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)

TY23 Standard Deduction Chart

TY23 Itemized Deduction Worksheet

Other AARP Tax-Aide Site Options

Lists and Forms that CFs can print

Order of Taxpayer Documents for Client Facilitators

Sign Up Sheet for Available Counselors

Walk-in Appointment 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

Signing Taxpayer In and Out of the Computer Procedure

Documentation

Quick Guide Using a Tax-Aide Chromebook

The Policies and Procedures Manual of Tax-Aide 2023-2024

Client Facilitator Team Leader Responsibilities

Villages Tax-Aide Site Listing

Villages Tax Aide Leadership Listing