Archive
This volunteers-only page provides previous years’ tools and information useful in actually preparing tax returns for our clients.
Tax Year 2024
ARIZONA TAXES
CHROMEBOOKS AND TECH
DISTRICT COORDINATOR TOOLS
INSTRICTORS PAGE
PUBLIC MAIN PAGE
Intake Form (fillable) TY24^
SITE AND COORDINATOR TOOLS
TOOLS AND INFO
TRAINING AND TAXSLAYER
Tax Year 2023
- Pub 4012 TY23^
ARIZONA TAXES - AZ Cactus Guide TY23
- AZ DOR 140 Booklet TY23
- AZ Quick Reference Guide TY23
- AZ State Exercises TY23
- AZ Tax Law Changes TY23 v3^
- AZ Tax Credits: Qualifying Amounts Chart TY23
- AZ Tax Credit Itemized FlowChart v2 TY23
- AZ Taz Credit Standard FlowChart v2 TY23
- Local Sales Tax by City TY23^
- Longterm Capital Gains Exclusion TY23
CHROMEBOOKS AND TECH
DISTRICT COORDINATOR TOOLS - Policy & Procedures Manual TY23^
- — Policy & Procedures Updates TY23^
- Reimbursements (general)^
- Scope Manual TY23^
- — Scope Differences TY23^
- — Scope (slides) v2 TY23^
INSTRUCTORS PAGE - AZ State Tax Knowledge Check (slides) v2 TY23
— Knowledge Check Blank Answer Sheet TY23
— Knowledge Check Answer Key TY23 - AZ Returning Counselor Training Plan TY 23
- AZ New Counselor Tax Law Slides TY23
- AZ New Counselor Training Plan TY23
— New Counselor Training Sample Syllabus - AZ State Training Outline TY23^
- AZ Tax Law Changes TY23 v3^
PUBLIC MAIN PAGE - Intake Form 13614-C (fillable) TY23^
— Intake Form Espanol (fillable) TY23^
SITE AND LOCAL COORDINATOR TOOLS - Internal Site Review (fillable)
- Policy & Procedures Manual TY23^
- — Policy & Procedures Updates TY23^
- Pub 4491 – Training Guide (modified) TY21
— Pub 4491-X Training Supplement - Reimbursements (general)^
- Scope Manual TY23^
— Scope Differences TY23^
— Scope (slides) v2 TY23^
TOOLS AND INFO - Facilitator Spreadsheet
- Interest Entries
- AZ STAP Policy TY23
- AZ STAP Requesting Process (slides) TY23
TRAINING AND TAXSLAYER - AZ Tax Credits Review (slides) TY23^
- Certification TY23^
- Certification TY23^ (slides)
- Scope Manual TY23^
— Scope Differences TY23^
— Scope (slides) v2 TY23^
— Tax-Aide Updates to 6744
MAIN PAGE
Tax Year 2022
- **** ARIZONA TAXES ****
- AZ Carryover Assistant explanation
— Carryover Assistant Tool - AZ Charity and TS Entries TY22
- AZ Check List TY22 v2
- AZ DOR Codes & Credits link
- AZ QCD Donations v3 TY22
- Charity Quick Check Chart
- AZ DOR 140 Booklet TY22
- AZ Intake Form (1 page) TY22
- AZ Intake Form (2 pages) TY22
- AZ Intake Form (Espanol) TY22 v2
- AZ Quick Reference Guide TY22
- AZ Tax Changes v1 TY22.v1
- Cactus Guide TY22 – v22-2 2023-02-02
- Calculating AZ Net Long Term Gain TY22
- Codes for Tax Credits
— Form 321, Charities
— Form 322, Schools
— search by name or location
— Form 323, Tuition Orgs
— Form 352, Foster Care - Form 140 PTC TY22
— 140 PTC Instructions TY22 - Form 140 PTC Quick Guide TY22
- Local Sales Tax by City TY22
**** CHROMEBOOKS AND TECH **** - Advanced Chromebook Instructions TY22
- Chromebook Purge – Summer 2022
- FAQs – Frequently Asked Questions (01-26-2020)
- GraceWorkz Orders TY22
- Help Center Link – Accessibility
- Keyboard Shortcuts
