UserName - AARP Tax-Aide New Jersey

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					                                          TW2008Training Clone Specs

Table of Contents
Version Notes.................................................................................................................................. 2
References ....................................................................................................................................... 2
Installation Procedure ..................................................................................................................... 3
TaxWise Setup Tabs ....................................................................................................................... 4
      Company Information Tab ...................................................................................................... 4
      General Tab ............................................................................................................................. 4
      Printer Setup............................................................................................................................ 4
      Color Setup Tab ...................................................................................................................... 4
Form Defaults (Used) ..................................................................................................................... 5
   Main Info .................................................................................................................................... 5
   Federal......................................................................................................................................... 5
   New Jersey .................................................................................................................................. 9
Form Defaults (Not Used) ............................................................................................................ 10
Print Packets.................................................................................................................................. 11
   Signature Pages ......................................................................................................................... 11
   File Copy................................................................................................................................... 11
   Taxpayer Federal Copy & Taxpayer State Copy ...................................................................... 11
   Federal Copy to be Mailed & State Copy to be Mailed ............................................................ 11
   Organizer Packet ....................................................................................................................... 11
Private Forms ................................................................................................................................ 12
Initial Form Tree ........................................................................................................................... 14
Groups ........................................................................................................................................... 15
   EFC Group ................................................................................................................................ 15
   ERO Group (This Group is NOT used for Training) ................................................................ 15
   SuperUser Group ...................................................................................................................... 15
TWUserNames .............................................................................................................................. 16
Site References Folder .................................................................................................................. 17
   IRS ............................................................................................................................................ 17
   NJ .............................................................................................................................................. 17
   AARP-NJ .................................................................................................................................. 17
Contents of Clone / Reference CD................................................................................................ 19
Description of selected TaxWise files .......................................................................................... 20




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Version Notes
    Version 3
           o Add Firm Name to TWUserNames table
           o Fix SIDN for TWUserName “Problems”
           o A little more detail for Installation Step 5
           o Fix Site References NJ section
           o Other minor edits
    Version 2
           o Add Sch CEZ to Form Defaults
           o Move some things to Unused list
           o Change info for TWUserNames
           o Other minor edits
    Version 1
Comments, Errata, Suggestions to Al Hershey



References
For setup and default options, refer to IRS Pub 3189 Volunteer e-file Administrator Guide, Tax
Year 2008, TaxWise Pre-Filing Season.

See also the AARP Tax-Aide Extranet.




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Installation Procedure
   1. Install from TW 2008 “Post Season Release” CD
          a. Network Install? – No
          b. Update Registry? – No
          c. Run TaxWise? - No
   2. Updates
          a. Usually have:
                   i. Latest Comprehensive Update
                  ii. Various Help Updates
          b. Run NJI03-2008 (Individual New Jersey Update 3)
   3. Run TW
          a. Fill in Setup Screens using Generic EFIN info
   4. Use TWUserName: Admin
          a. District Level Form Defaults
                   i. Tools \ Edit Tax Form Defaults
          b. Print Packets
                   i. Tools \ Utilities/Setup Options
                  ii. Setup \ View/Edit Print Packets
          c. Private Forms
                   i. Tools \ Edit Tax Form Defatuls
                  ii. Close any open form
                 iii. Edit Private Forms
          d. Setup Groups and TWUserNames
                   i. Tools \ Utilities/Setup Options
                  ii. Setup \ Security Manager
                          1. Note: TW will require a password for Admin at this point
                 iii. Create Groups
                 iv. Create TWUserNames
          e. Site References
                   i. Create “Site References” folder under \UTSyy
                          1. Populate with stuff
                  ii. Tools \ Browser Tabs \ Add New Tab
                          1. Tab Name: “Site References”
                          2. Starting Url: “\UTSyy\Site References”
          f. Copy
                   i. Tools \ Utilities/Setup Options
                  ii. Files \ TaxWise Explorer
                 iii. Copy Files to Another Location – All Users
                          1. Tax Form Defaults
                          2. (User Defined History etc. not copied – ADMIN copy will be
                              used)
   5. Close TW (and run Make Icons)
          a. For each TWUserName
                   i. Login as Admin and adjust Company Information Tab of Setup Screens
                  ii. Switch to TWUserName and adjust Main Info and 8879


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TaxWise Setup Tabs
Complete the Setup Screens per Pub 3189 pp. 43-50, including the following:

   Company Information Tab
          EFIN – see TWUserNames table
          Your company’s contact name – see TWUserNames table
          Your company’s name – “AARP TCE (see TWUserNames table)”
          Your company’s street address – see TWUserNames table
          Your company’s city, state, zip code – see TWUserNames table
          Your company’s telephone number – see TWUserNames table
          Your company’s EIN – blank.
          Name of your company’s service bureau – blank.

