Joint TRS/TCS Meeting

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Transcript Joint TRS/TCS Meeting

TECHNOLOGY UPDATE

Version for NY3 Use

TAX-AIDE TAX-AIDE

Bob Willis - NTC Chair August 2013 NLT Meeting

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TECHNOLOGY UPDATE

New from IRS and TaxWise

2013 Technology Survey

Technology Priorities and how to achieve them

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IRS Equipment for 2014

All Depot laptops will have Windows 7 and wireless capability

IRS is reviewing printer capability for Windows 7

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TaxWise 2013 Changes

Most of CCH Development effort for 2013 is devoted to becoming Section 508 Compliant for the vision impaired - an IRS requirement.

Forms will be accessible by a JAWS (Job Access With Speech) compliant and other screen readers

For TWO - Print sets added to send settings

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National Technology Priorities 1.

Achieve 100% TWO by TY2015 2.

Upgrade AARP Provided and Donated Computers to Windows 7 3.

Better Printer Configurations & Utilization

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TWO Growth & Goals

120% 100% 80% 60% 40% 20% 0% 95% 100% 80% 58% 40% 20% 3% 2009

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12% 2010 2011 2012 2013 2014 Goal 2015 Goal 2016 Goal

Tax-Aide will provide Internet “Hot Spots” to help achieve these goals

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2013 Top TWO States

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Best TWO Features

Feature

Easier for ERO No Updating Needed Access from any Computer Security, No Locally Stored Data No Backup Required Easy Setup Wireless Capablity

2013 Tech Survey Data TAX-AIDE

2013 SMT/TCS Training - Dallas

Responses

195 170 97 69 59 53 13 9

2013 Identify Desktop Sites

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Use Site list to identify Desktop sites by District

 

Determine Internet status at Desktop Sites If help is needed, visit sites to test available Internet.

If WiFi signal strength is weak in return preparation area try using a range extender.

Recommend Linksys RE1000 or similar Range Extender. Linksys Model RM1000-RM works well – Refurbished available for $49.95

If Internet is not available or unsuitable, apply for Hot Spot

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2013 Identify Desktop Sites

NY3 Statistics for our 13 Districts follow:

4 Districts are 100% TWO

6 Districts range from 40% to 89% TWO

3 Districts are 0% TWO

Total for NY3: 69% of Sites are TWO

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Windows 7 Upgrade

In the past year about 50% (4,000) of eligible AARP provided & donated computers were upgraded.

Since the Inventory was submitted almost another 1000 computers have been upgraded

There are still almost 4500 computers with Windows XP, and almost another 1000 with either Vista or Windows 7 Home Edition that are eligible to use the donated Windows 7 license

These computers need to be upgraded soon, Windows XP will not be an option after TY2013

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Windows 7 Upgrade

The NY3 inventory has a list of computers that need this upgrade.

All NY3 eligible computers have had IDC data submitted.

Download the Windows 7 image or order DVD from [email protected]

Install the Upgrade on your eligible computers

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Printers

Both the 2011 and 2013 Technology Surveys showed there is a national problem with Printer Installations

We also believe there is a problem with some sites using printers that are not intended for their higher volume sites.

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TaxWise Desktop Printing

Non-Networked vs. Networked TWD 900 800 700 600 500 400 300 200 100 0 786 319 Stand Alone Networked Non-Networked TWD Printers

250 200 150 100 214 200 140 50 90 0

On Every Computer Move Printer Electronic Switch QA Computer

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TaxWise On-Line Printing

450 400 150 100 50 0 350 300 250 200

399 250 227 Shared on Computer Networked with Router Wireless

2013 Tech Survey Data TAX-AIDE

198 August 2013 NLT Meeting 156 87 QA Computer With Every Computer Move Printer

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Improve Printer Use

Multiple printers and moving printers from computer to computer at your sites needs to be eliminated

Updated training material on printer setup is available and needs to be used.

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Improve Printer Use

This is a YouTube play list with three different videos on Network Printer installations…..

http://www.youtube.com/watch?v=xN mmqO6x2N8&list=PLQ1foYZ71mL4TXtD YoMFxAVYUfOu7IENg

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Printer Considerations

These are the primary considerations that should be reviewed when assigning printers to your sites.

Site’s return volume

Printer Capacity - tax returns per toner cartridge

Does the printer support networking?

Wired / Wireless /Both

For higher volume sites…

Does the printer support larger toner cartridge sizes?

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Printer Considerations

Printer Recommendations by Site Return Volume

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Printer Considerations

For Example

The convenience and small size of the wireless HP 1102w is not a good match for higher volume sites as it is not designed for high volume printing.

It is expensive to constantly replace the toner cartridge on this printer and it’s reliability could become a problem.

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Printer Considerations

How can you be more effective NOW ?

• • • •

Examine your current printer inventory by site Identify sites that currently utilize multiple printers that can be replaced with a networked printer Determine which sites can best use a network and larger toner cartridge printers You can add a print server to existing non-network printers to better utilize both wired or wireless networking and large toner cartridges

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TECHNOLOGY UPDATE

Questions ???

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