LC/ERO Resources
LC/ERO Resources
Embedded Files
TaxSlayer software 1099-R glitch FAQs
The intent is to provide access to
the documents LCs are required to have on hand at all times
procedures and documents that are helpful for LCs and EROs (like sign-in sheets, activity logs, site schedule...)
any LC/ERO need to know information
Suggestions welcome.....
Curious about what is trending among Tax-Aide Leaders?
Join one or both of these discussion groups.
TaxAide Volunteer Operations Group (T-VOG) is a discussion group for people who occupy leadership positions in AARP Foundation's "Tax-Aide" program. Only people who serve in leadership roles (ERO, VRC, LC, TC, Instructor, CC, AC, TrC, DC, etc.), Tax-Aide National Office staff, and interested IRS personnel are allowed to join.
The group exists to exchange ideas about best practices with respect to all aspects of the Tax-Aide program. Members are encouraged to alert the list when new technical problems are identified or resolved, and to bring their thorniest problems to the group for helpful suggestions. Off-topic posts are discouraged, and general civility is monitored by the owners / moderators.
To join go to the home page and follow instructions.
TA Westchester Bulletin Board (TA-westchester) is a discussion group for Tax-Aide R2 NY1 D5 - Westchester volunteers. Initially this group will be opened to any volunteer who wants to join. LCs & EROs are encouraged to join so that we can determine whether we want to continue using the discussion groups and strongly encourage all volunteers to join.
To join go to the home page , scroll down to the blue box labelled "+Apply For Membership In This Group" and follow instructions.
You doon't have to join to see the Messages that have been sent or the folders (aka # hashtags) where theses messages are stored. Simply click either Messages or Hashtags in the vertical menu bar on the left side of the screen. In Messages you will find that the first item is a post labelled "TA Westchester Bulletin Board User Manual " that should provide what you will need to know.
Internal (Tax-Aide) Audit Requirements
Internal (Tax-Aide) Audit Requirements
🚩C2467 - Out of scope poster - must be displayed at site - TY24 Update!!
ERO Tools
ERO Tools
LC Meeting Notes
LC Meeting Notes
📂LC Meeting 10-11-23 - Google Drive version for LC's who don't have Google Accounts associated with their primary email
LC Resources
LC Resources
AARP Incident Review Form - downloadable document
Annual Westchester Site Technology Review
Annual Westchester Site Technology Review
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