TaxWise Online (TWO)

1NTC/TCS Training Dallas 2009modified by HMR for NY3

TaxWise Online (TWO)

Why we should choose TaxWise Online

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

Security, Security, Security

No data retention on the computers we use

Access with a secure, encrypted website (https://twonline.taxwise.com

Admin ability to assign access rights to individual users


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)


BROADBAND INTERNET Need broadband access with 800

kilobits/sec (test at http://speedtest.taxwise.com)

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.


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


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



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



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



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



PERSONAL EXPERIENCE

Jo Eldredge used Online at a 6 day-a-week site from Feb 2nd thru April 15th 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)


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


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


THANKS

TaxWise Online (TWO)

Documents