District Coordinator Tools

This page has resources and tools for District Coordinators.

Adminstration
  1. Creating a Google Map
  2. District Coordinator Guide (link)
  3. Technology Order Form^
  4. Incident Reports (slides) TY22
  5. Intake Booklet – English (fillable) TY25^
    — Intake Booklet – Espanol (fillable) TY25^
  6. Policy & Procedures Manual 25/26 v1^
    — Policy & Procedures Updates 25/26^
  7. Portal Library Navigation (slides) TY22
  8. Portal Reports TY22
  9. QR Code for Appointment Page
  10. Reimbursements Overview TY24^
    — Flat-Rate Reimbursement Request TY24^
    — Reimbursements (P&P Manual) TY24^
    — Reimbursements (slides) TY24^
  11. Tax-Aide Calendar
  12. Tax-Aide US Regions Map
  13. Webinar Calendar
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)
DC Training
  1. DC Enrichment Sessions TY25
  2. DC & AC Resources – Certification
  3. DC & AC Resources – Contact Records
  4. DC & AC Resources – Dashboards & Reports
  5. DC & AC Resources – PV Record Management
  6. DC & AC Resources – Volunteer Record Management
  7. Webinar Calendar TY25^
Tax Prep
  1. F&F Guidance TY22
  2. NTTC Scope Manual (link)^
    — Scope Differences (link)^
    — Scope (slides) TY24^
  3. NTTC Updates (slides) TY22
  4. Schedule C TY22
Technology & TaxSlayer
  1. Google Voice Setup TY23
  2. Network Design Guide 10/25^
  3. Security Best Practices TY22
  4. TaxSlayer (slides) TY22
  5. TSO Usage & Guides (links)
Volunteers
  1. Being a Tax-Aide Volunteer (video)
  2. Portal Invites — New Volunteers TY23
  3. Prospective to Candidate (slides) TY23
  4. Recruitment Overview TY23 (slides)
  5. TY22 New Volunteers Training Survey
  6. TY22 Leadership Survey