Leader 03/31/2016 ExpenseReimbursementFormTY15FlatRateNonLeader03312016.xls
Operational Procedures & Volunteer Portal	Training & Demos	CF, COU, ERO, SCO and SF: Submitting Time Entry 03/27/2016 NonLeaderSubmittingTimeEntry_03272016.pdf NonLeaderSubmittingTimeEntry_03272016.pptx
Operational Procedures & Volunteer Portal	Training & Demos	Leader: Submitting Time Entry 03/27/2016 LeaderSubmittingTimeEntry_03272016.pdf LeaderSubmittingTimeEntry_03272016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	CF, COU, ERO, SCO and SF: Submitting and Recalling Pre-Approvals 03/27/2016 NonLeaderSubmittingPreApprovals_03272016.pdf NonLeaderSubmittingPreApprovals_03272016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	CF, COU, ERO, SCO and SF: Submitting Flat-Rate Expenses: Creating a Reimbursement 03/22/2016 NonLeaderSubmittingFlatRateExpense_03222016.pdf NonLeaderSubmittingFlatRateExpense_03222016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	CF, COU, ERO, SCO and SF: Submitting Itemized Expenses: Creating a Reimbursement 03/22/2016 NonLeaderSubmittingItemizedExpenses_03222016.pdf NonLeaderSubmittingItemizedExpenses_03222016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	DC, SC and RC: Approving and Rejecting Expenses 03/30/2016 LeaderApprovingandRejectingExpense_03302016.pdf LeaderApprovingandRejectingExpense_03302016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	DC, SC and RC: Mass Approval Process 03/23/2016 LeaderMassApprovalProcess_03232016.pdf LeaderMassApprovalProcess_03232016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	DC, SC and RC: Obtaining the Flat-Rate Approval Form 03/23/2016 LeaderObtainingtheFlatRateApprovalForm_03232016.pdf LeaderObtainingtheFlatRateApprovalForm_03232016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	Leader: Submitting/Recalling/Reviewing Pre-Approvals 03/30/2016 LeaderSubmittingPreApprovals_03302016.pdf LeaderSubmittingPreApprovals_03302016.pptx
Operational Procedures & Volunteer Portal	Dashboards & Reports	Report Request Form 03/30/2016 ReportingRequestTemplate03302016.docx ReportingRequestTemplate03302016.pdf
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 CyberTax_TY2015-06.pdf
Communication	SMT Roundup	SMT Roundup 3/23/16 SMT_032316.pdf
General Program Management	Forms	Expense Reimbursement Form TY15 Flat Rate Leader 3/21/16 ExpenseReimbursementFormTY15FlatRateLeader03202016.xls
General Program Management	Forms	Expense Reimbursement Form TY15 Flat Rate Non-Leader 3/21/16 ExpenseReimbursementFormTY15FlatRateNonLeader03202016.xls
Operational Procedures & Volunteer Portal	Reimbursement	Leader: Approving and Rejecting Expenses 03/22/2016 LeaderApprovingandRejectingExpense_03222016v2.pdf LeaderApprovingandRejectingExpense_03222016v2.pptx
Operational Procedures & Volunteer Portal	Reimbursement	Leader: Mass Approval Process 03/23/2016 LeaderMassApprovalProcess_03232016.pdf LeaderMassApprovalProcess_03232016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	Leader: Obtaining the Flat-Rate Approval Form 03/23/2016 LeaderObtainingtheFlatRateApprovalForm_03232016.pdf LeaderObtainingtheFlatRateApprovalForm_03232016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	Leader: Submitting Flat-Rate Expenses: Creating a Reimbursement 03/22/2016 LeaderSubmittingFlatRateExpense_03222016.pdf LeaderSubmittingFlatRateExpense_03222016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	Leader: Submitting Itemized Expenses: Creating a Reimbursement 03/22/2016 LeaderSubmittingItemizedExpenses_03222016.pdf LeaderSubmittingItemizedExpenses_03222016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	Non-Leader: Submitting Flat-Rate Expenses: Creating a Reimbursement 03/22/2016 NonLeaderSubmittingFlatRateExpense_03222016.pdf NonLeaderSubmittingFlatRateExpense_03222016.pptx
Operational Procedures & Volunteer Portal	Reimbursement	Non-Leader: Submitting Itemized Expenses: Creating a Reimbursement 03/22/2016 NonLeaderSubmittingItemizedExpenses_03222016.pdf NonLeaderSubmittingItemizedExpenses_03222016.pptx
Technology	Equipment	Annual Inventory Reminder and Key Dates Information TY15 03/09/16 viewed through this link (not d/l)
Technology	Tech Bulletins	ERO Bulletin TY15-04 03/24/16 EROBulletin_TY15_04.pdf

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 IMG_6390.JPG, IMG_6413.JPG, IMG_6457.JPG, IMG_6466.JPG, IMG_6484.JPG, IMG_6494.JPG, IMG_6497.JPG, IMG_6504.JPG, IMG_6516.JPG, IMG_6562.JPG, IMG_6580.JPG, IMG_6628.JPG, IMG_6655.JPG, IMG_6779.JPG, IMG_6857.JPG, IMG_6940.JPG (not d/l) Images_for_Volunteer_Use_031016.pdf
Communication	SMT Roundup	SMT Roundup 3/16/16 SMT_031616.pdf
Communication	SMT Roundup	SMT Roundup 3/9/16 SMT_030916.pdf
Leadership Training	Documents	Internal Site Review Training - 3/11/16 Internal_Site_Reviews_webinar2016.final.pptx
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 NewVolunteerPortalTabsbyProfile 030716.pdf (not d/l)
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 2016EquipmentInventoryReportBlankTY15030916.xlsx

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 SMT_030216.pdf
Operational Procedures & Volunteer Portal	How To's	How To Update Your Personal Information 02/26/2016 UpdatingPersonalInformation_02262016.pdf
Operational Procedures & Volunteer Portal	How To's	How To Update Your Direct Deposit Information 02/26/2016 UpdatingDirectDepositInformation_02262016.pdf
Operational Procedures & Volunteer Portal	How To's	How To Access OneSupport from the Portal Homepage 02/26/16 AccessingOneSupport_02262016.pdf
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 Pub_4012_NTTC_Modified_02-29-2016.pdf
Tax Training	Affordable Care Act (ACA) Training	Affordable Care Act Updates and Clarifications – TY2015 2016-02-29 ACA_Updates_and_Clarifications_for_TY2015_02-29-2016_with_chart.pdf
Technology	Tech Bulletins	Technology Bulletin TS2015-03: Return Equipment Reminder 03/03/16 Tech_BulletinTS2015-03.pdf
TCS Documents	Inventory Process Information	Tax-Aide Inventory Agent (TIA) Tool v 2.0.6 03/02/15 TIA_Install_v2.06.exe (not d/l)
TCS Documents	Inventory Process Information	TIA Asset Tag, District, State Update Tool 03/02/16 TIA_EditAssetTagEtc.exe (not d/l)

