Final 11-15-2008 Essex Training TY 2009 1

What’s New In TaxWise

Gary Blauth

Module NJ 2.3

What’s New In TaxWise

Start-up procedure is simpler Fewer questions to answer

Don’t ask taxpayer for permission to retain data

Easier access to reference documents

E-mailing of backup files is allowed

Start-up Procedure

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New icons (instead of “TC Start” and “TCx1 Start”

Same password

No questions like “is this a Network server?

Encryption

TaxWise and all tax return data are stored in a separate “volume” in your computer (or flash drive)

Password protected

How to use TaxWiseon AARP laptops

Turn on computer Log in as Volunteer

Enter password #1 Click on “Start Tax-Aide Drive”

Enter password #2 Click on site icon to start TaxWise

Enter password #3

How to use TaxWiseon flash drives

Turn on computer Log in as Volunteer

Enter password #1 Insert flash drive “Start Traveler Mode”

Enter password #2 Click on site icon to start TaxWise

Enter password #3

Montclair LibraryEast Orange LibraryMaplewood Jersey City United Way

How to shut down

AARP laptops “Stop Tax-Aide Traveler” icon

Flash drives “Stop Traveler” icon “Safely Remove Hardware” on bottom taskbar

Select flash drive. Wait for “safe to remove” message

Turn off computer Windows XP: Start, Shut Down Windows Vista: Start, >, Shut Down

TaxWise Online (TWO)

Montclair United Way will be our pilot site for TWO Their old desktop computers cannot run

“desktop” version of TaxWise 2009 A benefactor is also providing newer

computers We will have a half-day training session for

site volunteers on January TBD

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Easy access to references

“Site References” tab in TaxWise Folder contains all publications you might need

at the site

“Home” tab takes you back

TaxWise tips

NEVER USE THE PULLDOWN MENU IN TAXWISE TO CHANGE SITES Always use the desktop icon for the site

Frequently click “File”, “Save Return” to protect against loss of data

Printer sharingWireless Network Printer is plugged into a wireless router

Each computer connects to the printer through a secure wireless network

3 types of network printers are used: HP 1022n HP 1505n Brother 5370

ALL SITES

Getting returns to your ERO ??

If preparing returns on flash drive, your ERO will keep the flash drive

If using AARP computer, transfer of backup files using Flash Drive is recommended

E-mailing backup files is allowed This can be useful if ERO is absent from site Must attach 2 backup files to email

Protect Taxpayer Data

Be very careful not to lose flash drive (Training flash drives contained no real taxpayer data)

Loss of flash drive is treated same as loss of computer Must be reported to Gary Blauth immediately AARP has to notify every taxpayer whose data

may have been on that device If practical, local coordinator or ERO should

retain flash drives between sessions

When will I get the software?

First “e-filing” version of Federal: Jan 12 NJ state software: hopefully this week Then I can assemble the “clone” which has

all sites and defaults Bring your computers on Thursday, Jan 21

for software installation I will do personal laptops that day AARP laptops can be picked up Friday, Jan 22

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