12012-2013

AARP FOUNDATION TAX-AIDE

TWO/TRAINING

22012-2013

LOG IN – FIRST TIME

Use Internet ExplorerCheck your Caps Lock!

32012-2013

LOG IN – FIRST TIME

You’ll be prompted to change your password

42012-2013

Make your password easy to remember - write it down

LOG IN – FIRST TIME

52012-2013

LOG IN – FIRST TIME

62012-2013

If you try twice to log in and do not succeed: STOP

Use “Reset Password” It will ask your security

question You will then be asked to set

up a new password

LOG IN FAILURE

72012-2013

TWO/TRAINING HOMEPAGE

82012-2013

TAXWISE RIBBON

Open existing return

New return

92012-2013

START A NEW RETURN

Use the SSN / EIN numbering rules!

102012-2013

OPEN AN EXISTING RETURN

Click “Go to Tax Forms”

112012-2013

TWO SCREEN

Active form

Ribbon

Form tree

Refund monitor

122012-2013

TWO SCREEN

Set your IE View-Zoom to 100%

132012-2013

FORMS TREE

+ Add a form

× Delete a form

Ok to not use all forms in tree

142012-2013

FORMS TREE

Yellow exclamation mark - Form is incomplete

Green check mark - Form is complete

Blank - Form available in Tree, but not necessarily required

152012-2013

ADD A FORM

Show all formsVery long listUse scroll bar

Type in form #

162012-2013

FIELD LINK ICON

Linking is accomplished by clicking on the icon to the right of the field and clicking on an existing or new form/scratch pad, as applicable

Toggle estimate clears the redAlso calculator and help

Form

Toggle Estimate

Calculator

172012-2013

LINKING TO A FORM OR SCRATCH PAD

Open an existing form / scratch padOpen a new form / scratch pad

182012-2013

BASIC TWO RULES

Enter all dates in the format mmddyyyyAmounts can be entered with or without

centsDo not use

any punctuation (only hyphens in names allowed)

double spaces dashes

192012-2013

TWO/TRAINING

Thank you for volunteering!

202012-2013

TWO/TRAINING

Comments?

Questions?