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Activity Reporting 2012

Activity Reporting 2012

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Activity Reporting 2012

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  1. Activity Reporting 2012 Stan Marshall, Jr. Chair, National Operations Committee Miho Kikujo Sr. Operations Analyst, National Office 2011 Regional Meetings – St Louis

  2. What’s New for 2012 • All Sites in 71 Split States 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) • Paper Filed State/Local Only Returns • Questions & Answers Only • Quality Reviews (Paper Designated Sites Only*) • Paper designated site: E-file = “No” in VMIS and Site Management System 2011 Regional Meetings – St Louis

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

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

  5. 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

  6. Requirements • Portal Registration • All DCs and LCs are required to be registered to use the Portal with a unique E-mail (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 • DC who is also an LC • Those DC who also hold an LC title can only be assigned to a site within their own district, otherwise have the DC for the site where they serve as an LC report for that site 2011 Regional Meetings – St Louis

  7. Training & Support • ADS • Live Webinar scheduled for December • Recorded Webinar and PDF will be on the Extranet under Training Tab http://assets.aarp.org/www.aarp.org_/taxaide/www.aarp.org/sk/taxaide/training.html • DC • Live Webinar will be held January • Recorded Webinar and PDF will be on the Extranet under Training Tab http://assets.aarp.org/www.aarp.org_/taxaide/www.aarp.org/sk/taxaide/training.html • 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