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 CyberTax_TY2015-05.pdf
Communication	General	AARP Foundation Logo - Black 2/26/16 AARP_Foundation_logo_Bas_Comm_New_Foundation_all_Black.jpg
Communication	General	AARP Foundation Logo - Color 2/26/16 AARP_Foundation_logo_Bas_Comm_New_Foundation_with_Grey.jpg
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 Pub_4012_Modified_by_NTTC_2-18-2016.pdf

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 SMT021716.pdf
Operational Procedures & Volunteer Portal	How To's	How To Change AARP.org Password 02/13/2016 HowToChangeAARPorgPassword_02132016.pdf
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 SiteActivityTraining_021016.pdf SiteActivityTraining_021016.pptx
Operational Procedures & Volunteer Portal	Locations & Program Metrics (Site Activity)	Program Metrics (Site Activity) Report TY2014 100115_NLT_Activity_Reporting.xls
Operational Procedures & Volunteer Portal	Locations & Program Metrics (Site Activity)	Program Metrics (Site Activity) Log (D19597) Example 2/8/15 Site_Activity_Log_Example_02082015.pdf
Operational Procedures & Volunteer Portal	Locations & Program Metrics (Site Activity)	Program Metric (Site Activity) Log Form 02/06/2015 SiteActivityLogForm020615-3.pdf SiteActivityLogForm020615.xls SiteActivityLogFormInstructions_020615-1.pdf
Operational Procedures & Volunteer Portal	Locations & Program Metrics (Site Activity)	Program Metrics (Site Activity) Collection Template TY15 02/13/16 ProgramMetricsCollectionFormTY15.xls
Operational Procedures & Volunteer Portal	Miscellaneous	New Volunteer Portal Tabs by Profile 02/13/2016 VolunteerPortalTabsbyProfile_02132016.pdf

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 SMT021016.pdf
Operational Procedures & Volunteer Portal	How To's	How To: Access Efile and Flash Reports 02/04/2016 HowToAccessEfileandFlashReports020416.pdf
Operational Procedures & Volunteer Portal	Miscellaneous	New Volunteer Portal Tabs by Profile 02/09/2016 VolunteerPortalTabsbyProfile_02092016.pdf
Tax Training	Scope	In/Out Scope Poster TY15 C2467 AARPC2467.pdf
Technology	Tech Bulletins	Who To Contact for IRS and CCH TaxWise Issues During the Season TY2015 01/28/16 Who_do_I_contact_2016_012716.pdf
TCS Documents	TCS Bulletins & Tasks Documents	TCS Bulletin TY2015-02: Estimated Tax Penalty 02/10/16 TCSBulletin2015_02EstimatedTaxPenalty021016.pdf
TCS Documents	TCS Bulletins & Tasks Documents	TCS Bulletin TY2015-01: Imaging and IRS system Tune-Up Documentation 01/06/16 TCSBulletin2015_01Imagingnad_IRS_TuneUP.pdf

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 CyberTax_TY2015-04.pdf
Communication	General	Communication Grid 2/1/16 Communication_Grid_2016.pdf
Communication	General	Tax-Aide Staff Directory 2/1/16 StaffDirectoryupdate020116.pdf
Communication	SMT Roundup	SMT Roundup 2/3/16 SMT020316.pdf
Leadership Training	Documents	2016 AARP Foundation Tax-Aide LC Required Training memo 2/2/16 LCRequiredTrainingmemo020216.pdf
Operational Procedures & Volunteer Portal	How To's	How to Change AARP.org Email Address HowToChangeAARPorgEmailAddress.pdf
Tax Training	Policy/Tax Law	State Tax Assistance Program - Intake Sheets 01/31/2016 Illinois_Intake_TY15.pdf New_York_Intake_TY15.pdf Ohio_Intake_TY15.pdf Pennsylvania_Intake_TY15.pdf South_Carolina_Intake_TY15.pdf Wisconsin_Intake_TY15.pdf
Technology	Tech Bulletins	ERO Bulletin TY15-03 02/03/16 ERO_Bulletin_TY15-03_020316.pdf

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! CyberTax_TY2015-03_012816.pdf
Communication	SMT Roundup	SMT Roundup 1/27/16 SMT_012716.pdf
General Program Management	Incident/Emergency Procedures	Emergency Tips for Dealing with a Violent Situation- 1/27/16 Emergency_Tips_for_Dealing_with_a_Violent_Situation_012716_v3.pdf
Leadership Training	Documents	Internal Site Review Training Internal_Site_Reviews_webinar2016.final.pptx
Tax Training	Policy/Tax Law	State Tax Assistance Program TY 2015 Webinars State_Tax_Assistance_-_Assister_Steps_1-27-2015.pdf State_Tax_Assistance_-_Requester_Steps_1-25-2015.pdf State_Tax_Assistance_Program_-_Assister_Process_1-28-2015.pdf State_Tax_Assistance_Program_-_Overview_1-25-2015.pdf
Technology	Equipment	How to Change and Update a Duplicate Asset Tag TY15 01/25/16 HowtoChangeandUpdateDuplicateAssetTags.pdf
Technology	Security	Wireless TWO - Computer Security Scanning Guide TY15 01/26/16 WirelessTWOSecurityScansTY15_012616.pdf
Technology	Tech Bulletins	Technology Bulletin TS2015-02: Blocking Windows 10 Upgrade 01/2716 TechBulletinTS2015-02_012716.pdf
Technology	Tech Bulletins	Who To Contact for IRS and CCH TaxWise Issues During the Season TY2016 01/28/16 Who_do_I_contact_2016_012716.pdf

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 ActionRequiredImmediateActionNeededforSiteChangesrelatedtoSoftwareOrders01192016.pdf
Communication	SMT Roundup	SMT Roundup 1/20/16 SMT012016.pdf
General Program Management	General	Client Facilitator Guide TY15 1/20/16 Client_Facilitator_Guide_v10_01-20-2016.pdf
Operational Procedures & Volunteer Portal	Training & Demos	Introduction to the Portal Training 01/13/2016 IntroductiontothePortalTraining_01132016.pdf IntroductiontothePortalTraining_01132016.pptx
Tax Training	Tools	Pub 4012 Modified by NTTC 01-22-2016 Pub_4012_Modified_by_NTTC_1-22-2015.pdf
Tax Training	Policy/Tax Law	IRS' Answers To Pub 4491W Problems and Exercises Using 2015 Taxwise Pub_4491_W_2015_Answers.pdf
Tax Training	Affordable Care Act (ACA) Training	2015 ACA Practice Examples 2015_ACA_Practice_Examples_2016-01-18.pdf
Tax Training	Affordable Care Act (ACA) Training	ACA Exemption Reference Guide TY15 01/05/2015 ACA_Exemption_Reference_Guide_2015_v4.pdf
TaxWise	TaxWise Online	Preparer Use Form Diversity Question Set Up Instructions 1/20/2016 Preparer_Use_Form_Diversity_Questions_Set_Up_instructions_01_20_2016.pdf

