LC/ERO Resources
LC/ERO Resources
Embedded Files
Check out the Bulletin Board for NEWS.....
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.....
❓What are Tax-Aide Leaders concerned about?
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.
Internal (Tax-Aide) Audit Requirements
Internal (Tax-Aide) Audit Requirements
🚩C2467 - Out of scope poster - must be displayed at site, current as of 11/25
ERO Tools
ERO Tools
Note: The Practice Lab - Section 5 Electronic Filing contains mini lessons on using the ERO tools avaiable within TSO.
LC Administrative Resources
LC Administrative Resources
AARP Incident Review Form - downloadable document
LC Resources
LC Resources
🛜Annual Westchester Site Technology Review🖨️
🛜Annual Westchester Site Technology Review🖨️
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