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The “Florida Clone”

The “Florida Clone”. How to create a single CD that can be used by every site. What TaxWise Isn’t Designed to do. TaxWise assumes one EFIN and multiple users. The EFIN is stored in the “setup” file, which is not associated with any particular user. How To Solve the Problem.

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The “Florida Clone”

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  1. The “Florida Clone” How to create a single CD that can be used by every site.

  2. What TaxWise Isn’t Designed to do. • TaxWise assumes one EFIN and multiple users. • The EFIN is stored in the “setup” file, which is not associated with any particular user.

  3. How To Solve the Problem. • Create a specific setup file for each EFIN. • Copy the correct setup file into TaxWise as part of the startup process. • This is what the FL Clone does.

  4. There Are Three Programs: • A program to build the TaxWise icons. This creates the unique startup file for each EFIN. • A program to build a single compressed image for loading onto each computer. • A program that gets put on the distribution CD. This loads the software onto the “target” computer.

  5. Creating the Icons – Step 1. • You must have a fully configured UTS09 with all EFINs, defaults, etc. No shortcuts here. • Run “TW Make Icons” • Establish a CPCN (Clone PC Number) and a Workstation Number.

  6. Step 1, continued. • The “Make Icons” program will create an Icon for each user and store them in a folder called “TWICONS” in UTS09. • It will also store a unique “Setup.000” file for each user, and the code to copy it into UTS09 at startup. These are in a folder called “UTSICONS”.

  7. Build the Zip File – Step 2 • This is simple; run “TWZip” and follow the instructions. • This will create a compressed version of your UTS09 which will be used to install TaxWise and it’s icons on the target computer.

  8. Create a CD – Step 4. • Copy all the stuff in the clone folder to the CD Drive (Use Windows, or any program for writing CDs. I like “Infrarecorder”) • Copy other stuff onto the CD. This may include printer drivers, Pub. 17, procedures, and whatever else you like to have on the target computer.

  9. Loading TaxWise – Step 5. • Insert the CD into the target computer. The FL Clone Autorun program should start. • Follow the instructions; load TaxWise, setup the CPCN, copy the Icons, set the “Starting DCN”. • Load other software as required.

  10. The Biggest “Gotcha”. • TaxWise starts with a specific user, which has a specific EFIN, etc. • The counselor says: “Oops, I started with the wrong icon. No problem, I’ll just do Change User.” • Now the return has the correct user, but is under the wrong EFIN. • You get the “EFIN not Registered” error message, and there’s no easy way out.

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