Resources For San Jose, CA, RSVP Tax-Aide Volunteers
Support Resources
Home | Training | Support

Down-loadable Reports and Documents

You can right click on any Report or Document and select "Save Target As" to save a copy to your computer's hard disk.

TaxWise Support

Below is a link to directions for using the TaxWise step-by-step Training.  You might find it useful to complete and print Step-by-Step Returns 1, 2 and 3 and Practice Return 1 on the Training Page of this web site.  Your printed returns can be offered to your e-filing Coordinator of Local Coordinator to help establish your qualifications to do e-filings.

Directions for Step-by-Step Training

Below is a link to instructions for installing the special RSVP TaxWise 2002 Training CD.  This can only be used for training and is for people who do not have access to a regular 2002 TaxWise program disk

Installing the RSVP TWT02CD

Other Resources

Below is the link to the "Russ' 2002 Expanded Quick Reference Guide (based on the Federal Quick Reference Guide).  It has additional pages and page referance numbers to Pub 17.

Russ' 2003 Modified QRG

Below is the link to the Form, used in 2003 by the San Jose RSVP, to assist in the evaluation of a volunteer tax program based on opinions from the tax volunteers.

Survey Assessment Form

Below is the link to the "An analysis of the 2003 RSVP tax program evaluation" report.

2003 Survey Assessment Report

Below is the link to the Form, used in 2003 by the San Jose RSVP Tax Counselors, to assist in the evaluation of a sample of tax volunteers.

Performance Review Form

Below is the link to "An analysis of the performance of a sample of the 2003 RSVP tax counselors" report.

2003 Performance Review Report

Below is the link to the "An incomplete draft of a Model Volunteer Tax Program" report.

Draft Organizational Plan

Click here to send comments (no TAX questions)