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AARP Tax-Aide

NY3 District Coordinator Meeting November 14-15 Best Western Airport Inn Albany, NY. AARP Tax-Aide. Agenda – Day 1. Agenda – Day 2. DC Priorities & Action Plans. OPPORTUNITY TO EXCHANGE IDEAS. DC Priorities & Action Plans. Team # ______. Goals / Priorities:

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AARP Tax-Aide

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  1. NY3 District Coordinator Meeting November 14-15 Best Western Airport Inn Albany, NY AARP Tax-Aide

  2. Agenda – Day 1

  3. Agenda – Day 2

  4. DC Priorities & Action Plans OPPORTUNITY TO EXCHANGE IDEAS

  5. DC Priorities & Action Plans Team #______ • Goals / Priorities: • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • Actions: • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________

  6. 2010 Tax Season Accomplishments

  7. Tax-Aide Site Activity ReportAs of 5/18/11 (Not Normalized)

  8. Volunteer Expenses(Grant Cycle 2010-2011 vs 2009-2010)

  9. 2012 Tax-Aide Budget IMPACT • Computers and Discretionary Funding • 2012 Meetings • Donated Funds • Surveys • Printers • 8879

  10. 2011 Tax Season Goals & Priorities

  11. Goals & Priorities

  12. Goals & Priorities Questions Comments ?

  13. Accuracy Return Review Sheet (Form 6729–C Draft) IRS Reviews (Pub 1084) Site Review Sheet(Form 6729 Draft)

  14. Single Person Sites “Rural Site Option”

  15. NY3 TWO Site Percentages Source: UTS Report

  16. Issue: Prospect Status – Training/Supervision 36% of new vols. • Prospect statuses are not regularly updated • Only 36 % of new volunteers used the Volunteer Recruitment System – demographic data not collected – no release for criminal background check • Conclusion: Much improved training is needed! • Conclusion: System needs a state supervisor

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