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
NJ-1040-H	Instructions for NJ-1040-H	01-16-2016
NJ-1040-ES	Estimated Tax Voucher 2016	01-16-2016
NJ-1040-ES	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 happenings_2016_4_print.pdf
Communication	SMT Roundup	SMT Roundup 1/13/16 SMT011316.pdf
General Program Management	Forms	Expense Reimbursement Form TY15 Non-Leader 1/11/16 ExpenseReimbursementFormTY15NonLeader011115.xls
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 SMT010616.pdf
General Program Management	Awards and Recognition	AARP Foundation Tax-Aide Fellows Recipients 01/05/16 Volunteers_who_have_been_named_as_AARP_Foundation_Tax_Aide_Fellows...as_of_12.21.2015.pdf
General Program Management	Forms	Expense Reimbursement Form TY15 Non-Leader 12/25/15 ExpenseReimbursementFormTY15NonLeader12215.xls
General Program Management	General	Client Facilitator Guide TY15 1/6/16 Client_Facilitator_Guide_v9__doc_01_06_16_jlc.pdf
General Program Management	Tax Exempt	Michigan Tax Exemption Certificate (Permanent) MichiganTaxExemptionCertificate120911.pdf (not d/l)
Operational Procedures & Volunteer Portal	Training & Demos	Site Management Training 01/07/16 SiteManagementTraining_01072016.pdf SiteManagementTraining_01072016.pptx
Operational Procedures & Volunteer Portal	Locations & Program Metrics (Site Activity)	Site Activity Collection Template TY15 1/8/16 SiteActivityCollectionFormTY15010816.xls
Tax Training	Materials/Presentations	TY15 NTTC Training Files Rel 2 & Rel 2a - 1/4/2016 NTTC_Training_Slides_-_Rel_2_Changes.pdf README_-_NTTC_Training_Files_TY15_Rel_2.pdf
Tax Training	Materials/Presentations	Implementing Pub 4491X - 01/06/2016 Implementing_Pub_4491X.pdf
TaxWise	TaxWise Online	Preparer Use Form Diversity Question Set Up Instructions 12/22/15 Preparer_Use_Form_Diversity_Questions_Set_Up_instructions_12_22_2015.pdf
TCS Documents	TCS Bulletins & Tasks Documents	TCS Bulletin TY2015-01 01/06/16 TCSBulletin2015_01Imagingnad_IRS_TuneUP.pdf

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 StateWebsites.pdf
Communication	SMT Roundup	SMT Roundup 12/30/15 SMT123015.pdf
Communication	SMT Roundup	SMT Roundup 12/23/15 SMT_122315.pdf
General Program Management	Forms	Donated Equipment and Supplies Acknowledgement Form 12/24/15 DonatedEquipmentandSuppliesForm122415.pdf
General Program Management	Forms	Expense Reimbursement Form TY15 Leader 12/25/15 ExpenseReimbursementFormTY15Leader122515.xls
General Program Management	Forms	Expense Reimbursement Form TY15 Non-Leader 12/22/15 ExpenseReimbursementFormTY15NonLeader12215.xls
General Program Management	Training	Volunteer Site Policies and Procedures Training TY15 12/31/2015 Volunteer_Site_Policies_and_Procedures_Training_TY15_Rel_2.pdf Volunteer_Site_Policies_and_Procedures_Training_TY15_Rel_2.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Update	Volunteer Portal Updates 12/21/15 VolunteerPortalUpdates_122115.pdf
Operational Procedures & Volunteer Portal	Volunteer Management	AARP Foundation Tax-Aide TCE Counselor Certification Workbook v15 1-3-2016 AARP_Tax-Aide_TCE_Counselor_Certification_Workbook_2015_v15.xlsx
Tax Training	Scope	Tax-Aide Scope Manual TY15 Updated 12/30/2015 AARPTax-AideScopeManual_v17_TY15.pdf
Tax Training	Scope	Tax-Aide Scope Supplement to Pub 4012 TY15 12-02-2015 Tax-Aide_Modifications_to_Pub_4012_TY15_12-02-2015.pdf
Tax Training	Tools	Preparing for Software Change – 2016 Filing Season Software_Transition_Preparation.pdf
Tax Training	Tools	SSN Identification - Site Handout v2 01/02/2016 Site_Handout_-_SSN_v2.pdf
Tax Training	Tools	2015 Qualifying Child Flow Charts - 01/03/2016 2015_Qualifying_Child_flow_charts.pdf
Tax Training	Policy/Tax Law	Recent Changes to 2015 Tax Law v2 - 12/30/2015 Recent_Changes_to_TY15_Tax_Law_v2.pdf
Tax Training	Policy/Tax Law	Guidelines for Preparing Schedule C - v2 12/30/2015 Schedule_C_Guidelines_Summary_v2_12-30-2015.pdf
Tax Training	Affordable Care Act (ACA) Training	Determining ACA Plan Costs for Affordability Exemption Determining_ACA_Plan_Costs_for_Affordability_Exemption.pdf
Tax Training	Materials/Presentations	TY15 NTTC Training Files Rel 2 - 12/31/15 NTTC_Training_Slides_-_Rel_2_Changes.pdf README_-_NTTC_Training_Files_TY15_Rel_2.pdf TY15_NTTC_Training_Files_36_Rel_2.zip
Tax Training	Materials/Presentations	Cancellation of Debt – Principal Residence 12/31/2015 Pub_5182_Answer-Key_TY14.pdf
TaxWise	TaxWise Online	Creating Print Packets In TWO Guide TY15 12/20/15 TWOPrintPacketCreationGuideTY15122015.pdf
TaxWise	TaxWise Online	NTC National Template Description & Suggested Defaults for TWO TY15 12/20/15 SuggestedTWODefaultTemplatesGuideTY15122015.pdf
TaxWise	TaxWise Online	Suggested TaxWise Online Settings Guide TY15 12/20/15 SuggestedTaxWiseOnlineSettingsTY15122015.pdf
TaxWise	TaxWise Online	TWO Instructions for New Users Guide TY15 12/20/15 TWOInstructionsforNewUsersGuideTY15122015.pdf

