1. Confidential & Proprietary T AX -A IDE Certification Reporting Overview Chapter 4

2. Confidential & Proprietary AARP Foundation Tax-Aide Contents covered In this training you will learn… About roles and responsibilities in the certification process DC Responsibility to collect certifications How to acquire and report certifications to a SPECTRM Relationship Manager and the National Office Page 2 AARP Foundation Tax-Aide

3. Confidential & Proprietary AARP Foundation Tax-Aide Roles for Certification Page 3 AARP Foundation Tax-Aide ADSTRSDCInstructor Create prospective and returning volunteer list X Train and certify instructorsX Train and certify candidates and returning volunteers X Submit AARP Tax-Aide TCE Counselor Certification Form XX Create and Distribute District-wide lists of Certified Volunteers X Maintain and distribute local database of volunteer certifications X

4. Confidential & Proprietary AARP Foundation Tax-Aide IRS Approved Form Page 4 AARP Foundation Tax-Aide

5. Confidential & Proprietary AARP Foundation Tax-Aide Collecting Certification Lists Page 5 AARP Foundation Tax-Aide Each DC will: – Fill out the information at the top of the worksheet. – Check the certification box. – Complete the worksheet, using the dropdown ‘Yes’ as appropriate – Submit updated lists as necessary to ADS

6. Confidential & Proprietary AARP Foundation Tax-Aide Completing the Worksheet Page 6 AARP Foundation Tax-Aide

7. Confidential & Proprietary AARP Foundation Tax-Aide Submit the Certification List ADS consolidates DC Certification forms for submission to: – The IRS SPECTRM Relationship Manager for the state by third business day in February copying: The State Coordinator for the split-state The Regional Coordinator for the split-state The National Office at tax-aide@aarp.org Page 7 AARP Foundation Tax-Aide