2007 TAX YEARERO TRAINING - MODULE 81  In this lesson we will cover:  Learn how to make changes to your site information  Running Tech Setup and what problems it solves  What is DBRepair; when should you use it  How to set Windows XP font sizes  How to be prepared when you call TaxWise Customer Support ERO Module 8: Technical Tips

2007 TAX YEARERO TRAINING - MODULE 82  Send an or fax to TaxWise Customer Support  Updating the information with just CCH will not fix future problems Must contact your State Administrative Specialist (ADS) to update the information at the IRS Updating your site information with CCH

2007 TAX YEARERO TRAINING - MODULE 83  Contact TaxWise Customer support for transmission codes Allows one EFIN to transmit for another EFIN  CCH Customer support can change transmitter relationships  Sites should also update information with their SPEC Relationship Manager Requesting Transmission Codes

2007 TAX YEARERO TRAINING - MODULE 84 Generally used to refresh parts of the TaxWise installation This is the most powerful troubleshooting tool built into TaxWise First step performed with most calls that are routed to Technical Support Reasons you might be asked to run Tech Setup

2007 TAX YEARERO TRAINING - MODULE 85 Functions performed by running Tech Setup Registers the printers and modems that have been installed in Windows to be recognized by TaxWise Configures ODBC data sources for the TaxWise database Registers DLL files for TaxWise reporting

2007 TAX YEARERO TRAINING - MODULE 86 To access this file: » Open My Computer » Open the drive where TaxWise is installed » Open the UTS08 folder » Open the TWTech folder » Double-click on Setup.exe  Commonly referred to as running Tech Setup Setup.exe is located in the TWTech folder

2007 TAX YEARERO TRAINING - MODULE 87 Built-in TaxWise Utility: » Repairs database files that might have been corrupted » Restores ‘Created’ dates to returns that are missing them » Confirms the integrity of return data » Populates the database with return information What is DB Repair?

2007 TAX YEARERO TRAINING - MODULE 88 Open My Computer Open the drive where TaxWise is installed Open the UTS08 folder Double-click DBrepair.exe Running DB Repair

2007 TAX YEARERO TRAINING - MODULE 89 Repairing Database Files That Might Have Been Corrupted Repair headers and indexes is selected by default » Cannot be un-selected Enable Advanced Repair can be selected if a normal repair is unsuccessful

2007 TAX YEARERO TRAINING - MODULE 810 Restores Created Dates To Returns missing Date Created Check this option every time that DBrepair is run Will populate the database with Created Dates for any returns that are missing Date Created

2007 TAX YEARERO TRAINING - MODULE 811 Confirms the integrity of return data This option usually should not be checked » Repair headers and Indexes will correct any errors with the data Use Check Data Integrity to confirm the integrity of return data

2007 TAX YEARERO TRAINING - MODULE 812 Populate the Database With Return Information Populate DB from returns will populate the database with any missing return data This option should be checked every time DBrepair is run

2007 TAX YEARERO TRAINING - MODULE 813 A Completed DBrepair Session Displays Done at the bottom of the log Displays a return count Displays the number of returns that were added to the database  Note: The circled ‘error’ message is common and is not truly an error. It is letting you know that there is no DB entry for that file. Most of the time you will notice it is referencing the Tax Form Defaults file. (4I for 2004).

2007 TAX YEARERO TRAINING - MODULE 814 TaxWise may be missing buttons from or have buttons cut off of certain windows » Caused by issues with resolution and font sizes Picture illustrates missing buttons on the Communications and View/Edit Print Packets Change the Font Setting to correct problems with the display of TaxWise buttons

2007 TAX YEARERO TRAINING - MODULE 815 Accessing Windows XP font settings Right-click on a blank spot on the desktop Select Properties Click the Settings tab Click the Advanced button Change the settings in the drop down box

2007 TAX YEARERO TRAINING - MODULE 816 Two Options Inside of the Drop Down Box The top illustration displays the incorrect setting. » Makes the computer fonts too large for TaxWise to display Select Normal size (96 DPI) for TaxWise to display properly

2007 TAX YEARERO TRAINING - MODULE 817  When calling, know your EFIN Must enter prior to being transferred to a Customer Service Representative  Be at your computer  Write down the exact error message  Describe the exact function you were performing when you received the error  Know the SSN when checking the status of a return Tips for getting the most efficient Customer Service

2007 TAX YEARERO TRAINING - MODULE 818  In this lesson we have covered:  Making changes to your site information  Running Tech Setup and what problems it solves  DBRepair and when should you use it  Being prepared when you call TaxWise Customer Support  What questions do you have ? Module 8 Summary: Technical Tips