Transcript Slide 1
CCH Small Firms
Services
TaxWise 2010
Product Overview
October 15, 2010
Product Preview –TaxWise Online
Time Out Reminder
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
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
2
Product Preview –TaxWise Online
Context Sensitive Help
Entry level help will be
available for a majority of the
entries throughout the tax
forms
•
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
Same entries that are available
in the desktop application
Help icon is available on the
entry level icon bar
3
Product Preview –TaxWise Online
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
4
Product Preview –TaxWise Online
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
5
Product Preview – TaxWise Online
Stop preparers from
overriding fields
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
6
Product Preview – TaxWise Online
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 e-files
More flexibility to have roles
to fit site needs
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
7
Product Preview – TaxWise Online
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
8
Product Preview – TaxWise Online
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
9
Product Preview – TaxWise Online
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
10
Product Preview – TaxWise and TaxWise Online
Three New Preparer 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
11
Product Preview – TaxWise and TaxWise Online
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
12
Product Preview – TaxWise and TaxWise Online
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
13
Product Preview - TaxWise
Creating Extensions
Ability to create extensions from inside the return
Continue to allow from the menu items as well
Access Publication 17 from a toolbar button
What else is planned (not currently implemented)
Ability to restore deleted returns
Remove Global Print from all non-Administrator and Return
Manager roles
File States for credits when no Federal Filing requirement exists
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
14
Product Preview – EFC Reinvestment (Complete)
Regular and scheduled Stress and Load tests throughout the development cycle
rather than once at the end of the cycle
Engage with Oracle Advanced Customer Services to optimize performance and
explore all options to improve the overall database availability
Increase the Transaction Throughput by optimizing and tuning Oracle Queuing
mechanism (increase Enqueuing and Dequeuing rates) which will allow EFC to
process incoming and outgoing transaction files faster as well as to a handle
higher volume of customers E-Files
Improve the speed of processing incoming data (e-files, acks and checks) by
utilizing Oracle’s “table partitioning” technique which provides faster (partitions
are indexed) access to the data
Improvements for posting items to Mailbox. Reduced the number of times the
outgoing package (sent from EFC to clients) file is re-built. The business logic is
refactored (10 years old Delphi code to C#)
More robust simulators to simulate a “real world” set of returns
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
15
Product Preview - 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
16
Product Preview - 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
17
Product Preview – Report Server Challenges
High Availability and Scalability
24 hours lag before users could see their data
Resource and time consuming processes:
Collecting reporting (processing and USReturn) data
Report generation
Overloading EFC
Insufficient or incorrect reporting data
Complexity of the Report Server’s data structure
July 17, 2015 - USA
18
Product Preview – Report Server Phased Future
Phase I
Near real-time reports – 4 hours
Eliminate or significantly reduce performance impact on EFC
Simulate 2009 reporting functionality (the same pre-defined reports)
Phase II
Near real-time reports – 10 minutes
Provide Service Bureaus with direct access to reporting data (SQL and MS Office)
Design and develop “local reporting” solution for “reporting” offices
Phone/SMS notifications (ERO and their customers)
Phase III
Enhance reporting features (more reports, charts, reports params and etc.)
Custom reports: Online Report Builder to allow users to manipulate data
Customers’ “Support” Portals (SharePoint)
July 17, 2015 - USA
19
Product Preview – EFC 2010 Architecture Goals
High Availability
— No single points of failure
Scalability
— Load balance servers and processes
— Scale sideways per component
Manageability
— Easy to move processing around
Visibility into all major components
Process DB Updates and IRS ACK during Proof of Concept
10,000 per minute (14.5M per day)
Generate reports at real-time that are diverse in complexity during Proof of
Concept:
July 17, 2015 - USA
Birthday Report
IRS electronic filing summary
NTA Statistical data
RAL Report
Tax Form Type by Filing Status
20
Product Review – Report Server 2010 Architecture
File Import – Import messages into master database
Report Data Replication – Replicate data from master
database to reporting partitions by PID.
Report Generation and Delivery – Generate reports from
data in reporting partitions and store in SharePoint
Selected Technology:
— Hyper-V
— SharePoint 2010
— SQL Server 2008 R2
July 17, 2015 - USA
21
Product Preview – Report Server: SQL Server Architecture
Data was loaded into a central master database
Master database will be used for in-house reporting and
distribution to smaller reporting partitions.
Data was distributed based on PID to one of three partitions to
spread out end-user reporting load. This can be any number of
partitions.
IRS Partition
Premier Servers (2)
All other Customers
Designed to support frequent reports run on demand
July 17, 2015 - USA
22
QUESTIONS
July 17, 2015 - USA
23