   General Tab
          (DCN number set by Clone Installer.)
          Miscellaneous options: check only Display User-Defined and Auto-Populated history
           lists

   Printer Setup
          Default printing method: Windows
          Options:
              o check Print in all capital letters
              o DO NOT check …print form 9325.

   Color Setup Tab
          Classic




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Form Defaults (Used)
Main Info
                                       Main Info
     Go to…                            Action
     Telephone numbers                 F3 first taxpayer (to make required)
     Birth date                        Make sure first taxpayer’s birth date is required
     Taxpayer’s Occupation             Make sure is required
     Puerto Rico income exclusion      Make sure No is checked
     State Information                 NJ in the first full year resident block
     Type of Return                    Make sure E-file only is clicked
     Fee Collect                       Click No
     Self-select and Practitioner
     PIN(s):
      ERO PIN                            Make sure 98765 is in the block (Right click
                                           and select Lock Entry)
        Check if using Practitioner      Make sure checked
         PIN…
        Which forms? - The               Place an X in the block
         income tax return
        Below Taxpayer’s PIN             Place an X in the authorize block
        Below Spouse’s PIN               Place an X in the authorize block
     Third Party Designee              Make sure No is checked
     Preparer Information:
      PTIN                              Enter site SIDN without the S (see
      IRS only                           TWUserNames table)
                                        Place an X in the block (Locked ok)

     Preparer’s Use Field 8            SIDN (S2405xxyy – see UserNames table)
     Preparer’s Use Field 11 / 12      Unlock, Remove text, F3 as necessary to make not
                                       required


Federal
                                       1040 Wkt1
          Go to…                           Action
          Any field                        F3 then un-F3 (to force form into tree)



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                                           A Detail
          Go to…                           Action
          Any field                        F3 then un-F3 (to force form into tree)


                                            Sch B
          Go to…                            Action
          Part 1a, Name field               F3 (to turn off red)
          Section 1, line b, Payer field    Link to NEW Interest Stmt Interest
                                            Income (If NOT already in tree)
          Section 5, line a, Payer field    Link to NEW Dividend Stmt Dividend
                                            Income (If NOT already in tree)


                                    Cap Gn Wkt
          Go to…                           Action
          Any field                        F3 then un-F3 (to force form into tree)


                                           Sch CEZ
          Go to…                           Action
          Any field                        F3 then un-F3 (to force form into tree)


                                    Sch EIC Wkt
          Go to…                            Action
          Due Diligence Requirements        F3 the Yes and No boxes (to make not
          Question 18, 19, 20               required) (if not already not required)




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                                        W2
          Go to…                      Action
          Block 14:
           All lines                     Right click and select Edit History
                                           List. Add NJSUI and NJSDI.
                                           Unlock the list then click OK
          Block 14:
           First line                    Enter NJSUI in Type, F3 Amount
           Second line                   Enter NJSDI in Type, F3 Amount
          Block 15, State              Enter NJ


                                     1099R
          Go to…                      Action
          Block 11, State/State ID    Enter NJ


                                       8879
          Go to…                      Action
          Your EFIN                   Enter EFIN (Site specific)
          PTIN                        Enter site SIDN without the S (will turn
                                      off red in SSN box) (see TWUserNames
                                      table)
          ERO signature               Blank (Locked ok)
          Print Signature             Place an X in the block
          Firm’s Name                 Enter 8879 Firm Name (see
                                      TWUserNames table)
          EIN                         F3 (to turn off red)
          Firm’s address              Enter 8879 Address info (see
                                      TWUserNames table)
          Zip code, City, State       Enter 8879 City ST Zip info (see
                                      TWUserNames table)
          IRS only                    Place an X in the block (if not already
                                      checked) (Locked ok)




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                    8158 (Quality Review Sheet)
          Go to…                      Action
                                      Select Remove Form from right-click
                                      menu on form in tree
                                      (Unfortunately, this does NOT work –
                                      8158 cannot be removed - sigh)




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New Jersey
                                         NJ 1040 Pg1
          Go to…                            Action
          Check if VITA or TCE             Place an X in the block


                                     NJ 1040 Pg 2
          Go to…                            Action
          Line 13 – Dependent’s            F3 all 8 Yes/No boxes (to remove red)
          Information                      [These boxes defaulting to red was
                                           introduced as part of update NJ-2]
          Line 44 - Amount of out-of-      F3 the field (to make required)
          state purchases


                                     NJ 1040 Pg 3
          Go to…                            Action
          Do you want to electronically     Click Yes
          file this return?


