1. CA2 TC FALL MEETING/WORKSHOP
September 17, 2013
10:00 AM – 3:00 PM
Introductions/Overview
Overview of SMT Dallas
TaxWise TY2013
Ordering Software
Template subscribers
Changing from TWD to TWO
Network configuration, Printing for TWO Paul Snowberg
Running TWO using Cellular Hotspots/Aircards John Serwa
Security & Security Software
Taxpayer Data – TWD Proforma
Microsoft Security Essentials
TrueCrypt
Hardware
Inventory Process
Transitioning to Windows 7
Consumables
GraceWorkz
Consumables – order sizing
Printer Repair
Printer Inventory
Other Issues

2. SMT Dallas
SMT 2013 Presentations available on ShareNet copy will be placed on CA2 web site.
A lot of emphasis on:
Inventory Procedures
Conversion to TWO
Upgrading to Win 7
Smart use of Printers

3. 2013 Software Initiatives TWD and TWO
Section 508 Compliant
requirement by IRS
Allows the forms to be accessible by a JAWS (Job Access With Speech) compliant screen reader
Other screen readers supported also
Lock return data after E-File Acceptance
Additional Dependent Statement will link from the Main Information sheet
TaxWise will be Section 508 Compliant for the 2013 tax year. This is a major project that will take most of our development time. So for TY you will see very few product enhancements.
November 17, USA

4. 2013 Software Initiatives –TWO only
Link Additional Dependent Statement from the main information screen
Add Mortgage Interest Page
Send Feature enhancement -  Add print sets to send settings
New Return Task - Send/Create Failed Returns
Add ability to search by Dependent’s last name
TaxWise will be Section 508 Compliant for the 2013 tax year.
November 17, USA

5. 2013 Software Initiatives –TWD only
The Latest News will be added to the homepage
Auto update via menu option will be implemented
TaxWise will be Section 508 Compliant for the 2013 tax year.
November 17, USA

6. TWO Growth & Goals
Tax-Aide will provide Internet “Hot Spots” to help achieve these goals
August 2013 NLT Meeting

8. 2013 EFINS 2013 Federal Returns SSC TWD TWO Total TWO % AZ1 36 38 74
2013 EFINS
2013 Federal Returns
SSC
TWD
TWO
Total
TWO %
Pacific Region
AZ1 36 38 74
51.4%
24,570
20,625
45,195
45.6%
CA1 20 46 66
69.7%
5,947
13,925
19,872
70.1%
CA2 51 97
47.4%
17,489
12,019
29,508
40.7%
CA3 27 28 55
50.9%
6,534
4,791
11,325
42.3%
CA4 70 14 84
16.7%
20,656
3,997
24,653
16.2%
CA5 71 54
125
43.2%
16,645
16,751
33,396
50.2%
NV1 23 17 40
42.5%
6,142
6,604
12,746
51.8%
UT1 9 24 33
72.7%
1,909
4,490
6,399
70.2%
Pacific
307
267
574
46.5%
99,892
83,202
183,094
45.4%