Transcript Administering and Managing TWO

Administering
and Managing
TWO
100% TWO
TWO Changes
New user security access
One unique user name can only log in
at a time
Support for Google Chrome (no Classic
mode)
NTC not supporting
ACA (Affordable Care Act) forms needed
for 2014 returns
USER Roles / Privileges
Administrator – All commands and actions except
start a new return
SuperUser – All actions except for User Manager,
Return Templates
ReturnPreparer – All functions with creating and
editing tax returns; cannot submit e-files or review
and print acknowledgements
TemplateManager – Create or edit return templates;
assign or unassign templates to users
Reviewer – Access to all functions as SuperUser and
all returns created by other users; cannot submit efiles
E-file Manager – allows users to submit e-files
Who are Administrator users?
Could be TC, ERO, LC - anyone
1. ADMIN user
2. Any user given the role (Privilege)
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
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)
Are we good
so far?
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
Do we have time
for a “live”
demonstration?
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 OneSupport
Help Center > Portal and VMIS Support > Site
Activity
Site can modify the form if needed to meet
local needs.
ERO Tracking Log
19
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 Counselors can update the Return
Stage each time a return is changed
Return Diary Information
 Used to provide information on in process returns
Return Stage example:
Taxpayer Diary example:
ERO / MANAGING TWO
QUESTIONS???
Security – What You Can Do
ALL computers used for Tax-Aide must be
password protected.
Passwords must not be shared outside the program.
Written password reminders
must be kept away from the
computers.
25
Data Security Password
Password guidelines:
 Minimum length – eight (8) characters for Windows, and
TaxWise™ accounts.
 At least one letter and one number in the password.
 Choose a password that is not a dictionary word or someone’s
name.
 Do not use TaxWise, TW, Tax-Aide, AARP or any word in the
password similar to something that is obviously related to the
program.
26
Bicycles = B1cyc!3s
 The tech industry is assuming
that every single existing
Windows XP system will become
infected with malware over the
next few months.
Infected websites
Flash drives
Email
NO personal computers
with XP can be used by the
ERO for transmitting from
home
27
What Can You Do?
Make sure all computers are running the
Windows 7 (or 8); this includes personal and site
computers.
Windows Vista not supported by CCH
If a personal or site computer cannot be
upgraded
 They must not be used for Tax-Aide purposes.
 They cannot be on the same network segment as Tax-Aide computers.
28
Thanks
for
listening.