1. TAX-AIDE TaxWise ® Tax Year 2013 Changes NTTC Training – 2013 1

2. TAX-AIDE Initiatives for Tax Year 2013 ● Section 508 Compliant (requirement that all federal government electronic and information technology be accessible to people with disabilities) Allows the forms to be accessible by a JAWS (Job Access With Speech) compliant screen reader Other screen readers also supported NTTC Training – 2013 2

3. TAX-AIDE 2013 Software Initiatives –TWO only Tax Year 2013 Changes ● Return data locked after e-file acceptance – both TWD and TWO ● Additional dependent statement linked from main information screen instead of from Form 1040 pg 1 ● Standalone Mortgage Interest Worksheet linked to Schedule A NTTC Training – 2013 3

4. TAX-AIDE 2013 Software Initiatives –TWO only Tax Year 2013 Changes ● Added capability to include print sets in template publisher send settings (TWO) ● Added ability to search by dependent’s last name – TWD and TWO ● The latest news added to homepage NTTC Training – 2013 4

5. TAX-AIDE 2013 Software Initiatives –TWD only Tax Year 2013 Changes ● Reminder: e-filing available for current and prior two tax years (2013, 2012 and 2011) ● Clear sent e-files – TWO and TWD Allows ERO to cancels e-file in limbo between tax site and MeF and then create and submit new e-file ● Cannot e-file amended returns – MeF cannot accept them NTTC Training – 2013 5

6. TAX-AIDE CCH Small Firm Services TaxWise Updates NTTC Training – 2013 6 Questions? Comments…