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 SMT_121615.pdf
General Program Management	General	Obtaining Continuing Education (CE) Credits For Volunteer Service with AARP Foundation Tax-Aide 12/17/15 Obtaining_Continuing_Education_Credits.final.pdf
Operational Procedures & Volunteer Portal	Volunteer Portal Update	Volunteer Portal Updates 12/15/15 VolunteerPortalUpdates_121515.pdf
Operational Procedures & Volunteer Portal	How To's	Volunteer Portal First Time Log On Instructions 12/15/2015 VolunteerPortalFirstTimeLogOnInstructions12152015.pdf
Operational Procedures & Volunteer Portal	Training & Demos	Introduction to the Portal Training 12/11/2015 IntroductiontothePortalTraining_12112015.pdf IntroductiontothePortalTraining_12112015.pptx
Operational Procedures & Volunteer Portal	Recruitment	Prospective Volunteer Application Guide 12/14/2015 ProspectiveVolunteerApplicationGuide_12142015.pdf
Tax Training	Tools	NTTC Workbook TY 2015 – Instructor Notes And Errata 12/14/2015 NTTC_Workbook_TY_2015_Instructor_Notes_and_Errata_2015-12-14.pdf
Tax Training	Tools	Forms Generator v8.0.0.5 (zip) 12/15/15 Setup_FormsGenerator_ver-8.0.0.5.zip
Tax Training	Instructor Plans and Aids	Guide to using the Series I NTTC TRNG Templates 12-17-2015 Guide_to_using_the_Series_I_NTTC_TRNG_Templates__12.17.15.pdf
Tax Training	NTTC Webinars	NTTC TRS Webinars December 16 and 18, 2015 NTTC_TRS_Webinar_Dec_16_18,_2015_v2.pdf TaxWise_Changes_TY15_v12a.pdf TaxWise_Changes_TY15_v12a.pptx

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 SMT_120915.pdf
General Program Management	Awards and Recognition	AARP Foundation Tax-Aide Fellows Recipients 11/24/15 Volunteers_who_have_been_named_as_AARP_Foundation_Tax_Aide_Fellows...as_of_11.24.2015.pdf
Operational Procedures & Volunteer Portal	Volunteer Portal Update	Volunteer Portal Updates 12/07/15 VolunteerPortalUpdates12072015.pdf
Operational Procedures & Volunteer Portal	How To's	Volunteer Portal - Frequently Asked Questions (FAQ) 12/07/2015 VolunteerPortalFrequentlyAskedQuestionsMasterCopy_12072015.pdf
Operational Procedures & Volunteer Portal	Locations & Program Metrics (Site Activity)	Site Activity Report TY2014 100115_NLT_Activity_Reporting.xls
Tax Training	TWO Immersion Training	2015 TWO Immersion Lesson Plans Rel 2a with 12/8/2015 update 2015_TWO_Immersion_Series_II_rel_2a_12-08-2015_PDF.zip 2015_TWO_Immersion_Series_II_rel_2a_12-08-2015_Word.zip

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 StateWebsites.pdf
Communication	SMT Roundup	SMT Roundup 12/02/15 SMT120215.pdf
General Program Management	General	Job Posting: National Leader Development Committee (NLDC) Chair Position Description 12/01/2015 NationalLeaderDevelopmentCommitteeApplicationForm12012015.doc NationalLeaderDevelopmentCommitteeNLDCChairPositionDescription12012015.pdf
Operational Procedures & Volunteer Portal	Volunteer Portal Update	Volunteer Portal Updates 12/01/2015 VolunteerPortalUpdates12012015.pdf
Operational Procedures & Volunteer Portal	Volunteer Portal Support	How To STOP AARP Junk Emails 12/01/2015 HowToStopAARPJunkEmails_12012015.pdf
Operational Procedures & Volunteer Portal	Volunteer Portal Support	Volunteer Portal - Frequently Asked Questions (FAQ) 12/03/2015 VolunteerPortalFrequentlyAskedQuestions_12032015.pdf
Operational Procedures & Volunteer Portal	Miscellaneous	AARP Foundation Tax-Aide TCE Counselor Certification Workbook 12032015 AARPTax-AideTCECounselorCertificationWorkbook_12032015.xlsx
Tax Training	Scope	Tax-Aide Scope Manual TY15 Updated 11/27/2015 AARPTax-AideScopeManual_v14_TY15.pdf
Tax Training	Scope	Tax-Aide Scope Summary TY15 - 11/27/2015 Tax-Aide_Scope_Summary_TY15_v10_.pdf
Tax Training	Tools	Tax-Aide Supplement to Pub 4012 TY15 12-02-2015 Tax-Aide_Modifications_to_Pub_4012_TY15_12-02-2015.pdf
Tax Training	TWO Immersion Training	2015 TWO Immersion Lesson Plans Rel 2 11/302015 2015_TWO_Immersion_Series_II_rel_2_11-30-2015_PDF.zip 2015_TWO_Immersion_Series_II_rel_2_11-30-2015_Word.zip
TaxWise	Nonspecific Software	Operating System and Browser Policy TY15 11/19/15 OperatingSystemandBrowserPolicyTY15_111915.pdf
TaxWise	Nonspecific Software	System Requirements for TaxWise TY15 11/19/15 SystemRequirementsforTaxWiseTY15_111915.pdf
Technology	Security	Secured Folders TY15 11/19/15 SecureFoldersTY15_111915.pdf
Technology	Security	Wireless TWO - Computer Security Scanning Guide TY15 11/18/15 WirelessTWOSecurityScansTY15_111815.pdf
Technology	Tech Bulletins	ERO Bulletin TY15-01 11/19/15 EROBulletinTY1501_CCHStressTest_111915.pdf
Technology	Tech Bulletins	ERO Bulletin TY15-02 12/01/15 EROBulletinTY1502_StressTestPostponed_120115.pdf

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 StateWebsites.pdf
Communication	SMT Roundup	SMT Roundup 11/25/15 SMT112515.pdf
General Program Management	Administrative	Tax Site Hours Signage (English and Spanish) Tax Site Hours Signage -Spanish.docx (not d/l) Tax_Site_Hours_Signage.docx Tax_Site_Hours._Signage.pdf
Leadership Training	Documents	AARP Foundation Tax-Aide Local Site Review Form – 11/21/2015 Internal_Site_Review_Form_TY15.pdf Internal_Site_Review_Instructions_TY15.pdf
OneSupport	Help Center Support	How to Follow a Section or Article REV 11/22/15 HowToFollowASectionOrAricleGuide112215.pdf
Operational Procedures & Volunteer Portal	Volunteer Portal Update	Volunteer Portal Update 11/17/2015 VolunteerPortalUpdates_11172015.pdf
Tax Training	Tools	NTTC Workbook TY 2015 – Instructor Notes and Errata 11/22/2015 NTTC_Workbook_TY_2015_Instructor_Notes_and_Errata_2015-11-22.pdf
Tax Training	Tools	Qualifying Child Flow Charts - Reuse 2013 Laminate 2013_QC-QR_Charts_Corrections_11-2015.pdf Tri-fold_Changes_2013_to_2015_v2.pdf
Tax Training	Affordable Care Act (ACA) Training	Affordable Care Act Updates and Clarifications – TY2014 11-20-2015 ACA_Updates_and_Clarifications_for_TY2014_2015-11-20.pdf
Tax Training	Materials/Presentations	TY15 NTTC Training Files Rel 1a - 11/20/2015 TY2015_NTTC_Training_Slides_Release_1a_11-20-2015.zip

