1. Tax-Aide Intake Booklet
2019 Tax Season
We are here to help taxpayers for another 50 years. This is a change for the volunteers, but one we’ll get through much like we survived the changes from paper to computer and from TaxWise to TaxSlayer. These changes are all aimed at helping the taxpayer
Provides taxpayer flexibility in choosing site to visit
Help ensure funding so we can continue to provide free tax preparation service
Offer information about other Foundation programs if taxpayer so chooses

2. 2019 Tax-Aide Intake Booklet – October 2018
Consent Forms
New to Tax-Aide
Three consents – each stands alone
Global carryforward
Relational Group
Foundation programs
2019 Tax-Aide Intake Booklet – October 2018

3. Consent #1: Global Carryforward
Allows TaxSlayer to make taxpayer carryforward data available to any VITA/TCE site in 2020
Same site carryforward available even if taxpayer does not give consent
Provides taxpayer flexibility to change sites
A concern raised regarding global carryforward is that any certified VITA/TCE volunteer can log in to a TaxSlayer site where they have a user ID and start entering random SSNs in an attempt to find a hit and then steal that taxpayer’s personal information. It’s possible, but ignores that
Every volunteer has gone through certification process and had to be set up as user at a site
Every volunteer must go through MFA
Every unsuccessful attempt will create a new return at that site tagged with that user ID and other volunteers seeing those bogus returns will quickly become suspicious.
Our volunteer activity is based on taxpayers trusting us with their data and we trusting volunteers to treat It properly. There is no reason we should assume that there are rogue volunteers who are suddenly not trustworthy.
2019 Tax-Aide Intake Booklet – October 2018

4. Consent #2: Relational Groups
TaxSlayer LLC requirement to
Push custom questions to all sites
Share aggregate data from return and demographic questions
Consent form is TaxSlayer requirement
Consent required or cannot e-file returns
Consent used across all VITA/TCE programs – not specific to Tax-Aide
TaxSlayer requires this in order to provide reports needed by Tax-Aide
2019 Tax-Aide Intake Booklet – October 2018

5. Demographic Questions
Taxpayer: Which best describes your race?
Taxpayer: Are you of Hispanic, Spanish or Latin origin?
Taxpayer: What is your gender?
Taxpayer: How many people, including you, are part of your household?
Taxpayer: Please indicate your annual household income last year.
Taxpayer: Did you save part of your tax refund last year?
Spouse: Which best describes your race?
Spouse: Are you of Hispanic, Spanish or Latin origin?
Spouse: What is your gender?
How much did the taxpayer deposit in saving accounts today?
To what type of account did the taxpayer direct their savings?
10. And 11. are observations by Counselor
There are also five IRS required questions
2019 Tax-Aide Intake Booklet – October 2018

6. Demographic Questions
National questions will be pushed down to all Tax-Aide sites from Relational Groups
National questions cannot be changed by sites
Answers are required for ALL national questions in order to e-file (Did not answer is a choice)
2019 Tax-Aide Intake Booklet – October 2018

7. Consent #3: Information Sharing with AARP Foundation
Allows AARP Foundation to use taxpayer data to communicate with opt-in taxpayers about other AARP Foundation programs
Back to Work 50+ – Helping 50+ workers find full-time jobs
Work for Yourself at 50+
Connect2Affect – recognize and reduce isolation
Experience Corps – 50+ volunteers tutoring K-3 students who are struggling to read
Legal Advocacy – advance the legal rights and interests of people 50 and older
Promote elder justice
Improve the ability to age in place
Create opportunities to earn a living
Fresh Savings – initiatives to end hunger
Ran savings pilot last tax season at six sites – many taxpayers requested follow-up information
2019 Tax-Aide Intake Booklet – October 2018

8. Organization Structure
Limited Demographic Info (race, ethnicity, LI50+)
Total served for all programs * **
Organization Structure
Aggregated Demographic Data
Program requests
* 501(c)(3) – A public charity that normally receives a substantial part of its income, directly or indirectly, from the general public or from the government. The public support provided must be fairly broad, not limited to a few individuals or families. It is generally not allowed to participate in politics.
** 501(c)(4) – A social welfare organization primarily engaged in promoting the common good and general welfare of the people of its community. It is allowed to participate in politics.
No taxpayer identifiable data going to AARP or anyone else

9. Protection of Taxpayer Information
SSNs NOT included in data provided by TaxSlayer
Taxpayer personal information from demographic questions not provided to anyone
Other than limited data related to Foundation programs, no individual taxpayer information will be shared with Foundation personnel or others
2019 Tax-Aide Intake Booklet – October 2018

10. 2019 Tax-Aide Intake Booklet – October 2018
Preparer’s Tasks
Answer taxpayer’s questions
Consent Forms
Click Granted or Denied
If Granted – enter five-digit PIN and date
Custom Questions
Select taxpayer’s answer (or action) for each
2019 Tax-Aide Intake Booklet – October 2018

11. 2019 Tax-Aide Intake Booklet – October 2018
Signatures
Consents
If taxpayer and spouse, both must grant a consent (else consent is denied
If spouse not present, all consents are denied
One (or both) must return to site with approved consent
Form 8879 is required if e-filing
2019 Tax-Aide Intake Booklet – October 2018

12. 2019 Tax-Aide Intake Booklet – October 2018
Questions & Answers
2019 Tax-Aide Intake Booklet – October 2018