2. Agenda Monday 10/29 10:30 Start Introductions 30 Min
National Meeting Goals
45 Min
Intake Booklet
Lunch
Portal Issues
Libraries / Certifications
60 Min
Vol. Recruitment / Leader Development
15 Min
Partnership Communication
20 Min
Technology

3. INTRODUCTIONS
Reiumund – Janet Whittaker Joe Stewart Mary Newsom John Murphy Matt Meyerson Howard Bob Erhartic Kay Curry Carrie Johnson

4. INTRODUCTIONS D10 DC Keith Harrison NYS POC Matt Meyerson
D2 Guest Carrie Johnson
D6 Guest Janet Whitaker
D11 Guest Mary Newcom
Techology Guest Bob Erhartic

5. INTRODUCTIONS HOW DID YOU LEARN ABOUT TAX-AIDE?
WHAT DO YOU ENJOY DOING ON YOUR TIME OFF?
DO YOU HAVE A VACATION DESTINATION YOU’D MOST LIKE TO VISIT IN THE FUTURE?

6. 2018 Tax-Aide Program Goals
October 2, 2018 Regional Meeting presentation

7. Work-group members Regional Coordinators National staff
Jerry Lopatin – Pacific Region (R10)
Ginni Goggins – North Atlantic Region (R02)
John Woods – New England Region (R01)
Les Jones – Eastern Region (R03)
National staff
Lynnette Lee-Villanueva – VP & National Director

8. Program Goals Goal 1 – Grow the Program
Goal 2 – Improve Volunteer and Leadership Experiences
Goal 3 – Improve the Quality of the Program
Goal 4 – Support Innovation

9. Goal 1 – Grow the Program Strategies
Increase the number of active volunteers
Reduce the attrition rate for new volunteers (first 3 years)
Expand the program into underserved or unserved communities
Increase the number of LI 50+taxpayers
Inform TP with refund regarding savings programs
+3% or 2 per district
+2% or 1.5 per district
+1% or 1 per NY3
2% per year
10% increase by 2020

10. Goal 2 – Improve Volunteer & Leadership Experiences
Strategies
Enhance the satisfaction of volunteers – Tax-Aide is a preferred place to volunteer
Reduce number of leaders with more than two leadership assignments (SC,DC and LC)
Create formal succession/Mentoring plans for SC and DC positions
Improve level of volunteer satisfaction using Portal
Increase the number of Tax-Aide internal site reviews
Polls – over 60% on NPS*
Reduce by 30% by 2020
>80% of SC by 2019
>50% of DC by 2020
>50% on Vol Survey
5% increase per year
* Net Promoter Score

11. 2018 Tax Season Stats 2018 Tax Season Stats Sites: 4,716 NY3 125
Volunteers: 35,004 (Counselors: 27,802; over 700 more than in 2017) NY3 742
Federal Returns: 1.6 Million NY3 29,868 returns
People Served: 2.5 Million NY3 33,000 people
LI50+: 1.5 Million Served NY % over 60
Total Refunds: $1.3 Billion NY3 $29,654,229
EITC: appx $213 Million NY $4,213,509
65% of taxpayers 50+ with AGI < $40,000

12. AARP Foundation Tax-Aide Survey Feedback
2018 Taxpayer Satisfaction Survey
95% of taxpayers are very satisfied with the program
Type of Impact:
Peace of Mind: 85%
Reduced anxiety: 64%
Money to cover expenses: 33%
NPS (Net Promoter Score): 93

13. AARP Foundation Tax-Aide Survey Feedback
2017 Volunteer Opinion Survey
How satisfied volunteering for Tax-Aide: 8.5 (10-point scale)
Impact on people served: 9.3
How learned about the program:
Another Tax-Aide Volunteer: 45%
AARP Publication/Web Page: 18%
Local Newspaper/Newsletter: 16%
NPS (Net Promoter Score): 51

14. Funding What is AARP Foundation Tax-Aide?
Tax-Aide largest recipient of TCE funds (Tax care for Elderly)
Tax-Aide largest recipient of VITA funds (Volunteer Income Tax Assistance)
Also receives funds from the AARP Foundation