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 SMT_111815.pdf
General Program Management	Administrative	D143 Free Tax Help Poster TY15 D143_Free_Tax_Help_Poster_TY15.pdf
General Program Management	Administrative	Out of Scope Poster TY15 C2467 Out_of_Scope_Poster_TY15.pdf
General Program Management	Administrative	Tax Site Hours Signage Tax_Site_Hours._Signage.pdf
General Program Management	Awards and Recognition	Award Certificate E0251 Form 11/17/2015 AwardCertificateE0251Form11172015.pdf
Operational Procedures & Volunteer Portal	Volunteer Portal Update	Volunteer Portal Update 11/09/2015 VolunteerPortalUpdates 11092015.pdf (not d/l)
Operational Procedures & Volunteer Portal	Volunteer Portal Support	Portal - Frequently Asked Questions 11/20/2015 Portal - Frequently Asked Questions.pdf (not d/l)
Operational Procedures & Volunteer Portal	Volunteer Portal Support	Site Management Handout - Cheat Sheet 11/19/2015 SiteManagementHandoutCheatSheet_111915.pdf
Operational Procedures & Volunteer Portal	Volunteer Portal Support	Volunteer Portal First Time Log On Instructions 11/14/2015 VolunteerPortalFirstTimeLogOnInstructions11142015.pdf
Tax Training	Tools	Tax-Aide Supplement to Pub 4012 TY15 v2015-11-16 Tax-Aide_Modifications_to_Pub_4012_TY_2015_v2015-11-16.pdf
Tax Training	Tools	Education Cookbook TY 2015 2015-11-14 Education_Cookbook_2015-11-14.pdf
Tax Training	Tools	Accessing Link & Learn Certification Tests TY2015 11/17/2015 Accessing_Link_&_Learn_Tests_TY2015_2015-11-17_.pdf
Tax Training	Tools	Corrections to TY13 Qualifying Child or Relative Charts – Reviewed Nov 2015 QC-QR_Charts_Corrections_11-2015.pdf Tri-fold_Changes.pdf
Tax Training	NTTC Webinars	NTTC TRS Webinars November 18 and 20, 2015 2015_TaxWise_Online_Stress_Test.pdf ACA_2015-11-18_.pdf NTTC_TRS_Webinar_Nov_18-20_2015.pdf

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 SMT_111115.pdf
General Program Management	Recruitment	Ad Slicks Recruitment (TY14) 11/6/15 AdSlicks110615.zip
Operational Procedures & Volunteer Portal	Volunteer Portal Training	DC: Recruitment Training 11/09/2015 DCRecruitmentTraining_11092015.pdf DCRecruitmentTraining_11092015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	PVS & ADS: Recruitment Training 11/09/2015 PVSandADSRecruitmentTraining_11092015.pdf PVSandADSRecruitmentTraining_11092015.pptx
Operational Procedures & Volunteer Portal	Recruitment	Prospective Volunteer Application Guide 11/09/2015 ProspectiveVolunteerGuide_11092015.pdf
Tax Training	Instructor Plans and Aids	IRS Training Materials and Forms [No Attachments]

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 DCRecruitmentTraining_11032015.pdf DCRecruitmentTraining_11032015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	PVS & ADS: Recruitment Training 11/03/2015 PVSandADSRecruitmentTraining_11032015.pdf PVSandADSRecruitmentTraining_11032015.pptx

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 Appendix_C_Glossary_of_Policy_and_Procedures_Manual_080515.pdf
Communication	SMT Roundup	SMT Roundup 11/4/15 SMT_110415.pdf
General Program Management	General	Policy and Procedures Manual Version 1.1 - 11/2/15 Policy_and_Procedures_Manual_110115c.pdf
General Program Management	General	Policy and Procedures Manual: Introduction, Org Chart and What's New 11/2/15 Introduction Org Chart and Whats New of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 1: Volunteer Recruitment 11/2/15 Section 1 Volunteer Recruitment of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 2: Volunteer Training and Testing 11/2/15 Section 2 Volunteer Training and Testing of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 3: Volunteer Certification and Assignments 11/2/15 Section 3 Certification and Assignments of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 4: Scope of Program, Preparing the Return, Quality 11/2/15 Section 4 Scope of Program Preparing the Return Quality of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 5: Standards of Professionalism 11/2/15 Section 5 Standards of Professionalism of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 6: Interactions with the Taxpayer 11/2/15 Section 6 Interactions with Taxpayer of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 7: Site Operations and Management 11/2/15 Section 7 Site Operations and Management of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 8: Confidentiality and Security of Taxpayer Data 11/2/15 Section 8 Confidentiality and Security of Taxpayer Data of Policy and Procedures Manual 082015.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 9: E-Filing of Tax Returns 11/2/15 Section 9 E-Filing of Tax Returns of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 10: Reimbursement 11/2/15 Section 10 Reimbursement of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 11: Program Administration 11/2/15 Section 11 Program Administration of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 12: Donations and Donated Funds 11/2/15 Section 12 Donations and Donated Funds of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 13: Insurance 11/2/15 Section 13 Insurance of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 14: Equipment and Records Management 11/2/15 Section 14 Equipment and Records Management of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Section 15: Obtaining Equipment and Consumables 11/2/15 Section 15 Obtaining Equipment and Consumables of Policy and Procedures Manual 110115.pdf (not d/l)
General Program Management	General	Policy and Procedures Manual Appendix A & B: Volunteer Appointment Chart and Master Schedule 11/2/15 Appendix Volunteer Appointment Chart and Schedule of Policy and Procedures Manual 110115c.pdf (not d/l)
General Program Management	Recruitment	Ad Slicks Recruitment (TY14) 11/4/15 Volunteer_Recruitment_Ad_Slicks_050114.pdf
General Program Management	Training	Client Facilitator Training TY 2015 10/31/2015 Client_Facilitator_Training_TY15_2015-10-28.pdf Client_Facilitator_Training_TY15_2015-10-28.pptx
General Program Management	Training	ERO Transmitter Training TY 2015 10/31/2015 ERO_Transmitter_Training_TY15_Rel_1.pdf ERO_Transmitter_Training_TY15_Rel_1.pptx
General Program Management	Training	Local Coordinator Required Training TY15 10/31/2015 LC_Training_TY15_2015-10-22.pdf LC_Training_TY15_2015-10-22.pptx
General Program Management	Training	Volunteer Site Policies and Procedures Training TY15 10/31/2015 Volunteer_Site_Policies_and_Procedures_Training_TY15_2015-10-30.pdf Volunteer_Site_Policies_and_Procedures_Training_TY15_2015-10-30.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Update	Volunteer Portal Update 11/02/2015 VolunteerPortalUpdates_11022015.pdf
Operational Procedures & Volunteer Portal	Volunteer Portal Update	Material Order Known Issues 11/02/2015 MaterialOrdersKnownIssues 11022015.pdf (not d/l)
Operational Procedures & Volunteer Portal	Recruitment	Prospective Volunteer Application Guide - Preferred Method 11/02/2015 ProspectiveVolunteerApplicationGuide-GivingBackPreferredMethod11022015.pdf
Operational Procedures & Volunteer Portal	Recruitment	Prospective Volunteer Application Guide 11/02/2015 ProspectiveVolunteerApplication-TaxVolunteer11022015.pdf
Tax Training	Scope	Tax-Aide Scope Manual TY15 updated 10/31/15 Tax-Aide_Scope_Scope_Manual_TY15_2015-10-31.pdf
Tax Training	Scope	Scope Adherence - 10/23/15 Scope_Adherence_2015-10-23.pdf
Tax Training	Scope	Tax-Aide Scope Summary TY15 - 10/31/15 Tax-Aide_Scope_Summary_TY15_2015-10-31.pdf
Tax Training	Scope	Scope Change Request Process and Form - 10/2/15 Scope Change Form 2015-06.docx (not d/l) Scope Change Process 2015-06.pdf (not d/l)
Tax Training	Tools	NTTC Workbook TY 2015 Instructor Notes and Errata - 10/25/15 NTTC_Workbook_TY_2015_Instructor_Notes_and_Errata_2015-10-25.pdf
Tax Training	Tools	2015 Qualifying Child Flow Charts - 11/2/15 2015_Qualifying_Child_flow_charts.pdf
Tax Training	Tools	Tax Prep Tools and Helpful Weblinks - 10/31/15 Tax_Prep_Tools_2015-10-31.zip
Tax Training	Tools	Pub 4012 – Changes from 02/17/15 Pub 4491X 02/21/15 Changed_pages_-_Pub_4012_updated_for_Pub_4491X_of_2015-02-17.pdf Pub_4012_updated_for_Pub_4491X_of_2015-02-17.pdf
Tax Training	Tools	Forms Generator v8.0.0.3 (zip) 09/21/15 Setup_FormsGenerator_ver-8.0.0.3.zip
Tax Training	Policy/Tax Law	Guidelines for Preparing Schedule C - 09/08/15 Schedule_C_Guidelines_Summary.pdf
Tax Training	Policy/Tax Law	Medicaid Waiver Payments 03/05/15 Medicaid_Waiver_Payments.pdf
Tax Training	Policy/Tax Law	State Tax Assistance Program Pilot – Intake Sheets 02/09/15 Michigan_Intake_TY14.pdf Minnesota_Intake_TY14.pdf New_York_Intake_TY14.pdf Ohio_Intake_TY14.pdf Pennsylvania_Intake_TY14.pdf
Tax Training	Policy/Tax Law	Gold Standards for Quality Review (QR) 10/31/15 Gold_Standards_for_Quality_Review_2015-10-31.pdf
Tax Training	Instructor Plans and Aids	Instructor Aids TY15 - 11/1/15 Instructor_Aids.zip
Tax Training	Instructor Plans and Aids	TaxWise Introduction Lesson Using a Template for Donald Duck - 10/29/15 TaxWise_Introduction_Lesson_using_a_Template_(D_Duck)_2015-10-29.pdf
Tax Training	Instructor Plans and Aids	Training Guide 2015–16 v2 10/20/15 2015-16_Training_Guide_v2.pdf
Tax Training	Instructor Plans and Aids	2015 Filing Season: Link & Learn Taxes Certification Report IRS Fact Sheet 11/12/14 FactSheetfor2015FilingSeasonLLTCertificationReportsTY14111214.pdf
Tax Training	Materials/Presentations	TY15 NTTC Training Files Rel 1 - 11/4/15 README_-_NTTC_Training_Files_TY15_Rel_1.pdf TY15_NTTC_Training_Files_01-06_Rel_1.zip TY15_NTTC_Training_Files_07-14_Rel_1.zip TY15_NTTC_Training_Files_15-20_Rel_1.zip TY15_NTTC_Training_Files_21-27_Rel_1.zip TY15_NTTC_Training_Files_28-33_Rel_1.zip TY15_NTTC_Training_Files_34-41_Rel_1.zip TY15_NTTC_Training_Files_42_Rel_1.zip

