1. 1 2011 Filing Season AARP DISTRICT & LOCAL COORDINATORS Rev 10-2010

2. 2 THANK YOU Your expertise, skill and time are essential to the success of the VITA/TCE programs. THANK YOU On behalf of the many taxpayers you serve and the Internal Revenue Service, THANK YOU !

3. 3 Buffalo Territory Accomplishments for FS 2010 Total Returns Accepted E-files as of 9-30-10 Paper as of Cycle 201041 VITA53,67151,2752,396 MILITARY4,2513,828423 TCE NON-AARP1,3531,219134 AARP44,18341,1942,989 TOTAL103,45897,5165,942 Note: E-file rate 94.3%

4. 4 IRS SPEC Contacts by County

5. 5 Volunteer Burden Reduction Earlier and improved access to TaxWise software for testing purposes Exception 3, one ERO with multiple sites No Site Reviews during the first week of site operation Use of Wireless Access

6. 6 Volunteer Burden Reduction TaxWise Related Strive to reduce number of updates Improve quality and efficiency of TW Customer Support Improve and increase communication between TW and partners Expand and enhance training modules

7. 7 FS 2011 Enhancements and Improvements

8. 8 FS 2011 TaxWise Quality Enhancements Improved Customer Service Enhanced Communications Allow Administrators to mandate use of interview mode

9. 9 FS 2011 TaxWise Quality Enhancements Restrict preparers use of override Move the “efile” button to the top of screen Switch between interview and form mode in TWO similar to Desktop

10. 10 FS 2011 TaxWise Quality Enhancements Added: New Reviewer role Three new Prep Use Fields Time out reminder Form 13614C will be populated through the interview

11. 11 TaxWise Prepaid Card

12. 12 Volunteer E-file Administrator Guide, Pub 3189 Resource Guide for E-file Sites Guidance on IRS Standards Administrative Procedures for TaxWise® E-file Documents Needed

13. 13 FS 2011 Quality Enhancements Minor wording changes to Quality Site Requirements Will not conduct QSS and Criteria Reviews during the first week sites are open Form 13614-C Intake/Interview and Review Sheet Updated

14. 14 FS 2011 Training Enhancements Combining student and instructor guides - Publications 4491 and 4555 Publication 4555E only available electronically at IRS.gov Instructor and student evaluation forms (Form 13222 and 13232) will be a web- based product

15. 15 FS 2011 Training Enhancements Link and Learn is available on CD –Pub 1290 New In-Scope Topics “Optional” Online Module Training and Certification Test

16. 16 FS 2011 Training Products Volunteer Training Kits: Pub 4491- VITA/TCE Training Guide Pub 4480 – Link And Learn Taxes Kit Online e-learning: Link & Learn Taxes & Practice Lab Workbook Problems & Exercises: Pub 4491- W (Tax Year 2010 Answers) (Posted on IRS.gov ) Training Supplement: Pub 4491-X, electronic only

17. 17 FS 2011 Product Ordering Always notify your RM when your email or contact information changes - system is electronic You will receive electronic acknowledgement of receipt and approval An e-mail notification upon shipment Plan to discontinue overprints in Filing Season 2012

18. 18 Volunteer Order Form 2333V

19. 19 IRS SPEC Quality Reviews

20. 20 IRS SPEC Quality Reviews QSS Accuracy rate 84% up from 78% TIGTA results – 90% up from 59%

21. 21 Quality Site Review Form 6729 page 1

22. 22 Quality Site Review Form 6729 page 2

23. 23 Quality Return Review Form 6729C page 1

24. 24 Quality Return Review Form 6729C page 2

25. AARP Tax-Aide 2010 - 201125AARP Tax-Aide 2010 - 2011 25 2010-2011 FOR ALL AARP TAX-AIDE SITES

26. AARP Tax-Aide 2010 - 201126AARP Tax-Aide 2010 - 2011 26 Purpose of this document To provide District Coordinators (DCs) with a useful and easy tool to acquaint or remind Local Coordinators (LCs) of AARP Tax- Aide site requirements These site requirements are designed to: Maximize number of accurate returns prepared, Ensure a quality and confidential experience for the taxpayer, and Ensure site compliance with program policy and IRS grant requirements for “Site Coordinator Training”

27. AARP Tax-Aide 2010 - 201127AARP Tax-Aide 2010 - 2011 27 Site Checklist  Secure Equipment and Tax Data  Post required notices and have required AARP Tax-Aide and IRS Materials  Certify all Counselors  Interview/Intake process for every Taxpayer  100% Quality Review by 2nd Counselor  Have process for tracking all e-files through acceptance  Accurately Report Activity

28. AARP Tax-Aide 2010 - 201128AARP Tax-Aide 2010 - 2011 28 Secure Equipment and Tax Data More info in Confidentiality and Security document in Counselor Digest and Extranet Store equipment in secure environment Keep eyes on laptops and forms at sites Immediately call police and number on back of volunteer badge if a computer is stolen Require encryption, passwords, and antivirus and firewall software on all computers with Taxpayer data Consider running TaxWise® on a flash drive instead of from a hard drive especially on personal computers Exit TaxWise® and encryption if you step away Never post passwords on or near computer

29. AARP Tax-Aide 2010 - 201129AARP Tax-Aide 2010 - 2011 29 Post Required Notices and have required AARP Tax-Aide Materials AARP Tax-Aide Poster (D143) Site sign-in sheets AARP Tax-Aide Tax Record Envelopes (D12225-English & D17464 Spanish) (All of the above can be ordered from AARP Tax-Aide Fulfillment) Cybertax messages identified as “IRS Volunteer Quality Alerts” LCs should read and have a copy of the current AARP Tax-Aide LC and Counselor Digest available (will be mailed to LCs and Counselors directly in Nov. or Dec.)

