TaxWise Online Enhancements
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
1
Prep Use Fields
 Adding 3 new Preparer Use Fields to the Main Information Sheet
•
•
•
Prep Use 13
Prep Use 14
Prep Use 15
 Available to enter Custom Questions that will appear during the interview
 Create drop down selections that appear during the interview and on the
Main Information Sheet
 Added to all applicable reports
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
2
Time Out Reminder
 Time out reminder will
display 5 minutes prior to
the mandatory 20 minute
logout process
 Appears after 15 minutes of
inactivity
 Displays the time the
application will logout
 Continue in application by
taking an action within the
application
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
3
Context Sensitive Help
 Entry level help will be
available for a majority of
the entries throughout the
tax forms
•
Same entries that are
available in the desktop
application
 Help icon is available on the
entry level icon bar
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
4
Second option for Deleting Forms
 Added a Delete Form icon
 Displays the available forms
that can be deleted in a new
window
• Similar to the Add A Form
dialog box
 Allows the preparer to
select multiple forms to
delete
 Displays the entity names
more clearly for forms that
allow multiple copies
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
5
Improvements to Diagnostics
 Moved diagnostics to the top portion of the workspace
• Helps transition from desktop to TaxWise Online
 Print the diagnostics Results
 Create e-file bar is always visible
 Print Return link is available once the e-file has been created
• Replaced Close Return with Print Return Option
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
6
Don’t want your preparers overriding entries?
 Specific user roles default to
disallowing the override
feature
• ReturnPreparer
• Interviewer
• Reviewer
 Site Administrator can turn
this feature off in Advanced
Settings
 Preparer sees an indicator that
override is not allowed
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
7
New Roles
 Reviewer Role
• All the rights of SuperUser
except Submit E-files
• Can see all returns
 E-file Manager
• Has the ability to submit efiles
 More flexibility to have
roles to fit site needs
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
8
The Interview Wizard
 Adding state specific questions to the interview
• Based on the state abbreviations entered in the Resident State Fields
• Displays questions that do not automatically calculate from the
Federal forms
• Information entered carries to the state forms
 Information entered during the Interview process carries
information to the 13614
• Pages 1 and 2 will be calculated from the Interview
• Pages 3 and 4 will be direct input entries
• Prints with the tax returns
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
9
Extended use of “hot key” functionality
 F9
• Activates the Link Dialog box
 Ctrl+E
• Takes you to the next required entry
 Ctrl+D
• Runs diagnostics
 Ctrl+I (Insert row)
• Inserts a row (Interest and Dividend statements, Capital Gains
worksheets)
 Ctrl+R (Remove row)
• Removes a row (Interest and Dividend statements, Capital Gains
Worksheets)
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
10
User Defined State Print Sets
 Manage state print options
 Increase the number of
copies for specific state
forms
 Limit the state forms that
print with the return
 Change the print order of
forms within a state
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
11
Refund Monitor
Displays the Primary
taxpayers first and
last name.
Allows preparer to
easily identify what
return they are in
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
12
Data Center Improvements
The Data Center can handle the power and cooling
needs of approximately 1200 servers compared to 400 for
Rome. We are moving approximately 275 physical servers
to the new location, so we have plenty of room to grow.
We have reduced our physical server foot print by
approximately 125 servers by virtualizing servers that are
too old to consider moving. This is good for the
environment and will help to reduce the power bill in the
future.
The new storage solution can serve approximately twice
the amount of requests for data than the current solution in
Rome. The new storage solution will serve data requests
faster which will give us the ability to quickly process
returns for our customers.
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
13
Data Center Improvements
The Network infrastructure speed has been increased by
1000 percent in the new Data Center. The new
infrastructure will provide faster access to servers and
storage and will help increase our ability to quickly process
e-files for our customers.
Internet bandwidth has been increased by almost 200
percent. The new bandwidth will provide our customers
with quicker access to our internet enabled applications
and allow us to serve more simultaneous customers than
we can from the Rome location.
Server storage has been increased by almost 100
percent. The new storage will give us the ability to store
more returns next year and we will have plenty of space to
perform load testing.
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
14
Modernized E-file
Tax Applications will create e-file based on the Form
Set available
Utilizes Submission ID rather than DCN
IRS acknowledges in 5 – 10 minutes
Acknowledgements still have to be split and posted
(estimate 1 hour)
Ability to electronically file state returns that do not
have a federal filing requirement
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
15
What are we working on?
 Adding the ability for users to determine the number
of returns to view on the Return list
 Programmatically eliminating accidentally typing in
front of a zero in an entry field
• Only applicable in default. When the field is
active, the zero will disappear
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
16
Training Opportunities in TaxWise

Training options available include
 Taxwise Desktop
 TaxWise Online
 Link & Learn on www.irs.gov – only available to
volunteers under the IRS contract such as VITA, TCE,
AARP, Military
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
17
Training in TaxWise Desktop
 In TaxWise Desktop
 Log in to Username Training
- Training returns can be
created under the Training
username
 Training SSN requires use of
last 4 numbers of the EFIN
 Transmit returns to the
Training EFC
 Receive an
acknowledgement
 Reports are active in
Training
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
18
TaxWise Online Training
 To access TWO Training log into
 www.twonline.taxwise.com/training
 Green Background
regardless of year
 Create returns
 Move returns
 Print returns
 Send to Training EFC
 Receive
Acknowledgements
 All users under IRS
Contract have access
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
19
What is Link & Learn?
 Hosted on www.irs.gov
 The Volunteer Income Tax Assistance
and Tax Counseling for the Elderly
(VITA/TCE) e-learning courses!
 Practice the process of assisting
taxpayers in preparing and filing Forms
1040EZ, 1040A, 1040, 1040NR, 1040NREZ, 1040PR, and Form 1040X returns.
 Seven VITA/TCE courses—Basic,
Intermediate, Advanced, Military,
International, Puerto Rico and Foreign
Students
 Course for Returning Students
 Link to Practice Lab from courses
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
20
How to access Link & Learn Taxes
 Open your browser and
go to www.irs.gov
 In the Search box type
Link & Learn Taxes
 Click the Link & Learn
Taxes link
 Select a course
 Click on Start
 Once you have finished
the course enter the
Practice Lab to
complete returns
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
21
Accessing the Practice Lab from Link & Learn
 Once you have selected the
Practice Lab
 Receive a Password from
the
 Site Coordinator
 SPEC Relationship
Manager
 Scenarios specifically
designed to cover the types
of tax returns that
volunteers encounter
 Click on Login
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
22
Login to the Practice Lab
 AARP offices can
access the Practice Lab
by using the following
link
https://twonline.taxwise.com/pbt
 Log in with your User
ID and zip code if
already registered
 New Users will click
the link Create New
User
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
23
Create a New User
 To create a New User
 enter the first 5 digits of
your zip code
 Enter your email address
 Click on Create User ID
 Click on Next and Print the
User ID that you will log in
with
 Log in with User ID and zip
code
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
24
Classes offered on Practice Lab
 Once user is logged in The
Practice Lab opens
 The user clicks on link to
access the 2010 IRS
Training in the HELP
Center
 2010 TaxWise IRS Training
06/14/2010 - USA
TaxWise Training
25
2010 TaxWise Training
Classes offered for both
TaxWise Desktop and Online
programs
Classes grouped by Admin and
Users such as
TaxWise Online Admin
Requirements, Settings &
Prior Year
Login & Manage Users
Electronic Filing
Reports
TaxWise Desktop Admin
System requirements
Security Manager
Electronic Filing
Reports
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
26