1. It’s All About UTS09 Or UTS10, or whatever…….

2. TaxWise is Very Portable Install TaxWise from the original CD; register EFIN, enter Site Information; save the rest for later. Once you have a UTS09 folder, you can copy it to another disk, another computer, a flash drive, etc. Once copied, you have to pay attention to a few folders/files.

3. Important Stuff Found in UTS09 How to install TaxWise from “TWTECH”. Where to find the EFIN(s). And the Starting DCN. What’s in the “USERS” folder. – The Admin User. – The Ones You Create. – Defaults and Print Packets.

4. Installing TaxWise (any Year). Navigate to the “UTSXX” Folder. Navigate to the “TWTECH” Folder. Open the folder and find “Setup”. Double-click and follow the instructions. NOTE – One copy ONLY can be installed on any computer at one time.

5. Dealing With the EFIN(s). You can register one or more EFINs in TaxWise (in Setup). The EFINs are kept in “UTS09\Setup.000”, along with other setup information and the last configuration used. If your workstation has a Workstation Variable associated, the file name will contain that. ie, workstation 101 will be “Setup.101”.

6. The Declaration Control Number (DCN) The EFIN + the DCN + the calendar year create a unique identifier for each return. The starting DCN is associated with a physical computer, without regard to EFIN, user, etc. Assign a unique range of DCNs to each computer; don’t share any numbers. When you hit “e-file” the DCN is assigned, and the starting number is incremented by +1. The DCN is entered in Setup and kept in “UTS09\DCN.09”.

7. The USERS folder. Three User folders are automatic; Admin, Guest and Training. Even if you want to delete them, you can’t. More Users are added using the “Security Manager” in the Admin user. The User folders are used to store the site defaults and the tax returns. Each user must have unique defaults, and may have unique Print Packets.

8. Tax Form Defaults The form defaults are found in the Admin User as file 9I000000.000. Our version of TaxWise has default defaults as specified by AARP, but most of us make some changes. Defaults that are “common” (not site specific) should be created first in the Admin user. Site specific defaults include site info at the bottom of form 1040, etc.

9. The Print Packet Files These files determine which forms will be printed, and in what order. If a print packet file is absent in the User folder, the one in “Admin” is used. Print packets have the extension.PFL There are 7 files possible. We were able to use one set of files for most of the sites in CA-02.

10. Print Packet Files (2) Sign.PFL – Stuff taxpayer deals with. Federal.PFL – Federal Return. State.PFL – State Return. FedMail.PFL – Copy for paper return. StateMail.PFL – Copy for paper return. File.PFL & Organizer.PFL – Not used in CA2.

11. Prior Year Versions Are always paper returns. Usually have a generic EFIN and can have a common PTIN, site info., etc. One version is fine for all sites. Copy the UTSXX File(s). Run P:\UTSXX\TWTech\Setup.