15. AARP Organization
AARP
AARP Foundation
ASI, Inc.

16. AARP Foundation Programs & Flagship Services

17. Current AARP Foundation Logo
New AARP Foundation Logo

18. Current Tax-Aide Logo
AARP Foundation Tax-Aide

19. PREVIOUS TAX-AIDE IDENTITIES
DO NOT USE

20. Alternative / Virtual Site Tax Prep Pilots

21. Program Objectives
To test if we can advance the tax prep service to taxpayers in new, remote, un-served and under-served communities
Innovate by leveraging technology to expand Tax-Aide’s reach
To determine if virtual site model works for Tax-Aide

22. Combination of face-to-face and technology based process
Return prepared, QR’d, printed at prep site
Docs scanned to secure Dropbox and transmitted to prep site
Face-to-face
interview intake site
TP docs scanned to secure Dropbox and transmitted to prep site
DropBox Files deleted after 48 hrs of IRS & State
Acceptance
2nd QR w/taxpayer, 8879 signed at intake site
Return e-filed w/ IRS & State
ALL Docs returned to taxpayer
VERBAL “WALK-THROUGH” OF A LITTLE MORE DETAIL

23. Virtual Pilot Sites and Results
State
Site Name
Returns Cmpltd
# Virtual Site
# Virtual Site
# Hours Open Per Day
Est. # Of Hrs Per Return NH
Salvation Army 42 4 1 6
2.0
North Country 27 9 2
Moultonborough Library TN
Clinchfield Senior Center 19
2.5
Roby Fitzgerald Adult Center 14
Portland Public Library AL
Clay Library 55 5
2.4
Lillian Community Center 59
3-4 3
Totals:
8 pilot sites
224
Ave.:
2.23

24. Technology Solution Recommended
Utilize OneDrive instead of Dropbox
Security of taxpayer data
Utilizes 256 bit encryption vs 64 bit prescribed by the IRS
Automatically scans uploaded documents for any malware
OneDrive comes w/ every new Windows 10 computer

25. Moving forward Expand pilot to additional states
Create a standardized process w/ some local flexibility
Modify our training to emphasize:
Process differences
Safeguarding of taxpayer data
Physical transport of taxpayer data remains prohibited under TA Program

26. Participation Process
Submit business plan (3 - 5 pages) describing:
Why do you want to establish a virtual site?
Process to be utilized
Steps to ensure return accuracy
Outline QR process
Steps to ensure client data security

27. Participation Process
Submit business plan (3 - 5 pages) describing:
Training of volunteers
Identify potential resources needed
Tracking of the taxpayer returns
Steps to ensure removal of client data from OneDrive post return acceptance

28. Tax-Aide Intake Booklet
OVERVIEW
2019 Tax Season
Season
We as leaders need to be positive and carry the message that we’re here to help taxpayers for another 50 years. This is a change for the volunteers, but one we’ll get through much like we survived the changes from paper to computer and from TaxWise to TaxSlayer.

29. Why… Tax-Aide will use a new Intake Booklet for 2019 tax season to:
Provide IRS Form C Intake/Interview & Quality Review Sheet as required by IRS TCE and VITA grants
Enable demographic questions (and reporting) as required by AARP Foundation funding

30. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.
First two paragraphs are standard language per Revenue Procedure
Consent Form
This consent is valid through November 14, 2020.

31. Consent #2: Relational EFIN
TaxSlayer LLC requirement for
Tax-Aide to be able to push identical custom questions and answers to all sites
TaxSlayer to be permitted to share aggregate taxpayer data including answers to Foundation demographic questions with AARP Foundation Tax-Aide
TaxSlayer to accept reporting liability per IRC §7216
Consent required or cannot e-file returns

32. Consent #3: Information Sharing with AARP Foundation
Allows AARP Foundation to use taxpayer data to communicate with opt-in taxpayer about other AARP Foundation programs and services that
Foster financial resilience
Provide job training for the 50+
Offer intergenerational volunteer opportunities
Empower older adults to stay in their homes and communities
2019 Tax-Aide Intake Booklet – October 2018

33. Preparer’s Tasks Answer taxpayer’s questions – if any Consent Forms
Click Granted or Denied
If Granted – enter Counselor-selected five-digit PIN and date
Custom Questions
Select taxpayer’s answer (or action) for each
2019 Tax-Aide Intake Booklet – October 2018