AARP FOUNDATION TAX-AIDE TWO/TRAINING

LOG IN – FIRST TIME  Use Internet Explorer  Check your Caps Lock!

LOG IN – FIRST TIME  You’ll be prompted to change your password

 Make your password easy to remember - write it down LOG IN – FIRST TIME

LOG IN – FIRST TIME

 If you try twice to log in and do not succeed: STOP  Use “Reset Password”  It will ask your security question  You will then be asked to set up a new password LOG IN FAILURE

TWO/TRAINING HOMEPAGE

TAXWISE RIBBON Open existing return New return

START A NEW RETURN  Use the SSN / EIN numbering rules!

OPEN AN EXISTING RETURN  Click “Go to Tax Forms”

TWO SCREEN Active form Ribbon Form tree Refund monitor

TWO SCREEN  Set your IE View-Zoom to 100%

FORMS TREE + Add a form × Delete a form Ok to not use all forms in tree

FORMS TREE Yellow exclamation mark - Form is incomplete Green check mark - Form is complete Blank - Form available in Tree, but not necessarily required

ADD A FORM  Show all forms  Very long list  Use scroll bar  Type in form #

FIELD LINK ICON  Linking is accomplished by clicking on the icon to the right of the field and clicking on an existing or new form/scratch pad, as applicable  Toggle estimate clears the red  Also calculator and help Form Toggle Estimate Calculator

LINKING TO A FORM OR SCRATCH PAD  Open an existing form / scratch pad  Open a new form / scratch pad

BASIC TWO RULES  Enter all dates in the format mmddyyyy  Amounts can be entered with or without cents  Do not use  any punctuation (only hyphens in names allowed)  double spaces  dashes

TWO/TRAINING Thank you for volunteering!

TWO/TRAINING  Comments?  Questions?