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Basic TaxWise Clone

Basic TaxWise Clone. For TaxWise Desktop Installation December 16, 2010. Objectives. Make a District TaxWise TaxWise Defaults Create User Names & Groups Create icons for each site Make a TaxWise installer Install TaxWise on a computer Run the cloned TaxWise. Optional.

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Basic TaxWise Clone

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  1. Basic TaxWise Clone For TaxWise Desktop Installation December 16, 2010

  2. Objectives • Make a District TaxWise • TaxWise Defaults • Create User Names & Groups • Create icons for each site • Make a TaxWise installer • Install TaxWise on a computer • Run the cloned TaxWise New Jersey Tax-Aide Clone Workshop

  3. Optional • Install TrueCrypt on a flash drive • Install a TaxWise clone on a flash drive • Run TaxWise from a flash drive New Jersey Tax-Aide Clone Workshop

  4. District TaxWise • TaxWise setup and installation will be managed at the district level • One TaxWise setup can be used by all preparers and transmitters in the district • Each installation requires a unique DCN and Submission ID • Basic setup does not permit transmitting • Transmitting computers: transmitting is enabled and transmit codes for secondary EFINs are entered if needed • May be installed on computer or flash drive New Jersey Tax-Aide Clone Workshop

  5. District Information New Jersey Tax-Aide Clone Workshop

  6. District Info Questions/Issues • Sites without EFIN • Paper only sites • New EFIN not received • E-file sites that will not have an EFIN • >1 EFIN will transmit for a site • Why? • When might this be necessary? • Transmitting/secondary EFINs New Jersey Tax-Aide Clone Workshop

  7. Prior Year Software • EFIN: 070743 • 2009 Reg Code: UUK9-7778-UEPC-JF77-VRC2 New Jersey Tax-Aide Clone Workshop

  8. Exploring the Clone Tools CD • Clone Installer - Copy the CONTENTS of this folder to the flash drive or CD that will be used to install TaxWise. A zipped UTSYY folder must be added to the installer flash drive or CD. • Make Clone Tools -TW Make Icons and TWzip. The zipped folder produced by TWzip goes on the installer flash drive or CD. • RemovableDriveTW - Items in this folder support TaxWise on flash drives. • Clone 2010 - Clone Instructions New Jersey Tax-Aide Clone Workshop

  9. TaxWise Defaults • Defaults common to all User names are entered in Admin User before creating site User names • Fed and NJ form defaults (examples: Practitioner PIN, NJ on W-2, 1099-R) • User Defined History Lists • Print Packages • Private Forms • Browser Tabs (for references) • After creating site User names, enter defaults unique to each site in the site User name • Main Info: SIDN • 8879: EFIN, SIDN and site name & address New Jersey Tax-Aide Clone Workshop

  10. TaxWise Users and Groups • 1 User Name per site • User names are in EFC Group that cannot • Transmit • Get Acks, Mail and Updates • ERO Group • Can transmit returns and receive Acks • After TaxWise is installed on transmitting computers/flash drives, User names of transmitting sites are moved to ERO Group New Jersey Tax-Aide Clone Workshop

  11. TaxWise Passwords • Passwords are required on all User names • Site User name passwords are needed by EFCs & EROs • Passwords for Admin, Guest, Training & ERO created User names should be limited to EROs New Jersey Tax-Aide Clone Workshop

  12. Vista and Windows-7 TrueCrypt and TaxWise will run on Vista and W-7 The Florida Clone should install on Vista and W-7 If necessary, disable UAC New Jersey Tax-Aide Clone Workshop

  13. Make a District TaxWise • Install TaxWise 2010 from CD/flash drive • Complete Setup screens and register EFIN • Install TaxWise New Jersey, when available • Establish defaults in Admin • Create EFC and ERO Groups • Create site Users with User specific defaults • Take a break! New Jersey Tax-Aide Clone Workshop

  14. New Jersey Tax-Aide Clone Workshop

  15. District TaxWise Status Check • 1 User name for each e-file site • Common defaults for all sites except • SIDN [Main Info & 8879] • EFIN [8879] • Still need EFIN in Setup to match EFIN on 8879 • May want to add Carry forward New Jersey Tax-Aide Clone Workshop

  16. Changing Setup Screens • Manually – Not recommended • >1 TaxWise installation on 1 computer • Different flash drive for each EFIN or site • Florida Clone • Automates setup screen changes • Uses 1 desktop icon for each site • Copies the correct setup info into TaxWise before opening • Can remember changes to the setup info New Jersey Tax-Aide Clone Workshop

  17. Make Icons Overview • For a site User name in TaxWise • In General Setup screen: EFIN that transmits for site • Change to the site User name • Exit TaxWise • Make an icon with the site User name. This saves setup information including transmitting EFIN. • Open TaxWise and repeat 1 & 2 for another site User name • When icons have been made for all site User names, copy icons to desktop and make a backup. New Jersey Tax-Aide Clone Workshop

