Page 23

21 Advantages of this product include: • No installation on individual computers – Program maintained on the software provider’s server. Desktop users must install software on their own computers. • No updates required – Program is updated by the software provider. Desktop users must download and update all computers. Failure to timely install updates may result in the rejection of returns. • No need to backup and restore returns to a central computer for transmission – Data is already at the software provider’s server. Desktop users must download and restore returns to their central computer designated for transmission since only one computer per site may transmit returns. • Remote access to troubleshoot problems – The software provider is able to access users’ computers remotely to assist in resolving problems. This remote access allows them to see what the user sees. This connectivity is not available in the desktop version. • Improved security

– No data stored on individual computers. Data is securely stored at the software provider’s secured facility. Desktop users store data on individual computers.

– The software provider uses software to reduce threat of hackers and detect intrusion attempts. Desktop users don’t always have this additional layer of protection.

• Access from any computer with proper identification and broadband Internet - Product is immediately available for use. Desktop product must be installed.

• Improved design – Easier access overall to tools used for return completion. Accessing some tools in desktop require more steps. There are a number of important resources available to you regarding electronic filing information at volunteer sites. They include Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns, and Publication 3112, IRS e-file Application and Participation. These documents can be found on IRS’ website www.irs.gov along with other important IRS e-file information. a) Securing an Electronic Filing Identification Number (EFIN) To obtain an EFIN for your site, visit www.irs.gov and type in “e-services” in the key word search field. To assist in completing the online application for an EFIN contact your local SPEC Relationship Manager. A separate EFIN must be requested for each physical location. Once your application is approved, you will be assigned an EFIN which will enable your site to e-file tax returns. b) License Agreement

The license agreement between IRS and the software provider is a “site” license agreement. A site is defined as a physical location for purposes of the software license. Each site must have its own unique EFIN. A separate license must be acquired for each site at which the software will be used. Additional Conditions to License Agreement • The license agreement allows for software to be used from one physical location (EFIN). • For desktop users, only one computer per EFIN may transmit. (Note: If the transmitting computer breaks, it may be replaced with another computer.) Some examples are:

– A military base is considered one physical location even if they have multiple tax centers on the base.

– An Indian Reservation with multiple tax sites is required to have a separate license for each tax site.

– A college or university campus is considered one physical location; however, separate campuses or satellite campuses of the college or university require a separate software license.

– A separate software license for each physical location accessing the software from a Local Area Network (LAN) is required. Site Management