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.....
This dashboard is available to "leaders" (LC, DC, TC and state positions SC, TRS, TCS, etc) via Google Group R02-NY1-Dashboard-Users.
If you do not have access and would like access contact L Crew.
The Management Dashboards are large Google Sheets files (one per Split-State) (viewed via your Browser) with information extracted from a slew of Volunteer Portal Reports (plus OIS inventory Reports and software order EFINs).
Notes:
The Dashboards are OPTIONAL tools intended to support many of your management tasks.
One way to think of your Dashboard is as a substitute for needing to login into the Portal and generate Reports (assuming you can remember what Report contains the information you are interested in)
They can be useful for looking up information about Districts, Sites, Volunteers, Assignments, Inventory,
Returns (Production), etc., creating lists and many other ad-hoc uses
Some documentation for the Management Dashboards is available in the NTSC Shared folder here: Management Dashboard
The data in your Dashboard is a “point in time” extract from the information in the Portal. The “As of” date in the upper left corner of the Home page changes each time the data is updated.
Changes made in the Portal will not be reflected in your Dashboard until after the next update.
The Dashboards are intended to be used directly in your Browser – downloading as Excel files does not work.
The Dashboards are “View Only”.
❓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.
👍👍
If you are in doubt as to which manual to use try the Tax-Aide Policy Index KI. The LearningManager (Gemini) Notebook search will utilize all Tax-Aide Policy manuals simultaneously, as well as some additional approved souurces.
🚩C2467 - Out of scope poster - must be displayed at site, current as of 11/25
Note: The Practice Lab - Section 5 Electronic Filing contains mini lessons on using the ERO tools avaiable within TSO.
👍ERO Training Materials - January 2025 (NTSC)
contains training video and multiple presentations
AARP Incident Review Form - downloadable document
💲Reimbursement Cheat Sheet (B Beise)
Note: When submitting reimbursements for paper choose "itemized" then you must choose the assignment id associated with your Local Coordinator position. On the next screen use the drop down to choose the expense code "Z".
NEW to the Portal?
to order toner or drum cartridges email loretta.taxaide@gmail.com
You are responsible for your paper purchases.
Tax-Aide Law Enforcement Guidance
FYI - thanks to Anne C - Barbara Beise, the NY1 State Coordinator and also our Regional Director said that we can contact her at essextaxaide@gmail.com or 770-654-9028. Our Asst National Director is: Mary Turner, mcturner@gmail.com. Barbara may be easier to reach.