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TaxWise Online
Training
2013
Duplication of Training Materials
 Duplication and/or distribution not authorized in writing by Universal Tax Systems,
Inc. is strictly prohibited.




© 2013 Universal Tax Systems, Inc. ®
by Universal Tax Systems, Inc. Rome GA USA
All Rights Reserved. Printed in USA
Property of Universal Tax Systems, Incorporated
 Information in this presentation is subject to change without notice. The software
described in this presentation is furnished under a license agreement and may be used or
copied only in accordance with the terms of the agreement.
 This presentation is designed to provide accurate information in regard to the subject
matter covered. Universal Tax Systems, Inc. is not engaged in rendering legal or
technical or other professional advice/service. Use of this program or the information in
this publication does not relieve the user of responsibility for the preparation, content,
accuracy and review of all forms.
 TaxWise®, the Owl, InterviewPLUS™ (US Patent Pending), Audit Shield™, and TaxWise
University® are trademarks of Universal Tax Systems, Inc.®. All other products
mentioned are trademarks of their respective manufacturers.
TaxWise Online Training
April 13, 2015 - USA
2
Lesson Overview: Introduction to TaxWise Online
 In this lesson we will cover:
 Differences between TaxWise Online and TaxWise Desktop
 Software Comparison
 Differences in Terminology
 Differences in Daily Tasks
 Review and Discuss System Requirements for TaxWise Online
 Locate Browser Settings
 Locate Browsing History Settings
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
3
Software Comparison
TaxWise Online
TaxWise Desktop
No installation required
Installation from CD
No need for backup or restore options because
all data is stored on the CCH SFS servers
Must backup for return retention or to transfer
returns between non-networked computers
Uses dynamic icons and function keys for return
navigation
Function keys available to perform actions
Returns can be prepared in desktop if the
internet or the TaxWise Online site is down
*Must be transferred to TaxWise Online for
transmission access
Returns can be prepared but not transmitted
until internet connection is restored
3 pre-set print packets, 1 custom print packet
(Fed or State) Returns print to PDF
6 Fully Customizable print packets - Returns
print to printer, PDF, File or Paperless PLUS
Fed and state updates are automatically applied
to TaxWise Online
Must apply fed and state updates manually
Carryforward is available for returns transmitted
through the CCH SFS electronic filing center
*Performed one return at a time upon starting a
new return for previous year client
Carryforward available for any prior year returns
on the system
*Can be performed for all returns simultaneously
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
4
Differences in Terminology
TaxWise Online
TaxWise Desktop
Blog
TaxWise Blog
Carryforward Templates
Carryforward Admin Tax Form Defaults
Configure Printer
Align Checks
Custom Fields
User Defined History List
Log Out
Exit
Manage Users
Security Manager
Print Sets
Print Packets
Return Query
Search/Query for Taxpayer
Return Summary
F7 Query
Return Stages
Return Stage Options
Return Templates
Tax Form Defaults
Settings
Setup Options
TaxWise University
Manager Students/Student Lessons
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
5
Differences in Daily Tasks
TaxWise Online
TaxWise Desktop
New Return
Start a New Return
Open Return
Open an Existing Return
Delete Returns
Return Explorer>Delete Files
Move Returns
Return Explorer>Move Files to another location
Restore Deleted Returns
Restore from Disk
Submit E-files
Communications>Send Federal/State Returns to
View Acks
Communications>Get Acks, Mail and Updates
Reports>Acknowledgements
Archive Acknowledgements
Filter Acknowledgements
Search Knowledge Base
Solution Center/Knowledge Base
Taxpayer Diary
Client Diary
TWO Reports
Reports>Reports List
Client Letters
Add Form>Letter
Context Sensitive Help – open smart bar, click
Context Sensitive Help - Press Alt + F1
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
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System Requirements for TaxWise Online
 Internet Explorer 7.0 or higher
 High Speed Internet
 DSL/Cable
 Internet connection rate of 800
Kilobytes per second or higher
http://speedtest.TaxWise.com
 Windows XP Professional, Windows
XP Home Edition, Windows 2000
Professional, (with the latest
Service Pack), Windows Vista, or
Windows 7
 Adobe Reader 8.1 or higher
 Adobe XI may not be compatible
on some systems using Internet
Explorer 8 or 9
 Run Internet Explorer 8 & 9 in
Compatibility Mode for display issues
 TaxWise Online only supports Internet
Explorer (Google Chrome, Mozilla, Firefox,
etc will cause display issues)
 Browser Settings
 Security Level: Medium
 Download Files: Enabled
