Important End-of-Season Instructions

Technology & Security

This is a central technology resource for all district Technical Coordinators (TCs) and anyone responsible to use, oversee and/or maintain assigned equipment and software. It is available to help volunteers to self-resolve technology issues before escalating them to local/district leaders.

Please submit any content suggestions or recommendations to your State Technology Specialist. Thank you.

Tax-Aide Equipment and Software Use Policy

Tax-Aide-provided equipment and software shall ONLY be used by AARP Foundation Tax-Aide program volunteers to train and prepare taxes. No personal or any other use is authorized unless specifically authorized by the National Tax-Aide Committee (NTC). This policy covers all Tax-Aide-furnished Chromebooks, printers, routers, Hotspots, etc., as well as IRS tax preparation software (TaxSlayer Pro Online (TSO)).

Technical Coordinator (TC) Training Program
- This training outline provides links to PowerPoint presentations, which might help new or returning TCs get up-to-speed on existing and new tech requirements.

Standard Technology Platform

The Tax-Aide program standardized the technical equipment packages and network practices to

Help enhance volunteer & client security
Simplify setup across sites as much as possible
Facilitate training for new and returning volunteers

This standardization includes:

One Chromebook (Acer CB315 Series) per volunteer to use solely for tax preparation & training
One Google Workspace Account (Cloud-based) per Volunteer, tied to the Tax-Aide Chromebook (seasonal)
A single printer make/model (Brother HL-L2370DW) per Tax-Aide site (exceptions for high-volume sites)
Secure, private Network Configuration: several options based on your site's capabilities
Service Delivery: options based on current site reviews and Tax-Aide policies

Note: The use of personal computers, printers, networks, or other peripherals for processing actual tax returns IS STRICTLY PROHIBITED within the Tax-Aide program. Personal equipment may ONLY be used for initial pre-season tax training, although using Tax-Aide equipment as soon as it is available to you should help to further enhance your skills.

Tax-Aide Technology Library - ToC

The NTSC Technical Library is the primary source of all documents covering managing and maintaining all Tax-Aide equipment. It is located on a shared Google Drive under your Chromebook Tax-Aide Links bookmarks. The Tax-Aide National Technology & Security Committee (NTSC) continuously reviews and updates these documents as needed.

Links with alpha-numeric prefixes are NTSC documents. Click on NTSC Table of Contents to open the page in a new tab/window to access links.

From your Chromebook bookmarks: Tax-Aide Links>>Technology>>NTSC Table of Contents, or on the shared drive from your Chromebook bookmarks: Tax-Aide Links>>Technology>>NTSC Shared Drive.

More Technology Resources

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