D45 Client Facilitator (CF) Resource Page


Steps to Become a New or a Returning

Tax-Aide Client Facilitator


STEP 1: Download and print the TY23 MY CONNECTIONS sheet.

As you obtain your usernames and passwords for the following sites write them down immediately on your TY23 MY CONNECTIONS sheet:

AARP Volunteer Portal where you sign up to become a volunteer

Link and Learn where you take your tests to become certified

SignUp Genius where you sign up to work for Tax-Aide

Acuity where you make, change or delete appointments for taxpayers

STEP 2: If you have not already signed up to become an AARP volunteer:

  • Click here to complete the application process on the AARP website
  • Enter your AARP user name and password
    • If you have never registered for AARP, click on the “Create Account” link
    • Then enter your email address twice, your password, your name, zip code, birthday, the security challenge, yes to the User Agreement and select the Register link
  • Then complete and submit the Tax-Aide Volunteer Application that appears

STEP 3: Prepare for the IRS Standards of Conduct quiz and the Intake/Quality Review quiz

STEP 4: Take the Standards of Conduct quiz and the Intake/Quality Review quiz (hopefully available 12/15/2023)

STEP 5: Deliver the Volunteer Standards of Agreement form to the CF Coordinator

  • Once you have passed both tests you will see the “2023 VITA/TCE Certification Test” page again. That page now indicates you passed both tests.
  • Click on the “My Account” tab that is right next to the “2023 VITA/TCE Certification Test” tab.
  • On the “My Account” page that appears, make any necessary additions or changes to your information.
  • Returning CFs typically must just update the number of years that you have volunteered.
  • Then click on the “Save” button at the bottom of the page.
  • You will then return to the “2023 VITA/TCE Certification Test” page. In the right hand column on that page:
    • Check the check box that allows you to electronically sign your Volunteer AgreementThen click on the link located just below that check box labeled “Click here to open and complete your Volunteer Agreement”Complete the Volunteer Standards of Conduct Agreement, Form 13615, that appearsPrint the Volunteer Standards of Conduct Agreement form by either saving it as a PDF file or by printing the form on paperSend an email to your CF Coordinator at jackieschibline@gmail.com
    • In the email, either:
      • Attach your Form 13615 PDF file, (Preferred method), or,
    • Request the address from your CF Coordinator where to send the paper copy of your Conduct Agreement

STEP 6: Complete the required on line courses that are located on the AARP portal

  • Click here to access the 2 mandatory on line courses on the Volunteer Portal
  • You MUST use a computer to successfully access the on line courses on the AARP portal. A tablet device, such as an iPad, will not work.
  • Once you are see your home page of the volunteer portal, then select the “Training” option on the Menu Bar at the top of the page.
  • You can access each of the on line courses by clicking on the appropriate box located near the bottom of the page
    • Complete the AARP Policies and Procedures TY2023 FIRST
    • Complete the AARP Technology and Security TY2023 SECOND
    • Complete the AARP Tax-Aide Reimbursement for Volunteers TY 2023 – OPTIONAL

STEP 7: Complete the in-person training at Colony Cottage Recreation Center

  • New Client Facilitators: either January 16, 2024 or January 18, 2024 from 9 am to 4 pm,
  • Returning Client Facilitators: either January 17, 2024 from 9:00 am to 1:30 pm OR January 19, 2024 from 9:00 am to 1:30 pm in the Hearth Room
  • OPTIONAL: Additional Practice Session on Monday, January 22, 2024 from 10:00 am to 2:00 pm in the Keeping Room.

Links for Client Facilitators

Useful Downloads for Client Facilitators

SignUp Genius Work Scheduling Page

Taxpayer Scheduling on Acuity Page

The AARP Volunteer Portal Page

Optional CF Training Videos

Email any questions you may have to

your CF Coordinator:

jackieschibline@gmail.com