1. December 6, 2015 The Tools Tab

2. Lesson Overview: The Tools Tab  In this lesson we will cover:  Return Retrieval  TaxWise Updates  Review Returns  Sending Mass Email 141 Central Office Manager – Tools Tab December 6, 2015 - USA

3. Retrieving your offices’ returns  Navigate to an office’s record in COM  Click Returns link on desired office’s record Note: Returns that are in EFC Rejected status will not be available 3 December 6, 2015 - USA Central Office Manager - Return Retrieval

4. Selecting Returns To Download  Select the desired returns  Select one return or multiple returns  Select All link is available  Search for returns by TIN  Returns View 4December 6, 2015 - USA Central Office Manager - Return Retrieval

5. License Agreements must be read and accepted before exporting office returns  Select Export Selected Returns  Agreements appear only with the initial export  COM hosts an agreement you must read and accept  Federal Privacy and non-disclosure laws  Appears only with initial return export for each office 5 December 6, 2015 - USA Central Office Manager - Return Retrieval

6. Downloading The Returns  Select Export Selected Returns  Click Save  Browse to desired return storage location  Single return downloads  Uncompressed format  Return filename will appear automatically  Multi-return downloads  Compressed, zip format  When unzipped, the saved returns will be automatically named Note: Compressed files require WinZip or other decompression file program to open the files 145December 6, 2015 - USA Central Office Manager – Return Retrieval

7. The TaxWise Updates are now available inside COM  Each update type has its own link  Comparable to information listed on TaxWise Customer Support site  Select All or Unselect All links  Add To Queue allows the user to add multiple items to the queue  Click here to download allows installation of update  Remove From Queue removes the update from queue  Notify me by email when my products are updated  User can choose to be notified when updates are posted for their products 146December 6, 2015 - USA Central Office Manager – TaxWise Updates

8. Review Returns allows your sub-offices to upload returns to you when they need tax assistance  The Sub office logs into COM with their Support site login  Any user with a TaxWise Support site login has access to Review Returns  Select Tools  Select Review Returns  Click Upload Return  The Upload Return dialog box appears Note: ITIN returns cannot be uploaded December 6, 2015 - USA8 Central Office Manager – Review Returns

9. A brief description of the issue must be entered before attaching the return  Enter the TIN  Enter description of issue  Click Browse  Navigate to return location  Click Upload December 6, 2015 - USA9 Central Office Manager – Review Returns

10. The List of Returns uploaded for Review screen displays pertinent information about the return(s)  TIN  Original File Name  Sub Office Message  Hover over link to view the entire message  Main Office Message  Populates when main office responds  Response Date  Displays Date/Time main office responded  Action(s)  Edit - Allows the sub-office to “tweak” their message or switch return files  Delete – Allows the sub-office to delete the uploaded return Note: Cannot upload ITIN returns December 6, 2015 - USA10 Central Office Manager – Review Returns

11. Enter additional information or switch returns using the Edit function  Click Edit  Enter additional information -OR-  Browse to another return file  Click Save Changes  Click Cancel to return to close the Upload Return dialog box December 6, 2015 - USA11 Central Office Manager – Review Returns

12. Once uploaded, COM will notify the main office that a return is ready for review  A blinking indicator alerts the main office that returns are available for review December 6, 2015 - USA12 Central Office Manager – Review Returns

13. Uploaded returns can be located under the Tools menu or the sub-office’s Edit Office Info screen  Click on Tools  Select Review Returns  Click the Office Name link to display the uploaded returns  Click the Download link beside the desired return December 6, 2015 - USA13 Central Office Manager – Review Returns

14. The Review Returns menu will display the sub- office(s) information after initial download  Tools>Review Returns  Contains history of offices you have uploaded returns from  Click the Office Name to view a history of returns reviewed  Edit Office Info  Contains history of returns uploaded from that office  Contract Year  Not available prior to 2010  EFIN  Office Name  Office Number  Client ID December 6, 2015 - USA14 Central Office Manager – Review Returns

15. Open the Edit Office Info screen of the office needing assistance  Select Review Returns  Return information displays December 6, 2015 - USA15 Central Office Manager – Review Returns

16. Download and save the return to the desired location  Select Download  Click Save to clipboard  Click Save  Press Ctrl+V to paste the filename in the File name field  Save to UTSXX\Users folder under the desired username December 6, 2015 - USA16 Central Office Manager – Review Returns

17. Accessing the Return in TaxWise  Open TaxWise  Login to the correct user  Should be the user that created the return  Open the File Menu  Select Open Return by SSN/EIN  Enter the SSN  Select Yes on the confirmation dialog box December 6, 2015 - USA17 Central Office Manager – Review Returns

18. Uploading the reviewed return for sub office access  Select Upload link  Browse to the desired location  Click Upload button to load the corrected return  Enter the solution in the Description box December 6, 2015 - USA18 Central Office Manager – Review Returns

19. The corrected return is now available for the sub office to retrieve  The return information is displayed including:  TIN  Original File Name  SubOffice Message  MainOffice Message  Response Date  Click Download and save the file  Message appears to replace the existing file December 6, 2015 - USA19 Central Office Manager – Review Returns

20. Send Mass Email to Sub Offices  Click Email  Select one, several or choose Select All from the list  Click Compose  Active only after selection is made  Enter a Subject  Type desired message in the Email Composition box December 6, 2015 - USA20 Central Office Manager – Send Mass Email

21. You can Preview your message before sending  Click Preview  Signature pulls from Office ‘0’  Contact Name  Company Name  Phone  Fax  Click Back to return to the email editor and make changes  Click Send Email to selected offices if you are satisfied with your email  Confirmation that email was sent  Click Cancel to exit without sending the email December 6, 2015 - USA21 Central Office Manager – Send Mass Email

22. Lesson Summary: The Tools Tab In this lesson we have covered: Return Retrieval TaxWise Updates Review Returns Sending Mass Email 161 Central Office Manager - Tools Tab December 6, 2015 - USA