Transcript 2014 TC Meeting/Workshop - Tax

2014 TC Meeting/Workshop
● TaxWise Online
TAX-AIDE
2014 CA2 Meeting
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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 Failed-Usually
means you have extraneous characters in the returnfind 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.
TAX-AIDE
July 16, 2015 - USA
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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
TAX-AIDE
July 16, 2015 - USA
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Users and Defaults
Comparison between TWO and TWD
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July 16, 2015 - USA
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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
sub-offices
Need to call TaxWise support to reset Admin
Users password for sub offices
TAX-AIDE
July 16, 2015 - USA
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Carry Forward Prior Year Data
Comparison between TWO and TWD
TAX-AIDE
July 16, 2015 - USA
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Carry Forward Prior Year Data
TaxWise Online
TaxWise Desktop
No steps needed in the beginning of the
tax season, no installing and no
installation questions
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
TAX-AIDE
July 16, 2015 - USA
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TaxWise Online
Initiatives for Tax Year
2014
TAX-AIDE
July 16, 2015 - USA
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2014 Software Initiatives TWO

Chrome Browser Support for TWO


New Return List enhancement






Ability to use this alternate Browser
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
TAX-AIDE
July 16, 2015 - USA
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Software Ordering
● State Master Site must be part of first
order
● Template Subscribers

One Master Site per District
● Training Template
● Alternate Preparation Solution (APS)
TAX-AIDE
2014 CA2 Meeting
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IRS Depot Units
● Depot Loaners used for TWO have an
issue with the Client Letter.
● Fix is published on ShareNet with Tune
Up Documents
TAX-AIDE
2014 CA2 Meeting
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Security & Security Software
● Taxpayer Data, TWD Proforma
● Microsoft Security Essentials (MSE)

Must be Installed and Maintained on all
AARP computers.
● Security Check for Privately and Site
Owned computers

http://Secunia.com/vulnerability_scanning/online/
● TrueCrypt – No longer maintained/Secure
TAX-AIDE
2014 CA2 TC Meeting/Workshop
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Consumables
● First Order by September 30th

Estimated Total Season Requirements
● Printer and Computer
Repair/Repacement

Covers equipment ‘OK’ on last Inventory

Printers – send request to GraceWorkz

Computers – send request to TCS
TAX-AIDE
2014 CA2 Meeting
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Hardware
● Inventory Process

Inventory Data Collection (IDC)

TaxAide Inventory Agent (TIA)
● Printer Issues

Right size printer for site
TAX-AIDE
2014 CA2 Meeting
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