wednesday agenda questions from yesterday or last evening tc responsibilities program...

Wednesday Agenda

Questions from yesterday or last evening

TC Responsibilities Program Requirements TC requested items 1102w setup TC Responsibilities Programs Reqs and Security

November 2, 2011 NJ Tax-Aide TC Seminar 1

TC Responsibilities Note: No TMG Taken From TC PD

General Implements e-file procedures & requirements Ensures each e-file site has a valid EFIN Conducts or helps conduct e-file training Encourages efficient use of equipment Provides on-going technical support to e-file sites Works well with diverse populations Remains alert for potential donors of equipment Provides timely communication of electronic filing information

Hardware Evaluates equipment needs Maintains equipment inventory Coordinates equipment maintenance, upgrade & disposition


TC Responsibilities, continued

Software - Desktop Installs TaxWise on district computers [or trains EROs to

do so] Establishes & oversees encryption and password

protection Assists with

E-file site selection Recruitment Equipment distribution Implementing & maintaining automated administrative

procedures


Program Requirements

Security/Privacy TaxWise use E-file expenses


Security

During the tax season:Physical security of computersEncryption softwarePasswords (operating system & all TaxWise

users)TaxWise and data base on removable drive

Removal of all taxpayer data post-season


Security (continued) IRS and AARP provide

Written procedures for implementing securitySoftware utilities for data removal

Volunteer responsibilitiesTCS: train TCs and store returns between seasonsTC: training, passwords and equipment

configuration within districtERO: data removal, collection of data authorized

for retention, transmitting computer and data security

EFC: physical security of computer and data


Security Desktop Only

Memorize passwords Keep laptop in your possession Send required files and documents to

IRS and erase/destroy all others by April 30

Send a copy of data authorized for retention to TCS

Delete electronic data before April 30


Security Compromises Write passwords on computer Put passwords in computer case Put passwords on back of name badge

and put name badge in computer case Leave laptop in sight in car Leave laptop in unlocked car


More Security Compromises

Post-season retention of taxpayer data by anyone in the districtElectronic filesIRS Forms 8453, 8879 or 3210W-2, 1099, etc.

Post-season retention of taxpayer data in any place in the districtOn password protected, encrypted desktopAs unprinted document in printer driverIn locked container inside burglar alarmed home


Passwords

Computer operating systemRequired when taxpayer data is on systemCan be removed post season and during

training AARP computers

Use “volunteer” login to prepare and transmit

Restrict “administrator” login to troubleshooting


E-file Expenses

“S”Printer paper, printer cartridges not provided by

IRS or AARPRouters, cables, mice, flash drives [>$25 unit

cost requires advance approval by TCS or SC]

“R”Repair, upgrade, maintenance service>$25 pre-approval TCS or SC>$50 [printer] or >$200 [computer/projector] pre-

approval by AARP Headquarters


Calendar

New (Desktop) Dec early Princeton Dec 14 Manahawkin

Clone Workshop [TBD] TWO ERO Training Jan 16

Manahawkin, Jan 18 Montclair Jan 23 Middletown

End of season data cleanup [Apr 30] Equipment Inventory [April 30]


ERO Training Separate1 day sessions for desktop and

TWO Intended for new EROs in all districts Common scope: transmission,

acknowledgements & rejects, reports, signature & document requirements and efficient record keeping

Offered in several different locations Open to additional EROs, space permitting


TWO ERO Training

Jan NJ module expected to be available Hands on creation of Users, templates Tools, features and strategies probably

not used with TWO training site TCs are welcome to attend Material will be available for district

training of EROs who do not attend


TWO ERO Training

100 + EROs using TWO 3 sessions scheduled Jan Should there be a TWO ERO session

for TCs?


Taxpayer Data Retention

Desktop only: By April 30, 2011: Storage media with

returns sent by ERO to TCS Returns stored by TCS in locked container January 2012: Media returned to TC


TC Requested Items

What’s New in TWO Templates Recover 2010 Returns Security Scans


What’s New in TWO

Preparer Use Form F1, F3, F8, and F9 will be same in TWO

and Desktop MeF for all Forms except 1040NR and

1040X State Returns Linked to Federal No Document Retention (Use Return

Status?) Password reset made easier


Template

Master Template will be done by Mike Shuchman

TC Essex


Certification of Computers Covered Previously


2010 Returns

Can Retrieve by going to 2010 database


NJ Tax-Aide TC Seminar 22

Tech Dribs and Drabs

New Routers 172.25.25.1 (.10 thru.59) Configure Printers 172.25.25.50 / .51.52 etc.

True Crypt – TW Updates IssueNew Installer (7.0a)Vol. Size – Traveller-1.8Gb PC-4.0Gb

1102w Recommended SetupOn Router, Assign IP for 1102w (.11 to .52)On 1102w, Lock down with “Manual” settingOn PC, Specify IP of printer (not MAC)

November 2, 2011


1102w-Assign IP in Router

November 2, 2011


1102w – Network Manual with IP

November 2, 2011


On PC - Enter Printer’s IP Clear “Always print to.…”

November 2, 2011

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wednesday agenda questions from yesterday or last evening tc responsibilities program...

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