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AARP foundation tax-aide

AARP foundation tax-aide. TWO/TRAINING. LOG IN – FIRST TIME. Use Internet Explorer Check your Caps Lock!. LOG IN – FIRST TIME. You’ll be prompted to change your password. LOG IN – FIRST TIME. Make your password easy to remember - write it down. Log in – first time. Log in failure.

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AARP foundation tax-aide

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  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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