Transcript Administering and Managing TWO

Administering and Managing
TWO
79 sites – 77 using TWO
Do you know how to login?
The first time user
“admin” logs in the
password is the 20
digit registration
code (all caps with
hyphens)
Who are Administrator users?
Could be TC, ERO, LC - anyone
1. ADMIN user
2. Any user given the role of
Administrator
ADMIN user
1. ADMIN is the name of the “original” TWO user – that is,
ADMIN is the only program user when a Client ID is
assigned.
2. ADMIN is the user to first open the new Client ID (by
logging in).
3. ADMIN initially uses the Registration Code as the
password; later it can be changed to an 8 character
password.
4. ADMIN must accept the CCH License Agreement for each
tax year to open that year’s program for tax preparation.
5. ADMIN creates additional users and assigns user roles.
What do Administrators do?
1. “Build” the program using:
a. Manage Users
b. Settings
c. Return Templates
2. “Repair” the program using:
a. Delete Returns
b. Clear Sent E-files
c. Restore Deleted Returns
d. Move Returns
Building Tools
Repair Tools
Suggestions?
Suggest - Local Coordinator’s email address
Active = check in box; Inactive = no check in box
Return Preparer = pre-certification
SuperUser = after certification
Administrator = 3 per site
Interviewer = not used
Template Manager = admin only
Reviewer = QR
Efile Manager = ERO only
“Add/Change Admin Message”, for users locked out:
Are we good
so far?
Still good?
Return Templates Screen
“New Return Template” window:
Choosing an existing template to
modify simplifies creating a new
template – using the Master
Template is not recommended
“Assign Return Template” window:
Choose the template that is to be assigned
Check the boxes to identify
who will use this template to
prepare future tax returns
How are we
doing?
Repair Tools
(on TWO Home Page)
This screen lists all submitted
e-files, not yet acknowledged
and is only completed when
requested by CCH. This tool
is rarely used.
Screen lists all returns in the database.
“Move Returns” removes the identity of originating user,
replacing it with new user’s identity.
Select a user;
select returns;
click “Move”;
wait;
click “Close”
CLIENT
LETTER
(OPTIONAL)
Login to TW13 Training with
Name your template
Select Create
ADMIN privileges
 Make any desired changes to the Client Letter in
your Word processor.
 Highlight the entire letter. Copy to the clip board.
 Return to your Client Letter Template and paste.
 This puts the client letter in your list of client
letters and can be selected when the return is
completed.
Any
other
admin
duties
we
need to
talk
about?
Managing TWO and the ERO
ERO Primary Duty
Electronically file Federal and State tax
returns with the IRS and State tax
agencies using TaxWise™ software (TWO)
once returns are Quality Reviewed
Responsibilities
Establish a process to insure all returns are
promptly submitted
Track status of all returns from creation to
acceptance
Receive return acknowledgments
Ensure all rejects are promptly corrected &
accepted, or converted to paper returns
Use Activity Reporting/
Quality Review
ERO Tracking Log
Use the ERO Tracking Log to track status of
federal and state returns, questions asked,
paper returns or pending completion
ERO Tracking Log is available on Sharenet
(Search on “Activity Log”)
Site can modify the form if needed to meet
local needs.
ERO Tracking Log
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ERO Tracking Log
Return Stage
Return Stage in TaxWise can be helpful in
tracking return status
Return Stage –Can be helpful in keeping
the ERO informed on the status of each
return
All volunteers can update the Return
Stage each time a return is changed
Return Diary Information
 Taxpayer Diary new last year
 Used to provide information on in process returns
E-file Process
 Quality Reviewer validates return, creates e-file(s) and sets
Return Stage
 Complete ERO Tracking Log to see that all completed returns
are accounted for
Now Wait

Federal and state acceptance estimated
timeframes

15 – 60 minutes – Federal returns

Time varies for State returns

Review acceptances/rejections – If using ERO
Tracking Log, update

Correct rejects

Provide feedback to all counselors
State Returns
State returns submitted together with a
Federal will be held (Desktop or TWO) until
the Federal Return is accepted
After Federal acceptance transmit State –
Preferred
State returns can also be submitted on their
own by checking [unlinked] on state return
A Return Was Rejected!
 Correct error
 New 8879 signatures needed if :
SSN or name changed
Change in total income or AGI is $50 or more and….
Change in total tax, federal tax withheld, refund or
amount due is more than $14
 Advise taxpayer of change and provide a corrected copy
 If cannot be e-filed, convert to paper
The taxpayer must mail the return
 Provide feedback to counselor, quality reviewer and LC
ERO / MANAGING TWO
QUESTIONS???