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

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Page 1: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

October 15, 2010

CCH Small Firms Services

TaxWise 2010 Product Overview

Page 2: 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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Page 3: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 4: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 5: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 6: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 7: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 8: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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)

Page 9: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 10: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

Product Preview – TaxWise Online

06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 10

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

Page 11: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 12: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

Product Preview – TaxWise and TaxWise Online

06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business 12

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

Page 13: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business

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

Page 14: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 15: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 16: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business

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.

Page 17: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

06/14/2010 - USA CCH Small Firm Services a Wolters Kluwer business

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.

Page 18: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 19: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 20: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 21: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 22: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

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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Page 23: October 15, 2010 CCH Small Firms Services TaxWise 2010 Product Overview

QUESTIONS

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