TaxWise Online Enhancements
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
1
Prep Use Fields
 Adding 3 new Preparer Use Fields to the Main Information Sheet
•
•
•
Prep Use 13
Prep Use 14
Prep Use 15
 Available to enter Custom Questions that will appear during the interview
 Create drop down selections that appear during the interview and on the
Main Information Sheet
 Added to all applicable reports
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
2
Time Out Reminder
 Time out reminder will
display 5 minutes prior to
the mandatory 20 minute
logout process
 Appears after 15 minutes of
inactivity
 Displays the time the
application will logout
 Continue in application by
taking an action within the
application
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
3
Context Sensitive Help
 Entry level help will be
available for a majority of
the entries throughout the
tax forms
•
Same entries that are
available in the desktop
application
 Help icon is available on the
entry level icon bar
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
4
Second option for Deleting Forms
 Added a Delete Form icon
 Displays the available forms
that can be deleted in a new
window
• Similar to the Add A Form
dialog box
 Allows the preparer to
select multiple forms to
delete
 Displays the entity names
more clearly for forms that
allow multiple copies
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
5
Improvements to Diagnostics
 Moved diagnostics to the top portion of the workspace
• Helps transition from desktop to TaxWise Online
 Print the diagnostics Results
 Create e-file bar is always visible
 Print Return link is available once the e-file has been created
• Replaced Close Return with Print Return Option
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
6
Don’t want your preparers overriding entries?
 Specific user roles default to
disallowing the override
feature
• ReturnPreparer
• Interviewer
• Reviewer
 Site Administrator can turn
this feature off in Advanced
Settings
 Preparer sees an indicator that
override is not allowed
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
7
New Roles
 Reviewer Role
• All the rights of SuperUser
except Submit E-files
• Can see all returns
 E-file Manager
• Has the ability to submit efiles
 More flexibility to have
roles to fit site needs
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
8
The Interview Wizard
 Adding state specific questions to the interview
• Based on the state abbreviations entered in the Resident State Fields
• Displays questions that do not automatically calculate from the
Federal forms
• Information entered carries to the state forms
 Information entered during the Interview process carries
information to the 13614
• Pages 1 and 2 will be calculated from the Interview
• Pages 3 and 4 will be direct input entries
• Prints with the tax returns
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
9
Extended use of “hot key” functionality
 F9
• Activates the Link Dialog box
 Ctrl+E
• Takes you to the next required entry
 Ctrl+D
• Runs diagnostics
 Ctrl+I (Insert row)
• Inserts a row (Interest and Dividend statements, Capital Gains
worksheets)
 Ctrl+R (Remove row)
• Removes a row (Interest and Dividend statements, Capital Gains
Worksheets)
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
10
User Defined State Print Sets
 Manage state print options
 Increase the number of
copies for specific state
forms
 Limit the state forms that
print with the return
 Change the print order of
forms within a state
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
11
Refund Monitor
Displays the Primary
taxpayers first and
last name.
Allows preparer to
easily identify what
return they are in
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
12
Data Center Improvements
The Data Center can handle the power and cooling
needs of approximately 1200 servers compared to 400 for
Rome. We are moving approximately 275 physical servers
to the new location, so we have plenty of room to grow.
We have reduced our physical server foot print by
approximately 125 servers by virtualizing servers that are
too old to consider moving. This is good for the
environment and will help to reduce the power bill in the
future.
The new storage solution can serve approximately twice
the amount of requests for data than the current solution in
Rome. The new storage solution will serve data requests
faster which will give us the ability to quickly process
returns for our customers.
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
13
Data Center Improvements
The Network infrastructure speed has been increased by
1000 percent in the new Data Center. The new
infrastructure will provide faster access to servers and
storage and will help increase our ability to quickly process
e-files for our customers.
Internet bandwidth has been increased by almost 200
percent. The new bandwidth will provide our customers
with quicker access to our internet enabled applications
and allow us to serve more simultaneous customers than
we can from the Rome location.
Server storage has been increased by almost 100
percent. The new storage will give us the ability to store
more returns next year and we will have plenty of space to
perform load testing.
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
14
Modernized E-file
Tax Applications will create e-file based on the Form
Set available
Utilizes Submission ID rather than DCN
IRS acknowledges in 5 – 10 minutes
Acknowledgements still have to be split and posted
(estimate 1 hour)
Ability to electronically file state returns that do not
have a federal filing requirement
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
15
What are we working on?
 Adding the ability for users to determine the number
of returns to view on the Return list
 Programmatically eliminating accidentally typing in
front of a zero in an entry field
• Only applicable in default. When the field is
active, the zero will disappear
 Chat will be accessible from the TaxWise Online
Toolbar
06/14/2010 - USA
CCH Small Firm Services
a Wolters Kluwer business
16