 Java Script: Enabled
 Browsing History Settings
 Every Time I visit the webpage
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
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Checking your Browser Settings
 To check the browser settings:
 Open your Internet Explorer window
 Under the Tools menu select Internet Options
 The 3 required settings can be located on the Security tab
 Select the Internet icon
 Click on Custom Level
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
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Changing your Security Settings
 Under Downloads
 File download
 Select Enable
 Under Reset custom settings
 Select Medium
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
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Java Script must be Enabled
 Under Scripting
 Scripting of Java applets –
select Enable
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
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Checking your Browsing History Settings
 To check your Browsing history settings:
 Open your Internet Explorer window
 Under the Tools menu select Internet Options
 Select the General tab
 Select Settings under Browsing history
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
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Browsing History Settings
 Click Settings
 Select Every time I visit the
webpage
 Click OK on each page to close
and save your settings
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
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Lesson Summary: Introduction to TaxWise Online
 In this lesson we have covered:
 Differences between TaxWise Online and TaxWise Desktop
 Software Comparison
 Differences in Terminology
 Differences in Daily Tasks
 Review and Discuss System Requirements for TaxWise Online
 Locate Browser Settings
 Locate Browsing History Settings
TaxWise Online – Introduction to TaxWise Online
April 13, 2015 - USA
13
Lesson Overview: Accessing TaxWise Online
 In this lesson we will cover:




TaxWise Online Applications
Creating a Desktop Shortcut
Creating a Favorite
Logging In
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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TaxWise Online Applications
 Current year application: https://twonline.taxwise.com (Blue)
 TaxWise Online 2013 will tentatively be activated November 20, 2013
 New Return option will be activated January 21, 2014
 Training application: https://twonline.taxwise.com/training (Green)
 Training TaxWise Online 2013 will tentatively be activated November 20, 2013
 Training Submit Efiles will tentatively be activated December 6, 2013
 TaxWise Online 2011 application: (Burgundy)
https://twonline.taxwise.com/11
 TaxWise Online 2010 application: (Brown)
https://twonline.taxwise.com/10
 TaxWise Online 2009 application: (Purple)
https://twonline.taxwise.com/09
Note: TWO 2009 will not be available when TWO 2013 is activated. MeF will only be
available for tax years 2011-2013 when season begins in January 2014.
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Creating a Desktop Shortcut
 Right-click in a blank area on your
desktop, select New, and click
Shortcut
 Enter the TWO URL into the location
box https://twonline.taxwise.com
 Click Next
 In the Type a name for this
shortcut box, enter TaxWise Online
 Click Finish
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Creating a Favorite
 Double-click Internet Explorer icon
 Type https://twonline.taxwise.com
in the Address bar and click Go
 Click the Favorites menu, and select
Add to Favorites
 Enter a name for your Favorite and
click OK
 We recommend changing the name to
TaxWise Online
 To open your Favorites list, click
the Favorites button on the toolbar
 Internet Explorer creates a link in
the Favorites list in the left-hand
side of the window
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Logging in as the ADMIN user
 Access TaxWise Online by clicking on
your Desktop Shortcut, selecting it
from your Favorite, or by typing in
https://twonline.taxwise.com into
the Address bar of your Internet
browser
 Enter your Client ID
 Enter the user name ADMIN
 Initially the ADMIN password is your
Registration Code (passwords are
case sensitive)
 Click the Log In button
 Click the box to Remember Me
 Saves time rekeying at each login
 Will not save the password
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Accepting the License Agreement
 Check the I Agree box
 Click the OK button
 You will be prompted to
change your password
 Click Change Password
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Changing the Password
 Create a New Password
 Confirm the New Password
 Create a password you can remember
 The Administrator password must be at
least 8 characters and contain at least
one numeric character
 Must not exceed 100 characters
 Passwords cannot contain the user
name
 Cannot use any password that was used
