1. 2007 TAX YEARERO TRAINING - MODULE 71 ERO (Transmitter) Training Module 7 Utility Program

2. 2007 TAX YEARERO TRAINING - MODULE 72  In this lesson we will cover:  Learn how to use TaxWise Explorer to manage your TaxWise files  Learn how to copy Tax Form Defaults to disk  Learn how to use Utility File Menu  Learn how to send TaxWise customer support a tax return using Compose/Send message Module 7 Overview: TaxWise Utility Program

3. 2007 TAX YEARERO TRAINING - MODULE 73  Steps to opening the TaxWise Utility Program 1. Login as Admin 2. Open the Tools menu 3. Select Utilities/Setup Options  TaxWise Utility has the following menus » File » Communication » Tools » Setup » Help TaxWise Utility handles setup, file maintenance, software updates, and e-mail

4. 2007 TAX YEARERO TRAINING - MODULE 74  The Admin user has access to files in all user directories  All other users can only access files belonging to the active user  Locating TaxWise Explorer from the Utility Program Open the File menu Select TaxWise Explorer The Site Administrator can use TaxWise Explorer to manage files

5. 2007 TAX YEARERO TRAINING - MODULE 75  Copy Files to Another User -- Use this action to copy Tax Form Defaults, Form Print Defaults, and History lists from one user to another.  You cannot copy tax returns to another user.  Delete Files -- Use this action to delete tax returns and other files.  The file cannot be restored.  Move Files to Another User -- Use this action to move tax returns and other files from one user to another. Actions that are available for file management in TaxWise Explorer

6. 2007 TAX YEARERO TRAINING - MODULE 76  Expand the folder or drive to show subdirectories Click the plus sign (+)  Admin user can select files in any folder or drive  Other user names can only select files from their own user name Use the Look in box to find the file or files you want to select

7. 2007 TAX YEARERO TRAINING - MODULE 77  SSN/EIN  Taxpayer Name  Return type  Date created  Date last edited  Date last printed  Preparer ID Statistical information displays for the highlighted return

8. 2007 TAX YEARERO TRAINING - MODULE 78 Use the Restrict File List to box for file selection  Common file choices are: All Tax Form Defaults Packet Forms Lists 1040 Individual  The files will appear in the File name/Package list Note:The list will open to 1040 Individual. Use the arrow keys to scroll up to Tax Form Defaults.

9. 2007 TAX YEARERO TRAINING - MODULE 79  Select User name  Select Tax Form Defaults in the Restrict file list to: box  Select Copy Files to Another Location  Select Users in the Copy to Box  Click Copy You cannot copy return files Copy Tax Form Defaults from the Admin User to the Guest User Name

10. 2007 TAX YEARERO TRAINING - MODULE 710  Select user name  Select file name  Select Action Delete files  Click the Delete button  Click Yes on Confirmation box Note: You cannot recover deleted files or returns. Make sure you have a backup before deleting returns. Use TaxWise Explorer to delete returns

11. 2007 TAX YEARERO TRAINING - MODULE 711  Select user name  Select file name  Select Action Move files to Another User  Select a user name  Click the Move button Move returns from one user name to another user name

12. 2007 TAX YEARERO TRAINING - MODULE 712 1. Login as the ADMIN user 2. Open Tools menu 3. Select Utilities/Setup Options 4. Open File menu 5. Select TaxWise Explorer 6. Expand the Users folder in the Look In section 7. Choose the ADMIN user 8.Select Tax Form Defaults from Restrict file list to: 9. Select Action Copy Files to Another Location 10. Select Browse… from the Copy to: box 11. Select the disk drive 12. Click OK 13. Click Copy Troubleshooting Tip: Copying Tax Form Defaults to Disk

13. 2007 TAX YEARERO TRAINING - MODULE 713 1. Login as the ADMIN user 2. Open the Tools menu 3. Select Utilities/Setup Options 4. Open the File menu 5. Select TaxWise Explorer 6. Expand My Computer in the Look in: section 7. Select the disk drive where Tax Form Defaults are stored 8.Select Tax Form Defaults from the Restrict File List to: box 9. Select Action: Copy Files to Another Location 10. Select a user from the Copy to: box 11.Click Copy Troubleshooting Tip: Copying Tax Form Defaults from Disk

14. 2007 TAX YEARERO TRAINING - MODULE 714  Quick look at what we have covered: Copy files to another user Delete returns and files Move returns to another user Copying Tax Form Defaults to disk  What questions do you have before we continue? Quick Recap: TaxWise Explorer

15. 2007 TAX YEARERO TRAINING - MODULE 715  Open the File menu  Select Erase e- files…  Select the e-files to erase  Click OK  Re-create an e-file by opening the return and running Diagnostics or by using Make IRS e- file Remove tax return e-files that were created by mistake

16. 2007 TAX YEARERO TRAINING - MODULE 716  Pending e-files have been transmitted to the Electronic Filing Center (EFC) and are awaiting acknowledgement  Deletes all pending e- files Cannot be recovered Does not erase returns  Delete them only under the direction of TaxWise Customer Service 800-411-6391 Delete Pending e-files under the direction of TaxWise Customer Service

17. 2007 TAX YEARERO TRAINING - MODULE 717  Reset DCN for Return Used to clear the Declaration Control Number (DCN) of a return that has been assigned the same DCN as another return prior to transmission  Copy Proforma Files Copy prior year data files to a removable disk Copy prior year data files to the UTS08\Proforma folder of a non-networked computer Reset DCN for Returns and Copy Proforma files to disk

18. 2007 TAX YEARERO TRAINING - MODULE 718 The Communication menu allows you to correspond with TaxWise Customer Service  The TaxWise Utility Communication menu Compose/Send Message Get E-Mail  Download electronic mail Print E-Mail  Print electronic mail System Snapshot  Takes a system picture Test Modem  Send a test transmission

19. 2007 TAX YEARERO TRAINING - MODULE 719  Open the Communication menu  Select Compose/Send Message  Destination defaults to TaxWise Customer Service  Enter a subject in Subject:  Press Tab  Type in a message  Click Send Creating and sending TaxWise Mail messages

20. 2007 TAX YEARERO TRAINING - MODULE 720  Open -- Retrieve a previously saved message to resend or send to a different recipient  Save -- Save the message and the addressee(s)  Address -- Enter additional EFINs to which to send the message  Send an email to your sites using TaxWise Mail.  Print -- Print the TaxWise Mail message  Attach -- Attach a tax return or file to the message  Cancel -- Close without sending a message Options on the Compose/Send Message window

21. 2007 TAX YEARERO TRAINING - MODULE 721  Open Compose/Send Message  Enter a subject and press Tab ATTN: IRS Tax Help  Enter a detailed message  Click Attach A window will appear with returns and/or files of the active user  Highlight the return  Click Open  Click Send Sending a tax return to TaxWise Customer Service

22. 2007 TAX YEARERO TRAINING - MODULE 722  TaxWise Mail messages without a tax return attached 4-6 hours  TaxWise Mail messages with a tax return attached 6-12 hours  Tax returns can only be viewed by a select group of employees Must have security clearance  TaxWise Mail is not for urgent problems When should you expect a response from TaxWise Customer Service?

23. 2007 TAX YEARERO TRAINING - MODULE 723  Quick look at what we have covered:  Learned how to use TaxWise Explorer to manage your TaxWise files  Learned how to copy Tax Form Defaults to disk  Learned how to use Utility File Menu  Learned how to send TaxWise customer support a tax return using Compose/Send message  What questions do you have before we continue? Quick Recap: Utility Program