For TaxWise Desktop Installation
December 16, 2010
Objectives
 Make a District TaxWise
 TaxWise Defaults
 Create User Names & Groups
 Create icons for each site
 Make a TaxWise installer
 Install TaxWise on a computer
 Run the cloned TaxWise
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Optional
 Install TrueCrypt on a flash drive
 Install a TaxWise clone on a flash drive
 Run TaxWise from a flash drive
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District TaxWise
 TaxWise setup and installation will be managed at the
district level
 One TaxWise setup can be used by all preparers and
transmitters in the district
 Each installation requires a unique DCN and
Submission ID
 Basic setup does not permit transmitting
 Transmitting computers: transmitting is enabled and
transmit codes for secondary EFINs are entered if
needed
 May be installed on computer or flash drive
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District Information
District
SIDN
Site NameEFIN
XMIT*
ERO NameEFCs (names or number)
* = Transmitting EFIN, if different
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District Info Questions/Issues
 Sites without EFIN
 Paper only sites
 New EFIN not received
 E-file sites that will not have an EFIN
 >1 EFIN will transmit for a site
 Why?
 When might this be necessary?
 Transmitting/secondary EFINs
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Prior Year Software
 EFIN: 070743
 2009 Reg Code: UUK9-7778-UEPC-JF77-VRC2
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Exploring the Clone Tools CD
 Clone Installer - Copy the CONTENTS of this folder to the flash
drive or CD that will be used to install TaxWise. A zipped UTSYY folder
must be added to the installer flash drive or CD.
 Make Clone Tools - TW Make Icons and TWzip. The zipped folder
produced by TWzip goes on the installer flash drive or CD.
 RemovableDriveTW - Items in this folder support TaxWise on
flash drives.
 Clone 2010 - Clone Instructions
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TaxWise Defaults
• Defaults common to all User names are entered in Admin
User before creating site User names
– Fed and NJ form defaults (examples: Practitioner PIN, NJ on
–
–
–
–
W-2, 1099-R)
User Defined History Lists
Print Packages
Private Forms
Browser Tabs (for references)
• After creating site User names, enter defaults unique to
each site in the site User name
– Main Info: SIDN
– 8879: EFIN, SIDN and site name & address
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TaxWise Users and Groups
 1 User Name per site
 User names are in EFC Group that cannot
 Transmit
 Get Acks, Mail and Updates
 ERO Group
 Can transmit returns and receive Acks
 After TaxWise is installed on transmitting
computers/flash drives, User names of transmitting sites
are moved to ERO Group
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TaxWise Passwords
 Passwords are required on all User names
 Site User name passwords are needed by EFCs & EROs
 Passwords for Admin, Guest, Training & ERO created
User names should be limited to EROs
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Vista and Windows-7
•TrueCrypt and
TaxWise will run
on Vista and W-7
•The Florida
Clone should
install on Vista
and W-7
•If necessary,
disable UAC
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Make a District TaxWise
1.
2.
3.
4.
5.
6.
7.
Install TaxWise 2010 from CD/flash drive
Complete Setup screens and register EFIN
Install TaxWise New Jersey, when available
Establish defaults in Admin
Create EFC and ERO Groups
Create site Users with User specific defaults
Take a break!
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District TaxWise Status Check
 1 User name for each e-file site
 Common defaults for all sites except
 SIDN [Main Info & 8879]
 EFIN [8879]
 Still need EFIN in Setup to match EFIN on 8879
 May want to add Carry forward
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Changing Setup Screens
 Manually – Not recommended
 >1 TaxWise installation on 1 computer
 Different flash drive for each EFIN or site
 Florida Clone
 Automates setup screen changes
 Uses 1 desktop icon for each site
 Copies the correct setup info into TaxWise before
opening
 Can remember changes to the setup info
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Make Icons Overview
1.
For a site User name in TaxWise



In General Setup screen: EFIN that transmits for site
Change to the site User name
Exit TaxWise
2. Make an icon with the site User name. This saves
setup information including transmitting EFIN.
3. Open TaxWise and repeat 1 & 2 for another site User
name
4. When icons have been made for all site User names,
copy icons to desktop and make a backup.
