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Activity Reporting 2012 PowerPoint PPT Presentation


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Activity Reporting 2012. Stan Marshall, Jr. Chair, National Operations Committee Miho Kikujo Sr. Operations Analyst, National Office. 2011 Regional Meetings – St Louis. What’s New for 2012. All Sites in 71 Split States will be reporting through the Portal for the following activities;

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Activity Reporting 2012

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Activity reporting 2012 l.jpg

Activity Reporting 2012

Stan Marshall, Jr.

Chair, National Operations Committee

Miho Kikujo

Sr. Operations Analyst, National Office

2011 Regional Meetings – St Louis


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What’s New for 2012

  • All Sites in 71 Split States will be reporting through the Portal for the following activities;

    • Paper Filed Federal Returns (Current Year)

    • Paper Filed Federal Returns (Prior Year)

    • Paper Filed Federal Returns (Amended)

    • Paper Filed State/Local Only Returns

    • Questions & Answers Only

    • Quality Reviews (Paper Designated Sites Only*)

    • Paper designated site: E-file = “No” in VMIS and Site Management System

2011 Regional Meetings – St Louis


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Portal Site Activity Reporting Screen

2011 Regional Meetings – St Louis


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New Activity Reporting, QR & ERO Tracking Log

A new form (Service Log) has been created to serve both activity reporting and tax return tracking

2011 Regional Meetings – St Louis


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Reporting Period

  • Monthly Reporting Periods:

    • February: 2/1/12-2/29/12 (includes any activity for sites that open in January)

    • March: 3/1/12-3/31/12

    • April: 4/1/12-4/31/12

    • May: 5/1/12-8/31/12

      • Covers any summer activity (if applicable)

  • Monthly Grace Period (1st to 5th day of following month)

  • Monthly Due Date (5th day of the following month)

    • March 5th

    • April 5th

    • May 5th

2011 Regional Meetings – St Louis


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Requirements

  • Portal Registration

    • All DCs and LCs are required to be registered to use the Portal with a unique E-mail (not shared with another volunteer or AARP member)

    • Those DCs and LCs not registered by 12/1/11 will be pre-registered by the National Office

  • DC/LC Assignment

    • Changes to DC/LC assignment can only be made during the monthly grace period after all reporting has been completed by the previous DC/LC

  • DC who is also an LC

    • Those DC who also hold an LC title can only be assigned to a site within their own district, otherwise have the DC for the site where they serve as an LC report for that site

2011 Regional Meetings – St Louis


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Training & Support

  • ADS

    • Live Webinar scheduled for December

    • Recorded Webinar and PDF will be on the Extranet under Training Tab

      http://assets.aarp.org/www.aarp.org_/taxaide/www.aarp.org/sk/taxaide/training.html

  • DC

    • Live Webinar will be held January

    • Recorded Webinar and PDF will be on the Extranet under Training Tab

      http://assets.aarp.org/www.aarp.org_/taxaide/www.aarp.org/sk/taxaide/training.html

  • LC

    • To be trained by DC using the material above

  • Support will be provided through [email protected]

2011 Regional Meetings – St Louis


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