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TAX-AIDE
TAX-AIDE
August 2013 NLT Meeting 1
TECHNOLOGYUPDATE
Bob Willis - NTC Chair
Shorter Version for State Use
TAX-AIDEAugust 2013 NLT Meeting 2
TECHNOLOGY UPDATE
●New from IRS and TaxWise
●2013 Technology Survey
●Technology Priorities and how to achieve them
TAX-AIDEAugust 2013 NLT Meeting 3
IRS Equipment for 2014
●All Depot laptops will have Windows 7 and wireless capability
●IRS is reviewing printer capability for Windows 7
TAX-AIDEAugust 2013 NLT Meeting 4
TaxWise 2013 Changes
● Most of CCH Development effort for 2013 is devoted to becoming Section 508 Compliant for the vision impaired - an IRS requirement. • Forms will be accessible by a JAWS (Job Access
With Speech) compliant and other screen readers
● For TWO - Print sets added to send settings
TAX-AIDEAugust 2013 NLT Meeting 6
National Technology Priorities
1. Achieve 100% TWO by TY2015
2. Upgrade AARP Provided and Donated Computers to Windows 7
3. Better Printer Configurations & Utilization
TAX-AIDEAugust 2013 NLT Meeting 7
TWO Growth & Goals
Tax-Aide will provide Internet “Hot Spots” to help achieve these goals
2009 2010 2011 2012 2013 2014 Goal 2015 Goal 2016 Goal 0%
20%
40%
60%
80%
100%
120%
3%12%
20%
40%58%
80%95% 100%
TAX-AIDEAugust 2013 NLT Meeting 8
2013 Top TWO States
TAX-AIDE2013 SMT/TCS Training - Dallas 9
Best TWO Features
2013 Tech Survey Data
Feature Responses
Easier for ERO 195No Updating Needed 170Access from any Computer 97Security, No Locally Stored Data 69No Backup Required 59Easy Setup 53Wireless Capablity 13
TAX-AIDEAugust 2013 NLT Meeting 10
2013 Identify Desktop Sites
Use Site list to identify Desktop sites by District Your RC or NTC can provide a site list with return
volume and TWO verses Desktop software Determine Internet status at Desktop Sites
If necessary setup a State Team to visit sites to test available Internet.
If WiFi signal strength is weak in return preparation area try using a range extender.
Recommend LincSys RE1000 or similar Range Extender If Internet is not available or unsuitable, apply
for Hot Spot
TAX-AIDEAugust 2013 NLT Meeting 11
2013 Identify Desktop Sites
Determine which Districts need the most help Visit each site with a Laptop and Wireless
Range Extender to test any available WiFi
TAX-AIDEAugust 2013 NLT Meeting 12
Windows 7 Upgrade
● In the past year about 50% (4,000) of eligible AARP provided & donated computers were upgraded.
● Since the Inventory was submitted almost another 1000 computers have been upgraded
● There are still almost 4500 computers with Windows XP, and almost another 1000 with either Vista or Windows 7 Home Edition that are eligible to use the donated Windows 7 license
● These computers need to be upgraded NOW, Windows XP will not be an option after TY2013
TAX-AIDEAugust 2013 NLT Meeting 13
Windows 7 Upgrade
● Your RC has been provided a by sub-state list of computers that need this upgrade. Most are currently eligible for the upgrade.
● About 10% need to the submit IDC data to become eligible. Send the IDC data to qualify these computers to [email protected]
● Download the Windows 7 image or order DVD from [email protected]
● Install the Upgrade on your eligible computers
TAX-AIDEAugust 2013 NLT Meeting 14
Printers
• Both the 2011 and 2013 Technology Surveys showed there is a national problem with Printer Installations
• We also believe there is a problem with some sites using printers that are not intended for their higher volume sites.
TAX-AIDEAugust 2013 NLT Meeting 15
TaxWise Desktop Printing
Stand Alone Networked0
100
200
300
400
500
600
700
800
900
786
319
Non-Networked vs. Networked TWD
Non-Networked TWD Printers
2013 Tech Survey Data
On Every Computer
Move Printer
Electronic Switch
QA Computer
0
50
100
150
200
250
214 200
140
90
TAX-AIDEAugust 2013 NLT Meeting 16
TaxWise On-Line Printing
Share
d on Computer
N
etworked w
ith Route
r
W
ireless
Q
A Computer
W
ith Every Compute
r
M
ove Printe
r0
50
100
150
200
250
300
350
400
450
399
250 227 198 15687
2013 Tech Survey Data
TAX-AIDEAugust 2013 NLT Meeting 17
Improve Printer Use
●Multiple printers and moving printers from computer to computer at your sites needs to be eliminated
●Updated training material on printer setup is available and needs to be used.
TAX-AIDEAugust 2013 NLT Meeting 20
Printer Considerations
• These are the primary considerations that should be reviewed when assigning printers to your sites.• Sites return volume• Printer Capacity - tax returns per toner cartridge• Does the printer support networking
– Wired / Wireless /Both• For higher volume sites…
• Does the printer support larger toner cartridge sizes
TAX-AIDEAugust 2013 NLT Meeting 21
Printer Considerations
Printer Recommendations by Site Return Volume
TAX-AIDEAugust 2013 NLT Meeting 22
Printer Considerations
For Example● The convenience and small size of the
wireless HP 1102w is not a good match for higher volume sites.
● The HP 1102w is not designed for high volume printing.
● It is very expensive to constantly replace the toner cartridge on this printer, and it’s reliability could become a problem.
TAX-AIDEAugust 2013 NLT Meeting 23
Printer Considerations
• How can you be more effective NOW?• Examine your current printer inventory by site• Identify sites that currently utilize multiple
printers that can be replaced with a networked printer
• Determine which sites can best use your network and larger toner cartridge printers
• You can add a print server to existing non-network printers to better utilize both wired or wireless networking and large toner cartridges
TAX-AIDEAugust 2013 NLT Meeting 24
TECHNOLOGY UPDATE
Questions ???