Portal Access • 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

• Login to Portal• Add/Review Potential Volunteers• Update Site information• Activity (currently closed)• Reimbursement (currently

closed)

Summary

Portal Access

Questions

Questions

Questions