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 SMT102815.pdf
General Program Management	Awards and Recognition	AARP Foundation Tax-Aide Fellows Recipients 10/23/15 Volunteers_who_have_been_named_as_AARP_Foundation_Tax_Aide_Fellows...as_of_10.21.2015.pdf
General Program Management	Tax Exempt	Maryland Tax Exemption Certificate - (Expires 09/30/2017) Maryland 2012 Renewed.pdf (not d/l)
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 SAMLErrorFixforIE1110282015v2.pdf (not d/l)
TaxWise	TaxWise Online	TWO Instructions for EROs Guide TY15 10/27/15 TWOInstructionsforEROsTY15_102715.pdf
Technology	Equipment	Tier 2 Field Service Support TY15 10/27/15 Tier2FieldServiceSupportTY15_102615.pdf
Technology	Networking	Tax-Aide Counselor Laptop Network Configuration TY15 110/23/15 TaxAideCounselorLaptopNetworkConfigurationGuideTY15_102315.pdf
Technology	Networking	Tax-Aide Daily Wireless Network Setup Sequence TY15 10/23/15 TaxAideDailyWirelessNetworkSetupSequenceTY15_102315.pdf
Technology	Networking	Tax-Aide Internet Access Computer (IAC) Setup Guide TY15 10/23/15 TaxAideICSLaptopSetupGuideTY15_102315.pdf
Technology	Networking	Tax-Aide Network Configuration and Setup Documents TY15 10/23/15 TaxAideNetworkConfigurationandSetupDocumentsTY15_102315.pdf
Technology	Networking	Tax-Aide Private Network Router Configuration Guide TY15 10/23/15 TaxAidePrivateNetworkRouterConfigurationGuideTY15_102315.pdf
Technology	Networking	Wireless Hot Spot Configuration Guide Demonstration TY15 10/24/15
Technology	Networking	Wireless Hotspot Configuration Guide TY15 10/24/15 Wireless_Hotspot_Configuration_GuideTY15_102415.pdf
Technology	Security	APS Data Deletion TY15 10/26/15 APSDataDeletionTY15_102615.pdf
Technology	Training	TC Training Presentation TY15 10/22/15 TCTrainingPresentationTY15_102215.pdf

