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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. |