1. Accounting Aid Society -- Tax Assistance Program
This is an overview of standard site procedures. Site Managers and Site
Site Procedure Flow Chart Coordinators may have customized some procedures at the tax site to
accommodate the needs of the facility and community. Verify the flow of
services with the Site Coordinator and/or Site Manager at each tax site.
Site Manager Screener Preparer Site Coordinator
Setup laptop computers and printers
Call Accounting
Client Enters Aid Society to
"A" report # of
volunteers and
-Greet Client. Verify client meets # of clients
-Have Client Sign In. income guideline waiting.
eligibility Organize work area
and setup TaxWise
for tax return
preparation
Client Exits NO Eligible?
Review Tax Return
YES and
Complete the Complete Quality
Prepare Tax
Intake/Interview & Quality Review Sheet
Return
Review Sheet
Make corrections Is the return
NO
For Appt. Only NO Intake Sheet and complete and
sites, client documentation correct?
reschedules. complete?
--For all returns, complete the steps on the Final YES
YES Checklist .
--Follow instructions for assembly of return. --Back up returns to
--Give client a # or indicate on
--Make sure the client has a complete copy of the flash drive at end of
Assign client to next sign-in sheet that client was
return and place the copy in the large client day.
available tax preparer. screened.
envelope. --Send administrative
--Direct client to waiting area.
--Turn in administrative forms to the Site forms and flash drive
Coordinator. to Accounting Aid
Go to Society office.
"A"
Pack up laptop computers and printers