Documents Referenced in Monthly Do's

F2333-V_initial-order_10-05-2023

PUB 5358 -VITA/TCE Training & Site Materials

Example completed Form 14368

Documents at the Site and Reference Materials 

• • D143 & D20248 Sample Posters

  • How to Create a Contact List for your Site from the Portal

  • How to Print Name Tags            Name Tag Template 
                            (Download & open in Word)  

Sample Form 15272 -  Site Security Plan 

Tip sheet VP07-Manage A Site Locator Entry.pdf 

Session Management Slides from 12/7/24 training

T03 Setup Guide for TaxSlayer Pro Online (TSO)  

Site Activity Log

Tips for Scheduling Appointments