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🗓️ Session Manager 🗓️

To find more information about Session Manager logon to the Volunteer Portal, click on the Libraries menu. From there you select the Tax-Aide: Volunteer Portal then the Session Manager folder.

Creating Repeating Appointments in Session Manager (BH) - If you are having problems with Session Manager review these hints to successfully enter data into Session Manager.

Session Manager Dashboard - TA-R02-NY1

Appointments with Program Location Report - APPT: TA-R02-NY1

Document Source Legend - TA = Tax-Aide NTTC = Portal Red/NTTC Training & Tax Law NTSC = Portal Blue/NTSC Technology Folder IRS = Internal Revenue Service SSA = Social Security Admin

Legend cont'd - TS = TaxSlayer NYS = NY State CT = Connecticut NJ = New Jersey

Legend cont'd - W=Westchester GM=George Morrow LC=Loretta Crew BH=Ben Hunter

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🗓️ Session Manager 🗓️

Session Manager Dashboard - TA-R02-NY1

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Reporting - Report Templates

Reporting - Exporting Data

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