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 SMT102115.pdf
General Program Management	General	Client Service Provider Digest TY15 (D16276) 10/20/15 CSPDManualTY15101415.pdf
Operational Procedures & Volunteer Portal	Volunteer Portal Update	Volunteer Portal Update 10/19/2015 VolunteerPortalUpdate_10192015.pdf
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 2015-16_Training_Guide_v2.pdf
Tax Training	NTTC Webinars	NTTC TRS Webinar October 21 and 23, 2015 NTTC_Oct_21-23_2015_Webinar.zip
TaxWise	TaxWise Desktop APS	FL1 Clone Tool Introduction TY15 10/07/15 FL1CloneToolIntroductionTY15_100715.pdf (not d/l) FL1CloneToolIntroductionTY15_100715.pptx (not d/l)
TaxWise	TaxWise Desktop APS	TaxWise Clones & Computer Workstation Numbers Guide TY15 10/07/15 TaxWiseClonesandWorkstationsGuideTY15_100715.pdf (not d/l)
TaxWise	TaxWise Desktop APS	TWMapTools Installation Folder TY15 09/10/15 TWMapToolsInstallationFolderTY15_091015.zip (not d/l)
TaxWise	TaxWise Online	Alternate Preparation Solution Information TY15 10/05/15 AlternatePreparationSolutionInformationTY15_100515.pdf
TaxWise	TaxWise Online	Differences Between TWO and TaxWise Desktop Guide TY15 10/10/15 DifferencesBetweenTWOandTaxWiseDesktopGuideTY15_101015.pdf
TaxWise	TaxWise Online	FAQs for TaxWise Online Guide TY15 10/07/15 FAQsforTaxWiseOnlineGuideTY15_101015.pdf
TaxWise	TaxWise Online	TWO Site Information and Troubleshooting Guide TY15 10/07/15 TWOSiteInformationandTroubleshootingGuideTY15_100715.pdf
TaxWise	Nonspecific	Computer Information for TaxWise Support Guide TY15 10/01/15 ComputerInformationforTaxWiseSupportTY15_101015.pdf
TaxWise	Nonspecific	Operating System and Browser Requirements TY15 10/070/15 OperatingSystemandBrowserRequirementsTY15_100715.pdf
TaxWise	Nonspecific	Ordering Tax Preparation Software Guide TY15 09/24/15 Ordering_Tax_Preparation_Software_TY15_092415.pdf
TaxWise	Nonspecific	Software for TaxAide Guide TY15 10/07/15 SoftwareforTaxAideTY15_100715.pdf
TaxWise	Nonspecific	Wireless FAQs for TaxWise Online Guide TY15 10/07/15 WirelessFAQsforTWOGuideTY15_100715.pdf
Technology	Equipment	Printing and Print Cartridges TY15 10/05/15 PrintingandPrintCartridgesTY15_100515.pdf
Technology	Equipment	Purchasing Equipment With Donated Funds TY15 10/05/15 PrintingandPrintCartridgesTY15_100515.pdf
Technology	Equipment	Technology Purchasing Guide TY15 10/0515 TechnologyPurchasingGuideTY15_100515.pdf
Technology	Training	IRS Pub 3189 Volunteer E-file Administration Guide TY15 - 10/08/15 IRSPubP3189_TY2015100815.pdf

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 StaffDirectoryupdate101515.pdf
Communication	SMT Roundup	SMT Roundup 10/14/15 SMT101415.pdf
Tax Training	Tools	NTTC Workbook TY 2015 Errata v4 10/07/2015 NTTC_Workbook_TY_2015_Instructor_Notes_and_Errata_2015-10-07.pdf
Tax Training	Materials/Presentations	TY15 NTTC Training Files Rel 1 - 10/15/2015 README_-_NTTC_Training_Files_TY15_Rel_1.pdf TY15_NTTC_Training_Files_01-06_Rel_1.zip TY15_NTTC_Training_Files_07-14_Rel_1.zip TY15_NTTC_Training_Files_15-20_Rel_1.zip TY15_NTTC_Training_Files_21-27_Rel_1.zip TY15_NTTC_Training_Files_28-33_Rel_1.zip TY15_NTTC_Training_Files_34-41_Rel_1.zip TY15_NTTC_Training_Files_42-44_Rel_1.zip
TaxWise	TaxWise Online	System Requirements for TaxWise TY15 10/15/15 SystemRequirementsforTaxWiseTY15_101515.pdf

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 SMT100715.pdf
Operational Procedures & Volunteer Portal	Miscellaneous	AARP Foundation Tax-Aide TCE Counselor Certification Workbook 09292015v2 AARPTax-AideTCECounselorCertificationWorkbook_09292015v2.xlsx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	ADS: Volunteer Management Training 10/04/2015 ADSVolunteerManagementTraining 10042015.pdf ADSVolunteerManagementTraining_10042015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	DC: Recruitment Training 10/05/2015 DCRecruitmentTraining_10052015.pdf DCRecruitmentTraining_10052015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	DC: Volunteer Management Training 10/04/2015 DCVolunteerManagementTraining_10042015.pdf DCVolunteerManagementTraining_10042015.pptx
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 PVSandADSRecruitmentTraining_10042015.pdf PVSandADSRecruitmentTraining_10042015.pptx
Tax Training	Scope	Tax-Aide Scope Manual v1 TY15 10/09/15 AARP_Tax-Aide_Scope_Manual_TY15.pdf
Tax Training	Instructor Plans and Aids	Training Guide 2015 – 16 Training_Guide_2015-16.pdf
Tax Training	NTTC Webinars	TWO Immersion Webinar - October 7 & 9, 2015 TWO_Immersion_Webinar_Oct__7-9.ppt
TaxWise	Nonspecific	Alternative Tax Software (TurboTax, etc.) Prohibited TY15 10/07/15 AlternativeTaxSoftwareProhibitedTY15_100715.pdf
TaxWise	Nonspecific	Ordering Tax Preparation Software Guide TY15 09/24/14 Ordering_Tax_Preparation_Software_TY15_092415.pdf
Technology	Equipment	Equipment Repair, Replacement and Storage TY15 10/06/15 EquipmentRepairReplacementandStorageTY15_100615.pdf GW_RepairandReplaceprocessforcomputersonly.pdf GW_RepairandReplaceprocessforprintersonly.pdf
Technology	Equipment	TechSoup Guide TY15 09/24/15 TechSoupGuide_TY15_092415.pdf
Technology	Images and Tune-up	Host and Personal Computer Tune Up Guide TY15 09/24/15 Host_and_Personal_Computer_Tuneup_Guide_TY15_092415.pdf
Technology	Images and Tune-up	IRS Laptop Tune-up Guide TY15 09/24/15 - Preliminary Release IRSLaptopTuneupGuide_TY15_092415.pdf
Technology	Images and Tune-up	Windows Images TY15 10/07/15 WindowsImagesTY15_100715.pdf
Technology	Security	AntiVirus Program for TaxWise Computers Guide TY15 10/07/15 AntivirusforTaxAideTY15_100715.pdf
Technology	Security	Tax Return Attachments Guide TY15 10/07/15 TaxReturnAttachmentsTY15_100715.pdf
Technology	Training	Document Retention and ERO Paper Flow Guide TY15 - 09/24/15 DocumentRetentionandEROPaperflowGuideTY15_092415.pdf
Technology	Training	Schedule of Efile Events Guide TY15 10/07/15 ScheduleofEFileEventsTY15_100715.pdf
Technology	Training	TaxWise Training Resources Guide TY15 10/07/15 TaxWiseTrainingResourcesGuide_TY15_100715.pdf

