Ladder Up Procedures, Policies, and Site Process Resources
The guides and manuals listed below will also be available in electronic copies on your computer.
Virtual TAP Resources:
Preparing a Practice Return with Freshdesk and Zoho: Use this training document first – to learn to use Zoho and Freshdesk and to complete a practice tax return.
VIRTUAL TAP TP Checklist: This document should be one of two main resources whenever you are preparing returns. It has a step-by-step checklist of all preparation steps for Virtual TAP.
TP Site Process Using Fresh Desk and Zoho: This document should be one of two main resources whenever you are reviewing returns. It has a step-by-step guide to using Freshdesk and Zoho when preparing returns for Virtual TAP.
VIRTUAL TAP QR Checklist: This document should be one of two main resources whenever you are reviewing returns. It has a step-by-step checklist of all quality review steps for Virtual TAP.
QR Site Process Using Fresh Desk and Zoho: This document should be one of two main resources whenever you are reviewing returns. It has a step-by-step guide to using Freshdesk and Zoho when quality reviewing for Virtual TAP.
Modified 13614-C, English Version: In order for clients to complete intake forms virtually, Ladder Up has created a modified, online version of the 13614-C. A blank version can be found here, for volunteer reference.
In-Person Tax Assistance Program Role Checklists:
Case Review Checklist: This document (printed in blue at every tax site) is used to review the client’s documents and situation to determine whether they are eligible for services.
Tax Preparer Checklist: This document (printed in pink at every tax site) should be your first stop on the tax prep train. It has a step-by-step checklist of all preparation.
Quality Review Checklist: This document (printed in green at every tax site) is used by Quality Reviewers to make sure that they complete a thorough review of every return and explain the return to the client before letting them know their refund/amount owed and asking them to sign.
Ladder Up Guides:
TAP Client Intake and Case Review Guide: This guide covers the Ladder Up tax site process, and is a great tool for ALL volunteers to use to check that a client is eligible for our free services.
2019 Mini Manual (Quick Reference Guide): Second only to the ProSeries Tax Manual, the Mini Manual (or Quick Reference Guide) picks out the most common things and puts them in an almost pocket sized book.
2019 ProSeries Tax Manual: This is the holy grail of Ladder Up tax prep. Have a question? Look here first. Chances are we address it here. The study guide and online training modules will reference this document a lot.
Addendums to the Ladder Up ProSeries Tax Manual:
Below are the most updated versions of the addendums to the Ladder Up ProSeries Manual. These are things that are in scope, but less commonly seen at tax sites.
ProSeries HSA Guide: Please only use this if you have also completed the additional training and certification for H.S.A.
ProSeries – Coordinating Pell Grants: Please only use this if both the parent and dependent are present at the tax site together.
ProSeries – Amendments: Please make sure the client calls the office to make an appointment if they require an Amendment. Sometimes clients are in a situation that does not require an Amendment, or the situation would cause them to become Out-of-Scope. In most cases the client needs to wait until the first tax return is accepted by the IRS before an Amendment can be filed.
Volunteer Feedback on Resources
Thank you for volunteering with Ladder Up.
If you have come out to a tax site and used one or more of our resources, please feel free to use this submission form to help us continue to improve the quality of these printed and electronic tools.
If there is a topic or resource that you wish Ladder Up offered, or feel could be improved upon, please submit your suggestions and comments using this submission form.