Family and Friends

Returns for Family and Friends

Returns for family members and friends may still be done using TaxSlayer software.

The following policies apply:

National Tax-Aide Policy:

1.     Family and Friends returns may be prepared off site

• • • However -- Any time anyone accesses the TaxSlayer Production system from any location (your home, a friend's home, a temporary site, a shut in visit, etc.), the counselor must use a District-provided Chromebook and  an NTTC-compliant network - no exceptions!  

2.     Family and Friends returns must be QR’d and sent from a site

3.     Family and Friends returns must be tagged "Family & Friends" by the preparer

4.     At home/shut-in prep can be done with SC approval

Virginia Tax-Aide adds the following policy to this national guidance:

5.   Family and Friends returns that are OOS can be done; however, the QR counselor shall add another tag that says "OOS items checked only for input accuracy"

Additional District 5 Information:

• Each of our sites is going to work out procedures for letting counselors take Chromebooks home to prepare Family and Friends returns, but this loan program will be very limited.  

• Network used at home must be compliant -- Most homes do not have a compliant network

  • • BUT, using your cell phone as a hotspot is compliant

    • See network-compliant requirements here.

• If possible, encourage your Family and Friends to come to our site