Site Activity Log 

  • Each physical site must complete a site activity log each workday, to track what happened for each taxpayer coming to the site, whether that resulted in a completed return or simply answering a taxpayer’s question. 
    • Tracking paper returns and Q&A is needed for sites to properly report activity on the Portal, data the AARP Foundations uses for IRS grants.
    • Tracking returns through all stages helps ensure that everything needed is done
    • The site ERO must know which returns are ready to be e-filed.
  • Sites must use the site activity log in the Portal [Libraries > Tax-Aide: Service Delivery Models]. This is a spreadsheet; sites can modify parts of it to fit what the site does and doesn’t do.

End-of-Day Process 

  • As a counselor, you should have no taxpayer documents at the end of the day, including anything that was printed at the site with Personally Identifiable Information such as SSN, phone, or address, or tax return information that can be obviously associated with a taxpayer. 
    • Document Inventory Checklists (DIC, at drop-off sites) are the one exception to this rule; those are kept until the end of the year, as proof that all tax documents were returned to taxpayers.

Shutdown Procedures for AARP Foundation Chromebooks

  • Log out of TaxSlayer by clicking the Log out link at upper right, at the Main Menu. 

Follow proper procedures for shutting down your laptop – don’t just unplug the power and close the lid!

Not fully shutting down can prevent your laptop from getting important security updates, cause the battery to run down to zero, and add extra start-up time the next time you use your computer.

  • Shut down the computer: press and hold the keyboard power button (upper right); then on the pop-up menu, select “Power off”.
  • Wait until the computer screen turns completely black and the power switch goes dark before pulling the plug and closing the laptop.  If ALL keyboard lights don’t go out, the shutdown wasn’t done properly.

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