Follow the steps to complete your expense statement online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your volunteer ID# in the designated field at the top of the form. If you do not have a label, provide your name, address, and telephone number in the provided spaces.
3. If applicable, check the box for a seasonal address.
4. Fill in the accounting subledger code, noting your state and any split state designators required for specific regions.
5. Enter your position code corresponding to your role within the AARP TAX-AIDE program, based on the highest position you hold.
6. Complete the activity codes by entering the appropriate codes for each activity subtotal line, along with the exact dates, locations, and descriptions of each activity.
7. Calculate transportation costs by multiplying the number of miles driven by the current mileage reimbursement rate, then enter this amount in the transportation costs field.
8. Document any expenses related to food and lodging where required. Make sure to have receipts available for all non-mileage expenses.
9. Add together all line totals for each activity and record the subtotal in the provided fields.
10. Sign the statement certifying that the listed expenses are accurate and submit it to your supervising coordinator for their signature and ID#.
11. After completing all steps, save changes, then download or print the form as needed. Forward copies, along with receipts, to your supervisor for processing.

Start filling out your AARP TAX-AIDE EXPENSE STATEMENT online now to ensure timely reimbursement!