- Manual Installation for HP m102 printer
— PPD for HP laserjet m101 m106 (ZIP compressed) - Network Design Guide TY22
- Off-Season Google Account procedures – 2023
- Password Recovery TY22
- Printer Installation Guide
- Printer List, Distribution, Disposal, and Recommendations TY19
- Remote Support (slides) TY20
- Replacing Printer Drum/Cartridge TY22
- Scanners and Printers (slides) TY20
- Setting Recovery Email & Phone Instructions(slides)
- Starting Instructions – Sept. 26, 2022
- Storing Chromebooks (end of season) – 2023
- **** DC TOOLS ****
- AZ State Training Plan TY22.v2
- **** INSTRUCTORS PAGE ****
- AZ Certification Test TY22
— Blank Answer Sheet TY22
— Certification Test Answer Key TY22 - AZ Knowledge Check v2 (slides) TY22
— Blank Answer Sheet TY22
— Knowledge Check Answer Key v2 TY22 - AZ (NCT) Training Plan TY22
— AZ (NCT) slides TY22 - AZ State Training Plan TY22.v2
- AZ Tax Changes v1 TY22.v1
- AZ Training Plan v2 TY22
- Instructor Guide NTTC TY22 v1
- NTTC TinyURLs list
- Scope Manual (slides) TY22
— Scope Changes TY22 - Overview – New & Returning
— New Counselor Training Plan TY22
— Returning Day Plan TY22
— Returning Counselor Training Plan TY22 - Pub 4012 TY22
- Pub 4012 What’s New TY22
- Training Handbook NTTC TY22
- Trouble Tickets TY22
- **** PUBLIC MAIN PAGE ****
- (Please Click) HERE
- **** SITE AND LC TOOLS ****
- EITC Graph TY22
- Intake Booklet 13614-C (fillable)
— Intake Form – Espanol (fillable) TY22 - Qualifying Child 6-pages
- Qualifying Child Tri-fold
- Schedule C Overview
— Sch. C – AZ specific slides TY22
— Sch. C – AZ training TY22
— Sch. C – IRS instructions
— Sch. C – Worksheet v1 TY22 - Scope Manual r1 TY21
— Scope Summary TY21 - **** TOOLS AND INFO ****
- 1099-K Payments TY22
— 1099-K IRS Fact Sheet: Dec ’22 - AZ Out-Of-State Policy TY22 v6
- AZ Tax Changes (slides) TY22
- Bogart / ACA Affordability Calculator
- Bogart / Annuity/Pension Calculator
- Bogart / Business Activity Code List
- Bogart / Coronavirus Tax Worksheet
- Bogart / Dependent Qualification Calculator
- Bogart / Education Calculator
- Bogart / Estimated Tax Worksheet
- Bogart / Home Cost & Support Worksheet
- Bogart / IRA – Form 8606 Worksheet
- Bogart / Refund & Recovery Calculator
- Bogart / Sales Tax Worksheet
- Bogart / More Tools
- Canada & Germany SS Benefits Instructions, Tax-Aide
- Education Credits Worksheet (fillable) TY22
- Explanation of STAP TY22
- Explanation of STAP TY22 (video)
- Facilitator Spreadsheet
- Federal Tax Law Changes v2 TY22
- Glossary, IRS Acronyms
- Glossary, Tax-Aide Acronyms
- Intro to TS Practice Lab (slides) TY22
- Itemized Deduction Worksheet (fillable) TY22
- Participating States TY22
- Participating States Intake Forms TY22
- Pub 17 – Your Federal Income Tax
- Pub 969 – Health Savings Accounts
- Pub 4012 TY22
- Pub 4299 – Privacy, Confidentiality, and Civil Rights
- Pub 4491 TY22 — Training Guide
- Qualifying Child 6-pages
- Qualifying Child Tri-fold
- Scope Manual v1a TY22
- Self-Employed Schedule C Worksheet TY22
- Site Needs TY22
- STAP TY22 Requests
- STAP TY22 Requests (video)
