1. AARP Foundation Tax-Aide
CA2 SMT-DC Information Exchange
September 20, 2016

2. Please hold questions and comments until the round robin
Put you phone on mute

3. Planned Flow SMT Members AARP Tax Aide Goals 2016 and 2017
From Presentation in Communications OSHC
Goals 2016 and 2017
2016 achievements
2017 Developed Goals (document CA2)

4. Planned Flow Cont Why Tax Slayer? Portal
Tax Software Change Assessment (CA2 document)
Portal
IRS Presentation-key highlights
Donated Funds
Other Documents
Other Regional Decisions

5. Planned Flow Cont Leader Development Recruiting Material Round Robin
Questions
Comments

6. AARP Foundation Tax-Aide
Purpose: Tax preparation help
for anyone, particularly those 50 and older who cannot afford paid tax services.
Outcome: Peace of mind at tax time, especially for low- and moderate-income, older taxpayers.

7. AARP Foundation Tax-Aide
Entering its 49th year
Nation’s largest, free volunteer tax program, in conjunction with IRS
4th largest tax prep program, paid or free
2.7 million people served in 2016
Over $300 million saved to taxpayers in tax prep fees

8. AARP Foundation Tax-Aide
50 Million+ Taxpayers helped since the program launched in 1968.
34,000+ Trained volunteers helping taxpayers in their communities each year.
5,000+ Sites nationwide conveniently located in neighborhood libraries, malls, banks, community centers, and senior centers.

9. AARP Foundation Tax-Aide CA2
45653 Taxpayers helped in 2016
765 Trained volunteers helping taxpayers
103 Sites

10. 97% very satisfied with Tax-Aide
2016 AARP Taxpayer Satisfaction Survey

11. Apply to be a Tax-Aide Volunteer
1-888-AARP-NOW
( )

12. Material on CA2

13. 2016 Tax-Aide Critical Areas of Focus
Quality –
95% Accuracy as determine by IRS Return Review-95.36%
100% Policies & Procedures instruction at Counselor Training (program site reviews)-98.5%
100% explanation about their return and accuracy responsibility to the taxpayer (program site reviews)-96.45%%
Security –
•TWO usage to 100% (CCH software ordering)-100%
Growth -
•Total People Served - 0% growth (Fed returns plus Q&A, MFJ & state returns only)-2%
•Federal Returns Prepared – 2%TBD by grants (IRS counts via CCH and self reported paper)-3%
Multicultural/Diversity (MME) Outreach -
•Multicultural (MME) Taxpayers to 22% (Customer Satisfaction Survey)-16%
•Multicultural (MME) Volunteers to 12% (Direct measure VMIS and Vol Satisfaction Survey)-TBD
•Diversity Bundles – 40 new bundle sites (Encourage one new or expanded bundle per state)-48
New Volunteer Portal –
100% adoption of the new volunteer portal system for DC level & above (active system login)-98%
Tax-Aide Strategy Setting

14. PROGRAM GOALS DEVELOPMENT
Goal: Develop program goals and objectives for the 2017 tax season.
Proposal: Three goal areas were proposed to the NLT as the result of a survey taken prior to the NLT to determine top areas to focus on for the 2017 tax season.
1) recruiting more volunteers
2) developing volunteer leaders and
3) maintaining quality.

15. WHY TAX SLAYER
This was an IRS bid process, and IRS decision. We use what they provide.
They put the VITA/TCE tax software contract about every 3 years.
Tax Slayer won a 1 year contract with a 2 year option.
IRS has not chosen to release their bid selection criteria, so we do not know why TaxSlayer won, nor will we probably ever know.

16. Portal We are going into second year of a five year project
Have had major releases Dec-Mar-Jun-Aug
Refined functionality
Corrected Errors
Added Functionality
22 Minor releases fixing bugs

17. Portal Continued Refined Support
Regional Operations Support-10,000 tickets
ADS Webinars late last year twice monthly
Beginning to put guardrails in place
Suvarna will be covering more thoroughly in a separate Webinar

18. TIPS Portal Refresh often
Candidates coming from other than Tax Aide within AARP web will not be familiar with program
They will train PVS on how this works
Work with Suvarna and Ashoc-
Be patient
Let us know if you need on-site training

19. IRS Presentation Slides will be posted
ACTC and EITC all refunds holding to February 15
21 day standard processing this year
ITIN-renewals
Middle 78 and 79
Not filed last 3 years
Will not reject but will hold until get renewal

20. IRS Presentation April 18 last day to file
Letters-just answer don’t automatically file an amended return
Stressed Quality goal
We will only do three years-tell taxpayer cannot do other years

21. Donated Funds Document is self-explanatory
RC has assured will still be able to expend funds collected in split state in split state
Have expanded allowed uses to include
Volunteer recruitment costs
Program promotion
Volunteer recognition

22. Continuing Education Credit Process for TY2016
Fact sheet on CA2 Read Ahead
Be sure Link and Learn test-there will no longer be any exceptions
Must be on time
Form must be filled out fully
May not be the normal SPEC we deal with
14 w/o HSA 18 w HSA

23. Other Documents Site Review Form Supplemental Intake Sheet
Edison working with TCs
Tax Aide Computer Personal Usage
Tax Aide Use of Public WiFi Networks

24. Regional Decisions No more 8453s
If taxpayer finds missed income-less than $200-wait for letter
No changes will take place mid-season
If use Desktop will be subject to shutting down the site
Make sure communications flow down

25. Leader Development
Slides will be posted sometime this week and will let you know when
Have included the Goals for this year in the CA2 Read Ahead for this meeting
Part of Program Goals Development Sheet
Put together a plan for what we thought LC Training should include
Will be posted in the near future

26. Recruiting Material
Presentation, Ad Slicks, Broadcast etc in Communications on OSHC
Major Ads in AARP Publications
Will be calling AARP State this week to ask assistance in getting campaign started
Encourage all to put in for Diversity Sites-let me know if you need assistance