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Multi-Factor Authentication (MFA) for TSO

Summary: Multi-Factor Authentication (MFA) is an increasingly used security measure that will be implemented for TaxSlayer Online (TSO) user logins. The MFA challenge will be the last step when a user signs in to TSO under certain conditions. The necessary … Continue reading

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nystateofhealth 2016 Monthly Premiums by County

2016 Monthly Premium Amount of Lowest Cost Bronze Plan, By Coverage Family Type  2016 Lowest Cost Bronze Plan table 2016 Monthly Premiums for Second Lowest Cost Silver Plans (SLCSPs), By Coverage Family Type 2016 SLCSP chart

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New York State IT 201 Subtractions from Income

Attached is a Summary Sheet that is a useful reference for the volunteers in preparing NYS returns. Thanks to John Murphy and his Instructor Team for putting this together. To download click on the following link. ADDITION TO TP 301 – … Continue reading

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Answering Due Diligence Questions in TaxSlayer

Volunteers are not paid preparers and are not required to complete Form 8867. Instead, volunteers solicit information as part of the normal intake and Interview process.  However, TaxSlayer requires answers to due diligence questions to include EITC, CTC and AOTC in … Continue reading

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ERO/Transmitter Training Using TaxSayer

Summary: The LC has the overall responsibility for a Site’s Operation, and the ERO, by IRS definition, has the responsibility for E-Filing tax returns. At many AARP Foundation Tax-Aide sites the LC is also the ERO and this presentation only shows the … Continue reading

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Setup Guide For TaxSlayer Pro Online (TSO) – TY16 – 12/27/16 Download:

The NTC Setup Guide is a step-by-step outline for configuring TSO.  This is a “living” document in the Tax Software section of the One Support Help Center, which will be updated as needed – be sure you use the latest … Continue reading

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New Quick Guide Available for TaxSlayer

Where to enter information in TaxSlayer. quickguide-for-taxslayer-us-2016-12-17

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Getting the word out!

AARP program can help make taxes less taxing http://www.poughkeepsiejournal.com/story/life/2016/11/17/volunteers-taxes-seniors-aarp/94041324/

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TY16 NTTC Training Slides Rel 1 – 10/15/2016

The National Training Slides are now available. To download the slides go to the Volunteer Portal. OSHC > Tax Training > Materials/Presentations. For an overview of the slides that contains the following you can click on the link below. Introduction … Continue reading

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NY3 TaxSlayer Webinar – 8/31/16

The agenda for the webinar includes: Review Helpful Hints Locating training tools on One Support TaxSlayer Introduction PPT presentation Demonstration of Clark return from NTTC TY2015 Workbook Q&A Play recording (1 hr 9 min) Please note buffering may take a … Continue reading

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