- STAP TY22 Requests Steps
- STAP Security Template TY22
- Taxation of Social Security TY22
- **** TRAINING AND TAXSLAYER ****
- Accessing User Guides (slides)
- AZ Tax Changes (slides) TY22
- Blog
- Certification TY22
- Certification TY22 (slides)
- Federal Tax Law Changes v2 TY22
- Gold Standards for Intake & Interview TY22
- Gold Standards for Quality Review TY22
- Interest Entries
- Intro to TS Practice Lab (slides) TY22
- IRS Link & Learn Advanced Course
- IRS Link & Learn Instructions
- IRS Link & Learn Login
- NTTC Training Videos TY22
- Practice Lab – Login
- Practice Lab – Password Requirements
- Practice Lab – Usage TY22
- Pub 4012 TY22
- Pub 4491 TY22 — Training Guide
- Pub 5101 — Interview & QR (slides) TY22
- Pub 5101 TY22 — Quality Review
- Pub 6744 Volunteer’s Test TY22
— Answer Sheet pp5-9 TY22
— Volunteer Standards of Conduct pp11-16 TY22
— Intake Interview & Quality Review pp19-22 TY22
— Site Coordinator pp23-28 TY22
— Advanced Scenarios 1 to 6 pp68-73 TY22
— Advanced Scenario 7 pp74-82 TY22
— Advanced Scenario 8 pp83-94 TY22
— Advanced Scenario 9 pp95-102 TY22
— Advanced Retest pp103-112 TY22 - Pub 6744 – Volunteer’s Test/Retest
- Pub 6744 Volunteer’s Test TY22
— Blank Answer Sheet pp5-9 TY22
— Volunteer Standards of Conduct pp11-16 TY22
— Intake Interview & Quality Review pp19-22 TY22 - Scope Manual TY22^
- Self-Study Program TY22 NTTC
- Support Link
- Tax-Aide Scope Manual TY22
- Workbook Exercises NTTC TY22
**** VOLUNTEER MAIN PAGE **** - Volunteer Services Awards
Tax Year 2021
- Appropriations Act 2021 v1
- AZ Charitable Tax Credits TY21
- AZ DOR Update TY21
- AZ QCD Donations TY21
- AZ Qualifying Codes link to DOR
- AZ Quick Reference Guide TY21
— AZ Conformity TY21
— AZ DOR Services TY21
— Filing Requirements TY21
— Highlights TY21 - AZ Tax Changes (slides) TY21.v2
- AZ Tuition Orgs TY21
- AZ Vehicle Fees Search
- Chromebook Starting Instructions (1/4/21)
- Storing Chromebooks – April 2022
- COVID Site Procedures
- Education Benefits r1 TY21
- EITC Chart TY21
- Exploring Form 1099-R TY21
- Filing Status r1 TY21
- Instructors Meeting TY21
— Amended Returns (slides) TY21
— AZ Form 1099-G (tax refund)
— AZ LT Capital Gains Exclusion TY21
— AZ PTC TSO input TY21
— AZ Supplemental Intake Form TY21
— AZ State Tax Exam (slides) TY21
— AZ State Tax Training Outline TY21
— Child and Earned Income Credits (slides) TY21
— DAY 1 Chat Blog
— DAY 2 Chat Blog
— Federal Tax Law Changes TY21
— MFS Policy for Pacific Region TY21
— Resources TY21
— Screening and Interviewing TY21 - IRS EIP/RRC check payment link
- IRS EITC letters TY21
- IRS Intake/Interview & QR Training & Test Pub 5101 TY21
- Mailing addresses for Tax Forms TY21
— AZ Barcode TY21 (payment)
— AZ Barcode TY21 (refund)
— AZ Paper TY21 (payment)
— AZ Paper TY21 (refund)
— IRS 1040 TY21 (refund)
— IRS 1040 V TY21 (payment)
— IRS 1040X TY21 (amend) - NTTC Workbook Exercises TY21
— Elder Exercise TY21
— Parata Exercise TY21
— Tham Exercise TY21 - Password Recovery
- Pub 4012 r2 (modified) TY21
- Pub 4491 – Training Guide (modified) TY21
- Pub 6744 – Volunteer’s Test/Retest
