Transcript Returning
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 efiles
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
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
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
9
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)
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
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
11
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
Data Center Improvements
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
13
Data Center Improvements
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
14
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
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
15
What are we working on?
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
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
16
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/training
Green Background
regardless of year
Create returns
Move returns
Print returns
Send to Training EFC
Receive
Acknowledgements
All 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, 1040NREZ, 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 Taxes
Click the Link & Learn
Taxes link
Select a course
Click on Start
Once 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
the
Site 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
Classes offered for both
TaxWise Desktop and Online
programs
Classes grouped by Admin and
Users such as
TaxWise Online Admin
Requirements, Settings &
Prior Year
Login & Manage Users
Electronic Filing
Reports
TaxWise Desktop Admin
System requirements
Security Manager
Electronic Filing
Reports
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
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