AARP Taxaide Appointment Scheduler Training

[Virtual Presenter] Welcome to AARP Taxaide Appointment Scheduler Training.

Appointment Scheduler Coordinators. Linda Perry - Lead Coordinator (702) 817-7725 [email protected] Carmela Booker – Assistant Coordinator (703) 304-9941 [email protected].

Certification Tests. Has everyone completed their Certification Tests when you signed up to become a volunteer? Yes – Good we will proceed on Any Nos – we will discuss at the end training.

Let’s Get Started.

Setting Up Google Voice – Session Management (GV-SM).

titute LogOn (20) YouTube Add shortcut ccsd. Linda [email protected] Passw•ords and autofill Manage your Google Account Customize profile Sync is on Other Chrome profiles Aliante Library_2 (aarpfoundation.org) Linda (nv.ccsd.net) Maria 20 West Charleston Library (aarpfoundation.org) Add Chrome profile Open Guest profile Manage Chrome profiles.

[image] Set up your new Chrome profile Sign in to get your passwords and more on all your devices.

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Password #2025GoogleME. The image shows a Google login screen with a user inputting their email and password, and options to check connection or reset password. AI-generated content may be incorrect..

Questions on GV-SM Setup.

GV–SM Bookmarks. Has bookmarks to direct us thru GV-SM Calendar (Scheduler’s) Voice - Calls TaxAide Registration ZeeMap Locations Map Spanish-English Translator Scheduler Documents.

Scheduler’s Calendar. Calendar November 2025 Time A Otheecv t02-S8'-06.SS county ns.sz-— Oct- Nov 2025 28 29 30 31.

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Create December 2025 AARP Foundation A Calendar Voice - Calls TaxAide Registration ZM Locations map ('0655'- Perry X M Inbox (2) - X - Calendar - AARP Foundation - Calendar - Spanish-English tra... Monday, December 1 x 5 Calendar Scheduler-Docume... 9:00am o Work All Bookmarks SUN 7 Office F 12 19 26 2 9 s 13 20 27 3 10 s 7 14 21 28 4 11 Today GMT-08 7 AM 8 AM 9 AM 10 AM 11 AM 12 PM 2 PM 3 PM 5 PM x MON Office 0655 - Perry 9 _ IOam 1:30 - 2:30pm 081 -perry 4 — 5pm 10:00am 8 15 22 29 5 2 9 16 23 30 6 3 10 17 24 31 7 4 11 18 25 8 Meet with... Search for people Booking pages 0655 - Perry Time Insights My calendars All day Time zone Does not repeat Add guests Add Google Meet video conferencing Add location Add description or a Google Dr e attachment A Other LV 702-381-0655 A Other LV 702-381-0655 W LVCC Libraries-702-381-6081 More options Save.

Questions on scheduling your time? Before we get started returning call to the taxpayers, there are some special tools that you need to have, always…….

Tools. Telephone flow chart/script D12 & D10 Sites spreadsheet Special Tools…...

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[image] An:c LIBRARY L CKATIONS 702-381-6081 (w-purple) ALL OTHER LV LOCATIONS (A-Teal).

[image] ALL 0TH ER LV LOCATIONS 702-381-0655 (A-Teal) Site Ee Feb 10. WII Feb •r Site LC SCH EDUUNG COORDI NATORS Linda Per 757 327-2528 Carmela Booker: indaaarp202S@va .com carme- 00 er@gmai corn OTHER NUMBERS & HELP IF OUT OF SCOPE OR LATE IN SEASON (844-545-5640) ntake Booklet: nutaxaide. ation S df-SchedLie Online: nvtaxaide.org Questions: questicns@nutaxaiciezrg LEGEND DO= Dropoff- 2 Appts In Person- I Appt Nevada Free Taxes Coalition (702) 987-4625 sols Alta - LV 89107 www.nvfreetaxes.org TU TH SAIOAM-2PM I RS Taxpay er Advocate taxpaye radvocate. irs 702-868-5179 IRS NV Taxpayer AssistameCtr - 110City Parkway - 89106 MO-FR &30AM - 4:30PM In 9:OOAM -4:00PM ONLY Feb 12, Mar 12, Apr 9, May 14 southern W Tax Assist (VITA/TCE) www sn vtaxassist. o rg (702 ss&2gg6.

