1. Wednesday Agenda  Questions from yesterday or last evening  TC Responsibilities  Program Requirements  TC requested items  1102w setup  TC Responsibilities  Programs Reqs and Security November 2, 2011NJ Tax-Aide TC Seminar1

2. TC Responsibilities Note: No TMG Taken From TC PD  General Implements e-file procedures & requirements Ensures each e-file site has a valid EFIN Conducts or helps conduct e-file training Encourages efficient use of equipment Provides on-going technical support to e-file sites Works well with diverse populations Remains alert for potential donors of equipment Provides timely communication of electronic filing information  Hardware Evaluates equipment needs Maintains equipment inventory Coordinates equipment maintenance, upgrade & disposition November 2, 2011NJ Tax-Aide TC Seminar2

3. TC Responsibilities, continued  Software - Desktop Installs TaxWise on district computers [or trains EROs to do so] Establishes & oversees encryption and password protection  Assists with E-file site selection Recruitment Equipment distribution Implementing & maintaining automated administrative procedures November 2, 2011NJ Tax-Aide TC Seminar3

4. Program Requirements  Security/Privacy  TaxWise use  E-file expenses November 2, 2011NJ Tax-Aide TC Seminar4

5. Security  During the tax season: Physical security of computers Encryption software Passwords (operating system & all TaxWise users) TaxWise and data base on removable drive  Removal of all taxpayer data post-season November 2, 2011NJ Tax-Aide TC Seminar5

6. Security (continued)  IRS and AARP provide Written procedures for implementing security Software utilities for data removal  Volunteer responsibilities TCS: train TCs and store returns between seasons TC: training, passwords and equipment configuration within district ERO: data removal, collection of data authorized for retention, transmitting computer and data security EFC: physical security of computer and data November 2, 2011NJ Tax-Aide TC Seminar6

7. Security Desktop Only  Memorize passwords  Keep laptop in your possession  Send required files and documents to IRS and erase/destroy all others by April 30  Send a copy of data authorized for retention to TCS  Delete electronic data before April 30 November 2, 2011NJ Tax-Aide TC Seminar7

8. Security Compromises  Write passwords on computer  Put passwords in computer case  Put passwords on back of name badge and put name badge in computer case  Leave laptop in sight in car  Leave laptop in unlocked car November 2, 2011NJ Tax-Aide TC Seminar8

9. More Security Compromises  Post-season retention of taxpayer data by anyone in the district Electronic files IRS Forms 8453, 8879 or 3210 W-2, 1099, etc.  Post-season retention of taxpayer data in any place in the district On password protected, encrypted desktop As unprinted document in printer driver In locked container inside burglar alarmed home November 2, 2011NJ Tax-Aide TC Seminar9

10. Passwords  Computer operating system Required when taxpayer data is on system Can be removed post season and during training  AARP computers Use “volunteer” login to prepare and transmit Restrict “administrator” login to troubleshooting November 2, 2011NJ Tax-Aide TC Seminar10

11. E-file Expenses  “S” Printer paper, printer cartridges not provided by IRS or AARP Routers, cables, mice, flash drives [>$25 unit cost requires advance approval by TCS or SC]  “R” Repair, upgrade, maintenance service >$25 pre-approval TCS or SC >$50 [printer] or >$200 [computer/projector] pre- approval by AARP Headquarters November 2, 2011NJ Tax-Aide TC Seminar11

12. Calendar  New (Desktop) Dec early Princeton Dec 14 Manahawkin  Clone Workshop [TBD]  TWO ERO Training Jan 16 Manahawkin, Jan 18 Montclair Jan 23 Middletown  End of season data cleanup [Apr 30]  Equipment Inventory [April 30] November 2, 2011NJ Tax-Aide TC Seminar12

13. ERO Training  Separate1 day sessions for desktop and TWO  Intended for new EROs in all districts  Common scope: transmission, acknowledgements & rejects, reports, signature & document requirements and efficient record keeping  Offered in several different locations  Open to additional EROs, space permitting November 2, 2011NJ Tax-Aide TC Seminar13

14. TWO ERO Training  Jan  NJ module expected to be available  Hands on creation of Users, templates  Tools, features and strategies probably not used with TWO training site  TCs are welcome to attend  Material will be available for district training of EROs who do not attend November 2, 2011NJ Tax-Aide TC Seminar14

15. TWO ERO Training  100 + EROs using TWO  3 sessions scheduled Jan  Should there be a TWO ERO session for TCs? November 2, 2011NJ Tax-Aide TC Seminar15

16. Taxpayer Data Retention Desktop only:  By April 30, 2011: Storage media with returns sent by ERO to TCS  Returns stored by TCS in locked container  January 2012: Media returned to TC November 2, 2011NJ Tax-Aide TC Seminar16

17. TC Requested Items  What’s New in TWO  Templates  Recover 2010 Returns  Security Scans November 2, 2011NJ Tax-Aide TC Seminar17

18. What’s New in TWO  Preparer Use Form  F1, F3, F8, and F9 will be same in TWO and Desktop  MeF for all Forms except 1040NR and 1040X  State Returns Linked to Federal  No Document Retention (Use Return Status?)  Password reset made easier November 2, 2011NJ Tax-Aide TC Seminar18

19. Template  Master Template will be done by Mike Shuchman  TC Essex November 2, 2011NJ Tax-Aide TC Seminar19

20. Certification of Computers  Covered Previously November 2, 2011NJ Tax-Aide TC Seminar20

21. 2010 Returns  Can Retrieve by going to 2010 database November 2, 2011NJ Tax-Aide TC Seminar21

22. Tech Dribs and Drabs  New Routers 172.25.25.1 (.10 thru.59) Configure Printers 172.25.25.50 /.51.52 etc.  True Crypt – TW Updates Issue New Installer (7.0a) Vol. Size – Traveller-1.8Gb PC-4.0Gb  1102w Recommended Setup On Router, Assign IP for 1102w (.11 to.52) On 1102w, Lock down with “Manual” setting On PC, Specify IP of printer (not MAC) November 2, 2011NJ Tax-Aide TC Seminar22

23. 1102w-Assign IP in Router November 2, 2011NJ Tax-Aide TC Seminar23

24. 1102w – Network Manual with IP November 2, 2011NJ Tax-Aide TC Seminar24

25. On PC - Enter Printer’s IP Clear “Always print to.…” November 2, 2011NJ Tax-Aide TC Seminar25

26. This slide intentionally left blank November 2, 2011NJ Tax-Aide TC Seminar26