1 NTC/TCS Training Dallas 2009 modified by HMR for NY3 TaxWise Online (TWO) Why we should choose TaxWise Online

2 NTC/TCS Training Dallas 2009 modified by HMR for NY3 Security, Security, Security  No data retention on the computers we use  Access with a secure, encrypted website (  Admin ability to assign access rights to individual users

3 NTC/TCS Training Dallas 2009 modified by HMR for NY3 EASE OF USE  No individual installation of software required  No updating ever (automatically done)  No backup ever (retained on CCH/TaxWise server)  No carry forward required (automatic)

4 NTC/TCS Training Dallas 2009 modified by HMR for NY3 BROADBAND INTERNET  Need broadband access with 800 kilobits/sec (test at  Can access with any computer with broadband Internet access  Just ask your facilities about Internet access. Most facilities can provide this with little problems (however, not wireless).  It is easy to network your computers with a router (with a switch connected to expand it) in order to create a separate sub- network with additional security.

5 NTC/TCS Training Dallas 2009 modified by HMR for NY3 DIFFERENCES WITH DESKTOP  The “F keys” do not operate in the Online version.  No need for transmit codes or problems with using the same computer at several locations since no data is retained  No data is retained on local computers  Online Help also offers the ability to go to any other Internet site that you might need while preparing a return

6 NTC/TCS Training Dallas 2009 modified by HMR for NY3 ADMIN SETUP  Setup for each user by name (recommend first initial & last name)  Allow for permissions (return preparer, super user, admin & template manager)  See the TW CD and Pub 3189 for additional instructions on setup

7 NTC/TCS Training Dallas 2009 modified by HMR for NY3

8 NTC/TCS Training Dallas 2009 modified by HMR for NY3 PERMISSIONS  Return Preparer for everyone – They will only be able to see and print returns they have prepared  Super User – Use for those Quality Review volunteers and anyone else that needs to see all returns, efile and get acknowledgements  Admin – Restrict to a few people to manage the site (reset passwords, etc)  Template Manager – To set defaults and should be restricted to one or two people

9 NTC/TCS Training Dallas 2009 modified by HMR for NY3

10 NTC/TCS Training Dallas 2009 modified by HMR for NY3 Access  Everyone will use the client ID for the location EFIN/SIDN  Each volunteer will need a User Name and Password – Must change every 90 days. Must answer a User set secret question if password must be reset  No matter the site your volunteers are working at, they only need to remember the client ID, User Name, & Password

11 NTC/TCS Training Dallas 2009 modified by HMR for NY3

12 NTC/TCS Training Dallas 2009 modified by HMR for NY3 WHAT YOU WILL SEE AFTER YOU SIGN IN  The next page gives you access to create the new return and other resources you might need  For Admin & Super Users it gives you a list of active returns, rejected returns, accepted returns, ability to efile and get acknowledgements  You are also able to move or delete returns

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14 NTC/TCS Training Dallas 2009 modified by HMR for NY3 PERSONAL EXPERIENCE  Jo Eldredge used Online at a 6 day-a- week site from Feb 2 nd thru April 15 th and only had one partial day when TaxWise server was not available – Online is very reliable  Due to security issues alone, she expects to have another four sites Online by next season (2009 TY)

15 NTC/TCS Training Dallas 2009 modified by HMR for NY3 Continued  Printing is a little slower operation due to creating a PDF file before printing but not a significant problem  Because of being on an active internet connection, they occasionally would have a computer slow down and they would log off and then go back in to get a better connection

16 NTC/TCS Training Dallas 2009 modified by HMR for NY3 FINISH  If you try TaxWise Online, you will never go back to the Desktop version.  Again, security & ease of use make the Online software the way to go if you can arrange the broadband Internet connection, which she found was a matter of asking

17 NTC/TCS Training Dallas 2009 modified by HMR for NY3 THANKS