2016 Training Deliverables

Anticipated Schedule for key 2016 deliverables

  • NTTC Workbook – Ship 10/1
  • NTTC Training Slides – 10/15
  • Practice Lab – Early November
  • TaxSlayer – Late November
  • NTTC Workbook Answers – Early December
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Dallas Training Session

For Agenda and list of presentations for downloading go to the Volunteer Portal:

One Support Help Center >> Tax Training >> Materials/Presentations >> TRS Training-Dallas July 2016

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Diversity Site Applications Now Available

We are happy to let you know that the AARP Foundation Tax-Aide Diversity Site application is now available so you can request resources to launch a new Diversity Site or expand an existing site to serve diverse communities. This initiative, started a couple of years ago, allows Tax-Aide to grow and help taxpayers in diverse and underserved areas. Apply HERE.

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Where We Are (TaxSlayer) Webinars July 6 & 8, 2016

Go to the AARP Volunteer Portal for Powerpoint Presentation and Recording

One Support Help Center >> Tax Training >> TaxSlayer

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Tax Slayer Issues and Questions – Update

Over the two months since Practice Lab was released, there has been a single Point of Contact appointed for most US States. Our POC for NY State is Mark Wovsaniker. Each POC is responsible to capture any issues or questions that are identified with how TaxSlayer does or does not handle the state tax return and to keep TaxSlayer apprised of those issues. In parallel, there is a master list of federal issues and concerns that Mike Winter, NTTC and TaxSlayer Transition Team member, is following and reporting to TaxSlayer. To avoid duplication please forward both state and federal federal issues and questions via Sheryl Campbell our NY3 Training Specialist

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Latest Tax Slayer Concerns

These concerns were reviewed on an IRS Partner Call on 6/15/2016

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SMT Roundup 6-15-2016 (Abridged Version)

Amended Returns
TaxWise Online (TWO) will be available until November 7th to complete or amend current and prior year tax returns. Due to a recent Microsoft update to IE 11, the NTC has found that TWO may no longer works unless Compatibility View is disabled in Internet Explorer. This requirement does not affect using TWO with the Chrome browser.

Site Information Updates
Site information can now be updated by Local Coordinators. The recent Portal Release moved location availability from “Locations” to “Program Locations” which will allow LCs to update this site information

Reimbursement Reminder
June 30th is the last day to submit expenses for all Mileage (I) and Training Mileage (T) expenses . We are still working through the backlog of mailed and emailed expense statements and are on schedule to process payments. As these expense statements are entered in the Portal they will appear within the Volunteer Assignment section and the submitter will receive an email when it has been processed.
The reimbursement screen on the Portal was changed during the recent release to make it more straight-forward. Please have your volunteers ‘Submit a Request’ through OneSupport if there are questions or issues

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