1 / 16

AARP Tax-Aide

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:

paulos
Download Presentation

AARP Tax-Aide

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. NY3 District Coordinator Meeting November 14-15 Best Western Airport Inn Albany, NY AARP Tax-Aide

  2. Agenda – Day 1

  3. Agenda – Day 2

  4. DC Priorities & Action Plans OPPORTUNITY TO EXCHANGE IDEAS

  5. DC Priorities & Action Plans Team #______ • Goals / Priorities: • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • Actions: • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________ • ______________________________________________________

  6. 2010 Tax Season Accomplishments

  7. Tax-Aide Site Activity ReportAs of 5/18/11 (Not Normalized)

  8. Volunteer Expenses(Grant Cycle 2010-2011 vs 2009-2010)

  9. 2012 Tax-Aide Budget IMPACT • Computers and Discretionary Funding • 2012 Meetings • Donated Funds • Surveys • Printers • 8879

  10. 2011 Tax Season Goals & Priorities

  11. Goals & Priorities

  12. Goals & Priorities Questions Comments ?

  13. Accuracy Return Review Sheet (Form 6729–C Draft) IRS Reviews (Pub 1084) Site Review Sheet(Form 6729 Draft)

  14. Single Person Sites “Rural Site Option”

  15. NY3 TWO Site Percentages Source: UTS Report

  16. 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

More Related