Admin Info

Info for all Volunteers

Update Your Contact Info in the Portal

On an annual basis, personal information in the Volunteer Portal should be reviewed and updated if needed. Personal information includes: mailing address, phone number, e-mail address, and emergency contact information. Additionally, volunteers should confirm annually that their banking information is still correct if using Direct Deposit for receipt of reimbursement requests.

For instructions on how to change the information in the Portal, locate and open the Tax-Aide: Volunteer Portal – New folder on the Libraries Tab of the Volunteer Portal.

  • To change your name, email address or password, see information in the 01 - Accessing the Volunteer Portal folder.

  • To charge other personal information, see information in the 02 - Introduction to the Portal folder.

If additional assistance is required, please contact either your District Coordinator, District Training Coordinator, or Local Coordinator.

Reimbursement Requests

The AARP Foundation Tax-Aide program reimburses volunteers for reasonable and necessary out-of-pocket expenses related to tax assistance, training, administrative activities, and supplies. Program funds are not intended to reimburse volunteers for the total cost of their participation, but to ensure that volunteers are not excluded for personal affordability reasons.

Reimbursement guidelines vary based on volunteer role. Please consult the Policy and Procedures Manual, located on the Volunteer Portal, for directions on what can be included on a reimbursement request and the reimbursement method best suited to your personal situation. All expense reimbursements must be submitted, and approved by a volunteer’s supervisor, no later than June 30 each year.

If assistance is required, please contact your District Coordinator,