Desktop: Closeout Procedures

For VITA/TCE sites using the TaxSlayer Desktop product, they must back up their data before the end of the filing season to ensure the carryforward tax return data is available filing season 2018.  In addition, this can be used for any site running the TaxSlayer Desktop product to create a disaster recovery backup.

To complete this task, you will need a removable storage device, such as a flash drive or portable hard drive, for each computer you wish to backup.  Each device should have sufficient free space to store the entire TaxSlayer folder on the drive.

NOTE: CD/DVD cannot be used; the storage device must connect via USB.

The following steps can check TaxSlayer folder, file size:

  1. Open the File Explorer
  2. Double click on the C: drive (or drive where the software was loaded)
  3. Find the TaxSlayer folder and select it
  4. Right click on the TaxSlayer folder and a menu will appear
  5. Click on Properties
  6. This will show you the size of the TaxSlayer folder

Perform these steps with each Workstation to move files to the Transmitting Computer:

  1. Make certain that no returns are open in TaxSlayer on any computer
  2. Insert the storage device into a USB slot
  3. Make note of which drive letter is assigned to the storage device
  4. Start TaxSlayer and login to the 2016 TaxSlayer program
  5. Open the Utilities Menu – option 8
  6. Open the Program Backup Utility – option 5
  7. Make sure the Backup button is selected
  8. In the Target Drive drop down list select the drive letter assigned to your storage device
  9. Click the Start button
  10. When the backup is complete, the message “Backup Complete” will be displayed
  11. If any other message is displayed, repeat steps 1-10 until the “Backup Complete” message is displayed

From the Transmitting Computer:

  1. Upload all files from each workstation to the main transmitting computer
  2. Make certain that no returns are open in TaxSlayer on any computer, especially if you are using a server connection at your site
  3. Insert the storage device into a USB
  4. Make note of which drive letter is assigned to the storage device
  5. Start TaxSlayer and login to the 2016 TaxSlayer program
  6. Open the Utilities Menu – option 8
  7. Open the Program Backup Utility – option 5
  8. Make sure the Backup button is selected
  9. In the Target Drive drop down list select the drive letter assigned to your storage device
  10. Click the Start button
  11. When the backup is complete, the message “Backup Complete” will be displayed
  12. If any other message is displayed, repeat steps 1-10 until the “Backup Complete” message is displayed
  13. The USB device with taxpayer data must be secured and encrypted to prevent data loss per Quality Site Requirement #10, Partners and IRS certified volunteers are required to protect physical and electronic data gathered for tax return preparation both during and after the filing season

Removing/Uninstalling TaxSlayer Pro:

  1. Open task manager
  2. Click on the Services tab
  3. Right-click on “TaxProgram2016” and select “Stop”
  4. Open your Control Panel
  5. Locate Programs and Features
  6. Select Uninstall a Program
  7. Select your 2016 TaxSlayer Pro
  8. Click Uninstall
  9. Navigate to the drive where the TaxSlayer program was installed and delete the TaxSlayer folder

Secondary Backup Drive:

If you utilized the secondary backup drive, make sure you delete all information on the secondary backup drive and empty your recycle bin.

IRS Computer Depot Laptops:

Follow the procedures in Publication 4473, IRS Computer Loan Program – Welcome Package, for additional guidance on “Deletion of Software on IRS Computers”.  Whether using the TaxSlayer Online or Desktop product on IRS loaned computers, it is imperative to use the “disk wipe” procedure outlined Publication 4473, prior to returning the laptop to the Computer Depot.  In addition the TaxSlayer software and taxpayer data on non-IRS loaned computers, provided by sites or personal, should be wiped of taxpayer data after the site closes.

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