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TaxWise Online Enhancements
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 1
Prep Use Fields Adding 3 new Preparer Use Fields to the Main Information Sheet
• Prep Use 13• Prep Use 14• Prep Use 15
Available to enter Custom Questions that will appear during the interview Create drop down selections that appear during the interview and on the
Main Information Sheet Added to all applicable reports
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 2
Time Out Reminder Time out reminder will
display 5 minutes prior to the mandatory 20 minute logout process
Appears after 15 minutes of inactivity
Displays the time the application will logout
Continue in application by taking an action within the application
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 3
Context Sensitive Help
Entry level help will be available for a majority of the entries throughout the tax forms• Same entries that are
available in the desktop application
Help icon is available on the entry level icon bar
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 4
Second option for Deleting Forms
Added a Delete Form icon Displays the available forms
that can be deleted in a new window • Similar to the Add A Form
dialog box Allows the preparer to
select multiple forms to delete
Displays the entity names more clearly for forms that allow multiple copies
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 5
Improvements to Diagnostics
Moved diagnostics to the top portion of the workspace• Helps transition from desktop to TaxWise Online
Print the diagnostics Results Create e-file bar is always visible Print Return link is available once the e-file has been created
• Replaced Close Return with Print Return Option
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 6
Don’t want your preparers overriding entries?
Specific user roles default to disallowing the override feature• ReturnPreparer• Interviewer• Reviewer
Site Administrator can turn this feature off in Advanced Settings
Preparer sees an indicator that override is not allowed
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 7
New Roles
Reviewer Role• All the rights of SuperUser
except Submit E-files• Can see all returns
E-file Manager• Has the ability to submit e-
files More flexibility to have
roles to fit site needs
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 8
The Interview Wizard
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 9
Adding state specific questions to the interview• Based on the state abbreviations entered in the Resident State Fields• Displays questions that do not automatically calculate from the
Federal forms• Information entered carries to the state forms
Information entered during the Interview process carries information to the 13614• Pages 1 and 2 will be calculated from the Interview• Pages 3 and 4 will be direct input entries • Prints with the tax returns
Extended use of “hot key” functionality
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 10
F9• Activates the Link Dialog box
Ctrl+E• Takes you to the next required entry
Ctrl+D• Runs diagnostics
Ctrl+I (Insert row)• Inserts a row (Interest and Dividend statements, Capital Gains
worksheets) Ctrl+R (Remove row)
• Removes a row (Interest and Dividend statements, Capital Gains Worksheets)
User Defined State Print Sets
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 11
Manage state print options
Increase the number of copies for specific state forms
Limit the state forms that print with the return
Change the print order of forms within a state
Refund Monitor
Displays the Primary taxpayers first and last name.
Allows preparer to easily identify what return they are in
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 12
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business
Data Center Improvements
13
The Data Center can handle the power and cooling needs of approximately 1200 servers compared to 400 for Rome. We are moving approximately 275 physical servers to the new location, so we have plenty of room to grow.We have reduced our physical server foot print by approximately 125 servers by virtualizing servers that are too old to consider moving. This is good for the environment and will help to reduce the power bill in the future.The new storage solution can serve approximately twice the amount of requests for data than the current solution in Rome. The new storage solution will serve data requests faster which will give us the ability to quickly process returns for our customers.
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business
Data Center Improvements
14
The Network infrastructure speed has been increased by 1000 percent in the new Data Center. The new infrastructure will provide faster access to servers and storage and will help increase our ability to quickly process e-files for our customers.Internet bandwidth has been increased by almost 200 percent. The new bandwidth will provide our customers with quicker access to our internet enabled applications and allow us to serve more simultaneous customers than we can from the Rome location. Server storage has been increased by almost 100 percent. The new storage will give us the ability to store more returns next year and we will have plenty of space to perform load testing.
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business
Modernized E-file
15
Tax Applications will create e-file based on the Form Set available
Utilizes Submission ID rather than DCN
IRS acknowledges in 5 – 10 minutes
Acknowledgements still have to be split and posted (estimate 1 hour)
Ability to electronically file state returns that do not have a federal filing requirement
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business
What are we working on?
16
Adding the ability for users to determine the number of returns to view on the Return list
Programmatically eliminating accidentally typing in front of a zero in an entry field • Only applicable in default. When the field is
active, the zero will disappear
Training Opportunities in TaxWise Training options available include
Taxwise Desktop TaxWise Online Link & Learn on www.irs.gov – only available to
volunteers under the IRS contract such as VITA, TCE, AARP, Military
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 17
Training in TaxWise Desktop In TaxWise Desktop
Log in to Username Training - Training returns can be created under the Training username
Training SSN requires use of last 4 numbers of the EFIN
Transmit returns to the Training EFC
Receive an acknowledgement
Reports are active in Training
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 18
TaxWise Online Training To access TWO Training log into www.twonline.taxwise.com/trainin
gGreen Background
regardless of yearCreate returnsMove returnsPrint returnsSend to Training EFCReceive
AcknowledgementsAll users under IRS
Contract have access
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 19
What is Link & Learn? Hosted on www.irs.gov The Volunteer Income Tax Assistance
and Tax Counseling for the Elderly (VITA/TCE) e-learning courses!
Practice the process of assisting taxpayers in preparing and filing Forms 1040EZ, 1040A, 1040, 1040NR, 1040NR-EZ, 1040PR, and Form 1040X returns.
Seven VITA/TCE courses—Basic, Intermediate, Advanced, Military, International, Puerto Rico and Foreign Students
Course for Returning Students Link to Practice Lab from courses
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 20
How to access Link & Learn Taxes Open your browser and
go to www.irs.gov In the Search box type
Link & Learn TaxesClick the Link & Learn
Taxes link Select a courseClick on StartOnce you have finished
the course enter the Practice Lab to complete returns
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 21
Accessing the Practice Lab from Link & Learn
Once you have selected the Practice Lab
Receive a Password from theSite Coordinator SPEC Relationship
Manager Scenarios specifically
designed to cover the types of tax returns that volunteers encounter
Click on Login
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 22
Login to the Practice Lab AARP offices can
access the Practice Lab by using the following link https://twonline.taxwise.com/pbt
Log in with your User ID and zip code if already registered
New Users will click the link Create New User
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 23
Create a New User To create a New User
enter the first 5 digits of your zip code
Enter your email address Click on Create User ID Click on Next and Print the
User ID that you will log in with
Log in with User ID and zip code
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 24
Classes offered on Practice Lab
Once user is logged in The Practice Lab opens
The user clicks on link to access the 2010 IRS Training in the HELP Center
2010 TaxWise IRS Training
06/14/2010 - USA TaxWise Training 25
2010 TaxWise Training
06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 26
Classes offered for both TaxWise Desktop and Online programsClasses grouped by Admin and Users such as
TaxWise Online AdminRequirements, Settings & Prior YearLogin & Manage UsersElectronic FilingReports
TaxWise Desktop AdminSystem requirementsSecurity ManagerElectronic FilingReports