Activity Reporting 2012 Stan Marshall, Jr. Chair, National Operations Committee Miho Kikujo Sr. Operations Analyst, National Office Regional Meetings – St Louis

What’s New for 2012 All Sites in 71 Split States will be reporting through the Portal for the following activities; 1)Paper Filed Federal Returns (Current Year) 2)Paper Filed Federal Returns (Prior Year) 3)Paper Filed Federal Returns (Amended) 4)Paper Filed State/Local Only Returns 5)Questions & Answers Only 6)Quality Reviews (Paper Designated Sites Only*) Paper designated site: E-file = “No” in VMIS and Site Management System 2011 Regional Meetings – St Louis 2

Portal Site Activity Reporting Screen 2011 Regional Meetings – St Louis 3

New Activity Reporting, QR & ERO Tracking Log A new form (Service Log) has been created to serve both activity reporting and tax return tracking 2011 Regional Meetings – St Louis 4

Reporting Period Monthly Reporting Periods: 1)February: 2/1/12-2/29/12 (includes any activity for sites that open in January) 2)March: 3/1/12-3/31/12 3)April: 4/1/12-4/31/12 4)May: 5/1/12-8/31/12 Covers any summer activity (if applicable) Monthly Grace Period (1 st to 5 th day of following month) Monthly Due Date (5 th day of the following month) 1)March 5 th 2)April 5 th 3)May 5 th 2011 Regional Meetings – St Louis 5

Requirements Portal Registration – All DCs and LCs are required to be registered to use the Portal with a unique (not shared with another volunteer or AARP member) – Those DCs and LCs not registered by 12/1/11 will be pre-registered by the National Office DC/LC Assignment – Changes to DC/LC assignment can only be made during the monthly grace period after all reporting has been completed by the previous DC/LC DC who is also an LC – Those DC who also hold an LC title can only be assigned to a site within their own district, otherwise have the DC for the site where they serve as an LC report for that site 2011 Regional Meetings – St Louis 6

Training & Support ADS – Live Webinar scheduled for December – Recorded Webinar and PDF will be on the Extranet under Training Tab DC – Live Webinar will be held January – Recorded Webinar and PDF will be on the Extranet under Training Tab LC – To be trained by DC using the material above Support will be provided through 2011 Regional Meetings – St Louis 7