This page contains a walkthrough of the Hub for Site Coordinators. Please make sure you have reviewed the "Getting Started" materials before reviewing this guide.

last updated on October 23, 2023

<aside> 📎 This guide is also available as a slide presentation for facilitated training.

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Table of Contents

Background

As a site coordinator, your key responsibilities are to make sure all tickets are being worked on and to transmit the finalized return. You'll be in contact with volunteers from all steps in the process.

Tasks managing tickets include:

• Assigning tickets to intake specialists, tax preparers, and quality reviewers.
• Making sure volunteers are making progress on returns.
• Ensuring client questions are answered promptly.

Tasks submitting the return include:

• Transmitting signed return in TaxSlayer (or other tax software).
• Checking on whether the return was accepted or rejected.
• Addressing rejected returns.