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AARP Foundation Tax-Aide Training: First-Time Log-In and Form Management Guide

Welcome to your first-time login for the AARP Foundation Tax-Aide training portal. Ensure you're using Internet Explorer and check your Caps Lock before entering your credentials. You’ll be prompted to change your password upon first login, so create one that’s easy to remember. If you face login issues, attempt the "Reset Password" option. This guide also covers how to manage tax forms, including opening existing returns, starting new ones, and understanding form statuses in the tax software. Thank you for your commitment to volunteer!

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AARP Foundation Tax-Aide Training: First-Time Log-In and Form Management Guide

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Presentation Transcript

  1. AARP foundation tax-aide TWO/TRAINING

  2. LOG IN – FIRST TIME • Use Internet Explorer • Check your Caps Lock!

  3. LOG IN – FIRST TIME • You’ll be prompted to change your password

  4. LOG IN – FIRST TIME • Make your password easy to remember - write it down

  5. Log in – first time

  6. Log in failure • If you try twice to log in and do not succeed: STOP • Use “Reset Password” • It will ask your security question • You will then be asked to set up a new password

  7. Two/tRAINING homepage

  8. Taxwise ribbon Open existing return New return

  9. Start a new return • Use the SSN / EIN numbering rules!

  10. Open an existing return • Click “Go to Tax Forms”

  11. Two screen Refund monitor Ribbon Form tree Active form

  12. TWO screen • Set your IE View-Zoom to 100%

  13. Forms tree + Add a form ×Delete a form Ok to not use all forms in tree

  14. Forms tree Yellow exclamation mark - Form is incomplete Green check mark - Form is complete Blank - Form available in Tree, but not necessarily required

  15. Add a form • Show all forms • Very long list • Use scroll bar • Type in form #

  16. Field link icon Calculator • Linking is accomplished by clicking on the icon to the right of the field and clicking on an existing or new form/scratch pad, as applicable • Toggle estimate clears the red • Also calculator and help Form Toggle Estimate

  17. Linking to a form or scratch pad • Open an existing form / scratch pad • Open a new form / scratch pad

  18. Basic two rules • Enter all dates in the format mmddyyyy • Amounts can be entered with or without cents • Do not use • any punctuation (only hyphens in names allowed) • double spaces • dashes

  19. Two/training Thank you for volunteering!

  20. TWO/Training • Comments? • Questions?

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