Tax Wise Online TWO Why we should choose

Tax. Wise Online (TWO) Why we should choose Tax. Wise Online NTC/TCS Training Dallas 2009 modified by HMR for NY 3 1

Security, Security o No data retention on the computers we use o Access with a secure, encrypted website (https: //twonline. taxwise. com o Admin ability to assign access rights to individual users NTC/TCS Training Dallas 2009 modified by HMR for NY 3 2

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

BROADBAND INTERNET o Need broadband access with 800 kilobits/sec (test at http: //speedtest. taxwise. com) o Can access with any computer with broadband Internet access o Just ask your facilities about Internet access. Most facilities can provide this with little problems (however, not wireless). o It is easy to network your computers with a router (with a switch connected to expand it) in order to create a separate subnetwork with additional security. NTC/TCS Training Dallas 2009 modified by HMR for NY 3 4

DIFFERENCES WITH DESKTOP o The “F keys” do not operate in the Online version. o No need for transmit codes or problems with using the same computer at several locations since no data is retained o No data is retained on local computers o Online Help also offers the ability to go to any other Internet site that you might need while preparing a return NTC/TCS Training Dallas 2009 modified by HMR for NY 3 5

ADMIN SETUP o Setup for each user by name (recommend first initial & last name) o Allow for permissions (return preparer, super user, admin & template manager) o See the TW CD and Pub 3189 for additional instructions on setup NTC/TCS Training Dallas 2009 modified by HMR for NY 3 6

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PERMISSIONS o Return Preparer for everyone – They will only be able to see and print returns they have prepared o Super User – Use for those Quality Review volunteers and anyone else that needs to see all returns, efile and get acknowledgements o Admin – Restrict to a few people to manage the site (reset passwords, etc) o Template Manager – To set defaults and should be restricted to one or two people NTC/TCS Training Dallas 2009 modified by HMR for NY 3 8

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Access o Everyone will use the client ID for the location EFIN/SIDN o 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 o No matter the site your volunteers are working at, they only need to remember the client ID, User Name, & Password NTC/TCS Training Dallas 2009 modified by HMR for NY 3 10

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WHAT YOU WILL SEE AFTER YOU SIGN IN o The next page gives you access to create the new return and other resources you might need o For Admin & Super Users it gives you a list of active returns, rejected returns, accepted returns, ability to efile and get acknowledgements o You are also able to move or delete returns NTC/TCS Training Dallas 2009 modified by HMR for NY 3 12

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PERSONAL EXPERIENCE o Jo Eldredge used Online at a 6 day-aweek site from Feb 2 nd thru April 15 th and only had one partial day when Tax. Wise server was not available – Online is very reliable o Due to security issues alone, she expects to have another four sites Online by next season (2009 TY) NTC/TCS Training Dallas 2009 modified by HMR for NY 3 14

Continued o Printing is a little slower operation due to creating a PDF file before printing but not a significant problem o 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 NTC/TCS Training Dallas 2009 modified by HMR for NY 3 15

FINISH o If you try Tax. Wise Online, you will never go back to the Desktop version. o 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 NTC/TCS Training Dallas 2009 modified by HMR for NY 3 16

THANKS NTC/TCS Training Dallas 2009 modified by HMR for NY 3 17