1 / 11

AARP Tax-Aide

ORDERING MATERIALS. Gary Blauth NJ ADS. AARP Tax-Aide. TOPICS. Training materials IRS materials and forms AARP materials and forms. TRAINING MATERIALS - 1. Returning volunteers will receive Pub 4491 training package + Pub 17 + 1040 Instructions directly from IRS

rylee-whitehead
Télécharger la présentation

AARP Tax-Aide

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. ORDERING MATERIALS Gary Blauth NJ ADS AARP Tax-Aide

  2. TOPICS • Training materials • IRS materials and forms • AARP materials and forms

  3. TRAINING MATERIALS - 1 • Returning volunteers will receive Pub 4491 training package + Pub 17 + 1040 Instructions directly from IRS • I provided personnel lists to Denise Perry • Instructors will not receive special materials

  4. TRAINING MATERIALS - 2 • DC will receive training kits for new volunteers • 20 per district + CD’s if you run out of paper kits • Recommend handing them out at training sessions • DC should order Pub 17 and 1040 Instructions for new volunteers

  5. IRS Materials & Forms • DC should order for sites (minimum): • Intake/Interview and Quality Review Sheet (Form 13614-C) – 1 per taxpayer

  6. AARP ordering • Several ways to order AARP materials & forms: • Order through Tax-Aide Portal • Use form on AARP Extranet • Email • Fax • Postal mail

  7. AARP Web-based ordering • Access through Volunteer Portal, 24 x 7 • Web form delivered directly to AARP Fulfillment • Optional use by any Volunteer Leader that orders materials • Suggested and maximum ordering quantity alert pop ups • Ability to ship to locations other than volunteer’s address • Confirmation of order receipt

  8. AARP Web-based ordering (continued) • Web-based ordering is now available • Access through Volunteer Portal at https://volunteers.aarp.org • (click to log-in in the upper right corner) • Training materials and system utilization information is • available on the Extranet at www.aarp.org/taxaide

  9. Where to find forms • AARP TaxAide extranet: • www.aarp.org/tavolunteers • Forms tab • “AARP Tax-Aide Order Form” – word or pdf • IRS Form 2333V • Provided to DCs and LCs in email from IRS • Submit by email, or fax to Denise Perry

More Related