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Make TW Icons
 In My Computer, right click the Clone Tools CD
 Click Explore this CD
 Open the Make Clone Tools folder
 Run TW Make Icons
 1 – Enter Tax year yy
 2 – Run TaxWise
 Change Setup Options for the EFIN for this User name
 Select User name
 Exit TaxWise
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Make TW Icons, continued
 3 – Create and save ICON
 Enter User name [this must be one of the User names in
TaxWise]
 Save setup.0 file? [normally Yes]
 Network? [normally No]
 Enter Desktop ICON Name [normally same as site User
name; spaces are permitted]
 To make another icon return to 2 – Run TaxWise
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TW Make Icons
Options before Exit
 Copy Icons to Desktop
 Make a Backup of setup.x files
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Contingencies
 New EFIN not yet received
 Create site User name – leave 8879 EFIN blank
 Create icon – use any EFIN in General Setup screen
 When EFIN received, update 8879 & Setup screen
 TaxWise Desktop backup to TWO
 Not recommended
 But if you insist:



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Decide on transmitting ERO/EFIN [not a TWO EFIN]
Create site User name with appropriate SIDN & EFIN
Create icon with transmitting EFIN in General Setup screen
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The Carry Forward Process
 2009 Tax returns are restored to TaxWise 2009 [the
EFIN used to create the return must be registered in
this TaxWise 2009 installation]
 To carry forward to TaxWise 2010 the EFIN used to
create the return must be registered in TaxWise 2010
 From TaxWise 2010 select the 2009 returns to carry
forward
 Returns carried forward to 2010 are in the Proforma
folder and not segregated by User name
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Carry Forward Options
 Create individual site folders with carry forward data
and copy into each TaxWise installation at the
respective site
 Carry forward all district returns into the District
TaxWise setup
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Prior Year Taxpayer Data
 Refer to TaxWise User Manual for Tax Year 2010
 Restore to TaxWise 2009 in encrypted volume
 From TaxWise 2010, Tools/Carry Forward/Prior Year
 Can filter by User name and SSN
 Carry forward data from all sites goes into the same folder –
all User names have access to all carried forward data
 Once Prior Year Taxpayer Data has been carried forward
into TaxWise 2010, it can be transferred to another
computer without restoring the returns to TaxWise 2009
again.
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Transfer of Prior Year Taxpayer
Data to another computer
 To copy from this installation , Tools then
 Utilities/Setup Options
 File/Copy Proforma Files
 To copy to another installation, Tools then
 Utilities/Setup Options
 File/Copy Proforma Files
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Finishing District TaxWise
 Consider dedicating a computer to development of the
District TaxWise package
 Add the latest updates [Federal, NJ, Help, . .] and
references
 All information for filing year version should be
available by mid-January
 When District TaxWise is complete, do an
independent second check [quality review]
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How do you put District
TaxWise on other computers?
 Zip the UTSxx folder
 Put the zipped folder on a flash drive with installer
programs and folders
 Copy the flash drive to a CD or other flash drives if
desired
 Run the CD or flash on other computers [or flash
drives] to install TaxWise, entering unique DCN and
Submission ID on each
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Making the Clone Installer
 Starting with a clean flash drive, 512 MB or larger, copy
the following from the Clone Installer folder (on Clone
Tools CD): Do not copy the Clone Installer folder.
 AutoPlay folder
 autorun application
 autorun setup information
 Optional: Removable Drive TW [used for flash drive
installs]
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The Zip File
 Your District TaxWise [UTSyy] will be compressed
with a password. The clone installer program requires
the file in this format with the name assigned by the
zip program.
 More than 1 tax year can be zipped and put on the
clone CD
 Only 1 version of a particular tax year can be on the
clone CD
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TW Zip
 Open TW Zip
 Select drive with TaxWise
 Click Here to create
 Enter year and 8+ character password
 Specify the installer flash drive as location to save
 Exit
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The Clone Installer
 The Clone Installer flash should now have everything
required plus any options you have chosen
 Copy this to a CD if desired
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•EFC computers and flash drives
•Transmitting installations
•Transmitting for more than 1 EFIN
•Starting TaxWise
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Installing TaxWise from the clone
 If installing to a flash drive, plug it into a computer
 If the drive is encrypted, mount it
 Plug the Installer Flash Drive into the computer
 Select the drive where TaxWise will be installed
 Enter the tax year. There can be > 1 tax year on the
Installer
 Use the password to unzip
 Answer No to all add/update registry requests
 Network installation: No
 Copy individual icons: No or Yes
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DCN
 Each TaxWise installation increments the DCN when a
Legacy e-file is created for a new return
 Corrected rejects use the original DCN
 It does not matter which User Name creates the return
 Example [Jones rejects Monday, is recent Friday]:
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Day
Site
EFIN
Client
DCN
Monday
Forrestal
111111
Smith
1000
Jones
1001
Tuesday
Mercer
22222
Adams
1002
Friday
Forrestal
111111
Jones
1001
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Submission ID
 Each TaxWise installation increments the Submission
ID when a Modernized E-file is created
 A corrected reject receives a new Submission ID
 It does not matter which User Name creates the e-file
 Example [Jones rejects Monday, is recent Friday]:
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Day
Site
EFIN
Client
S-ID
Monday
Forrestal
111111
Smith
1000
Jones
1001
Tuesday
Mercer
22222
Adams
1002
Friday
Forrestal
111111
Jones
1003
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Post Install
 Recommended for installations used at > 1 site:
Arrange desktop icons
 Sites scheduled for this EFC in upper right
 Other sites lower right [or deleted-can be pulled from
desktop folder if needed]
 Consider for installations used at only 1 site
 Delete unneeded icons
 Delete unneeded User names
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ERO Computers
 EROs need permission to transmit and receive acks
 Some EROs will transmit for >1 EFIN
 EROs may want additional TaxWise User Names to
help manage returns [for example, Accepted and
Paper]
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Transmitting Computer/Flash
 Change transmitting User name(s) to ERO Group
 Add User name(s) to manage transmitted and paper
returns, if desired
 Add XMIT codes for secondary sites [if not done
earlier]
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Transmitting a secondary EFIN
Note: The transmitting EFIN must
be on the Company setup screen.
