AARP Tax-Aide CA-1 Site Sign-In Sheet
Date(s): _
SITE/SIDN: /S _ Counselor: _
Type of Service Initials E-files Comments ERO Section
NON E-FILED RETURNS, ONLY
1) Federal Return (Current Yr)
2) Federal Return (Prior Yr)
3) Federal Return (Amended)
4) State/Local Only Return
5) Question & Answer Only
6) Conselor's Initials
7) Federal E-file
8) State E-File
Date E-file Sent
Date of Federal Ack
Date of State Ack
Taxpayer's Name (Include the names of
everyone who was on the appointment list
and also include those helped with
Counselor's / Reviewer's
questions and answers, only – even if on
Comments (if needed)
another day )
PLEASE PRINT CLEARLY
SEQ
1
2
3
4
5
6
7
8
9
10
11
TOTALS:
TY 2011 COUNSELOR INSTRUCTIONS ON BACK OF FORM
AARP Foundation Tax-Aide is a program offered in conjunction with the IRS.
D19462(2011), CA-1
Site Sign-In Sheet Instructions
The Site Sign-In Sheet is used to record the services provided to taxpayers. A complete and accurate accounting of
services is necessary to justify program funding from our IRS and AARP sponsors.
General Instructions on How to Complete the Form:
1) Enter the site SIDN and activity date.
2) Complete only one line for each Taxpayer (including Married Filing Jointly) interviewed or assisted.
3) Enter the Taxpayer's name and record all services provided to the Taxpayer BEFORE calling
the next Taxpayer. Check () all applicable boxes [Columns 1-5] to indicate the type of service(s) provided.
Record Non E-filed Returns only (All TaxWise E-filed activity will be recorded automatically).
Current Year Federal Returns - Column 1
.
DO Record Quality Reviewer's Initials for Tax Wise prepared returns in Tax Wise (Preparer Use Field #14)
Record Prior Year/Amended Federal Returns, State/Local Only Returns and Q&A Only - Columns 2-5
Record Counselor Initials - Column 6
Definitions:
State/Local Only Return - A State/Local return that was prepared WITHOUT filing a Federal Return ($1 AGI
Federal Returns qualify as having filed a Federal Return).
Questions and Answers Only - Assistance provided WITHOUT preparation of a Federal or State/Local Return
Supervisor Tips:
Totals are calculated by counting "1" for each in Columns 1-5
Reporting System - Instructions at www.aarp.org/tavolunteers
Any omissions in a reporting period can and should be reported in the following reporting period