                                         NJ IRA Wkt
          Go to…                            Action
          Part 1, line 1 Value of IRA … F3 the field (to make not required)
          Part 1, line 4a First year -      F3 the field (to make not required)
          Contributions previously
          taxed
          Part II, line 2 Amount            F3 the field (to make not required)
          withdrawn last year




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Form Defaults (Not Used)
The following are included here for reference, but are not used as part of the Spec. In order for
these defaults to be effective, the respective forms must be included as part of the initial tree, but
we feel that keeping the initial tree smaller (so that the entire tree is visible without scrolling) is
more important than including these infrequently used forms.


                    Sales Tax (Worksheet for Sch A)
            Go to…                            Action
            Line 1 state of residency         Enter NJ in box
            Line 3 local general sales tax    Make sure No is checked


                        8867 Pg1
    (Paid Preparer’s Earned Income Credit Checklist)
            Go to…                            Action
                                              Select Remove Form from right-click
                                              menu on form in tree
                                              (8867 Pg2 and 8867 Pg3 also removed)


                                    Letter (Gen Use)
            Go to…                            Action
                                              Select Remove Form from right-click
                                              menu on form in tree


                             Letter (Gen Disclosure)
            Go to…                            Action
                                              Select Remove Form from right-click
                                              menu on form in tree




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Print Packets
Signature Pages
Not Used.

File Copy
Printed for Taxpayer to take home (and, hopefully, bring next year).
Also used for Quality Review via paper
 Remove all forms
 Add all forms
 Add 8879 – e-file Signature Authorization, 1 copy (result = 2 copies in packet)
 Add 8453 – Transmittal for an IRS e-file Return, 2 copies (result = 3 copies in packet)
 Rearrange so that beginning of list looks like:
       o MAIN INFO – Main Information Sheet
       o 8453 – Transmittal for an IRS e-file Return (3 copies)
       o 2848 PG 1 – Power of Attorney
       o 2848 PG 2 – Power of Attorney
       o 8879 – e-file Signature Authorization (2 copies)
       o 1040V – Balance Due Payment Voucher
       o W2 – Wage and Tax Statement
       o W2G – Certain Gambling Winnings
       o 1099 MISC – Miscellaneous Income
       o 1099R – Pensions, Annuities, Retirement Plans
       o 1099G WKT – Unemployment Benefits Worksheet
       o 1040 PG 1 – US Individual Income Tax 1040
       o Etc…
 Move Interview and 1040 Worksheets after 1040X PG 2
 Remove NJ Required Federal Forms


Taxpayer Federal Copy & Taxpayer State Copy
Not Used.

Federal Copy to be Mailed & State Copy to be Mailed
Not used.

Organizer Packet
Not used.




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Private Forms
There is one Private Forms List – “NJ Training”. Generally, it has forms which we see plus
other forms that are in the default Forms Tree. It is assigned as the default Forms List seen for
each TWUserName.

                   Form              Description
                   1040 Pg 1         US Individual Income Tax 1040 Pg 1
                   1040 Wkt 1        Social Security, Other Income Worksheet
                   1040 Wkt 2        Student Loan, Education Worksheet
                   1040 Wkt 3        Child Tax Credit, Carryovers Worksheet
                   1040ES Pg1        yyyy Estimated Tax Vouchers Pg 1
                   1040X Pg1         Amended Individual Income Tax Pg 1
                   1099 MISC         Miscellaneous Income from 1099 MISC
                   1099G Wkt         Unemployment Benefits Worksheet
                   1099R             Pensions, Annuities, Retirement Plans
                   1116 Pg 1         Foreign Tax Credit Pg 1
                   5695              Residential Energy Credits Pg 1
                   8453              Transmittal for an IRS E-file Return
                   8863              Education Credits
                   8879              1040 e-file Signature Authorization
                   8888              Direct Deposit in Two or More Accounts
                   9465              Installment Agreement Request
                   A Detail          Itemized Deduction Detail Worksheet
                   F/S Tax Pd        yyyy Federal Estimated/State Payments
                   IRA Wkt           Traditional, Roth IRAs, ESAs Worksheet
                   NJ 1040X Pg1      NJ Amended Resident Income Tax Pg 1
                   NJ ES Wkt         NJ Estimated Tax Payment Worksheet
                   Sch A             Itemized Deductions
                   Sch B             Interest and Ordinary Dividend Income
                   Sch CEZ           Sole Proprietorship Net Profit
                   Sch D Pg 1        Capital Gains and Losses Pg 1
                   Sch D Wkt 2       Capital Loss Carryover, Residence Sale
                   Sch EIC           Earned Income Credit
                   Sch EIC Wkt       Earned Income Credit Worksheet
                   W2                Wage and Tax Statement
                   W2G               Certain Gambling Winnings
                   W4                Employee Withholding Planner




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Note: The following forms are available on the All Forms list and are in the default tree, but do
not seem to be addable to be added to a Private Forms list:

                   Form             Description
                   Interest Stmt    Schedule B line 1b Interest Income
                   Dividend Stmt    Schedule B line 5 Dividend Inome
                   Cap Gn Wkt       Capital Gain/Loss Transaction Worksheet




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Initial Form Tree




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Groups
The standard TaxWise default Groups are not changed.