30. AARP Tax-Aide 2010 - 201130AARP Tax-Aide 2010 - 2011 30 IRS Required Site Materials IRS Pub. 17 IRS Pub. 4012 IRS 1040 Instructions IRS Intake/Interview and Quality Review Sheet for every return prepared (IRS 13614-C) For e-filing sites - IRS Pub. 3189-E-file Handbook and all documents of the above can be electronic and on the computer. (Do NOT order Pub 730, IRS Envelope; Pub 1084 IRS Site Coordinator Handbook; and Title VI, IRS Poster)

31. AARP Tax-Aide 2010 - 201131AARP Tax-Aide 2010 - 2011 31 Certify All Counselors Pass the Advanced level of the IRS Test Sign Standards of Conduct statement (All AARP Tax-Aide volunteers must sign) All volunteers must be trained in program policies and procedures “AARP Tax-Aide Program Policies and Procedures” developed to cover needed material and available on the Extranet Counselor training is good time, invite non-counselors to that session List of certified Counselors must be provided to ADS for updating the AARP database, IRS, and appropriate LC and DC to ensure documentation of which Counselors are certified to assist taxpayers in the upcoming tax season Minimum of two certified Counselors at sites

32. AARP Tax-Aide 2010 - 201132AARP Tax-Aide 2010 - 2011 32 All Counselors must: (Some of those policies and procedures) Maintain confidentiality/security of data Never solicit business for self or others Refuse any type of compensation or tips Stay within scope of training/certification Provide taxpayers with explanation (and a copy) of tax return as taxpayers retain responsibility of the accuracy of the return Assist taxpayers at sites, not at volunteer homes Serve customers with courtesy regardless of customer’s sex, race, age, religion, etc.

33. AARP Tax-Aide 2010 - 201133AARP Tax-Aide 2010 - 2011 33 100% Quality Review - All Returns Second Person Quality Review (QR) Second Person is a certified Counselor Use the Extranet presentation for training QR Review source documents for data and Intake Sheets to ensure nothing missed Check off Quality Review on the IRS Intake/Interview and Quality Review Form Review entire return with taxpayer Initial TaxWise Preparer Use Field 14 for QR Must have documented bank information when completing the return. Never take bank information over the phone.

34. AARP Tax-Aide 2010 - 201134 Daily Site Operations All data must be returned to taxpayers at the end of the session except for that required to e-file Train EROs with “ERO Training” presentation available on the Extranet and institute process to ensure all e-file returns are timely transmitted, rejects corrected and accepted Train Client Facilitators with “Client Facilitator Training” available on the Extranet Taxpayer data can be retained, but it must be deleted off all computers by the end of April

35. AARP Tax-Aide 2010 - 201135AARP Tax-Aide 2010 - 2011 35 Closing Site Operations Retained data is stored on disk and by only one person in the state (ask your leader for name) Forms 8879, W-2 and 1099s must be sent to the local IRS SPEC office by April 30 All data is cleared from computers by the end of April

36. AARP Tax-Aide 2010 - 201136AARP Tax-Aide 2010 - 2011 36 Accurate Activity Reporting The correct SIDN must be on every tax return E-filing sites must use an EFIN assigned to AARP Tax-Aide and it must be on every e-filed return Stat reporting is done via the web Site lists must reflect correct dates, times and locations Weekly updates to IRS SPECTRM system occur after September from AARP Tax-Aide

37. AARP Tax-Aide 2010 - 201137 IRS Revenue Code 7216 Internal Revenue Code Section 7216 The text provides penalties against tax return preparers who make unauthorized use or disclosure of tax return information The IRS requires prescribed authorization for taxpayers to approve use and disclosure AARP Tax-Aide does not need to use those procedures as we do not share specific data with anyone including VITA, banks, mortgage companies, others in AARP, etc. AARP Tax-Aide 2010- 2011 37

38. AARP Tax-Aide 2010 - 201138 What’s New? More Savings Bonds options offered through the IRS Form 8888 Required use of TaxWise preparer use field 14 for Quality Reviewer initials Use of Field 13 for Counselor initials available. Options available for use of wireless with TaxWise Online (TWO) only. Refer questions to your TC or DC AARP Tax-Aide shirts are available for ordering from Fulfillment AARP Tax-Aide 2010 - 2011 38

39. AARP Tax-Aide 2010 - 201139AARP Tax-Aide 2010 - 2011 39 Where LCs can go for help Your District Coordinator AARP Tax-Aide LC Digest AARP Tax-Aide volunteer Extranet www.aarp.org/tavolunteers (for forms, guides, presentations, and other info) www.aarp.org/tavolunteers IRS Volunteer Hotline: 1-800-829-8482 IRS website: www.irs.govwww.irs.gov IRS refund help: 1-800-829-1954 IRS Taxpayer Advocate: 1- 877-777-4778

40. AARP Tax-Aide 2010 - 201140AARP Tax-Aide 2010 - 2011 40 Thanks! Please know that the work you do to ensure the site is effectively operated is not only appreciated by all of AARP Foundation and AARP Tax-Aide organization but, most especially, the taxpayers served by the hardworking volunteers at your site! What would the taxpayers do without you? Remember to have some fun and thank those volunteers on behalf of all of us for a truly remarkable year in 2010 and for being here again in 2011!

41. AARP Tax-Aide 2010 - 201141AARP Tax-Aide 2010 - 2011 41 Thanks! QUESTIONS?