Transcription of Counselor Reference Manual - AARP CA2
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Counselor Reference Manual - AARP CA2
AARP FOUNDATION TAX-AIDE CALIFORNIA Counselor Reference Manual (CRM) For TaxSlayer Online TAX YEAR 2017 The printed CRM can be ordered from the Franchise Tax Board The electronic CRM can be found at Tax-Aide for CA-2: Corrections? Comments? Suggestions? Send email to jebroughton (at) December 2, 2017 i TABLE OF CONTENTS GENERAL INFORMATION .. 1 RESOURCES .. 1 WHAT TAX-AIDE CAN AND CANNOT DO - SCOPE .. 2 ONLINE PROCEDURES .. 3 BROWSERS AND BROWSER SETTINGS ..3 LOGIN AT START OF THE DAY ..4 NAVIGATION WITHIN A RETURN ..5 ENTERING INFORMATION ..6 COMMUNICATING WITHIN TAXSLAYER ..8 INITIAL STEPS FOR A TAX RETURN .. 9 INTERVIEWING THE CLIENT ..9 DETERMINING IF A RETURN SHOULD BE PREPARED ..10 ORGANIZING YOUR WORK ..11 STARTING A NEW RETURN ..12 OPENING AN EXISTING RETURN ..14 BASIC INFORMATION .. 14 FILING STATUS ..14 PERSONAL INFORMATION ..16 DEPENDENTS AND QUALIFYING CHILDREN.
AARP FOUNDATION TAX-AIDE CALIFORNIA COUNSELOR REFERENCE MANUAL (CRM) For TaxSlayer Online TAX YEAR 2017 The printed CRM can be ordered from the Franchise Tax Board
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