Site Coordinators
This section contains items of interest to those who managing AARP Foundation Tax-Aide sites:
| Item | Date & Version | Comments |
| Local Coordinator Site Policies and Procedures TY2013 | 01-15-2014 | The IRS requires all Local/Site Coordinators to be trained in Quality Site Requirements. If your site is selected by the IRS for a Quality Site Review this tax season you will be asked if you have reviewed this document. To ensure that the IRS Site Coordinator training requirements are met, please read and comply with the Local Coordinator Site Policies and Procedures presentation. |
Training Coordinators
This section contains items of interest to those who are coordinating training of new and/or experienced preparers:
| Item | Date & Version | Comments |
| TRC-10 Training Overview | 07-24-2013 TY2013 v0.8 | An overview of the process, steps, and philosophy behind the training materials offered on this site. |
| Timeline | 10-12-2013 | Current approximate planned general availability dates for TaxPrep4Free items |
IRS Factsheets
This section contains Factsheets from the IRS (These do not seem to available on the IRS website.)
| Item | Date Updated | Comments |
| FACT SHEET Providing Language Access to Limited English Proficient (LEP) Taxpayers | 02-11-2014 | |
| FACT SHEET Providing Reasonable Accommodations for Taxpayers Who Are Deaf or Hard of Hearing | 02-11-2014 | |
| FACT SHEET Providing Reasonable Accommodations for Taxpayers | 02-11-2014 | |
| Overview of State Laws Regarding Same Sex Marriages | 01-27-2014 | |
| FACT SHEET - Same Sex Tax Returns | 01-27-2014 | |
| FACT SHEET Signing, Faxing, and Emailing VITA/TCE Forms | 11-22-2013 | |
| JOB AID Certification Tests: Getting Started | 11-19-2013 | |
| FACT SHEET 2013 Link & Learn Taxes – Volunteer Certification Test | 11-19-2013 | |
| FACT SHEET for 2013 Practice Lab | 11-19-2013 | |
| 2014 Filing Season: VITA/TCE Training & Site Products | 09-13-2013 | |
| Quality Updates for 2014 Filing Season | 09-12-2013 | |
| Volunteer Training for 2014 Filing Season | 09-12-2013 | |
| Volunteer Certification Changes | 09-12-2013 |
Shared Materials
This section contains shared items. (If you have something to share that would be of potential interest to other Training Coordinators, pleast contact Al.)
Tax Law Review Questions (and Answers) from Bob Casey, Morris
| Item | Date Updated | Comments |
| Review Questions Review Modules 1-6 Rev. 2.docx | 11-08-2013 | |
| Review Questions Review Modules 1-6 with answers Rev. 2.docx | 11-06-2013 | |
| Review Question Modules 8 thru 15 Income Questions only.doc | 11-10-2013 | |
| Review Question Modules 8 thru 15 Income Questions w answers rev2.doc | 11-10-2013 | |
| Review Questions Modules 17-29 without answers rev.doc | 11-15-2013 | |
| Review Questions Modules 17-29 with answers rev.doc | 11-15-2013 |
EROs supporting training
This section contains items of interest to EROs who are supporting training activities:
| Item | Date & Version | Comments |
| TWX-13 Known TaxWise Errors for New Jersey | Moved to Preparer page |