And The Final Tools Needed. A blue pencil rests atop a sheet of white paper, suggesting a moment of paused productivity or creative ideation. AI-generated content may be incorrect..

Voice – Call Bookmark. Select a Site (Aliante or West Charleston) Select “Voice - Call” Bookmark Incoming calls from taxpayer.

[image] Voice Voe Taxpayer's Number to return t o m_king this • hi my Katz to 2nd 2026 dont the hue if name is Katz apareciale again is 9cz.t3337B8 the 2025 it at 2026 a geat you Listen to the recording to the abme —ge is —t. 4 7 2 5 8 3 6 9.

Tax Registration Bookmark. Main appointment bookmark Taxpayers appointments are made, edited, or cancelled.

[image] Voice o o (702) o o Hi Aliante Library_2! voa ggl-osss 4 7 2 5 8 3 6 9.

[image] Tax-Aide Appointment Reservation Step 4 AARP Nevada state Office debi, > Make Edit.

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Call Completed. The image shows a smartphone interface with various controls for managing phone calls, including mute, hold, video, add call, and end call options. AI-generated content may be incorrect..

Deleting a Call. Voice Search Google Voice Your browser might prevent calls from ringing. Change your browser settings to allow voice-google.com to play sound. (702) 564-8117 Fri 10:34 AM (702) 564-8117 yes my name is Lillian Larson I a... 00:19 Do not disturb Learn more Call as (702) 381-0655 Your browser might prevent calls from ringing. Change your browser settings to allow voice.google.com to play sound. Learn more x x (702) 564-8117 Fri 10:34 AM (702) 564-8117 u yes my name is Lillian Larson I a... 00:19 Enter a narne or number Call as (702) 381-0655 Enter a name or number o Fri, Nov 28, 2025, yes my name is Lillian Larson I a 5648117 thank you for your W d bye people Archive Mark as spam Block number Download Delete This call didn't ring because of your availability settings 1 4 GHI 7 2 ABC 5 JKL 8 3 DEF 6 MNO 9.

Editing 0r Cancel an Appointment. A •Gendar Wee - Voicemad TaxAide Registration ZM Site Lxations A •Voicemail Help Member Benefits * AARP Rewards Register Login Tax-Aide Appointment Reservation Step 1 Of 4 Aliante Library 2400 W DEER SPRINGS WAY NORTH LAS VEGAS. NV 89084.3194 On -Site Language Support for English > Make Appointment v Edit Or Cancel Appointment Enter your Reference Nun&er or Phone and Last Name to or Cancel an R e'«ence Number AP.oooooooo (702) 863-5156 About AARP Mernberstüp Veterans Res«.rces My Cornmunity.

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ZeeMap Bookmark. The ZeeMap is used to help you find the closest tax site for the taxpayer All you need to do is plug in the taxpayer’s zip code and search for the best location There might be two or more locations, ask them for cross street.

[image] 03 00 Spring Valley Enterpri s e Nellis AFB N Orth Las Vega Paradise Wh it ney Hend SOUTH.

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Spanish-English Bookmark. This is a Google tranlator Foreign language calls will be handled by the Scheduler Coordinator or Assistant Coordinator.

Scheduler Documents Bookmark. TY25 FAQs for Schedulers.docx Sites Spreadsheet TY2025.xlsx Flow Chart/Script TY25.xlsx Site Language InterpretersTY25.xlsx Scheduler Appointment Booklet.docx Scheduler's Orientation.pptx Sample Taxpayer Confirmation Email.docx.

Appointment Scheduler’s Certification. Taxaide volunteers are required to be certified every year. There are three certifications: Volunteer Standards of Conduct Technology and Security Policies and Procedures.

Questions.