New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL REVIEW POLICY MANUAL OPERATIONAL GUIDELINES

New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL WHAT’S NEW  PBT TRAINING (Page 4-6)  MUST Participate in Tax Law Training/Certification  Must Attend Full Counselor Training Classes  Must Receive Instruction on Policy & Procedures  Strongly Encouraged  Complete at Least 4 Workbook Problems

New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL WHAT’S NEW  LINK & LEARN (Page 5)  Completed One Year as Counselor?  May Take Certification Test Using Link & Learn  QUALITY REVIEW (Page 6)  Must be Reviewed with Taxpayer – Check Bank Account Info, SSN’s, Other Key Data

New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL WHAT’S NEW  AARP TAX-AIDE SITES (Page 8)  LC Must Insure Site & Security Guidelines Followed  All new Sites  E-File  2Counselors/Shift  IRS INTAKE SHEETS (Page 10)  MUST Use IRS Intake Sheet

New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL WHAT’S NEW  CONFIDENTIALITY (Page 11)  3 RD Certification Requirement  Must Attend Policy & Administrative Training  Authorization for Data Retention No Longer Required  EQUIPMENT MANAGEMENT (Page 18)  Contract for Storage Site? Must have RC approval Followed by AND Approval

New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL WHAT’S NEW  REIMBURSEMENT (Page 25-27)  Should Use Expense Statement on Extranet  Excel Version is Preferred  40 hours worked to be eligible  New Activity Code W  For Instructor Workshop Expenses  Code T now only for Local Training  Envelopes, etc, for Clients to Mail Payments not Allowable Expense

New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL WHAT’S NEW  REIMBURSEMENTS (CONT)  Counseling Expense Exceeding SC Limit  Must have Written SC Approval in Advance  Copy of Approval Attached to Expense Statement  SC Must Sign Approval Statement  Meal(s) Purchased? Volunteer with Highest Title Pays  Donated Funds – Separate Expense Statement Approved by SC

New England/North Atlantic Regional Meeting Minneapolis 2009 OPERATIONAL GUIDELINES  CONTAINS DETAILS OF HOW TO ADMINISTER POLICY  MANY ITEMS IN PREVIOUS POLICY MANUAL NOW IN THIS GUIDE.  KEY NEW ITEM: (Page 3)  “ANY QUESTIONS OR CONFLICTS CONCERNING IRS GUIDANCE OR REQUEST SHOULD BE CLARIFIED WITH YOUR AARP TAX-AIDE VOLUNTEER LEADER”

New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL REVIEW QUESTIONS? COMMENTS?