1. Welcome to the CA02 TC Meeting/Training
November 2016
2016 CA02 State TC Meeting

2. Introduction Name, Place, & District How long in the TC role
One or two items on your mind

3. Objective 1 TCS Training (Held in Dallas on 08/11/2016)
Share information from
TCS Training (Held in Dallas on 08/11/2016)
TCS Webinars (Conducted monthly)
Other communications from National

4. Objective - 2 Need participation from you
How to make today’s session a success
Need participation from you
Experts in the room – please speak up
It the topic was covered previously, speak up we can skip the topic
Please hold the questions till end of presentation

5. Where Can I Find the Information
Login to AARP Tax-Aide Volunteer site, then navigate to OneSupport Help Center (OSHC): community/saml/login.action?
Some Areas to explore in OSHC
TCS Documents
TCS Bulletins & Tasks Documents
Technology
Communication
SMT Roundup & TCS Webinars
Tax Software
Search for the Specific Topic
CA02 Tech Reference Document – “TC Reference Manual” in (Bob Francis for putting this invaluable document together!)

6. Where Can I Find TSO Information
TSO Practice Lab:
TSO Training Manual:
Webinar and recorded training for “Login into TSO” and “Configuring TSO Online”
login to TSO practice Lab,
“Section 1: Getting started with TaxSlayer Pro Online”
“Section 2: Configuring TaxSlayer Pro Online”
After you start the Adobe Flash Player, enter your user information. You will see “attachments” tab on the left frame/window. You can download the PDF or PowerPoint slides of the topic

7. TaxSlayer Administration
Different structure compared to TaxWise
NTC template, State level Templates are not relevant concepts and cannot be used with TaxSlayer
NTTC Training templates cannot be done
TS Multi-site administration aimed at District level for setting up multiple sites with
Profiles (list of forms used)
Return Tags
Print Sets
Training on Practice Lab - Brainsharks
2016 Regional Training

8. TaxSlayer Software Ordering
IRS had released the software ordering guidelines
Process is basically the same with minor changes, similar due dates as in the past
will be sent out in a couple of days for Software ordering
2016 Regional Training

9. Inventory Process Update
All Split-States to be using the On-line process this year.
No spreadsheets will be accepted from now on
~30,000 assets in the Tax-Aide volunteer split-state inventory
~20,000 laptops – 16,000 working
2016 Regional Training

10. AARP Tax Aide Inventory System
Make sure you have access to AARP Tax Aide Inventory System.
From your volunteer login page, under “Tax-Aide Links” on the left pane, select “Inventory System”
Check that you can log in successfully
Check your inventories in OIS with the storage inventory
make changes as necessary: additions, corrections, or deletions
Use the “Verified” check box as an affirmative confirmation on the physical presence of individual units.
You will have to update the inventory at the end of the tax season

11. IRS Documentation Change
E-file Administrator guide, Pub 3189 will no longer be published
Signature methods merged into Volunteer Resource Guide, Pub 4012
Software Setup info goes to TaxSlayer User Guide
General Information to Site Coordinator handbook (P1084) and Partner Resource Guide (P4396-A)
P1345 Handbook for e-file providers also exists.
2016 Regional Training

12. GraceWorks GraceWorkz: non-IRS owned printers and computers repair
Send request to
Include the following information:
Custodian Name:
Address:  
Phone Number: 
Computer / Printer Model: 
Computer / Printer Serial Number:
Asset Tag: 
State: CA2 
TCS: Edison Paw  
Computer / Printer Problem Description:

13. GraceWorks Expendable Supplies (Consumables Program) contact:
Edison Paw:
Eric Lutz:

14. Use of Tax-Aide Computers New Policy
Computers provided by or donated to the Tax-Aide program are owned by Tax-Aide
Requests to use Tax-Aide computers for “good” purposes eg
Training of (elderly, homeless) non- computer users
Use by 3rd party non-profits
Personal use
All Computers used for non Tax-Aide purposes must be reimaged before being used within the Tax-Aide program
2016 Regional Training

15. IRS and Tax-Aide Computers
Computers received from IRS
make sure that you can login
DO NOT USE OR INSTALL Tax Slayer Desktop software!
Tax-Aide Computers for Personal Use
Can be used before and after the tax season only
Computers MUST be re-imaged before the tax season with the Tax-Aide image before it can be used for tax preparation
During the tax season, AARP Foundation computer must only be used as a tax computer. No personal software can be downloaded or added
Software used to help with tax preparation may be installed

16. Windows 10 Update
It is time to start thinking about moving from Win 7 to Windows 10
This season’s preparation will be consumed with the TWO to TSO conversion
Nevertheless, it is time to start thinking…..
Currently 1706 (11%) out of 15,409 systems are Windows 10 (Systems with TIA installed, Inventory Status=OK
Windows 10 will work on any systems however we recommend only Dell Vostro 3500 and more recent.
The most recent Tax-Aide Windows 10 image can be used to upgrade any of those Tax-Aide Systems to Windows 10
2016 Regional Training

17. Windows Imaging Updated Windows 7 and Windows 10 images recently.
New versions use the IRS TY2016 password for log on
Windows 7 will be updated again in Nov/Dec
Windows 10 will be updated sooner to add the capability of updating any Tax-Aide computer. – Current image can only update Tax-Aide program provided systems and some donated systems.
No requirement to go to Windows 10
2016 Regional Training

18. Windows 7 or Windows 10 images
AARP owned computers, personal computers, or site owned computers must be upgraded to either Window 7 or Windows 10.
If personal computers or site owned computers cannot be upgraded, they are not to be used.
Personal computers used for preparing taxes MUST be re-imaged to Tax-Aide image and installed with Virus checkers.

19. Public Wi-Fi Network Policy Change
Public Wifi can only be used to obtain access to the Internet using a Wisp router, Network Extender or PC.
Wireless internet communications for computers using tax software is permitted under specific conditions and requirements (i.e. Computer used as IAC)
All printers connected to the network used in printing client tax documents MUST be behind the router (private wired/wireless LAN)

20. Public Wifi Alternatives
Wisp Router
A wireless router that can attach to a wifi network, or a wired connection to obtain internet access. Recommended model and instructions on One Support
Net Extender
A precursor to the Wisp Router. Implements the same function
PC system
Create a Windows Hosted network (Win 7) or Mobile Hotspot (Win 10) and share the internet connection
Instructions on OneSupport
No Additional Verizon HotSpots are required or needed
2016 Regional Training

21. Library/Building Public Wifi
Prohibited
Internet
Personal Systems
Tax-Aide
Printer
Library/Building Public Wifi
Tax-Aide Laptops
Public Library Systems
2016 Regional Training

22. Allowed/Encouraged Internet Personal Systems
Library/Building Public Wifi
Wisp Router, Extender, PC
Public Library Systems
Tax-Aide Laptops
2016 Regional Training

23. Printer Server or Wireless Network Printers
National Recommendation (Not Required): All USB printers should be connected to a Print Server (and not share a printer from a computer)
Print Server price (Monoprice is approximately $25)
Wireless Network Printer (HP 1109W) is approximately $79
Any future USB printer replacements, make sure to consider Wireless Network Printers