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Wednesday Agenda

Wednesday Agenda. Questions from yesterday or last evening TC Responsibilities Program Requirements TC requested items 1102w setup TC Responsibilities Programs Reqs and Security. TC Responsibilities Note: No TMG Taken From TC PD. General Implements e-file procedures & requirements

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Wednesday Agenda

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  1. Wednesday Agenda • Questions from yesterday or last evening • TC Responsibilities • Program Requirements • TC requested items • 1102w setup • TC Responsibilities • Programs Reqs and Security NJ Tax-Aide TC Seminar

  2. TC Responsibilities Note: No TMG Taken From TC PD • General • Implements e-file procedures & requirements • Ensures each e-file site has a valid EFIN • Conducts or helps conduct e-file training • Encourages efficient use of equipment • Provides on-going technical support to e-file sites • Works well with diverse populations • Remains alert for potential donors of equipment • Provides timely communication of electronic filing information • Hardware • Evaluates equipment needs • Maintains equipment inventory • Coordinates equipment maintenance, upgrade & disposition NJ Tax-Aide TC Seminar

  3. TC Responsibilities, continued • Software - Desktop • Installs TaxWise on district computers [or trains EROs to do so] • Establishes & oversees encryption and password protection • Assists with • E-file site selection • Recruitment • Equipment distribution • Implementing & maintaining automated administrative procedures NJ Tax-Aide TC Seminar

  4. Program Requirements • Security/Privacy • TaxWise use • E-file expenses NJ Tax-Aide TC Seminar

  5. Security • During the tax season: • Physical security of computers • Encryption software • Passwords (operating system & all TaxWise users) • TaxWise and data base on removable drive • Removal of all taxpayer data post-season NJ Tax-Aide TC Seminar

  6. Security (continued) • IRS and AARP provide • Written procedures for implementing security • Software utilities for data removal • Volunteer responsibilities • TCS: train TCs and store returns between seasons • TC: training, passwords and equipment configuration within district • ERO: data removal, collection of data authorized for retention, transmitting computer and data security • EFC: physical security of computer and data NJ Tax-Aide TC Seminar

  7. Security Desktop Only • Memorize passwords • Keep laptop in your possession • Send required files and documents to IRS and erase/destroy all others by April 30 • Send a copy of data authorized for retention to TCS • Delete electronic data before April 30 NJ Tax-Aide TC Seminar

  8. Security Compromises • Write passwords on computer • Put passwords in computer case • Put passwords on back of name badge and put name badge in computer case • Leave laptop in sight in car • Leave laptop in unlocked car NJ Tax-Aide TC Seminar

  9. More Security Compromises • Post-season retention of taxpayer data by anyone in the district • Electronic files • IRS Forms 8453, 8879 or 3210 • W-2, 1099, etc. • Post-season retention of taxpayer data in any place in the district • On password protected, encrypted desktop • As unprinted document in printer driver • In locked container inside burglar alarmed home NJ Tax-Aide TC Seminar

  10. Passwords • Computer operating system • Required when taxpayer data is on system • Can be removed post season and during training • AARP computers • Use “volunteer” login to prepare and transmit • Restrict “administrator” login to troubleshooting NJ Tax-Aide TC Seminar

  11. E-file Expenses • “S” • Printer paper, printer cartridges not provided by IRS or AARP • Routers, cables, mice, flash drives [>$25 unit cost requires advance approval by TCS or SC] • “R” • Repair, upgrade, maintenance service • >$25 pre-approval TCS or SC • >$50 [printer] or >$200 [computer/projector] pre-approval by AARP Headquarters NJ Tax-Aide TC Seminar

  12. Calendar • New (Desktop) Dec early Princeton Dec 14 Manahawkin • Clone Workshop [TBD] • TWO ERO Training Jan 16 Manahawkin, Jan 18 Montclair Jan 23 Middletown • End of season data cleanup [Apr 30] • Equipment Inventory [April 30] NJ Tax-Aide TC Seminar

  13. ERO Training • Separate1 day sessions for desktop and TWO • Intended for new EROs in all districts • Common scope: transmission, acknowledgements & rejects, reports, signature & document requirements and efficient record keeping • Offered in several different locations • Open to additional EROs, space permitting NJ Tax-Aide TC Seminar

  14. TWO ERO Training • Jan • NJ module expected to be available • Hands on creation of Users, templates • Tools, features and strategies probably not used with TWO training site • TCs are welcome to attend • Material will be available for district training of EROs who do not attend NJ Tax-Aide TC Seminar

  15. TWO ERO Training • 100 + EROs using TWO • 3 sessions scheduled Jan • Should there be a TWO ERO session for TCs? NJ Tax-Aide TC Seminar

  16. Taxpayer Data Retention Desktop only: • By April 30, 2011:Storage media with returns sent by ERO to TCS • Returns stored by TCS in locked container • January 2012: Media returned to TC NJ Tax-Aide TC Seminar

  17. TC Requested Items • What’s New in TWO • Templates • Recover 2010 Returns • Security Scans NJ Tax-Aide TC Seminar

  18. What’s New in TWO • Preparer Use Form • F1, F3, F8, and F9 will be same in TWO and Desktop • MeF for all Forms except 1040NR and 1040X • State Returns Linked to Federal • No Document Retention (Use Return Status?) • Password reset made easier NJ Tax-Aide TC Seminar

  19. Template • Master Template will be done by Mike Shuchman • TC Essex NJ Tax-Aide TC Seminar

  20. Certification of Computers • Covered Previously NJ Tax-Aide TC Seminar

  21. 2010 Returns • Can Retrieve by going to 2010 database NJ Tax-Aide TC Seminar

  22. Tech Dribs and Drabs • New Routers 172.25.25.1 (.10 thru.59) • Configure Printers 172.25.25.50 / .51.52 etc. • True Crypt – TW Updates Issue • New Installer (7.0a) • Vol. Size – Traveller-1.8Gb PC-4.0Gb • 1102w Recommended Setup • On Router, Assign IP for 1102w (.11 to .52) • On 1102w, Lock down with “Manual” setting • On PC, Specify IP of printer (not MAC) NJ Tax-Aide TC Seminar

  23. 1102w-Assign IP in Router NJ Tax-Aide TC Seminar

  24. 1102w – Network Manual with IP NJ Tax-Aide TC Seminar

  25. On PC - Enter Printer’s IP Clear “Always print to.…” NJ Tax-Aide TC Seminar

  26. This slide intentionally left blank NJ Tax-Aide TC Seminar

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