NTC TCS Training Dallas 2010 - AARP Tax-Aide

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					TaxWise Online (TWO)

  Practical Notes and TWO Wireless

           NTC TCS Training Dallas 2010
To Be Considered

    User IDs and Passwords
    TaxWise Online Setup
    Networking & Internet Access
    Printing
    Performance
    Wireless for TWO - Restrictions

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User IDs and Passwords

 TWO setup requires individual IDs and
 Passwords: Min 8 characters, upper and lower
  case, numbers, and special characters – forced
  change after 3 months
 Last season most users locked themselves out
  of their accounts many times
   3 attempts and an account is locked
 Significant administration burden for “Admin”
   multiple IDs for Volunteers at multiple sites

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User IDs and Passwords

 Recommend common format for IDs,
  e.g. with some form of volunteer name
 Generic user IDs at each site, if needed
   Substitutes
 Have multiple Superusers per site
 Users can reset their own password
   but often run into issues doing it
 Some districts took the traditional
  desktop approach of 1 user ID per site
  to get around all the issues
   Not Recommended

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User IDs and Passwords

 Good Security and User ID
  management critical for TWO
 Particularly, must remember to disable
  “no longer active” user IDs
 Prior year tax returns remain “forever”
 The idea of “Clear Taxpayer Data” is not
  needed in TWO unless reports are saved

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User IDs and Passwords

 Have the preparers write down their
  Client IDs, User IDs, and passwords -
  List to be kept away from computers

 Historically regarded as bad practice

 BUT – in general people are good about the
  security of wallets or pocket books

 Our volunteers, in general, will not
  remember passwords, client IDs, and user
  IDs particularly for multiple sites
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Admin User

 Root user on each EFIN
 Senior site person
 Each EFIN should have an additional
  Admin person
 Splitting workload is recommended
   Tax form setup and defaults
   User setup, administration
   User help (never ending)

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TaxWise Online Setup

 Each EFIN (or site) has a single list of users
  but several different websites
         (current year)
   (08,07 etc)

 Each of these websites maintains its own
  tax defaults and print packets
   Each year the training and regular site have to
    be manually setup for each EFIN

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TaxWise Online Setup

 Each EFIN/Site User ID list and permissions
  have to be setup individually
   Return preparer, super user, admin, etc.
   Choose lowest possible permission level
   May assign multiple roles

 Requires on-going maintenance
 See the TW CD, Pub 3189 and TaxWise
  Online Help for additional instructions on

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TaxWise Online Setup

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Desktop usage

 A TWO EFIN/Reg Code cannot be used in
  Desktop Taxwise for Tax return prep

 National recommends each TWO district
  maintain 1 desktop EFIN (e.g. for shutins)

 Training Scenarios
   Prefilled returns
   State return training

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Networking & Internet Access

 Internet Access from hosting Organization
 Use a router to isolate AARP Tax-Aide
  systems from host’s network
   Switches only used on the Tax-Aide side of the router
 Do NOT use a switch to connect to the
  host’s network
   This would allow all the AARP Tax-Aide systems
    to be visible on the host’s network
 Start working connection issues early
   Most City or library networks have idiosyncrasies
    requiring local IT intervention

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Networking & Internet Access

 Windows
   Make sure the Windows Firewall is started on all
   Remove all file and printer sharing – particularly
    important if the system has been used in
    TaxWise Desktop networks
   Up-to-date with regard to Windows updates

 Anti-Malware
   These systems are on the internet
      Their anti-malware software must be up to date and
       regularly updated during tax season

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Networking & Internet Access

 Windows User
   Consider configuring the windows user (e.g.
    Volunteer) as a “limited user”
      TWO works just fine
      Limited users (and therefore any malware) cannot
       install or update any software on the system

   Doing this requires that there be another
    Windows Admin user on the system
      If volunteer is running as a limited user the admin
       user password has to be entered whenever updates
       are done

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 Network Printing is best
 Printer directly attached to network is best
   Purchase a used print server if printer has no
    internal print server
   Using Windows shared printers opens (a
    potential) security hole
 For sites that use separate system/person
  for QR and printing, a printer attached to
  the QR station works well

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 The 800 Kb/s requirement is realistic

 Much below this and productivity seriously
  suffers, although returns can be done

 If the internet access has a significant “lost
  packet” rate it will be impossible to do returns
   Due to lost connections
   Due to returns that do not get saved properly

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Performance TY 2009

 CCH had serious issues
   Slowdowns during peak periods
   Lost connections

 Symptoms from Tax Preparer viewpoint
   Having to start a mostly completed return over
   Having to wait an interminable time for saving
    and/or new form opening
   Usual fix was “refresh (F5)”, restart the browser,
    or wait 5 to 10 minutes

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 TWO does not require an initial computer
  setup and TW updates as required by
  Desktop TaxWise

 TWO is different and requires different setup
  procedures than desktop TaxWise

 Despite differences and issues
     Very few who have tried TWO want
     to go back to TaxWise Desktop

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TWO Wireless Restrictions

 Can use Site Wireless, but separate router
  recommended – Needs cable to Site router
 AARP router should have firewall and WPA2
  encryption. Default SSID (Service Set IDentifier)
  should be changed and not include AARP, TCE, IRS,
  or tax preparation.
 Can use AARP Purchased and IRS computers, but
  most IRS computers are not wireless
 File and printer sharing off – A network printer
  works best
 AARP can not buy wireless cards for IRS laptops

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Wireless TWO for TaxWise 2010

   NEW: Personal, donated and site provided computers require two
    simple on-line security scans to qualify for use.
       Symantec Security Scan (scans for malware & general
        vulnerability to hackers) - Do not
        download Norton Security Scan

        You must capture an image of this scan result and register
        each computer on a web site to be established

       Secunia Online Software Inspector (OSI), (ensures that
        security related programs are up to date)
   Symantec installs a “Security Check component”. It does not
    recognize Microsoft Security Essentials as anti-virus.

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Wireless TWO for TaxWise 2010

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Wireless TWO for TaxWise 2010

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Wireless TWO for TaxWise 2010

                                          This is a draft layout
                                          for the web page to
                                          register each

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