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Published byChester Small Modified over 9 years ago
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1 2012-2013 AARP FOUNDATION TAX-AIDE TWO/TRAINING
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2 2012-2013 LOG IN – FIRST TIME Use Internet Explorer Check your Caps Lock!
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3 2012-2013 LOG IN – FIRST TIME You’ll be prompted to change your password
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4 2012-2013 Make your password easy to remember - write it down LOG IN – FIRST TIME
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5 2012-2013 LOG IN – FIRST TIME
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6 2012-2013 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
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7 2012-2013 TWO/TRAINING HOMEPAGE
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8 2012-2013 TAXWISE RIBBON Open existing return New return
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9 2012-2013 START A NEW RETURN Use the SSN / EIN numbering rules!
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10 2012-2013 OPEN AN EXISTING RETURN Click “Go to Tax Forms”
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11 2012-2013 TWO SCREEN Active form Ribbon Form tree Refund monitor
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12 2012-2013 TWO SCREEN Set your IE View-Zoom to 100%
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13 2012-2013 FORMS TREE + Add a form × Delete a form Ok to not use all forms in tree
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14 2012-2013 FORMS TREE Yellow exclamation mark - Form is incomplete Green check mark - Form is complete Blank - Form available in Tree, but not necessarily required
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15 2012-2013 ADD A FORM Show all forms Very long list Use scroll bar Type in form #
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16 2012-2013 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
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17 2012-2013 LINKING TO A FORM OR SCRATCH PAD Open an existing form / scratch pad Open a new form / scratch pad
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18 2012-2013 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
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19 2012-2013 TWO/TRAINING Thank you for volunteering!
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20 2012-2013 TWO/TRAINING Comments? Questions?
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