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  In most sites in Santa Clara county, a full copy of TaxWise is loaded on each desktop or  laptop.  Tax returns are prepared on individual machines, and files are transferred by floppies for e-file transmission, backup, or printing.

These standalone TaxWise installations work very well at sites with large numbers of paper returns.  No record keeping is required after the session, issues of data backup and recovery are non existent, and data does not need to be transferred between machines.

If returns are filed electronically at the VITA site, each return must be transferred to the transmitting laptop at the end of the day, or after preparing the return.  The usual mechanism is a floppy diskette, but lately USB flash drives have been found to be work better, since the transmitter can back out the data for each machine onto the same USB flash drive under different directories, and then transfer them all to the transmitting computer at the same time.

Managing a large number of computers at a site preparing E-filed returns requires the transmitter to spend a lot of time after the session getting everything straightened out.  In addition, since updates to TaxWise occur almost weekly,  each computer must be updated every week.

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Information on this site is obtained from sources considered reliable, but not guaranteed  accurate.  The purpose is to inform only; for advice and decisions, please refer to the official IRS website http://www.irs.gov. Comments regarding this web site should be directed to webmaster@vita-volunteers.org
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Last modified: 10/06/06.