Transcript Slide 1

CCH Small Firms
Services
TaxWise 2010
Product Overview
October 15, 2010
Product Preview –TaxWise Online
 Time Out Reminder
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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
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Product Preview –TaxWise Online
 Context Sensitive Help
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Entry level help will be
available for a majority of the
entries throughout the tax
forms
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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
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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
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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
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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
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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
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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
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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
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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
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Product Preview – TaxWise and TaxWise Online
 Three New Preparer Use Fields
 Adding 3 new Preparer Use Fields to the Main Information Sheet
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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:
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July 17, 2015 - USA
Birthday Report
IRS electronic filing summary
NTA Statistical data
RAL Report
Tax Form Type by Filing Status
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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
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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
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QUESTIONS
July 17, 2015 - USA
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