Creating a Google Map
District Coordinator Guide
Technology Order Form
Incident Reports (slides)
Intake Booklet – English (fillable)
Intake Booklet – Espanol (fillable)
Policy & Procedures Manual
Policy & Procedures Updates
Portal Library Navigation (slides)
Portal Reports
QR Code for Appointment Page
Reimbursements Overview
Flat-Rate Reimbursement Request
Reimbursements (P&P Manual)
Reimbursements (slides)
Tax-Aide Calendar
Tax-Aide US Regions Map
Webinar Calendar
Certification (slides)
Contact Records (slides)
Dashboards & Records (slides)
Portal User Tips
Prospective Volunteer Records (slides)
Volunteer Records (slides)
DC Enrichment Sessions
DC & AC Resources – Certification
DC & AC Resources – Contact Records
DC & AC Resources – Dashboards & Reports
DC & AC Resources – PV Record Management
DC & AC Resources – Volunteer Record Management
F&F Guidance
NTTC Scope Manual
Scope Differences
Scope (slides)
NTTC Updates (slides)
Schedule C
Google Voice Setup
Network Design Guide
Security Best Practices
TaxSlayer (slides)
TSO Usage & Guides
Being a Tax-Aide Volunteer
Portal Invites — New Volunteers
Prospective to Candidate
Recruitment Overview
New Volunteers Training Survey
Leadership Survey
AZ1 Site Listings (download)
AZ Bank Routing Numbers
Donated Equipment Policy
End of Season CB Storage
Facilitator Spreadsheet
Glossary, IRS Terms
Glossary, Tax-Aide Acronyms
Gold Standards for Intake & Interview
Gold Standards for Quality Review
Internal Site Review Guide
Internal Site Review Form
AZ Leadership To Do Calendar
Site Required Documents
SMT Roster
Flat-Rate Mass Approval Form
Itemized Request Using Classic
Client Facilitator Training Videos
Local Coordinator Guide
Portal Overview
Portal Reports – User Tips
Portal Usage (draft video)
Pub 4012
Pub 4299 – Privacy, Confidentiality & Civil Rights
Pub 4491 – Training Guide
Pub 4491 – Release Notes
Pub 5166 – IRS Quality Site Requirements
Schedule C (video)
Address labels for tax returns – multiple
Business Card (fillable)
Labels for Storage Envelopes (w/QR code)
Mailing addresses for Tax Forms(designed for Avery #8160 labels)
AZ 140 (w/refund)
AZ 140 (estimated payments)
AZ 140 (voucher w/payment)
IRS 1040 (refund)
IRS 1040 (estimated payments)
IRS 1040 (voucher w/payment)
Scope Poster – ENG
Scope Poster – SP
Site Materials Required List
Site Poster – dates & times (fillable)
Taxpayer Responsibility Statement(in English and Spanish)
AZ Supplemental Intake Forms
AZ Intake (1 page small)
AZ Intake (2 page large)
Charitable Donations Log
Commonly Missed Items
EIC Graph
Interest Entries: Fed & AZ
Local Sales Tax by City
Qualifying Child or Relative Tool
Child or Relative Tool Errata
Taxpayer Worksheets
Education Credits Worksheet (fillable)
Itemized Deductions Worksheet (fillable)
Itemized Deductions (abridged)
Sales Tax Worksheet (fillable)
Self-Employ Sched C Worksheet (fillable)
Underpayment of Taxes