  18. Make TW Icons • In My Computer, right click the Clone Tools CD • Click Explore this CD • Open the Make Clone Tools folder • Run TW Make Icons • 1 – Enter Tax year yy • 2 – Run TaxWise • Change Setup Options for the EFIN for this User name • Select User name • Exit TaxWise New Jersey Tax-Aide Clone Workshop

  19. Make TW Icons, continued • 3 – Create and save ICON • Enter User name [this must be one of the User names in TaxWise] • Save setup.0 file? [normally Yes] • Network? [normally No] • Enter Desktop ICON Name [normally same as site User name; spaces are permitted] • To make another icon return to 2 – Run TaxWise New Jersey Tax-Aide Clone Workshop

  20. TW Make IconsOptions before Exit • Copy Icons to Desktop • Make a Backup of setup.x files New Jersey Tax-Aide Clone Workshop

  21. Contingencies • New EFIN not yet received • Create site User name – leave 8879 EFIN blank • Create icon – use any EFIN in General Setup screen • When EFIN received, update 8879 & Setup screen • TaxWise Desktop backup to TWO • Not recommended • But if you insist: • Decide on transmitting ERO/EFIN [not a TWO EFIN] • Create site User name with appropriate SIDN & EFIN • Create icon with transmitting EFIN in General Setup screen New Jersey Tax-Aide Clone Workshop

  22. The Carry Forward Process • 2009 Tax returns are restored to TaxWise 2009 [the EFIN used to create the return must be registered in this TaxWise 2009 installation] • To carry forward to TaxWise 2010 the EFIN used to create the return must be registered in TaxWise 2010 • From TaxWise 2010 select the 2009 returns to carry forward • Returns carried forward to 2010 are in the Proforma folder and not segregated by User name New Jersey Tax-Aide Clone Workshop

  23. Carry Forward Options • Create individual site folders with carry forward data and copy into each TaxWise installation at the respective site • Carry forward all district returns into the District TaxWise setup New Jersey Tax-Aide Clone Workshop

  24. Prior Year Taxpayer Data • Refer to TaxWise User Manual for Tax Year 2010 • Restore to TaxWise 2009 in encrypted volume • From TaxWise 2010, Tools/Carry Forward/Prior Year • Can filter by User name and SSN • Carry forward data from all sites goes into the same folder – all User names have access to all carried forward data • Once Prior Year Taxpayer Data has been carried forward into TaxWise 2010, it can be transferred to another computer without restoring the returns to TaxWise 2009 again. New Jersey Tax-Aide Clone Workshop

  25. Transfer of Prior Year Taxpayer Data to another computer • To copy from this installation , Tools then • Utilities/Setup Options • File/Copy Proforma Files • To copy to another installation, Tools then • Utilities/Setup Options • File/Copy Proforma Files New Jersey Tax-Aide Clone Workshop

  26. New Jersey Tax-Aide Clone Workshop

  27. Preparing to Install New Jersey Tax-Aide Clone Workshop

  28. Finishing District TaxWise • Consider dedicating a computer to development of the District TaxWise package • Add the latest updates [Federal, NJ, Help, . .] and references • All information for filing year version should be available by mid-January • When District TaxWise is complete, do an independent second check [quality review] New Jersey Tax-Aide Clone Workshop

  29. How do you put District TaxWise on other computers? • Zip the UTSxx folder • Put the zipped folder on a flash drive with installer programs and folders • Copy the flash drive to a CD or other flash drives if desired • Run the CD or flash on other computers [or flash drives] to install TaxWise, entering unique DCN and Submission ID on each New Jersey Tax-Aide Clone Workshop

  30. Making the Clone Installer • Starting with a clean flash drive, 512 MB or larger, copy the following from the Clone Installer folder (on Clone Tools CD): Do not copy the Clone Installer folder. • AutoPlay folder • autorun application • autorun setup information • Optional: Removable Drive TW [used for flash drive installs] New Jersey Tax-Aide Clone Workshop

  31. The Zip File • Your District TaxWise [UTSyy] will be compressed with a password. The clone installer program requires the file in this format with the name assigned by the zip program. • More than 1 tax year can be zipped and put on the clone CD • Only 1 version of a particular tax year can be on the clone CD New Jersey Tax-Aide Clone Workshop

  32. TW Zip • Open TW Zip • Select drive with TaxWise • Click Here to create • Enter year and 8+ character password • Specify the installer flash drive as location to save • Exit New Jersey Tax-Aide Clone Workshop

  33. The Clone Installer • The Clone Installer flash should now have everything required plus any options you have chosen • Copy this to a CD if desired New Jersey Tax-Aide Clone Workshop

