ERO%20(Transmitter)%20Training%20Module%207

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ERO (Transmitter) TrainingModule 7

• Utility Program

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Module 7 Overview TaxWise Utility Program

• 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

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TaxWise Utility handles setup, file maintenance,
software updates, and e-mail

• Steps to opening the TaxWise Utility Program
• Login as Admin
• Open the Tools menu
• Select Utilities/Setup Options
• TaxWise Utility has the following menus
• File
• Communication
• Tools
• Setup
• Help

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The Site Administrator can use TaxWise Explorer
to manage files

• 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

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Actions that are available for file management in
TaxWise Explorer

• 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.

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Use the Look in box to find the file or files you
want to select

• 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

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Statistical information displays for the
highlighted return

• SSN/EIN
• Taxpayer Name
• Return type
• Date created
• Date last edited
• Date last printed
• Preparer ID

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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
• NoteThe list will open to 1040 Individual. Use
  the arrow keys to scroll up to Tax Form Defaults.

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Copy Tax Form Defaults from the Admin User to the
Guest User Name

• 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

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Use TaxWise Explorer to delete returns

• 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.

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Move returns from one user name to another user
name

• Select user name
• Select file name
• Select Action Move files to Another User
• Select a user name
• Click the Move button

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Troubleshooting Tip Copying Tax Form Defaults
to Disk

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
• Select Action Copy Files to Another Location
• Select Browse from the Copy to box
• Select the disk drive
• Click OK
• Click Copy

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Troubleshooting Tip Copying Tax Form Defaults
from Disk

• 7. Select the disk drive where Tax Form Defaults
  are stored
• 8. Select Tax Form Defaults from the Restrict
  File List to box
• Select Action Copy Files to Another Location
• Select a user from the Copy to box
• 11. Click Copy

• Login as the ADMIN user
• Open the Tools menu
• Select Utilities/Setup Options
• Open the File menu
• Select TaxWise Explorer
• Expand My Computer in the Look in section

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Quick Recap TaxWise Explorer

• 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?

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Remove tax return e-files that were created by
mistake

• 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

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Delete Pending e-files under thedirection of
TaxWise Customer Service

• 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

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Reset DCN for Returns andCopy Proforma files to
disk

• 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

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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

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Creating and sending TaxWise Mail messages

• 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

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Options on the Compose/Send Message window

• 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

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Sending a tax return to TaxWise Customer Service

• 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

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When should you expect a response from TaxWise
Customer Service?

• 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

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Quick Recap Utility Program

• 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?