2007 TAX YEAR ERO TRAINING - MODULE 6 1

ERO (Transmitter) Training Module 6

Federal and State Installation and Updates

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Each email address submitted with IRS orders is automatically signed up for the following notifications TaxWise Resident State

Click the Notify me by e-mail when my products are updated link

Receive an email notification when a Federal or State update has been released

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Simply click to place check marks next to appropriate states The Check All link

selects all 1040 states Scroll to the bottom of

the page and click Save

Select the States for which you want to receive initial release and update

notifications

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Get the latest versions of TaxWise

Click Download from the Home page

TaxWise Program Updates gives the ability to update one version at a time

TaxWise Comprehensive Updates include all updates in one download

View Release Notes files prior to downloading

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Get the latest versions of TaxWise

Updates may automatically download when you get Acknowledgements.

If you get an automatic download, you should get a message that asks whether you want to implement that update. I don’t recall the exact wording of that question.

If it is implemented then you must also update all other computers.

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Major updates will be delivered to both the web and EFC (for automatic download).

Major updates will contain all minor updates. A Major update may contain, but not limited to;

Federal tax calculations Changes to the e-file record format IRS tax law changes

Posted to the Support Site 24 hours prior to being posted to the Electronic Filing Center

Required for transmitting

What is a major Update?

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What is a Minor Update?

Minor updates will be delivered to the web only A minor update may contain, but not limited

to; Form background changes Correcting typographical errors User interface changes Changes that affect a small percentage of our user

base Will be included with the next major update

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Click the download icon to begin downloading

Each time the federal program is updated, it will be listed on the TaxWise Updates screen

Note: Clicking the release notes icon will allow viewing of what is included and/or fixed.

Select the appropriate Federal Update to download

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Run Option: Allows the installation of

the update without saving the installation file to the hard drive

Save Option Requires the installation

file to be saved to the hard drive before the update can be installed

The File Download dialog box will display after selecting the update

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Select the destination for the installation file Remember where the file is

being saved so it will be easy to locate once the update is ready to be installed

Double-click on the installation file to install the update

Note: The desktop is the most common location to save a file. Do not save to the UTS08 folder.

If the option to save was selected, a Save As dialogue box will be displayed

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Simply click Next to continue.

The installation has easy to followon-screen instructions

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The installation will give a list of drives available to install the update.

Select the drive that TaxWise is installed on

Only one drive can be selected at a time

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Finishing Up

The Update has been installed

The update will automatically apply the next time TaxWise is opened

Click Finish to continue

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Viewing the Readme notes

Once the federal update has been installed, the associated readme notes may automatically open Program changes Laser forms New tools and options

Close Readme and click Finish to close the update wizard.

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Open TaxWise to apply the federal update

Click Yes to continue with the update process

View the update’s progress

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The TaxWise update is now complete

Once the update is complete, a pop up will list both the previous version and the newly updated version

Click OK and TaxWise will automatically open

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Click the State Updates link to access state downloads

The latest version of the state is always available All state versions are

combined in the update

Download state files for initial installation and state updates

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Click the Release Notes icon to view important information about the state update

Click the Download icon to begin the download process

Select the appropriate state module to download from the State Updates sub-page

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Open Option: Allows the installation

of the state module without saving the installation file to the hard drive

Save Option Requires the installation

file to be saved to the hard drive before the state module can be installed

The File Download dialog box will display after selecting the state

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If the option to save was selected, a Save As dialogue box will be displayed

Select the destination for the installation file Remember where the file is

being saved so it will be easy to locate once the state module is ready to be installed

Double-click on the installation file to install the state module

Note: The desktop is the most common location to save a file. Do not save to the UTS08 folder.

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Simply click Next to continue

The State Installation has easy to followon-screen instructions

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There are two options given during the installation of the state module

Make a state diskette Allows the user to put the

state module on a disk which can be used to install the state on non-networked and/or non-connected computers

Install XX Individual to this computer Installs straight to the

computer

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Select the drive that TaxWise is installed on

Only one drive can be selected at a time

Select a target drive for the state

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The location where the state module was installed will be listed in the confirmation box

Click OK in the confirmation box Continue for other setup

options Exit the installation

Continuing will allow creation of an installation diskette

A confirmation box will appear once the installation has been completed

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An option to view additional information about the state module will be available via a readme file

Release notes can be viewed after the installation has been completed

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Install State/Bank Updates

Install Federal Updates Transfer State/Bank

Updates Transfer Federal

Updates Uninstall State/Bank(s)

Manage your federal and state updates using the items available in the Tools Menu

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Update stand alone computers that do not have internet access

Update stand alone computers that have a slow internet connection

Use Transfer Federal and State Updates to update non-networked computers

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CD-RW Cannot be a CD-R Formatted as a Direct CD by

using a 3rd party software Will only take one CD to

complete the process USB Flash Drive

Jump drive, thumb drive Will auto install on any

Windows XP machine Will only use one drive to

complete the process Transfer directly to the drive

Transfer Federal and State updates using a CD-RW or a USB Flash Drive

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Open the Tools menu Select Transfer Federal

Updates… Select the drive and/or

directory where you want the update to go

Click OK The transfer process will

begin Completion box will

display Click OK

Transferring Federal Updates to a Removable disk

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Insert or connect the media you are transferring from

Open the Tools menu Select Install Federal

Updates… Select the drive and/or

directory where the update is stored

Click OK The installation process

will begin

Installing Federal Updates from a removable disk

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Click OK on the information box Indicates the updates

have been installed Close and reopen

TaxWise to complete the installation process

Click Yes on the Update Found box The update will apply

Follow the on-screen prompts to completethe installation process

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Open TaxWise You do not have to log in

Open the Help menu Select About TaxWise Verify the version

number Click OKNote: You must complete

this process on all stand alone computers.

Troubleshooting Tip: How can I tell if TaxWise updated to the correct version?

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Open the Tools menu Select Transfer

State/Bank Updates…

Select the state(s) you want to transfer

Click OKNote: Make sure you

number the disks if you are using floppy disks to transfer multiple states.

Selecting the States you want to transfer to stand alone computers

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Select the drive and/or directory where you want the update to go

Click OK The transfer process will

begin Completion box will

display Click OK

Selecting the drive to transfer Stateor State Updates

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Insert or connect the media you are transferring from

Open the Tools menu Select Install

State/Bank Updates…

Select the drive and/or directory where the update is stored

Click OK

Installing State Updates from a removable disk

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Select the state(s) you want to transfer

Click OK TaxWise will display the

state version it is installing

Click OK when complete

Note: Complete this process for all stand alone computers.

Select the States you want to install to stand alone computers

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Open the TaxWise Utility Program

Open the Setup menu Select View

Authorization Packages and Options Individual States

(Version) Pay Per Return

Authorization

Troubleshooting Tip: How can I tell if the State installed or updated completely?

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Open the TaxWise Utility Program

Open the Tools menu Select Uninstall

State/Bank (s)… Select the state(s) you

want to uninstall Click OK Click OK on the Process

complete box

Note: You can reinstall the state by going to Install State/Bank Updates

Troubleshooting Tip: How can I uninstall a state from my system?

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Quick look at what we have covered: Receive email notification of updates Download Federal Update Download State Files Transfer Federal Updates to disk Install Federal Updates from disk Transfer State(s) and State updates to disk Install State(s) and State updates from disk Uninstall States

What questions do you have before continue?

Quick Recap: Federal and State Installation Transfer and Updates