  34. Installing EFC computers and flash drives Transmitting installations Transmitting for more than 1 EFIN Starting TaxWise New Jersey Tax-Aide Clone Workshop

  35. Installing TaxWise from the clone • If installing to a flash drive, plug it into a computer • If the drive is encrypted, mount it • Plug the Installer Flash Drive into the computer • Select the drive where TaxWise will be installed • Enter the tax year. There can be > 1 tax year on the Installer • Use the password to unzip • Answer No to all add/update registry requests • Network installation: No • Copy individual icons: No or Yes New Jersey Tax-Aide Clone Workshop

  36. DCN • Each TaxWise installation increments the DCN when a Legacy e-file is created for a new return • Corrected rejects use the original DCN • It does not matter which User Name creates the return • Example [Jones rejects Monday, is recent Friday]: New Jersey Tax-Aide Clone Workshop

  37. Submission ID • Each TaxWise installation increments the Submission ID when a Modernized E-file is created • A corrected reject receives a new Submission ID • It does not matter which User Name creates the e-file • Example [Jones rejects Monday, is recent Friday]: New Jersey Tax-Aide Clone Workshop

  38. Post Install • Recommended for installations used at > 1 site: Arrange desktop icons • Sites scheduled for this EFC in upper right • Other sites lower right [or deleted-can be pulled from desktop folder if needed] • Consider for installations used at only 1 site • Delete unneeded icons • Delete unneeded User names New Jersey Tax-Aide Clone Workshop

  39. ERO Computers • EROs need permission to transmit and receive acks • Some EROs will transmit for >1 EFIN • EROs may want additional TaxWise User Names to help manage returns [for example, Accepted and Paper] New Jersey Tax-Aide Clone Workshop

  40. Transmitting Computer/Flash • Change transmitting User name(s) to ERO Group • Add User name(s) to manage transmitted and paper returns, if desired • Add XMIT codes for secondary sites [if not done earlier] New Jersey Tax-Aide Clone Workshop

  41. Transmitting a secondary EFIN Note: The transmitting EFIN must be on the Company setup screen. From the Tools menu select Utilities/Setup Options From the Setup menu select Register Software Enter the secondary EFIN Enter the XMIT code in the Registration Code boxes New Jersey Tax-Aide Clone Workshop

  42. Transmitting and Acknowledgements for >1 EFIN • Open TaxWise with the icon for the site of the Primary EFIN. This puts the transmitting EFIN in the Setup screens. • Returns for Secondary EFIN(s) can be transmitted from Primary User name. • Acks and Rejects for Primary and Secondary EFINs • can be received in Primary User name • will be grouped by EFIN New Jersey Tax-Aide Clone Workshop

  43. Running the cloned TaxWise • Select an icon to start • Note the 2 windows in the task bar • View the batch file window behind TaxWise [if Vista] • Use the TaxWise window labels to confirm tax year and User name • User name and printer present at Exit will be saved New Jersey Tax-Aide Clone Workshop

  44. Managing Clone Installations Tracking TaxWise installations What can go wrong? New Jersey Tax-Aide Clone Workshop

  45. Managing the Clone • In the district • District level DCN and Submission ID assignment [multiples of 1000 recommended] • District level passwords for User names and TrueCrypt • Tracking where TaxWise is installed • Tracking TaxWise uninstall and data removal [during and end of season] • At the sites • Check correct start of TaxWise for this site New Jersey Tax-Aide Clone Workshop

  46. Tracking TaxWise Installations New Jersey Tax-Aide Clone Workshop

  47. What can go wrong? Problem Compensation • Laptop or flash drive failure • Corrupt TaxWise installation • Florida Clone: • Opened with wrong icon or Wrong User name selected • Corrupt setup file • Flash drive disconnects • Frequent backups • Run TWTech. If necessary, re-install & adjust DCN. • Early detection by supervisor. • “Return not registered” recovery • Restore from saved icons file • Shutdown, re-boot and restart Traveler New Jersey Tax-Aide Clone Workshop

  48. Corrupt Setup File • Icon places wrong Setup information in TaxWise • Symptom: Return not registered • Verify by checking EFIN in General Setup screen • Fix: • Change EFIN in General Setup screen or • Replace Setup.0 file from UTSxx/Backup New Jersey Tax-Aide Clone Workshop

  49. Summary New Jersey Tax-Aide Clone Workshop

  50. District TaxWise Questions • What User names are in the District version of TaxWise? • Site User names should be created before common defaults are created in the Admin User name. T or F? • What defaults are different for each site User name? • All new EFINs must be received before making a District TaxWise. T or F? • How are EFCs prevented from transmitting returns? New Jersey Tax-Aide Clone Workshop

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