Finding Tax-Aide Resources

NTTC Change Log

Stay Up-to-Date on the latest NTTC Tax Law & Training publications and forms as they are released: Click here

NTTC Training Resource Links

NTTC Training Resource Links: The list includes links for the following:

• Volunteer Training and Resource Guides

• NTTC Workbook

• Self-Study Program

• Training Videos and PowerPoints includes a list of all training videos and lists of training videos for returning volunteers, client facilitators, and new volunteers

• All-In-One Lessons

• IRS Certification Tests and TaxSlayer Practice Lab

• Other Tax-Aide Links

  • AARP Volunteer Portal, Tax-Aide Policy and Procedures Manual, and M102 Password List, etc.

Additional NTTC/IRS Training Resources

Catalog of Materials -  A comprehensive list and description of all training resources (with links) for both new Counselors and updates/advanced topics for returnees. Included is a schedule of the anticipated availability date. 

NTTC Training Handbook - This handbook is designed to assist you in your role as a Tax-Aide Instructor and give you the tools you need to be successful. The handbook’s Sections contain detailed lesson plans, tips, considerations for your specific circumstances, and a step-by-step guide to setting up your training program. Whether you’re a new Instructor or a “seasoned pro,” you’ll find this handbook to be a useful tool as you prepare and conduct Tax Counselor training. 

Section 2 includes reminders of many NTTC training materials such as videos and quizzes. Instructor Notes for each Workbook Exercise are also included in Section 2. These will help you guide class discussions and answer questions about the Exercises. All the Lesson Plans integrate these various resources into a cohesive syllabus.

AARP Volunteer Portal LMS Training - Instructors must understand that AARP volunteers are required to take the following courses:  Policies and Procedures, and Technology and Security. The Volunteer Portal Access Learning Content tip sheet is available here. 

IRS Pub 4942, Health Savings Accounts (HSA) - Training on health savings accounts. 

IRS Pub 5838, VITA-TCE Intake/Interview and Quality Review Handbook - This publication is designed to help tax counselors understand the process of conducting effective intake/interview and quality reviews. All coordinators and volunteers who answer tax law questions, instruct tax law classes, prepare or correct tax returns, and/or conduct quality reviews of completed tax returns will use this publication for instructions on these three processes. All volunteers must understand the processes required to prepare a tax return from start to finish. 

Tax-Aide Gold Standards -  Best practices for Intake and Interview and Quality Review. 

Finding Resources on the AARP Foundation Shared Drive

On your Chromebook

1. Log into your Chromebook

2. Open the Chrome browser

3. Click on the Tax-Aide Links menu in the upper left part of your screen

4. Hover over “Tax Prep and Training”

5. Select “Training and Tax Law Library”

6. This opens Tax-Aide’s Training and Tax Law Library in the AARP Foundation shared drive labeled “Shared with me”

Alternatively, log into your AARP Foundation account on your own computer or Mac

On your home computer

1. Open the Chrome browser

2. Navigate to google.com

3. Click on the circle in the upper right (your avatar or a colored circle with your initial)

4. Select “+ Add Account”

   • Choose your AARP Foundation account if you’ve already added it to your browser.

   • Otherwise, type in your aarpfoundation.org email address and follow the prompts with your Chromebook password, etc.

5. Log into your AARP Foundation account

   • If it asks if you want to create or switch to your AARP Foundation profile, please do so

6. Click on the Tax-Aide Links menu in the upper left part of your screen

7. Hover over “Tax Prep and Training”

8. Select “Training and Tax Law Library”

9. This opens Tax-Aide’s Training and Tax Law Library in the AARP Foundation shared drive labeled “Shared with me”

Thanks to: Clarice Reiser, MO1 D05 Inst

TaxSlayer Resources

• TaxSlayer Online User Guide

• Customer Portal Video

• Customer Portal Training Guide