1. 1 2012-2013 AARP FOUNDATION TAX-AIDE TWO/TRAINING

2. 2 2012-2013 LOG IN – FIRST TIME  Use Internet Explorer  Check your Caps Lock!

3. 3 2012-2013 LOG IN – FIRST TIME  You’ll be prompted to change your password

4. 4 2012-2013  Make your password easy to remember - write it down LOG IN – FIRST TIME

5. 5 2012-2013 LOG IN – FIRST TIME

6. 6 2012-2013  If you try twice to log in and do not succeed: STOP  Use “Reset Password”  It will ask your security question  You will then be asked to set up a new password LOG IN FAILURE

7. 7 2012-2013 TWO/TRAINING HOMEPAGE

8. 8 2012-2013 TAXWISE RIBBON Open existing return New return

9. 9 2012-2013 START A NEW RETURN  Use the SSN / EIN numbering rules!

10. 10 2012-2013 OPEN AN EXISTING RETURN  Click “Go to Tax Forms”

11. 11 2012-2013 TWO SCREEN Active form Ribbon Form tree Refund monitor

12. 12 2012-2013 TWO SCREEN  Set your IE View-Zoom to 100%

13. 13 2012-2013 FORMS TREE + Add a form × Delete a form Ok to not use all forms in tree

14. 14 2012-2013 FORMS TREE Yellow exclamation mark - Form is incomplete Green check mark - Form is complete Blank - Form available in Tree, but not necessarily required

15. 15 2012-2013 ADD A FORM  Show all forms  Very long list  Use scroll bar  Type in form #

16. 16 2012-2013 FIELD LINK ICON  Linking is accomplished by clicking on the icon to the right of the field and clicking on an existing or new form/scratch pad, as applicable  Toggle estimate clears the red  Also calculator and help Form Toggle Estimate Calculator

17. 17 2012-2013 LINKING TO A FORM OR SCRATCH PAD  Open an existing form / scratch pad  Open a new form / scratch pad

18. 18 2012-2013 BASIC TWO RULES  Enter all dates in the format mmddyyyy  Amounts can be entered with or without cents  Do not use  any punctuation (only hyphens in names allowed)  double spaces  dashes

19. 19 2012-2013 TWO/TRAINING Thank you for volunteering!

20. 20 2012-2013 TWO/TRAINING  Comments?  Questions?