- SBI Tax Booklet TY21
- Scope Manual r1 TY21
— Scope Summary TY21 - Scope Outline TY21
- SMT Roster 11/2021
- Starting Instructions (1/4/21)
- State Tax Assistance Program
— Assisting Steps (STAP) TY21
—Participating States (STAP) TY21
— Requesting Steps (STAP) TY21
— Videos & Info (STAP) TY21 - Survey Pie Chart TY21
- Survey Summary TY21
- Toner & Drums – GraceWorkz Orders TY21
- Tax Alert – 6744 Corrections 11/2021
- Tax Alert – 6744 Testing Update 11/2021
- Taxpayer Info Page, Before You Arrive
— COVID-19 Taxpayer Screening Questions TY21
— Form 14446 Explanation TY21
— Intake Booklet 13614-C (fillable)
— Intake Booklet 13614-C Espanol (fillable)
— Mailing Returns & Payments
— Scope Outline TY21
— Taxpayer Responsibilities EN&SP TY21
— Taxpayer Worksheets
– Economic Impact Payments Worksheet TY21
– Education Credits Worksheet TY21
– Itemized Deduction Worksheet TY21
– Self-Employed COVID Worksheet TY21
– Self-Employed Sch C Worksheet TY21 - TaxSlayer 2021 Entry Updates (slides) TY20
- TaxSlayer Certification TY21
- TaxSlayer Certification TY21 (slides)
- TaxSlayer Practice Lab – Usage
- TaxSlayer Training
— NTTC Training Videos 01/2022
— Pub 4012 r2 (modified) TY21
— Pub 4491 – Training Guide (mod) TY21
— Pub 4491-X Training Supplement
— Pub 5101 – Quality Review TY21
— Pub 6744 Volunteer’s Test TY22
— Tax-Aide Self-Study Program TY21
— Workbook Exercises NTTC TY22 - Training Handbook NTTC TY21
- Training Slides
— AZ Tax Changes (slides) TY21.v1
— Federal Tax Law Changes TY21
— Intro to TaxSlayer Practice Lab
— Tax-Aide Scope r2 TY21 - Workbook Exercise Answers TY21
- Workbook Quiz Answers TY21
- Workbook Instructor Guide r2 TY21— Instructor Guide Errata r2 TY21
Tax Year 2020
- AZ Community Property
— MFS/HOH guides for community property states TY20 - AZ Full Instructions for PTC TY20
— PTC (video) TY20
— Summary for PTC TY20
— PTC Summary TY21 - AZ Intake/Interview
— English TY20
— Large Print TY20 - AZ Local Sales and Vehicle Taxes
— Local Sales Tax by City TY20 - AZ Net Long Term Gain
— Calculating AZ Net Long Term Gain TY20 - AZ Tax Changes 2020 (slides)
- AZ Qualifying Codes
— Charitable Orgs TY20
— Foster Care Orgs TY20
— Tuition Organizations List TY20 - AZ Quick Reference Guide TY20
— Filing Requirements TY20
— Highlights TY20
— Tax Help and Walk-in Services TY20 - AZ Tax Changes 2020 (slides)
- Before you arrive (public info)
— COVID-19 Screening TY 20
— Education Credits Worksheet TY20
— Form 14446 Explanation TY20
— Intake Booklet (fillable)
— (en Español)
— Itemized Deductions Worksheet (fillable) TY20
— Mailing Returns & Payments
— Scope Manual r1 TY21
— Self-Employed Worksheet (fillable) TY20
— Self Employed COVID Worksheet TY20 - Certifications 2020 Process – updated 21 (slides)
- Certification 2020 Process (slides)
- Certification Testing Alert 11/20/20
- COVID 1099-R Worksheet (fillable) TY20
- Education Credits Worksheet (fillable) TY20
- Federal Tax Law and Scope Changes Rel 2 TY20
- Federal Tax Law, January 2021 Update TY20
- Incident Reports (slides) TY20
- Instructor Guide, AZ modified TY20