1. From the Tools menu select
Utilities/Setup Options
2. From the Setup menu select
Register Software
3. Enter the secondary EFIN
4. Enter the XMIT code in the
Registration Code boxes
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Transmitting and
Acknowledgements for >1 EFIN
 Open TaxWise with the icon for the site of the Primary
EFIN. This puts the transmitting EFIN in the Setup
screens.
 Returns for Secondary EFIN(s) can be transmitted
from Primary User name.
 Acks and Rejects for Primary and Secondary EFINs
 can be received in Primary User name
 will be grouped by EFIN
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Running the cloned TaxWise
 Select an icon to start
 Note the 2 windows in the task bar
 View the batch file window behind TaxWise [if Vista]
 Use the TaxWise window labels to confirm tax year
and User name
 User name and printer present at Exit will be saved
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Tracking TaxWise installations
What can go wrong?
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Managing the Clone
 In the district
 District level DCN and Submission ID assignment
[multiples of 1000 recommended]
 District level passwords for User names and TrueCrypt
 Tracking where TaxWise is installed
 Tracking TaxWise uninstall and data removal [during
and end of season]
 At the sites
 Check correct start of TaxWise for this site
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Tracking TaxWise Installations
Device
Laptop
Laptop
Laptop
Flash
Flash
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Source
IRS
AARP
Personal
AARP
AARP
Name
A01234
200055
Jane
D01
D02
DCN
1000
2000
3000
4000
5000
TaxWise 2008
MAC
Custodian Installed Removed
Fred Smith 1/25/2009
00:fg:44:22:11 Amy Jones 1/27/2009
11:22:jk:44:00 Jane Hall
2/9/2009 3/7/2009
Sam Long 1/22/2009
Sam Long 1/22/2009
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What can go wrong?
Problem
Compensation
 Laptop or flash drive failure
 Frequent backups
 Corrupt TaxWise installation
 Run TWTech. If necessary,
 Florida Clone:
 Opened with wrong icon or
Wrong User name selected
 Corrupt setup file
 Flash drive disconnects
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re-install & adjust DCN.
 Early detection by supervisor.
 “Return not registered”
recovery
 Restore from saved icons file
 Shutdown, re-boot and
restart Traveler
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Corrupt Setup File
 Icon places wrong Setup information in TaxWise
 Symptom: Return not registered
 Verify by checking EFIN in General Setup screen
 Fix:
 Change EFIN in General Setup screen or
 Replace Setup.0 file from UTSxx/Backup
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District TaxWise Questions
 What User names are in the District version of
TaxWise?
 Site User names should be created before common
defaults are created in the Admin User name. T or F?
 What defaults are different for each site User name?
 All new EFINs must be received before making a
District TaxWise. T or F?
 How are EFCs prevented from transmitting returns?
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More District TaxWise ??
In a review of your district TaxWise before running
TWZip several errors are discovered. How can
each be fixed?
 Change 8453 to print 2 copies
 Add “Property Tax Rebates” document to references
 Mark NJ-1040 pg 3 to default to e-file
 When opening TaxWise with the Library site icon the
User name is Admin
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TaxWise Install Questions
 A CD which installs the clone for tax year 2010 can also
install a clone for tax year 2009. T or F?
 When installing the clone on a computer that will use
network printing, answer YES to the network
installation question. T or F?
 Who determines the DCN and Submission ID for a
TaxWise installation and why?
 Once prior year taxpayer data has been carried
forward, how can it be transferred to another
installation?
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Transmitter Questions
 What is done to TaxWise after installation for an ERO?
 How is an XMIT code entered to enable one EFIN to
transmit for another?
 How does an ERO with 2 independent EFINs transmit
for each?
 How does an ERO with 2 linked EFINs transmit for
each?
 What happens to a return if the EFIN on the Company
setup screen does not match the EFIN on the 8879?
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Password Questions
 Which of these installations requires a password on the
operating system?
 TaxWise 2009 used only for training on a computer
 TaxWise 2010 on a flash drive
 TaxWise 2009 with retained data on a computer
 Who should know the TaxWise password for
a. Admin
b. Training
c. Guest
 Written passwords/password reminders should be [T/F]
 Hidden in the computer carrying case
 On the laptop lid so they are readily accessible
 In the counselor’s purse or wallet
 Distributed to EFC’s via email
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Encryption Questions
 Regular backups from TaxWise must be to an encrypted
drive. [True or False]
 Which of these must be on an encrypted drive?
 TaxWise 2009 used only for training
 TaxWise 2010 on a flash drive
 TaxWise 2009 with retained data
 An EFC flash drive locked in the ERO’s home safe
 A TrueCrypt volume must be created on IRS computers
before installing TaxWise. [True or False]
 You should update the TrueCrypt program periodically.
[True or False]
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