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NY3 District Coordinator Meeting November 14-15 Best Western Airport Inn Albany, NY. AARP Tax-Aide. Agenda – Day 1. Agenda – Day 2. DC Priorities & Action Plans. OPPORTUNITY TO EXCHANGE IDEAS. DC Priorities & Action Plans. Team # ______. Goals / Priorities:
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NY3 District Coordinator Meeting November 14-15 Best Western Airport Inn Albany, NY AARP Tax-Aide
DC Priorities & Action Plans OPPORTUNITY TO EXCHANGE IDEAS
DC Priorities & Action Plans Team #______ • Goals / Priorities: • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • Actions: • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________
2010 Tax Season Accomplishments
2012 Tax-Aide Budget IMPACT • Computers and Discretionary Funding • 2012 Meetings • Donated Funds • Surveys • Printers • 8879
2011 Tax Season Goals & Priorities
Goals & Priorities Questions Comments ?
Accuracy Return Review Sheet (Form 6729–C Draft) IRS Reviews (Pub 1084) Site Review Sheet(Form 6729 Draft)
Single Person Sites “Rural Site Option”
NY3 TWO Site Percentages Source: UTS Report
Issue: Prospect Status – Training/Supervision 36% of new vols. • Prospect statuses are not regularly updated • Only 36 % of new volunteers used the Volunteer Recruitment System – demographic data not collected – no release for criminal background check • Conclusion: Much improved training is needed! • Conclusion: System needs a state supervisor