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AARP foundation tax-aide - PowerPoint PPT Presentation


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AARP foundation tax-aide. TWO/TRAINING. LOG IN – FIRST TIME. Use Internet Explorer Check your Caps Lock!. LOG IN – FIRST TIME. You’ll be prompted to change your password. LOG IN – FIRST TIME. Make your password easy to remember - write it down. Log in – first time. Log in failure.

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log in first time
LOG IN – FIRST TIME
  • Use Internet Explorer
  • Check your Caps Lock!
log in first time1
LOG IN – FIRST TIME
  • You’ll be prompted to change your password
slide4

LOG IN – FIRST TIME

  • Make your password easy to remember - write it down
log in failure
Log in failure
  • If you try twice to log in and do not succeed: STOP
  • Use “Reset Password”
  • It will ask your security question
  • You will then be asked to set up a new password
taxwise ribbon
Taxwise ribbon

Open existing return

New return

start a new return
Start a new return
  • Use the SSN / EIN numbering rules!
open an existing return
Open an existing return
  • Click “Go to Tax Forms”
two screen
Two screen

Refund monitor

Ribbon

Form tree

Active form

two screen1
TWO screen
  • Set your IE View-Zoom to 100%
forms tree
Forms tree

+ Add a form

×Delete a form

Ok to not use all forms in tree

forms tree1
Forms tree

Yellow exclamation mark - Form is incomplete

Green check mark - Form is complete

Blank - Form available in Tree, but not necessarily required

add a form
Add a form
  • Show all forms
    • Very long list
    • Use scroll bar
  • Type in form #
field link icon
Field link icon

Calculator

  • Linking is accomplished by clicking on the icon to the right of the field and clicking on an existing or new form/scratch pad, as applicable
  • Toggle estimate clears the red
  • Also calculator and help

Form

Toggle Estimate

linking to a form or scratch pad
Linking to a form or scratch pad
  • Open an existing form / scratch pad
  • Open a new form / scratch pad
basic two rules
Basic two rules
  • Enter all dates in the format mmddyyyy
  • Amounts can be entered with or without cents
  • Do not use
    • any punctuation (only hyphens in names allowed)
    • double spaces
    • dashes
two training
Two/training

Thank you for volunteering!

two training1
TWO/Training
  • Comments?
      • Questions?