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WJH Tax NotebookTM FAQ
1. What is the WJH Tax Notebook?
2. What are the advantages
of using WJH Tax Notebook?
3. What are the steps in using WJH Tax Notebook
4.
Who hosts the software?
5. Is my information
secure?
6. What are
the system requirements to use this product?
7.
What does it cost to use the WJH Tax Notebook?
8.
How do I sign-up to use this?
9. When moving from page
to page or attempting to print, I get a message that says "Error
Locating Object Handler". What should I do?
10. When moving
from page to page or attempting to print, I get a message that
says "This page contains both secure and nonsecure items. Do you
want to display the nonsecure items?" What should I do?
If you have any other questions, please
contact us.
1. What is the WJH Tax Notebook?
We annually provide our tax
clients with a tax organizer that helps them collect and organize
their income tax information the most effective manner.
If we prepared the client's return in the previous year, the organizer
contains information from that year. Clients can receive
their organizer from us in a paper version or they can use the
online WJH Tax Notebook service which allows them to provide accurate
and complete tax return preparation data to us quickly and easily
using the Internet and a web browser.
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2. What are the advantages
of using WJH Tax Notebook?
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More intuitive and less
time consuming than completing the traditional paper-based organizer
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Offers the convenience of
a secure, browser-based tax interview, allowing you to utilize
your home computer to save time and effort
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Because it is web browser
based, there is no software to install or maintain
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Provides an organized interview
format that ensures important information is not overlooked
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Ensures you are only having
to answer relevant sections of Tax Notebook based on your answers
to pertinent questions such as, "Did you own real estate?"
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Provides intuitive screens
that guide you through the interview process quickly and easily
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Allows you to clearly track
which sections are complete and which still need input, so you
can easily monitor your progress
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Allows you to print a report
of your information for your own records
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Provides the data to WJH
once you have completed the process
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3. What are the steps in
using WJH Tax Notebook
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Before you access your personal Tax Notebook, our staff personalizes
the data and the screens to address your particular tax situation.
We also provide you with a username and password so that only
you have access to your information.
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Using any PC with Internet access, you can conveniently access
WJH Tax Notebook directly from a link on our web site.
You are guided through a streamlined tax interview process that
we believe is easy to work with and more intuitive than the
traditional paper organizer. For a figure that shows an
example of one of the Tax Notebook interview pages, click
here.
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An online status system lets our staff track the progress made
by all of our clients so that we know when each client has completed
their notebook. Completed Tax Notebooks are reviewed online
and then downloaded to our local server system where the data
is seamlessly integrated into our system.
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4. Who hosts the software?
WJH Tax Notebook is hosted
by CCH Incorporated. CCH has been serving CPAs since 1913
and continues to be a leader in documenting the ever more complex
laws and in providing the computational tools professionals use
in tax planning, preparation, and review.
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5. Is my information secure?
Yes. There are three
levels of security to consider.
General Security -
When storing and retrieving your Tax Notebook data, the
CCH site uses SSL (Secure Socket Layer) technology to ensure all
information remains safe and private. SSL is an established
and mature Internet security standard with two dominant features:
data encryption and identification of the secured web server.
Data encryption is the process of transforming legible information
into a complex arrangement of illegible information. The
only way to make this data legible and useful again is to decrypt
it, reversing the process of encryption. In addition, to
identify and encrypt data when it is sent and decrypt it when
it is received, SSL uses a private/public key combination.
To ensure that the integrity of information is never jeopardized,
and to provide adequate redundancy, all data is maintained and
backed-up on a regular schedule. CCH employees are subject
to a strict employment policy regarding confidentiality, and internal
access to Tax Notebook is restricted to highly trained personnel
on an 'as-needed' basis.
In addition, CCH's Internet-based systems are protected behind
firewalls and all mission critical servers are deployed in a cluster
environment with high fault tolerance for fail-over.
Firm Level Security - Our staff's access to your
data in Tax Notebook is controlled with a separate application
called the Tax Notebook ToolKit. This toolkit has the same
security features as the Tax Notebook application and allows us
to control access to your data with the same administrative policies
we use for access to all client data.
Client Level Security - To use the WJH Tax Notebook,
you are issued a unique Logon ID and Password that provides secure
access to your Tax Notebook information. It is your responsibility
to protect this Logon ID and Password and control access to it.
For your security Tax Notebook automatically requires a user to
login again after 20 minutes of inactivity in the system.
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6. What are the system requirements
to use this product?
If you use a PC you need one
of the following browsers.
If you are
using Tax Notebook on a Macintosh you need OS 9 or higher and
Safari 1.2 or higher. To download Safari 1.2 for Mac OS/x,
click here.
Your browser
must be setup as follows.
