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AARP Foundation Tax-Aide Site Activity LogPage             
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DO NOT REMOVE - REQUIRED FOR ALL SITES
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Date(s)Paper Return TrackingActivity ReportingE-File TrackingDrop-off Return Location of Documents Please insert date unless
other entry is requested		Scan Model Return Please insert dateComment Examples:
NNTF - No Need to File
OOS - Reason (why return is Out of Scope) Amended Tax Year
Prior Tax Year (use a separate line for each year)
Federal Only (no State Return) Reason for Paper Return
8453 - Reason form is attached for mailing 8879 HOLD - (and/or state equivalent) Signature(s) Needed
Taxpayer HOLD - incomplete return - taxpayer will return
Service Type if multiple service types used
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Site ID#
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Service Type:
         In-person          Drop-off
         One Visit Scan          Two Visit Scan
         No Site Visit
         Multiple Service Types		Federal Return (Current Year)Federal Return (Prior Year)Federal Return (Amended)State/Local Only ReturnQuestion & Answer OnlyCounselor's InitialsQuality Reviewer's InitialsReady For Return to TaxpayerFederal / State to be e-filed 8879 Signed by all TaxpayersFederal Return Sent / AcknowledgedState Return Sent / AcknowledgedLocal / Add'l State Return Sent
/ Acknowledged		Off-Site Preparation (Y or N)Returned to TaxpayerShredded/DestroyedChecklist FiledScan Files Uploaded to TaxSlayerScans Deleted from Chromebook TSO Scans Folder
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Taxpayer
Last Name, First Name(s)
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Totals:
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Site Activity Log Instructions
The Site Activity Log is used to record all services provided to Taxpayers.
A complete and accurate accounting of services is necessary to justify program funding from our IRS and AARP sponsors.
Editing Instructions:
The columns marked "Do Not Remove -- Required for All Sites" are mandatory for all service delivery models. Sites using the Drop-Off model are required to use the columns marked "Drop-Off Return." Sites using a Scan model are required to use the columns marked "Scan Model Return." The Drop-Off Return and/or Scan Model Return columns may be deleted if a site is not operating one or both of those service delivery models.
General Instructions on How to Complete the Form:
Use a new Activity Log for each day of operation, enter the activity date(s) and Site ID number (SIDN), Taxpayer's name, and record all services provided to the Taxpayer. Multiple lines may be used for each taxpayer to facilitate tracking e-filed submissions.
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TY 2024 INSTRUCTIONS
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Paper Return Tracking
Check () all applicable boxes to indicate the type of service(s) provided.
• Record Only Paper Filed (Not e-filed) returns for Federal Returns in the appropriate column - Current, Prior Year or Amended.
• Record State/Local Only Return if a State/Local return was prepared WITHOUT filing a FEDERAL return.
Activity Reporting
• Check () Question & Answer Only if assistance is provided WITHOUT preparation of a Federal or State/Local Return; do NOT count appointment taking
• Record Counselor initials and record Quality Reviewer initials.
• Check () Ready For Return to Taxpayer -- when documents are ready to be returned
E-File Tracking
Check () all applicable boxes:
• Federal / State to be e-filed
• 8879 Signed by all Taxpayers -- when all required signatures are confirmed
• Federal/State/Local returns sent / acknowledged, as applicable
Drop-off Return
• Indicate Off-Site Preparation with a "Y" for yes or "N" for no Enter the date (M/DD) for all applicable boxes:
• Returned to Taxpayer -- when documents have been given to the the taxpayer
• Shredded/Destroyed -- when documents are shredded because the taxpayer did not pick them up
• Checklist Filed -- after the finalized Document Inventory Checklist is filed
Scan Model Return
Enter the date (M/DD) for all applicable boxes:
• Scan Files Uploaded to TaxSlayer -- after image files are uploaded to Taxslayer
• Scans Deleted from Chromebook TSO Scans Folder -- after scan files are deleted from the TSO Scans Folder
Comment
Enter any applicable comments as described in the comment examples.
Supervisor Tips:
Totals are calculated by counting "1" for each in all Paper Return Tracking columns and for Question & Answer.
Site totals for paper returns and Q&A are reported to your state and to Tax-Aide National Office using the Program Metrics record in the Portal.
The cumulative totals for the tax season should be entered in the Portal.
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