Portal Access - AARP TaxAide MN-1

Report
Portal Access
•
•
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•
•
•
•
Login
TaxAide
Recruitment
Sites
Program Material
Volunteer Records
Volunteer Sharenet
Portal Access
Log IN
• You must use the Log-in
Email and Password you
used when you first
volunteered. If you
change your Password in
VMIS your Portal Log-in
DOES NOT CHANGE.
Portal Access
Click on
TaxAide
Portal Access
Portal Access
Recruitment
• Add a Prospective Volunteer
• Review a Prospective Volunteer
• Prospective Volunteer Application
•
www.taxaide-mn1.org
www.TaxAide-MN1.org
AARP Application
• This is an active
Link that will
take the PV to
the Application
Portal Access
Portal Access
Portal Access
After you have evaluated a
PV and APPROVED them
for the Program add the
position title you are
planning for them in the
COMMENTS section.
Portal Access
Only after the PV has taken
the Tests and satisfactorily
passed the Tests are you to
change their Evaluation to
CERTIFIED.
Portal Access
Sites
Portal Access
Sites
You will only see
the sites you are
assigned as either
LC or DC
Portal Access
Sites
Only items in
Green Boxes can
be changed by
the DC or LC.
Look at all 4 TABS
Portal Access
Sites
Change you Schedule
to what you will
actually do. Including
Open date and closing
date. Set your times so
you will have enough
time to complete the
return if someone
shows up 5 minutes
before you are
scheduled to close. Add
any special instructions
or comments.
Portal Access
Sites
Click here if you need
an Insurance Form for
your Site or the
Sponsor. Fill out the
Application and it will
be sent to you and/or
the Sponsor.
Portal Access
Summary
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Login to Portal
Add/Review Potential Volunteers
Update Site information
Activity (currently closed)
Reimbursement (currently closed)
Portal Access
Questions
Questions
Questions

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