Transcript ERO (Transmitter) Training Module 7

ERO (Transmitter) Training
Module 7
Utility Program
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Module 7 Overview:
TaxWise Utility Program

In this lesson we will cover:
 Learn how to use TaxWise Explorer
to manage your TaxWise files
 Learn how to copy Tax Form
Defaults to disk
 Learn how to use Utility File Menu
 Learn how to send TaxWise
customer support a tax return
using Compose/Send message
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TaxWise Utility handles setup, file
maintenance, software updates, and e-mail
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Steps to opening the
TaxWise Utility Program
1.
2.
3.
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TaxWise Utility has the
following menus
»
»
»
»
»
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Login as Admin
Open the Tools menu
Select Utilities/Setup
Options
File
Communication
Tools
Setup
Help
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The Site Administrator can use
TaxWise Explorer to manage files
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The Admin user has
access to files in all
user directories
All other users can
only access files
belonging to the
active user
Locating TaxWise
Explorer from the
Utility Program
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Open the File menu
Select TaxWise
Explorer
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Actions that are available for file
management in TaxWise Explorer
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Copy Files to Another User -- Use this action to
copy Tax Form Defaults, Form Print Defaults, and
History lists from one user to another.
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Delete Files -- Use this action to delete tax
returns and other files.
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You cannot copy tax returns to another user.
The file cannot be restored.
Move Files to Another User -- Use this action to
move tax returns and other files from one user to
another.
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Use the Look in box to find the file
or files you want to select

Expand the folder
or drive to show
subdirectories
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Click the plus sign
(+)
Admin user can
select files in any
folder or drive
Other user names
can only select
files from their
own user name
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Statistical information displays for
the highlighted return
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SSN/EIN
Taxpayer Name
Return type
Date created
Date last edited
Date last
printed
Preparer ID
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Use the Restrict File List to box
for file selection
Common file choices are:
 All
 Tax Form Defaults
 Packet Forms Lists
 1040 Individual
 The files will appear in
the File name/Package
list
Note:The list will open to
1040 Individual. Use the
arrow keys to scroll up to
Tax Form Defaults.
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Copy Tax Form Defaults from the
Admin User to the Guest User Name
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Select User name
Select Tax Form
Defaults in the
Restrict file list to:
box
Select Copy Files to
Another Location
Select Users in the
Copy to Box
Click Copy
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You cannot copy
return files
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Use TaxWise Explorer to delete returns
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Select user name
Select file name
Select Action Delete
files
Click the Delete button
Click Yes on
Confirmation box
Note: You cannot recover
deleted files or returns.
Make sure you have a
backup before deleting
returns.
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Move returns from one user name
to another user name
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Select user name
Select file name
Select Action
Move files to
Another User
Select a user
name
Click the Move
button
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Troubleshooting Tip: Copying
Tax Form Defaults to Disk
1.
2.
3.
4.
5.
6.
7.
Login as the ADMIN
user
Open Tools menu
Select
Utilities/Setup
Options
Open File menu
Select TaxWise
Explorer
Expand the Users
folder in the Look In
section
Choose the ADMIN
user
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8. Select Tax Form
Defaults from Restrict
file list to:
9. Select Action Copy
Files to Another
Location
10. Select Browse… from
the Copy to: box
11. Select the disk drive
12. Click OK
13. Click Copy
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Troubleshooting Tip: Copying
Tax Form Defaults from Disk
1.
2.
3.
4.
5.
6.
Login as the
ADMIN user
Open the Tools
menu
Select
Utilities/Setup
Options
Open the File
menu
Select TaxWise
Explorer
Expand My
Computer in the
Look in: section
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7. Select the disk drive
where Tax Form
Defaults are stored
8. Select Tax Form
Defaults from the
Restrict File List to:
box
9. Select Action: Copy
Files to Another
Location
10.Select a user from
the Copy to: box
11. Click Copy
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Quick Recap: TaxWise Explorer
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Quick look at what we have covered:
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Copy files to another user
Delete returns and files
Move returns to another user
Copying Tax Form Defaults to disk
What questions do you have before we
continue?
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Remove tax return e-files that were
created by mistake
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Open the File menu
Select Erase efiles…
Select the e-files to
erase
Click OK
Re-create an e-file
by opening the
return and running
Diagnostics or by
using Make IRS efile
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Delete Pending e-files under the
direction of TaxWise Customer Service
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Pending e-files have
been transmitted to the
Electronic Filing Center
(EFC) and are awaiting
acknowledgement
Deletes all pending efiles
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Delete them only under
the direction of TaxWise
Customer Service
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Cannot be recovered
Does not erase returns
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Reset DCN for Returns and
Copy Proforma files to disk
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Reset DCN for Return
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Copy Proforma Files
Copy prior year data files
to a removable disk
 Copy prior year data files
to the UTS08\Proforma
folder of a non-networked
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computer
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Used to clear the
Declaration Control
Number (DCN) of a return
that has been assigned the
same DCN as another
return prior to
transmission
The Communication menu allows you to
correspond with TaxWise Customer Service
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The TaxWise Utility
Communication menu
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Compose/Send Message
Get E-Mail
 Download electronic
mail
Print E-Mail
 Print electronic mail
System Snapshot
 Takes a system picture
Test Modem
 Send a test
transmission
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Creating and sending TaxWise
Mail messages
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Open the
Communication menu
Select Compose/Send
Message
Destination defaults to
TaxWise Customer
Service
Enter a subject in
Subject:
Press Tab
Type in a message
Click Send
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Options on the Compose/Send
Message window
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Open -- Retrieve a previously saved message
to resend or send to a different recipient
Save -- Save the message and the
addressee(s)
Address -- Enter additional EFINs to which to
send the message
Send an email to your sites using
TaxWise Mail.
Print -- Print the TaxWise Mail message
Attach -- Attach a tax return or file to the
message
Cancel -- Close without sending a message
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Sending a tax return to TaxWise
Customer Service
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Open Compose/Send
Message
Enter a subject and press
Tab
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Enter a detailed message
Click Attach
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ATTN: IRS Tax Help
A window will appear with
returns and/or files of the
active user
Highlight the return
Click Open
Click Send
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When should you expect a response
from TaxWise Customer Service?
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TaxWise Mail messages
without a tax return
attached
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TaxWise Mail messages
with a tax return attached
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6-12 hours
Tax returns can only be
viewed by a select group of
employees
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4-6 hours
Must have security clearance
TaxWise Mail is not for
urgent problems
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Quick Recap: Utility Program

Quick look at what we have covered:





Learned how to use TaxWise Explorer to
manage your TaxWise files
Learned how to copy Tax Form Defaults
to disk
Learned how to use Utility File Menu
Learned how to send TaxWise customer
support a tax return using
Compose/Send message
What questions do you have before we continue?
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