Administrative Tools

This page has resources and tools for District and Local Coordinators.

Adminstration
  1. Creating a Google Map
  2. District Coordinator Guide TY24 — coming
  3. Technology Order Form^
  4. Incident Reports (slides) TY22
  5. Policy & Procedures Manual 24/25 v1^
    — Policy & Procedures Updates 24/25^
  6. Portal Library Navigation (slides) TY22
  7. Portal Reports TY22
  8. Reimbursements Overview TY24^
    — Flat-Rate Reimbursement Request TY24^
    — Reimbursements (P&P Manual) TY24^
    — Reimbursements (slides) TY24^
  9. Tax-Aide US Regions Map
Portal Usage TY24
  1. Certification (slides)
  2. Contact Records (slides)
  3. Dashboards & Records (slides)
  4. Portal User Tips
  5. Prospective Volunteer Records (slides)
  6. Volunteer Records (slides)
Sites
  1. COVID Protocols (slides) TY22
  2. Drop-Off Best Practices TY22
  3. IRS Site Review TY22
  4. QR Code (locations) TY22
  5. Site Models (slides) TY22
  6. Site Review Guide TY22
Tax Prep
  1. F&F Guidance TY22
  2. NTTC Updates (slides) TY22
  3. Schedule C TY22
  4. Scope Manual (link)^
    — Scope Differences TY24^
    — Scope (slides) TY24^
  5. STAP Requests (slides) TY22
  6. STAP States v5a
Technology & TaxSlayer
  1. Google Voice Setup TY23
  2. Network Design Guide TY22
  3. Security Best Practices TY22
  4. TaxSlayer (slides) TY22
  5. TSO Setup Guide Nov. 22
  6. TSO Setup Video links TY22
  7. TSO User Guides (slides) TY22
  8. TSO Where to Enter TY22
Volunteers
  1. Portal Invites — New Volunteers TY23
  2. Prospective to Candidate (slides) TY23
  3. Recruitment Overview TY23 (slides)
  4. TY22 New Volunteers Training Survey
  5. TY22 Leadership Survey
LC Administrative Aids
  1. AZ Bank Routing Numbers
  2. Donated Equipment Policy
  3. Facilitator Spreadsheet
  4. Glossary, IRS Terms
  5. Glossary, Tax-Aide Acronyms
  6. Gold Standards for Intake & Interview (link)^
  7. Gold Standards for Quality Review (link)^
  8. Internal Site Review Guide TY23
    — Internal Site Review Form TY23
  9. AZ Leadership To Do Calendar
  10. Site Required Documents TY24
  11. SMT Roster, Nov. 2024
  12. Reimbursements Overview TY2024^
    — Flat-Rate Reimbursement Request TY24^
    — Reimbursements (P&P Manual) TY24^
    — Reimbursements (slides) TY24^
Manuals & Guides
  1. Client Facilitator Training Videos (link)^
  2. Local Coordinator Guide (link)
  3. Policy & Procedures Manual 24/25 v1^
    — Policy & Procedures Updates 24/25^
  4. Portal Overview TY23 (slides)
  5. Portal Reports (slides) TY24^
  6. Portal Reports – User Tips TY23 (slides)
  7. Portal Usage TY24 (draft video)
  8. Pub 4012 (link)^
  9. Pub 4299 – Privacy, Confidentiality & Civil Rights (link)
  10. Pub 4491 – Training Guide (link)
    — Pub 4491 – Release Notes (link)^
  11. Pub 5166 – IRS Quality Site Requirements (link)
  12. Schedule C (video link)^
  13. Scope Manual (link)^
    — Scope Differences TY24^
    — Scope (slides) TY24^
Site Posters, Templates and Address Labels
  1. Business Card (fillable)
  2. COVID Notice Posting TY22
  3. Mailing addresses for Tax Forms TY22
    (designed for Avery #8160 labels)
    — AZ 140 TY23 (barcoded return w/payment)
    — AZ 140 TY23 (barcoded return w/refund)
    — AZ 140 TY23 (paper return w/payment)
    — AZ 140 TY23 (paper return w/refund)
    — AZ 140 TY24 (estimated payments)
    — For Storage Envelopes (w/QR code)
    — IRS 1040 TY23 (payment)
    — IRS 1040 TY23 (refund)
    — IRS 1040 TY24 (estimated payments)
  4. Scope Poster – ENG TY22 & TY23
    — Scope Poster – SP TY22 & TY23
  5. Site Materials Order List
  6. Site Materials Required List TY23
  7. Site Poster – dates & times (fillable)
  8. Taxpayer Responsibility Statement (in English and Spanish)
Tax Preparation Aids
  1. AZ Bank Routing Numbers
  2. AZ Supplement
    — English TY20
    — Large Print TY20
  3. Commonly Missed Items
  4. Education Credits Worksheet (fillable) TY23^
  5. EIC TY23 Chart
  6. Intake Form 13614-C (fillable) TY23^
    — Intake Form Espanol (fillable) TY23^
  7. Interest Entries: Fed & AZ TY24^
  8. Itemized Deduction Worksheet (fillable) TY23^
  9. Local Sales Tax by City TY23^
  10. Qualifying Child or Relative Tool TY23^
    — Child or Relative Tool Errata TY23^
  11. Self-Employed Schedule C Worksheet (fillable) TY23^