This post is for non AARP Tax-Aide sites that have requested either a MSA or Relational Group during the ordering process.
- Multi-Site Group (MSA) = Allows a group administrator the ability to create and assign items from the Configuration menu
- No Consent is required because the group administrator does not have the ability to see taxpayer data at the sites
- Relational Group = Allows a group administrator the ability to create and assign items from the Configuration menu, review returns, transmit returns, access returns at the child site level, and run reports for the group of sites
- A TaxSlayer Relational Consent is required and will be assigned to each site, including the group master, prior to Start New Return from being turned on (January 18, 2022)
When are new sites added to existing groups?
We add new sites to groups once the orders have been processed. We do this on a weekly basis. (Note: All groups have been created and/or modified against all existing orders)
When are new groups created and notified of their group login?
We create any new groups once the orders have been processed. The group master location must be ordered prior to the group being created. (Note: All groups have been created and/or modified against all existing orders)
How will I be notified of my group login?
You will be notified of your group login, default passwords and the sites associated with it via VITA/TCE customer support email.
I have a Relational Group that requires a consent, what is the deadline for adding a site?
You cannot add a site to a Relational Group after the site has started preparing returns. Once we turn on Start New Return, each request will be verified against the returns created at the site level. If the site has created returns, the request will be denied. The relational consent is no longer valid if added to the return retroactively.
How do I change the group level administrator?
- AARP/TCE sites must submit the request to AARP Foundation
- Non AARP/TCE sites must submit an email to VITA/TCE Customer support that contains the old group level logins, along with the email address and cell phone (optional) of the new group admin
How do I make changes to the sites assigned to my group?
- AARP/TCE sites must submit the request to AARP Foundation
- Non AARP/TCE sites must submit all request to VITA/TCE Customer support via email that contains detailed information, including the EFIN, Site Name and SIDN