october 15, 2010 cch small firms services taxwise 2010 product overview
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October 15, 2010
CCH Small Firms Services
TaxWise 2010 Product Overview
Product Preview –TaxWise Online
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
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Product Preview –TaxWise Online
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
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Product Preview –TaxWise Online
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
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Product Preview –TaxWise Online
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
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Product Preview – TaxWise Online
Stop preparers from overriding fields 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
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Product Preview – TaxWise Online
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
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Product Preview – TaxWise Online
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Extended use of “hot key” functionality 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)
Product Preview – TaxWise Online
Refund MonitorDisplays the Primary
taxpayers first and last name.
Allows preparer to easily identify what return they are in
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Product Preview – TaxWise Online
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User Defined State Print Sets 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
Product Preview – TaxWise and TaxWise Online
Three New Preparer 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
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Product Preview – TaxWise and TaxWise Online
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Interview Wizard 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
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Product Preview – TaxWise and TaxWise Online
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Modernized E-file
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
Product Preview - TaxWise Creating Extensions
Ability to create extensions from inside the return Continue to allow from the menu items as well
Access Publication 17 from a toolbar button
What else is planned (not currently implemented) Ability to restore deleted returns Remove Global Print from all non-Administrator and Return
Manager roles File States for credits when no Federal Filing requirement exists
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Product Preview – EFC Reinvestment (Complete) Regular and scheduled Stress and Load tests throughout the development cycle
rather than once at the end of the cycle Engage with Oracle Advanced Customer Services to optimize performance and
explore all options to improve the overall database availability Increase the Transaction Throughput by optimizing and tuning Oracle Queuing
mechanism (increase Enqueuing and Dequeuing rates) which will allow EFC to process incoming and outgoing transaction files faster as well as to a handle higher volume of customers E-Files
Improve the speed of processing incoming data (e-files, acks and checks) by utilizing Oracle’s “table partitioning” technique which provides faster (partitions are indexed) access to the data
Improvements for posting items to Mailbox. Reduced the number of times the outgoing package (sent from EFC to clients) file is re-built. The business logic is refactored (10 years old Delphi code to C#)
More robust simulators to simulate a “real world” set of returns
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Product Preview - Data Center Improvements
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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.
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Product Preview - Data Center Improvements
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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.
Product Preview – Report Server Challenges
High Availability and Scalability24 hours lag before users could see their dataResource and time consuming processes:
Collecting reporting (processing and USReturn) data Report generation Overloading EFC
Insufficient or incorrect reporting dataComplexity of the Report Server’s data structure
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Product Preview – Report Server Phased Future
Phase I Near real-time reports – 4 hours Eliminate or significantly reduce performance impact on EFC Simulate 2009 reporting functionality (the same pre-defined reports)
Phase II Near real-time reports – 10 minutes Provide Service Bureaus with direct access to reporting data (SQL and MS Office) Design and develop “local reporting” solution for “reporting” offices Phone/SMS notifications (ERO and their customers)
Phase III Enhance reporting features (more reports, charts, reports params and etc.) Custom reports: Online Report Builder to allow users to manipulate data Customers’ “Support” Portals (SharePoint)
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Product Preview – EFC 2010 Architecture Goals High Availability
—No single points of failure Scalability
—Load balance servers and processes—Scale sideways per component
Manageability—Easy to move processing around
Visibility into all major components Process DB Updates and IRS ACK during Proof of Concept
10,000 per minute (14.5M per day) Generate reports at real-time that are diverse in complexity during Proof of
Concept: Birthday Report IRS electronic filing summary NTA Statistical data RAL Report Tax Form Type by Filing Status
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Product Review – Report Server 2010 Architecture
File Import – Import messages into master database Report Data Replication – Replicate data from master
database to reporting partitions by PID. Report Generation and Delivery – Generate reports from
data in reporting partitions and store in SharePoint Selected Technology:
—Hyper-V—SharePoint 2010—SQL Server 2008 R2
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Product Preview – Report Server: SQL Server Architecture
Data was loaded into a central master database Master database will be used for in-house reporting and
distribution to smaller reporting partitions. Data was distributed based on PID to one of three partitions to
spread out end-user reporting load. This can be any number of partitions. IRS Partition Premier Servers (2) All other Customers
Designed to support frequent reports run on demand
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QUESTIONS
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