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Pop-ups
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Pop-ups must be allowed for
the Tax Notebook site.
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Cookies
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Cookies must be allowed. Note:
IE 6.x users must set the Privacy setting to Medium or lower.
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ActiveX controls
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Enabled
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JavaScript
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Enabled
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Proxy
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If your internet connection
requires a proxy server, you need to ensure that your browser
settings are set up for both HTTP and HTTPS sites.
To adjust your proxy settings:
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If your browser is Internet
Explorer, choose Internet Options from the Tools menu.
Click the Connections tab; click the LAN Settings button;
and then click the Advanced button. Ensure that both the
HTTP and Secure address have the proper entry for your
proxy.
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If your browser is Netscape
Navigator, choose Preferences from the Edit menu. Select
Advanced and Proxies from the Preferences screen. Next,
select Manual proxy configuration and click View. Ensure
that both the HTTP and Security address have the proper
entry for your proxy.
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Monitor Display Settings
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Tax Notebook requires a resolution
of at least 800 x 600 and is best viewed with system fonts
set to Small Fonts.
To adjust your Windows display
properties:
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Right-click on the background
of your Windows desktop and choose Properties from the
pop-up menu.
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From the tabs at the top of
the window, click on the Settings tab.
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On the Settings screen, click
on the Advanced button.
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On the General tab of this
new window, choose Small Fonts from the Font Size list.
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On the Settings screen, use
the Screen area slider bar to choose a value greater than
or equal to 800 by 600 pixels.
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Click OK to save and close
each window
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Printing
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Adobe Acrobat Reader 4.05 or
higher must be installed to print forms. Click on the icon
to download the free Adobe Acrobat Reader.
Note that when using an Adobe Acrobat product that displays
Adobe pdf files on a Macintosh, the Acrobat window may open
behind the browser window.
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Security Timeout - For your
security Tax Notebook automatically require users to log in again
after 20 minutes of inactivity. This cannot be changed
by the user.
Page Loading - Every page
in Tax Notebook is saved when you navigate from one page to the
next within Tax Notebook. You should make sure each page
has fully loaded before continuing to enter your tax data. The
completion of the loading process is indicated by the word "Done"
in the bottom left corner of your browser window.
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7. What does it cost to
use the WJH Tax Notebook?
Tax Notebook is included in
our tax preparation services at no additional cost.
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8. How do I sign-up to use
this?
If you are an existing client
we need to move your organizer data to the secure Tax Notebook
web server and assign you a user name and password. To start
the process all you need to do is contact
us by phone or e-mail and tell us you want to use the WJH Tax
Notebook.
Please Note - The security of the system depends on you
(and WJH) protecting your user name and password. Unless
you specifically ask us to do so, we will not send user names
and passwords to you by e-mail or fax. We will contact you
by telephone (or will send your user name and password by regular
mail if you prefer).
WJH Tax Notebook will normally
be available for your use within 3 business days of your request.
If you are a new client
contact us and we will discuss
WJH Tax Notebook and our other tax services and help you determine
which services best fit your needs.
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9. When moving from page to page
or attempting to print, I get a message that says "Error
Locating Object Handler". What should I do?
This is an error caused by the manner in which Internet Explorer
interacts with the Adobe Acrobat Reader plugin. Before trying
any of the following solutions you must close your browser.
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Make sure you have the latest versions of
Adobe® Acrobat® Reader® and
Microsoft® Internet Explorer®.
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If your problem still exists, you can copy two files, pdf.ocx
and pdf.tlb, from your Adobe\Acrobat X.X\Reader\ActiveX directory
(where X.X is your version of Reader) to your Internet Explorer
plugins directory (usually C:\Programs Files\Internet Explorer\Plugins).
If you have difficulty finding these files or directories, use
the Windows Search or Find feature in your Start menu.
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Another possible solution: With Internet Explorer closed,
open Adobe Acrobat Reader in your Start menu. In the Edit menu
choose Preferences and select Options. Uncheck the option "Display
PDF in Browser." This solution has the side effect of displaying
your return in a stand-alone Acrobat Reader window. (Occasionally,
after viewing your return once with this setting, you can then
return Acrobat Reader's Preferences to their previous setting
and Acrobat Reader will work properly thereafter.)
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As a final option, return to the File menu in Acrobat Reader.
After selecting Preferences and General as above, select Options
and uncheck the option "Open Cross-doc Links in Same Window."
This solution will remove the index in your PDF file; you will
then have to use page-up and page-down to view all the pages
of your return.
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10. When moving from page to page
or attempting to print, I get a message that says "This page contains
both secure and nonsecure items. Do you want to display the nonsecure
items?" What should I do?
This web site is secure in
spite of the error message displayed by the browser; you may click
"Yes" to continue.
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of page.)
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