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 CyberTaxTY2015-02_100215.pdf
General Program Management	Tax Exempt	Pennsylvania Tax Exemption Certificate (Expires 3-31-2020) Pennsylvania.taxexempt certificate. 2020.pdf (not d/l)
Operational Procedures & Volunteer Portal	Volunteer Portal Training	Certification Reporting Overview 10/01/2015 CertificationReportingOverview_10012015.pdf CertificationReportingOverview_10012015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	DC: Recruitment Training 10/02/2015 DCRecruitmentTraining_10022015.pdf DCRecruitmentTraining_10022015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	DC: Volunteer Management Training 10/02/2015 DCVolunteerManagementTraining_10022015.pdf DCVolunteerManagementTraining_10022015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	Introduction to the Portal Training 10/01/2015 IntroductiontothePortalTraining10012015.pdf IntroductiontothePortalTraining10012015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	Material Order Training 10/01/2015 MaterialOrderTraining_10012015.pdf MaterialOrderTraining_10012015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	OneSupport Help Center Training 10/01/2015 OneSupportHelpCenterTraining_10012015.pdf OneSupportHelpCenterTraining_10012015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	Operational Process and Portal Updates 10/01/2015 OperationalProcessandPortalUpdates10012015.pdf OperationalProcessandPortalUpdates10012015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	Reimbursement Training 10/01/2015 ReimbursementsTraining_10012015.pdf ReimbursementsTraining_10012015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	Reports and Dashboard Training 10/01/2015 ReportsandDashboardsTraining_100102015.pdf ReportsandDashboardsTraining_100102015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	Site Activity Training SiteActivityTraining_10012015.pdf SiteActivityTraining_10012015.pptx
Operational Procedures & Volunteer Portal	Volunteer Portal Training	Site Management Training SiteManagementTraining_10012015.pdf SiteManagementTraining_10012015.pptx
Tax Training	Scope	Scope Change Request Process and Form Scope_Change_Form_2015-06.docx Scope_Change_Process_2015-06.pdf

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 SMT093015.pdf
Operational Procedures & Volunteer Portal	Miscellaneous	AARP Tax-Aide TCE Counselor Certification Workbook 09292015v2 AARPTax-AideTCECounselorCertificationWorkbook_09292015v2.xlsx
Tax Training	Tools	NTTC Workbook TY 2015 Errata v3 09/29/2015 NTTC_Workbook_TY_2015_Errata_v3.pdf
Tax Training	Tools	NTTC Workbook Tax Year 2015 v2 – 09/29/15 NTTC_Workbook_Tax_Year_2015_Part_1_2015-09-29.zip NTTC_Workbook_Tax_Year_2015_Part_2_2015-09-14.zip NTTC_Workbook_Tax_Year_2015_Part_3_2015-09-29.zip
Tax Training	Policy/Tax Law	Gold Standards for Quality Review (QR) 11-10-14 QRGoldStandardGuide111014.pdf
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 SMT092315.pdf
Leadership Training	Regional Meeting	Regional Meeting Presentations 09/23/15 Regional_Meetings_presentations.zip
Volunteer Portal & Operations Procedures	Reimbursement	Quick Guide to Submitting an Excel Reimbursement using "Submit a Request" 9/25/15 QuickGuideToSubmittingAnExcelReimbursementUsingSubmitARequest_092515.pdf
Tax Training	Tools	NTTC Workbook TY 2015 Errata v2a 09/25/2015 NTTC_Workbook_TY_2015_Errata_v2a.pdf
Tax Training	Tools	Forms Generator v8.0.0.3 (zip) 09/21/2015 Setup_FormsGenerator_ver-8.0.0.3.zip
Tax Training	Instructor Plans and Aids	Instructor Aids Guide (zip) Instructor_Aides_Guide.zip
Tax Training	NTTC Webinars	NTTC TRS Webinar September 23 & 25, 2015 NTTC_TRS_Webinar_Sep_2015.zip

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 SMT091615.pdf
General Program Management	General	Off-Season Tax Assistance 09/16/15 Tax-Aide_Off_Season_Tax_Assistance.pdf

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

Category: Tax Training
- Section: Tax Law
  - Article: Tax-Aide Scope Summary v2 – 08/30/2015
    - Attachment: Tax-Aide_Scope_Summary_TY15_v2.pdf

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
- Section: SMT Roundup
  - Article: SMT Roundup 8/26/15
    - Attachment: ...None...

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]
- Section: Incident/Emergency Procedures
  - Article: Incident Review Form 8/27/15
    - Attachment: IncidentReviewForm082715.doc (Not Downloaded)
    - Attachment: IncidentReviewFormfillable082715.pdf (Not Downloaded)
- Section: Position Descriptions
  - Article: Regional Operations Support (ROS) Position Description
    - Attachment: RegionalOperationsSupportPositionDescription 082815.pdf (Not Downloaded)

Category: Portal and VMIS Support
- Section: General
  - Article: Portal Login and Troubleshooting Guide 8/27/15
    - Attachment: PortalLoginandTroubleshootingGuide082715.pptx (Not Downloaded)

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
- Section: NTTC Webinars
  - Article: TWO Immersion Webinar – 08/21/15
    - Attachment: NTTC_Webinar_Aug_21,_2015.zip

Updates 08-23-2015

OneSupport

Category: Communication
- Section: SMT Roundup
  - Article: SMT Roundup 8/19/15
    - Attachment: SMTRoundup081915.pdf

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

Category: Tax Training
- Section: NTTC Webinars
  - Article: TWO Immersion Webinar – August 6 & 7, 2015
    - Attachment: TWO_Immersion_Webinar_Aug_6_7_2015.zip
- 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

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
- Section: SMT Roundup
  - Article: SMT Roundup 8/5/15
    - Attachment: SMTRoundup080515.pdf

Category: General Program Management
- Section: Forms
  - Article: Donated Equipment and Supplies Acknowledgement Form 08/05/15
    - Attachment: DonatedEquipmentandSuppliesForm080515.pdf
- 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]

Category: Portal and VMIS Support
- Section: General
  - Article: Portal Login and Troubleshooting Guide 02/01/15
    - Attachment: PortalLoginandTroubleshootingGuide020115.pptx

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
- Section: SMT Roundup
  - Article: SMT Roundup 7/22/15
    - Attachment: SMTRoundup072215 [1].pdf

Category: General Program Management
- Section: Forms
  - Article: Donated Equipment and Supplies Acknowledgement Form 07/07/15
    - Attachment: DonatedEquipmentandSuppliesForm070715.pdf
- Section: Position Descriptions
  - Article: Assistant State Coordinator (ASC) Position Description
    - Attachment: ASCPositionDescription071715.pdf
- Section: Tax Exempt
  - Article: Illinois Tax Exemption Certificate - Expires 12/01/17
    - Attachment: Illinois_Tax_Letter.pdf

Category: Leadership Training
- Section: Documents
  - Article: Compliance with Federal Laws 7/15/15
    - Attachment: CompliancewithFederalLaws071515.pptx
- 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
- 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

Category: Technology
- Section: Tech Bulletins
  - Article: Technology Bulletin TS2015-01: Windows 10 07/24/15
    - Attachment: TechnologyBulletinTS201501TY15072415.pdf