Portal Access Login TaxAide Recruitment Sites Program Material Volunteer Records Volunteer Sharenet.

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Presentation transcript:

Portal Access Login TaxAide Recruitment Sites Program Material Volunteer Records Volunteer Sharenet

Portal Access Log IN You must use the Log-in and Password you used when you first volunteered. If you change your Password in VMIS your Portal Log-in DOES NOT CHANGE.

Portal Access Click on TaxAide

Portal Access

Recruitment Add a Prospective Volunteer Review a Prospective Volunteer Prospective Volunteer Application

AARP Application This is an active Link that will take the PV to the Application

Portal Access

After you have evaluated a PV and APPROVED them for the Program add the position title you are planning for them in the COMMENTS section.

Portal Access Only after the PV has taken the Tests and satisfactorily passed the Tests are you to change their Evaluation to CERTIFIED.

Portal Access Sites

Portal Access Sites You will only see the sites you are assigned as either LC or DC

Portal Access Sites Only items in Green Boxes can be changed by the DC or LC. Look at all 4 TABS

Portal Access Sites Change you Schedule to what you will actually do. Including Open date and closing date. Set your times so you will have enough time to complete the return if someone shows up 5 minutes before you are scheduled to close. Add any special instructions or comments.

Portal Access Sites Click here if you need an Insurance Form for your Site or the Sponsor. Fill out the Application and it will be sent to you and/or the Sponsor.

Portal Access Login to Portal Add/Review Potential Volunteers Update Site information Activity (currently closed) Reimbursement (currently closed) Summary

Portal Access Questions