Transcript Slide 1

NTC - Dallas
CCH
Small Firm
Services
July 23,2014
Overview
 Tax Season Statistics
 Solution Center
 TaxWise Alternative Preparation Solution (APS)
 TWO Troubleshooting Tips
 Users and Defaults
 Carry Forward Prior Year Data
 Initiatives for Tax Year 2014
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Tax Season Statistics
Incidents by Customer Type
Top AARP Incidents
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Who Contacts SFS: Incidents by Customer Type
18000
16000
14000
12000
10000
8000
6000
4000
2000
0
TWD
TWO
Incidents
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Top AARP Incidents for November 2013-April 2014
COUNT
SOFTWARE
INCIDENT
TaxWise Online
MISC
3,833
TaxWise Online
Federal Calculations/forms
1,798
1,706
TaxWise Online
Diagnostics/Creating e-file errors
TaxWise Online
Acknowledgements
1,591
TaxWise Online
Password
1,248
TaxWise Online
Program Errors
637
TaxWise Online
State Calculations/forms
585
TaxWise Desktop
MISC
581
TaxWise Online
Defaults/Templates
571
TaxWise Online
How Do I?
457
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TaxWise Solution Center - Introduction
TaxWise Solution Center
Volunteer News
Blogs
Knowledge Library
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TaxWise Solution Center- Volunteer News
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TaxWise Solution Center- Blogs
Available for both
TaxWise and
TaxWise Online
Access from inside
tax program
Post are archived
by date
Searchable
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TaxWise Solution Center- Knowledge Library
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Software Comparison – TaxWise Online vs TaxWise
TaxWise Online
TaxWise Desktop
No installation required and no network to setup
Installation from CD and if network is required it
must be setup and maintained
No need for backup or restore options because all
data is stored on the CCH SFS servers
Must backup for return retention or to transfer
returns between non-networked computers
Fed and state updates are automatically applied to
TaxWise Online
Must apply fed and state updates manually
Returns can be prepared in desktop if the internet
or the TaxWise Online site is down
*Must be transferred to TaxWise Online for
transmission access
Returns can be prepared but not transmitted until
internet connection is restored
3 pre-set print packets, 1 custom print packet (Fed
or State) Returns print to PDF
6 Fully Customizable print packets - Returns print to
printer, PDF, File or PaperlessPLUS
Uses many of the same Function Keys as Desktop
Carryforward is available for returns transmitted
through the CCH SFS electronic filing center
*Performed one return at a time upon starting a
new return for previous year client
Function keys available to perform actions
Carryforward available for any prior year returns on
the system
*Can be performed for all returns simultaneously
TaxWise Online – Introduction to TaxWise Online
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ALTERNATIVE PREPARATION
SOLUTION
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Alternative Preparation Solution - Overview
Alternative Preparation Solution (APS)
 Implemented for the 2012 Tax Year
 Why APS was implemented
− Users need to continue servicing taxpayers in the event of an outage
− Users asked for a solution that would allow them to prepare and print returns
− Needed the ability to transfer returns from Desktop to Online for submission
 How Does it work?
− TaxWise Online registration codes activate limited feature sets in desktop for return preparation,
printing and transferring to TaxWise Online
− TaxWise Online converts transferred desktop returns to TaxWise Online returns for the purposes
of electronic filing and return storage
 Site Usability
− Allows site to continue servicing taxpayer’s in the event of an outage either at the Site level or
SFS
− Use Desktop at special events that don’t have internet then “Transfer returns to TWO” for
submission to EFC
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TaxWise CD - Delivery starts late November
 Who gets a CD?
— All sites under the IRS Contract receive a TaxWise CD regardless of
whether they use TaxWise Online or Desktop
To use the Alternative Preparation Solution
— TWO users register the TaxWise Desktop program with their
TaxWise Online registration code.
The TaxWise CD includes
TaxWise Desktop Program Installation
 TaxWise User Guides for both TWO and Desktop
 IRS Publications-3189,4299 and 1084
 Links to Third Party Programs
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Troubleshooting Tips for TaxWise Online
• Microsoft Internet Explorer has encountered a
problem and needs to close- Not a TWO issue
check your internet connections
• When submitting an e-file you get Send FailedUsually means you have extraneous characters in
the return- find and fix, rerun Diagnostic, recreate
e-file and transmit
• Diagnostic Failure to Display or other display
issues- Check screen resolution and zoom settings.
Must be 100% only.
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Troubleshooting Tips for TaxWise Online
• TWO is running very slow- first run your speed
test and compare it to your normal speed to see
if it is TWO or your internet bandwidth
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Users and Defaults
Comparison between TWO and TWD
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Users -TWO and TWD
TaxWise Online
TaxWise Desktop
Manage Users Button in Toolbar
Tools menu->Utilities and Setup Options>Setup-> Security Manager
Create a New User link
Groups and Users Tabs
Admin, SuperUser, Preparer, Interviewer,
Template Manager, Reviewer and Efile
Manager - Cannot create custom Roles
Admin, SuperUser, Preparer,
InterviewUser, Return Manager and
Training- Can create custom Groups
Ability to reset Admin Users password for Need to call TaxWise support to reset
sub-offices
Admin Users password for sub offices
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Carry Forward Prior Year Data
Comparison between TWO and TWD
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Carry Forward Prior Year Data
TaxWise Online
No steps needed in the beginning of
the tax season, no installing and no
installation questions
TaxWise Desktop
When installing the new year version
you are asked if you want “Prior Year
Data” loaded. If software has been
loaded without Carry forward prior
year data, you go to Tools, Carry
Forward then prior Year Data
Start a new return, type in SSN 2 times
and you get a message that there is
Data to carry forward
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Initiatives for Tax Year
2014
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2014 Software Initiatives TWO
 Chrome Browser Support for TWO
 Ability to use this alternate Browser
 New Return List enhancement
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Customize which columns to see in their return list view
Sort columns ascending or descending
Drag and Drop the order of columns
Filter based on column value
Export to a .CSV file or print
 TWD/TWO Gap analysis
 Prioritize critical TWD features to be added to TWO
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2014 Software Initiatives TWD
 New Setup Assistant
 Register the software
 Setup Office information
 Choose carry forward options (Tax form Defaults, Taxpayers,
EIN DB, Client Letter Templates, etc.)
 Create Groups, Users and Preparers
 Set up printing, network and general options
 Backup the configurations for use on non-networked computers
or for disaster recovery
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2014 Software Initiatives TWD
 New Return List enhancement
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Customize which columns to see in their return list view
Sort columns ascending or descending
Drag and Drop the order of columns
Filter based on column value
Export to a .CSV file or print
Set return stage from the Return List
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