TAX-AIDE Windows 7 Upgrade Chris Hughes - NTC 1

TAX-AIDE TCS Conference Call Sept Windows 7 Imperative ● Microsoft support for Windows XP ends April ● CCH Taxwise support for Windows XP ends April ● Windows XP systems must not be used to prepare Tax-Aide tax returns after April 15, This includes personal and site computers ● All Windows XP systems must be upgraded to Windows 7 before the 2015 tax season or be removed from tax preparation activity.

TAX-AIDE Windows 7 - Mandatory Why Mandatory  Using Windows XP after Microsoft and CCH TaxWise support ends will expose taxpayer data to greater security risks. ● No more Security patches and updates. ● No more support ● Hackers TCS Conference Call September

TAX-AIDE TCS Conference Call Sept Current Status ● Approximately 5600 systems of the approximately 10,000 systems to be upgraded are done. ● The upgrade is done via re-imaging of both Tax-Aide procured systems and donated systems. ● Access to the ftp site to get the image is via

TAX-AIDE TCS Conference Call Sept Current Status (2) ● Approx 860 systems have no IDC data ● Win 7 upgrade REQUIRES IDC data before the upgrade can be done. ● IDC data added to existing systems in inventory by sending to TaxAideTech. ● If IDC was run in 2012 but not in 2013 it has been brought forward.

TAX-AIDE TCS Conference Call Sept NLK Eligible Systems ● The Windows 7 National License Key (NLK) is for upgrading Windows XP, Vista, and NEW FOR 2013 Windows 7 Home Premium systems. ● A system already running Windows 7 Professional is not eligible for the NLK. Its Product key can be saved in the database ● NLK only available via automated key install during image installation

TAX-AIDE TCS Conference Call Sept Individual System Status ● The IDC program captured data to support National License Key installation. mr_manufacturer, mr_serial_number, current machine readable Windows installation info. ● System Validation Database from this data Database is queried by License image installation software The status of a system in the database can be queried with

TAX-AIDE TCS Conference Call Sept Issues (1) ● We have some really old systems e.g. Dell Latitude D600 ● Driver issues, IDC data issues, Windows image issues please or call TaxaideTech. ● Recent examples Strange mr_serial.... – will work D600 Win 7 uses Windows XP network drivers – works ● Using the very latest image will save considerable Windows Update activity and time

TAX-AIDE Issues(2) ● Use a flash drive for re-imaging Increasing problems with DVD writer/reader compatibility issues If using a DVD use verify on the writer and run the cdcheck program (download from ● Some activation issues. If in doubt do nothing and let Windows handle it. TCS Conference Call Sept 20139

TAX-AIDE Windows 7 Upgrade ● Questions?? 10