top of page
Home
CERVIS
Training
Tax Preparer Tools
Site Manual
More...
Use tab to navigate through the menu items.
Site Manual
We are not printing the site manual for 2023, instead it will be hosted here as a digital document. Since it is a digital document, it will be updated when changes are made. Check back regularly for the most current version.
Site Coordinator Updates
Quality Site Requirement Alerts
Volunteer Tax Alerts
Income
Day Care Providers
Railroad Retirement Benefits
ACA (Form 8962 and 1095-A)
Printer Troubleshooting
Site Procedures: Rejects
CERVIS Step-by-Steps
Tax Site Documents
QSRA 2024-01 Link & Learn Taxes Maintenance
QSRA 2024-02 Quality Reminders
VTA 2024-01 Changes to Form 6744
VTA 2024-02 Publication 4011 Update
Site Coordinator Update 1.27.24
Site Coordinator Update 1.27.24
Site Coordinator Update 2.3.24
Site Coordinator Update 2.10.24
Site Coordinator Update 2.17.24
Site Coordinator Update 2.24.24
Site Coordinator Update 3.2.24
Site Coordinator Update 3.9.24
Site Coordinator Update 3.16.24
Site Coordinator Update 3.23.24
Site Coordinator Update 3.30.24
Site Coordinator Update 4.6.24
Site Coordinator Update 4.13.24
Site Coordinator Update 4.13.24
Income
Day Care Providers
Railroad Retirement Benefits
ACA (Form 8962 and 1095-A)
Step-by-Step: Brother Printer Firmware Update
Step-by-Step: Brother Printer Cleaning and Replace Toner
Step-by-Step: Brother Printer Wake from Deep Sleep
Step-by-Step: Brother Printer Manual Reset when "Replace Toner" error
Tax Site Documents
CERVIS: Site Coordinator Step-by-Step
CERVIS Technologies - Sign-in Console Overview
CERVIS Technologies - Enabling and Using Mobile Sign-in
Signing In and Out Volunteers in CERVIS
How to clean up TaxSlayer from Rejects
How to Handle Duplicate Return Rejects
bottom of page