Portal Access
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Transcript of Portal Access
Portal Access • Login
• TaxAide
• Recruitment
• Sites
• Program Material
• Volunteer Records
• Volunteer Sharenet
Portal Access
Log IN
• You must use the Log-in Email and Password you used when you first volunteered. If you change your Password in VMIS your Portal Log-in DOES NOT CHANGE.
Portal Access
Recruitment• Add a Prospective Volunteer• Review a Prospective
Volunteer• Prospective Volunteer
Application• www.taxaide-mn1.org
Portal Access
After you have evaluated a PV and APPROVED them for the Program add the position title you are planning for them in the COMMENTS section.
Portal Access
Only after the PV has taken the Tests and satisfactorily passed the Tests are you to change their Evaluation to CERTIFIED.
Portal Access Sites
Change you Schedule to what you will actually do. Including Open date and closing date. Set your times so you will have enough time to complete the return if someone shows up 5 minutes before you are scheduled to close. Add any special instructions or comments.
Portal Access Sites
Click here if you need an Insurance Form for your Site or the Sponsor. Fill out the Application and it will be sent to you and/or the Sponsor.
Portal Access
• Login to Portal• Add/Review Potential Volunteers• Update Site information• Activity (currently closed)• Reimbursement (currently
closed)
Summary