Useful Downloads for Client Facilitators

Valuable CF Links

SignUp Genius Work Scheduling Page

Taxpayer Scheduling on Acuity Page

The AARP Volunteer Portal Page

Optional CF Training Videos

Handouts for Taxpayers that CFs can print

Taxpayer Handout Listing Tax Documents Needed (Half Sheets)

TY25 Standard Deduction Chart

Itemized Deductions Worksheet

Self-Employment Worksheet

Education Credits Worksheets

Qualified Passenger Vehicle Loan Interest Deduction Worksheet
Qualified Overtime Deduction Worksheet
Qualified Tips Deduction Worksheet for Employees
Qualified Tips Deduction Worksheet for Self-Employed Workers

Lists and Forms that CFs can print

Order of Documents for CFs

Clients with an Appointment Sign In Sheet

Sign Up Sheet for Available Counselors

Walk-in Appointment Log

QR Sign In Log

Procedures

Client Facilitator Daily Routine

Acuity Appointment Scheduling Procedure

Client Facilitator Walk In Appointment Procedures

Possible Shutdown Procedures

How to Print the Acuity Schedule

Taxpayer Sign In and Out Computer Procedure

How to Replace Toners and Drums

Documentation

Quick Guide Using a Tax-Aide Chromebook

The Policies and Procedures Manual of Tax-Aide 2025-2026

Client Facilitator Team Leader Responsibilities

Villages Tax-Aide Site Listing

Villages Tax Aide Leadership Listing