Every TWUserName should be assigned to exactly one Group. (TaxWise allows a
TWUserName to assigned to multiple Groups, but this does not always operate as expected.)

EFC Group
The EFC Group is setup as the default Group for all User Names created for the clone. It is
setup to restrict ordinary EFCs to a subset of the TaxWise functions. EROs can use the Admin
User Name to change their Group to EROs so they can submit e-files etc.

Members of the EFC are allowed all Actions except:
     Acknowledgements
     Compose/Send Message
     Get Acks Direct from State
     Get Acks, Mail and Updates
     Get E-Mail
     Get Updates
     Send Extension Returns to
     Send Federal/State Returns to
     Send TaxWise Mail
     Setup Options

ERO Group (This Group is NOT used for Training)
The ERO Group is setup to allow all Actions including transmitting returns and receiving
Acks/Rejects.

SuperUser Group
The SuperUser Group should not be used for ordinary EFCs or EROs.




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                                                    TWUserNames
                                 Company Name for Setup Firm Name for 8879
TWUserName EFIN      Contact                                                 Address          City ST Zip   Phone      SIDN
                                 (<= 35 chars)          (<= 22 chars)
                                                                             122 Riverside    New York      212-666-
Practice    070743 Ulysses Grant Grants Tomb            Grants Tomb TCE                                                S24059901
                                                                             Dr               NY 10027      1640
                     Grover      Grover Cleveland       G Cleveland Bplace   207 Bloomfield   Caldwell      973-226-
Problems    070743                                                                                                     S24059902
                     Cleveland   Birthplace             TCE                  Ave              NJ 07006      0001




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Site References Folder
All documents are in PDF format (or HTML if appropriate). An index document should be
provided. The documents are stored in the following subfolders:

IRS
      Forms
              2008 Form 1040 U.S. Individual Income Tax Return
      Publications
              2008 Publ 17 (PDF) Your Federal Income Tax
              2008 Publ 4012 (PDF) VITA
              2008 Publ 4731 (PDF) Screening Sheet for Form 1099-C, Cancellation of Debt
      Instructions
              2008 Inst 1040 (PDF) Instructions for Form 1040 and Schedules A, B, C, D, E, F,
                 J, and SE
              2007 Inst 1040-X (PDF) Instructions (2008 version not available yet)

NJ
      Publications
             GIT-1       Pensions & Annuities
             GIT-2       IRA Withdrawals
             GIT-3W      Credit for Taxes Paid to Other Jurisdictions (Wage Income)
             GIT-4       Filing Status
             GIT-5       Exempt Obligations
             GIT-6       Part-Year Residents
             GIT-8       Estimating Income Taxes
             GIT-11      NJ Resident Return Examples
             TSB-300     Earned Income Tax Credit
      Forms
             NJ-1040     NJ Resident Income Tax Return
             NJ-1040     Instructions for the NJ-1040
             NJ-1040     Schedules A, B, and C
             TR-1040     Tenant Homestead Rebate
             TR-1040     Tenant Homestead Rebate Instructions
             NJ-1040X Amended Resident Return Form and Instructions
             TR-1040-X Amended Homestead Rebate Application
      Other
             IRS Press Release re: NJ Homestead Rebate (dated Jan. 10, 2006)

AARP-NJ
      Federal NJ Differences
      What we DO and DON’T do
      EFC Handbook
      4012 Form Locator
      4012 Notes


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Contents of Clone / Reference CD
   -   Standard FL Clone files and folders
   -   This Clone Specs document (.pdf)


The following have been included in the past, but are not included this year:
   - ERO Handbook (.pdf and .doc)
   - TrueCript 2008 folder
   - Problem resolution documents folder




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Description of selected TaxWise files
Setup and defaults can be transferred to additional computers by copying the
appropriate files. [Y is the last digit of the filing year.]

 Feature                File                   Method
 Form Defaults          YI000000.000           TaxWise Explorer
 User-Defined History   YIUserList.uhl         TaxWise Explorer
 List
 Private Forms          INJTraining.pfu        TaxWise Explorer
 Print Defaults         File.PFL (File)        TaxWise Explorer
                        Sign.PFL (Signature)
                        Federal.PFL
                        (Taxpayer Federal-
                        Quality Review)
                        FedMail.PFL (Federal
                        Mail)
                        StateMail.PFL (State
                        Mail)

                        We do not use:
                        State.PFL (Taxpayer
                        State)
                        Organizer.PFL
                        (Organizer)
 Form Setup             UserSetup.ini          TaxWise Explorer




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