SMT Dallas
All Files @ www.taxaideaarp.org/smt.php
Inventory Process
Win7 Upgrade Program
Memory Upgrade Program
http://www.authorstream.com/Presentation/dma
zzotta-1450397-laptop-memory-install/
TaxWise Software Order
• TWO Templates
– Templates by District or State?
• TWO Client Letters
– No real improvements this year
TaxWise Desktop Enhancements- TY 2012
 Security Manager – New Group called Preparer
 Any user assigned to the Preparer Group does not have access to the
following:
 Transmit e-files
 Get Acks
 Return explorer
 Setup Options
 Strengthen the Security when resetting the ADMIN
password
View Authorization
 moved to the Help menu
 Includes tabs for Individual, Bank and Business modules
April 8, 2015 - USA
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TaxWise Desktop Enhancements- TY 2012
Backup\Restore will include three options
1. Regular Backup
 This option works as our current back-up option does
2. E-File Backup
 Should be used for transferring e-files and data from non-networked
computers to Transmitting Computer
3. Option to Archive Data
 Returns from all users
 All previously deleted returns
 All associated Database records
 Does not include any re-creatable files such as e-files
 Will overwrite any existing backup on the same media
April 8, 2015 - USA
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TaxWise Desktop Enhancements- TY 2012
Admin User Enhancements
— Ability to enable auto save (F2) for returns

Change the time intervals of saving
— Schedule automatic downloads of module updates
from EFC

Defaults to 7:30 AM EST
— A message box will appear if the Admin user clicks on
Start New Return or uses Ctrl+N

This should decrease calls to customer support
April 8, 2015 - USA
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TaxWise Desktop Enhancements- TY 2012
 Preparer Use Form
— Option to carry forward
— Carries forward both questions and
answers
Taxpayer Reminders
— Preparers enter information they
want to see the following year
— New option in Carryforward>Prior
Year Data to import from 2011 to
2012
— When the SSN is entered a dialog box
appears with the information the
preparer entered
— Preparer has option to show each
time return is opened

Setup Options>General Tab
April 8, 2015 - USA
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TaxWise Online Enhancements- TY 2012
 TaxWise Online Training and Practice Lab
—
Time out increased to 60 minutes on Oct 1st- currently 20 min
Reject Details

—
—
View and print from inside TaxWise Online
Allows easier access to see and resolve rejects
 Add Client telephone number in Client letters
—
Daytime and Evening numbers
 County Codes will be selected from a drop down list
inside the return
April 8, 2015 - USA
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TaxWise Online Enhancements- TY 2012
 Send Templates/Settings Enhancements
— Tracks which sites templates, return stages and custom fields have
been sent to
— Easier to manage multiple sites
 Preparer Use Form
— Administrators have an option to carry forward the Prep Use Form
during the prior year carry forward process from the Advanced
Settings Page
 Publish templates created in TaxWise Online Training
2012 to TaxWise 2012 production
— Create templates from the Master Template in Training then
publish to production
— Allows the site the ability to start a new return to ensure the
templates are setup as expected
April 8, 2015 - USA
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TaxWise Online Alternative Preparation Solution

Benefits of having an Alternative Preparation Solution
— Catastrophic failure at SFS
— Internet outage at the site
— Enhance the roving capability at temporary locations with no internet access

Three primary take-aways from February
1. Premise based solution that allows sites to prepare and print
2. Do not need the ability to transmit from both application platforms
3. Need the ability to transfer returns from Desktop to Online

High-Level Alternative Preparation Solution
— TaxWise Online registration codes activate limited feature sets in desktop for return
preparation, printing and transporting to TaxWise Online
— TaxWise Online converts transported desktop returns to TaxWise Online returns for
the purposes of return storage and electronic filing
April 8, 2015 - USA
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Enhancement: Alternative Preparation Solution
After completing the return in TW Desktop, run diagnostics
and then click on Mark to Transfer
April 8, 2015 - USA
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Enhancement: Alternative Preparation Solution
 The next step will be to transfer the returns to TaxWise
Online.
 The application will not allow the site to transfer returns
if TaxWise Online is not available
•
April 8, 2015 - USA
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TaxWise Online Alternative Preparation Solution

The TaxWise Online ADMIN user or any user with the
Administrator role will have the ability to see a Retrieve
Return link in TaxWise Online
—
—
—
Links will indicate if the return is active in an existing TaxWise
Online User
Administrator will have to choose to use the originally created
return or the transferred return
TaxWise Online verifies the transferred return was created with at
least the minimum version required for sending e-files

—
TaxWise Online will update calculations if the administrator choose to continue with the
return
The returns MUST be moved to a user prior to editing
 Once the return has been moved, then the process follows
the established site procedures and processes
April 8, 2015 - USA
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TWO Enhancement: Creating the diary
A new button on the toolbar
The diary will
automatically record
the user you are
logged in as, the day,
date and time.
A new icon will appear in the
Existing return list to the left of
the TIN
April 8, 2015 - USA
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Enhancements for TW Desktop and TWO TY 2012
 Schedule B – seller financed mortgages
— New 25 line statement
— Can be duplicated
— Located directly below Sch B in the forms tree
 2441 – New Worksheets
— Merged care provider and additional qualifying children into one
worksheet
 Up to 8 additional providers and 8 qualifying children can be listed
— Prior year credit explanation
 IRS requiring more information
April 8, 2015 - USA
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Enhancements for TW Desktop and TWO TY 2012
 State Returns
— Linked state returns require Federal acceptance before sending
 8949 IRS required changes
— 6 page form – 3 page 1s and 3 page 2s
— Users will only duplicate transactions exceeding available space
 TCE/VITA information page added to solution
center
 Diagnostic warning added if the EIN on an income
document is the same as the SSN for the taxpayer
or spouse on a return
— Improves the users ability to catch typographical errors in the
return
April 8, 2015 - USA
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Enhancements for TW Desktop and TWO TY 2012
 1040 Line 21 Other
Income
— New Worksheet for reporting
Miscellaneous Income
— Includes 16 additional income
lines
— New diagnostics will be added
— Income from another form autopopulates the worksheet with
amount and type
— 1099-Misc income
 link to worksheet then to 1099M.
April 8, 2015 - USA
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