taxwise online enhancements 06/14/2010 - usa cch small firm services a wolters kluwer business 1

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


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


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


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


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


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


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


The 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

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)

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

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

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.


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.


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


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


http://www.irs.gov/

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


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


http://www.twonline.taxwise.com/training

http://www.twonline.taxwise.com/training

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


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


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


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


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


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

http://download.taxwise.com/media/2010%20IRS%20Training/Training%20Homepage.html

2010 TaxWise Training


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

taxwise online enhancements 06/14/2010 - usa cch small firm services a wolters kluwer business 1

Documents

wolters kluwer businesstime

wolters kluwer businessdont

available forms

state formsinformation

state specific questions

main information sheetprep

new preparer use fields

multiple forms