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AARP Tax-Aide

Activity Reporting. Gary Blauth NJ ADS. AARP Tax-Aide. What’s New for 2012. All NJ sites will be reporting through the Portal for the following activities: Paper Filed Federal Returns (Current Year) Paper Filed Federal Returns (Prior Year) Paper Filed Federal Returns (Amended)

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AARP Tax-Aide

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  1. Activity Reporting Gary Blauth NJ ADS AARP Tax-Aide

  2. What’s New for 2012 • All NJ siteswill be reporting through the Portal for the following activities: • Paper Filed Federal Returns (Current Year) • Paper Filed Federal Returns (Prior Year) • Paper Filed Federal Returns (Amended) • Paper Filed State/Local Only Returns • Questions & Answers Only • TaxWise will report number of e-filed returns and Quality Reviews of those returns 2011 Regional Meetings – St Louis

  3. TY 2010 results (NJ) 2011 Regional Meetings – St Louis

  4. TY 2010 vs TY 2009 results (NJ) Now that TaxWise does the counting of efiled returns, sites seem to paying less attention to activity reporting Fewer people helped = less funding from grants !

  5. Portal Site Activity Reporting Screen 2011 Regional Meetings – St Louis

  6. New Activity Reporting, QR & ERO Tracking Log A new form (Tracking Log) has been created to serve both activity reporting and tax return tracking 2011 Regional Meetings – St Louis

  7. New on Site Activity Log

  8. Reporting Period • Monthly Reporting Periods: • February: 2/1/12-2/29/12 (includes any activity for sites that open in January) • March: 3/1/12-3/31/12 • April: 4/1/12-4/31/12 • May: 5/1/12-8/31/12 • Covers any summer activity (if applicable) • Monthly Grace Period (1st to 5th day of following month) • Monthly Due Date (5th day of the following month) • March 5th • April 5th • May 5th 2011 Regional Meetings – St Louis

  9. Requirements • Portal Registration • All DCs and LCs are required to be registered to use the Portal with a unique E-mail address (not shared with another volunteer or AARP member) • Those DCs and LCs not registered by 12/1/11 will be pre-registered by the National Office • DC/LC Assignment • Changes to DC/LC assignment can only be made during the monthly grace period after all reporting has been completed by the previous DC/LC 2011 Regional Meetings – St Louis

  10. Training & Support • ADS • Live Webinar scheduled for December • Recorded Webinar and PDF will be on the Extranet under Training Tab • DC • Live Webinar will be held January • Recorded Webinar and PDF will be on the Extranet under Training Tab • LC • To be trained by DC using the material above • Support will be provided through Tax-Aide-Ops@aarp.org 2011 Regional Meetings – St Louis

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