DACT-UD2 Module Manual(Digital Alarm Communicator/Transmitter)
ERO (Transmitter) Training Module 6
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Transcript of ERO (Transmitter) Training Module 6
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ERO (Transmitter) Training Module 6
Federal and State Installation and Updates
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Each email address submitted with IRS orders is automatically signed up for the following notifications TaxWise Resident State
Click the Notify me by e-mail when my products are updated link
Receive an email notification when a Federal or State update has been released
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Simply click to place check marks next to appropriate states The Check All link
selects all 1040 states Scroll to the bottom of
the page and click Save
Select the States for which you want to receive initial release and update
notifications
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Get the latest versions of TaxWise
Click Download from the Home page
TaxWise Program Updates gives the ability to update one version at a time
TaxWise Comprehensive Updates include all updates in one download
View Release Notes files prior to downloading
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Get the latest versions of TaxWise
Updates may automatically download when you get Acknowledgements.
If you get an automatic download, you should get a message that asks whether you want to implement that update. I don’t recall the exact wording of that question.
If it is implemented then you must also update all other computers.
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Major updates will be delivered to both the web and EFC (for automatic download).
Major updates will contain all minor updates. A Major update may contain, but not limited to;
Federal tax calculations Changes to the e-file record format IRS tax law changes
Posted to the Support Site 24 hours prior to being posted to the Electronic Filing Center
Required for transmitting
What is a major Update?
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What is a Minor Update?
Minor updates will be delivered to the web only A minor update may contain, but not limited
to; Form background changes Correcting typographical errors User interface changes Changes that affect a small percentage of our user
base Will be included with the next major update
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Click the download icon to begin downloading
Each time the federal program is updated, it will be listed on the TaxWise Updates screen
Note: Clicking the release notes icon will allow viewing of what is included and/or fixed.
Select the appropriate Federal Update to download
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Run Option: Allows the installation of
the update without saving the installation file to the hard drive
Save Option Requires the installation
file to be saved to the hard drive before the update can be installed
The File Download dialog box will display after selecting the update
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Select the destination for the installation file Remember where the file is
being saved so it will be easy to locate once the update is ready to be installed
Double-click on the installation file to install the update
Note: The desktop is the most common location to save a file. Do not save to the UTS08 folder.
If the option to save was selected, a Save As dialogue box will be displayed
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Simply click Next to continue.
The installation has easy to followon-screen instructions
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The installation will give a list of drives available to install the update.
Select the drive that TaxWise is installed on
Only one drive can be selected at a time
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Finishing Up
The Update has been installed
The update will automatically apply the next time TaxWise is opened
Click Finish to continue
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Viewing the Readme notes
Once the federal update has been installed, the associated readme notes may automatically open Program changes Laser forms New tools and options
Close Readme and click Finish to close the update wizard.
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Open TaxWise to apply the federal update
Click Yes to continue with the update process
View the update’s progress
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The TaxWise update is now complete
Once the update is complete, a pop up will list both the previous version and the newly updated version
Click OK and TaxWise will automatically open
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Click the State Updates link to access state downloads
The latest version of the state is always available All state versions are
combined in the update
Download state files for initial installation and state updates
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Click the Release Notes icon to view important information about the state update
Click the Download icon to begin the download process
Select the appropriate state module to download from the State Updates sub-page
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Open Option: Allows the installation
of the state module without saving the installation file to the hard drive
Save Option Requires the installation
file to be saved to the hard drive before the state module can be installed
The File Download dialog box will display after selecting the state
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If the option to save was selected, a Save As dialogue box will be displayed
Select the destination for the installation file Remember where the file is
being saved so it will be easy to locate once the state module is ready to be installed
Double-click on the installation file to install the state module
Note: The desktop is the most common location to save a file. Do not save to the UTS08 folder.
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Simply click Next to continue
The State Installation has easy to followon-screen instructions
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There are two options given during the installation of the state module
Make a state diskette Allows the user to put the
state module on a disk which can be used to install the state on non-networked and/or non-connected computers
Install XX Individual to this computer Installs straight to the
computer
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Select the drive that TaxWise is installed on
Only one drive can be selected at a time
Select a target drive for the state
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The location where the state module was installed will be listed in the confirmation box
Click OK in the confirmation box Continue for other setup
options Exit the installation
Continuing will allow creation of an installation diskette
A confirmation box will appear once the installation has been completed
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An option to view additional information about the state module will be available via a readme file
Release notes can be viewed after the installation has been completed
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Install State/Bank Updates
Install Federal Updates Transfer State/Bank
Updates Transfer Federal
Updates Uninstall State/Bank(s)
Manage your federal and state updates using the items available in the Tools Menu
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Update stand alone computers that do not have internet access
Update stand alone computers that have a slow internet connection
Use Transfer Federal and State Updates to update non-networked computers
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CD-RW Cannot be a CD-R Formatted as a Direct CD by
using a 3rd party software Will only take one CD to
complete the process USB Flash Drive
Jump drive, thumb drive Will auto install on any
Windows XP machine Will only use one drive to
complete the process Transfer directly to the drive
Transfer Federal and State updates using a CD-RW or a USB Flash Drive
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Open the Tools menu Select Transfer Federal
Updates… Select the drive and/or
directory where you want the update to go
Click OK The transfer process will
begin Completion box will
display Click OK
Transferring Federal Updates to a Removable disk
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Insert or connect the media you are transferring from
Open the Tools menu Select Install Federal
Updates… Select the drive and/or
directory where the update is stored
Click OK The installation process
will begin
Installing Federal Updates from a removable disk
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Click OK on the information box Indicates the updates
have been installed Close and reopen
TaxWise to complete the installation process
Click Yes on the Update Found box The update will apply
Follow the on-screen prompts to completethe installation process
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Open TaxWise You do not have to log in
Open the Help menu Select About TaxWise Verify the version
number Click OKNote: You must complete
this process on all stand alone computers.
Troubleshooting Tip: How can I tell if TaxWise updated to the correct version?
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Open the Tools menu Select Transfer
State/Bank Updates…
Select the state(s) you want to transfer
Click OKNote: Make sure you
number the disks if you are using floppy disks to transfer multiple states.
Selecting the States you want to transfer to stand alone computers
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Select the drive and/or directory where you want the update to go
Click OK The transfer process will
begin Completion box will
display Click OK
Selecting the drive to transfer Stateor State Updates
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Insert or connect the media you are transferring from
Open the Tools menu Select Install
State/Bank Updates…
Select the drive and/or directory where the update is stored
Click OK
Installing State Updates from a removable disk
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Select the state(s) you want to transfer
Click OK TaxWise will display the
state version it is installing
Click OK when complete
Note: Complete this process for all stand alone computers.
Select the States you want to install to stand alone computers
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Open the TaxWise Utility Program
Open the Setup menu Select View
Authorization Packages and Options Individual States
(Version) Pay Per Return
Authorization
Troubleshooting Tip: How can I tell if the State installed or updated completely?
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Open the TaxWise Utility Program
Open the Tools menu Select Uninstall
State/Bank (s)… Select the state(s) you
want to uninstall Click OK Click OK on the Process
complete box
Note: You can reinstall the state by going to Install State/Bank Updates
Troubleshooting Tip: How can I uninstall a state from my system?
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Quick look at what we have covered: Receive email notification of updates Download Federal Update Download State Files Transfer Federal Updates to disk Install Federal Updates from disk Transfer State(s) and State updates to disk Install State(s) and State updates from disk Uninstall States
What questions do you have before continue?
Quick Recap: Federal and State Installation Transfer and Updates