Multiple-Role Setup

TaxWise Setup for Computers Used in More Than One Role

Updated for TaxWise 2010 September 2010

NTC/TCS Training - 2010

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Roles Computers Play

   TaxWise Online (TWO) web browser TaxWise Desktop   Stand-alone – to Prepare, and/or Transmit Networked  TaxWise Server  Client Workstation Print Server 2

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A Single Multi-Role Computer Can Play ALL of these Roles:

 A TaxWise Server at its home site(s)  A client/server network Workstation  Attaches to other servers on different days  A Stand-alone Return Preparer  A TWO web browser at any TWO site  A print server 3

NTC/TCS Training - 2010

Why Multi-Role Computers?

    For efficient use of available equipment For accuracy and consistency of setups For interoperability  Any computer can be used anywhere in the District (except that there can be only one transmitter for an EFIN) For adaptability  People get sick or go on vacation  Computers break down

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The Multi-Drive Problem

  TaxWise design changed for

TW2008/2009

  Required a repair or special program be run to properly launch from different drive letters.

If not run, TaxWise may not launch or can use the wrong database For TaxWise2010 this issue is has not been resolved.

NTC/TCS Training - 2010

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Multi-Role Setup Options

  There is a Repair procedure released by TaxWise, but a Tax-Aide volunteer developed a simple batch program that uses Dynamic drive letter mapping. This program is called TWMapTools and the same solution will work for TW2008. 2009 and 2010. 6

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TaxWise Mapping Tools

   TWMapTools switches the meaning of

drive letter P:

Provides desktop shortcuts and batch files  Run TaxWise Locally – mounted as P:   Run TaxWise from a Server - mounted as P: Disable TaxWise – Dismounts and/or Disconnects P: Tax-Aide TrueCrypt Start/Stop shortcuts can still be used.

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TaxWise Mapping Tools

   The current version dated 12-16-2009 of TWMapTools is fully compatable with TW 2008 & 2009, TrueCrypt 6.3 and Windows 7 is on the Extranet The program may require some updating for TaxWise 2010 When a revision is available it will be posted on the Extranet 8

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FL1 Clone Tools

   TW Make Icons Multiple Separate EFINs without XMIT codes (XMIT codes are also supported) Version 10  Client/server or stand-alone Works with fixed or dynamic drive mappings and TWMapTools  Read the Version 10 User Guide!

A description of this tool is posted on the Technology page of the AARP Tax-Aide ExtraNet.

NTC/TCS Training - 2010

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Multiple-Role Setup

Questions ???

NTC/TCS Training - 2010

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