1. LC Tasks after the Tax Season is Over

2. Summary Right after the season ends Later
Deactivate users in TaxSlayer
Enter final performance metrics
Season wrap-up meeting
Reimbursements/CE approval
Later
Taxpayer questions
Letters from the IRS or DOR
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3. Deactivate users in TaxSlayer
Identify two users who can access TaxSlayer in the off-season
Commonly the LC and ERO
All other users deactivated
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4. Enter final performance metrics
Report paper returns and questions
Part of site management (covered earlier)
Feeds measures that determine grants for Tax-Aide
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5. Season wrap-up meeting
Held at district level to review the tax season
Incidents and other problems
Bring performance numbers
Provide names of volunteers who can access TaxSlayer
Lessons learned and best practices
May be conducted as a teleconference or webinar
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6. Reimbursements & CE All volunteers to submit/waive reimbursement
LC’s approve Counselor/ERO reimbursements
Some Continuing Education approvals may be needed
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7. Taxpayer Questions Need copy of return (M-5)
Have not received refund (P-6)
Found another tax form
Failed to file a return
Other
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8. Letter from IRS or DOR Do not admit error
LC or a representative meet with taxpayer to determine what information is required
Help the taxpayer write a letter OVER THE TAXPAYER’S SIGNATURE
We do not write letters in the name of AARP or the Tax-Aide program (with the exceptions below)
If appropriate, can send an approved AARP Tax-Aide letter (copies can be found on OneSupport)
Letters to the IRS requesting forgiveness of assessed penalties
Did not e-File letter
TaxSlayer error waiver request
Letters to the taxpayer
TaxSlayer apology letter
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9. Letter from IRS – Other Resources
Taxpayer Advocate Service
Independent organization within the IRS
Free and confidential
Eligible for assistance if:
Taxpayer is experiencing economic harm or significant cost (including fees for professional representation);
Taxpayer has experienced a delay of more than 30 days to resolve tax issue;
Taxpayer has not received a response or resolution by the date promised by the IRS
Low Income Taxpayer Clinic
Independent organizations not in the IRS that provide low-income taxpayers with representation to resolve federal tax issues
Free or nominal cost and confidential
Information in Pub. 4134
More information on OneSupport
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