the 10 previous times
 Each User must have a unique Password
(no sharing)
 Passwords expire every 90 days. You
will be prompted to create a new
password
 Click Change Password
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Create a Password You Can Remember
 Confirmation the Password has
been changed
 Click Continue
 Click Need Help? For more details
on Login and Password information
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Selecting a Security Question
 For security purposes, you are
required to know the answer to
your Security Question to reset a
password
 Select a Security Question from
the drop down list
 Enter the Security Answer and
click OK (not case sensitive)
 The first time you log into the
ADMIN user, you must enter a
valid email address
 Allows the user to receive
notification emails when their
password has been reset
 Click OK
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Password Requirements for Created Users
 Passwords assigned to created users
have the same requirements as the
ADMIN user
 Initially a created user’s password is
their user name
 It is important that your created
users know how their user name was
setup because they are case sensitive
 A created user name password
resets to the user name
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Steps for Resetting a Locked Account
 3 unsuccessful logins will result in a
locked account
 Select Click Here to reset the locked
account
 Enter the Client ID and User Name
 Click Next
 Your Security Question will be
displayed
 Enter the Security Answer and click
Next (this unlocks the account)
 You will be prompted to enter your
new password and rekey or change
your Security Question and Security
Answer
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Additional Rules for Resetting Locked Accounts
 Notification email is received
when a user is locked out of
their account
 Each user has one chance to
unlock their account
 Locked users must be unlocked
by the ADMIN user or a user
with Administrator rights of the
same Client ID
 Locked sub-office ADMIN users
must be unlocked by the main
office
 Locked ADMIN users for main
offices must be unlocked by
CCH SFS
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Lesson Summary: Accessing TaxWise Online
 In this lesson we have covered:




TaxWise Online Applications
Creating a Desktop Shortcut
Creating a Favorite
Logging In
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Exercise: Accessing TaxWise Online
Steps:
 Objective: Create a Desktop
Shortcut and add the website
to your Favorites List
 Estimated completion time:
10 minutes
 Follow the instructions on
Slide 14 to create a Desktop
Shortcut
 Follow the instructions on
Slide 15 to create a Favorite
TaxWise Online – Accessing TaxWise Online
April 13, 2015 - USA
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Lesson Overview: The TaxWise Online Home Page
 In this lesson we will cover:
 TaxWise Online Homepage
 The Homepage Toolbar Layout and Actions
 Help Center
 Search Knowledge Base




Adding your Company Logo and Demographic Information
Return Tasks: View Options
Filter/Search Returns
Sorting Options on the Return Grid
 Other Return Tasks
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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The Homepage Toolbar Layout
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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The Homepage Toolbar Actions
 Allows you to create a new
return – Active in Production
 Allows you to create new or
modify existing Return Templates
module January 21, 2014
 Allows you to open an existing
return by SSN/TIN
 Allows you to check the status of
any tax return
 Allows you to submit e-files to
the EFC – Active in Production
 Allows you to run reports specific
to your location – Does not include
module when efile begins
data from other offices
 Allows you to view and print
IRS, state & bank acks
 Allows submission of Templates,
Custom Fields & Return Stages to
sub offices
 Allows you to view and create
Custom Client Letters using a
blank or Pre-defined Template
 Allows you to create user specific
information for a preparer & ERO
and set the Administrator settings
TaxWise Online - Basic Features of TaxWise Online
April 13, 2015 - USA
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The Homepage Toolbar Actions (cont…)
 Allows you to create & modify
users, Enable Remote Assistance,
set up a message for locked users
 Opens the TaxWise Online Blog
site
 Allows access to Online Check
Printing
 Opens the TaxWise Solution
Center’s Hot Topics screen
 Opens a separate browser
window to SFS University
 Allows the main office Admin user
to log into sub-office accounts
 Opens the Help Center for
TaxWise Online - Program and State
 Logs you out of TaxWise Online
Help. Accessible inside a return
TaxWise Online - Basic Features of TaxWise Online
April 13, 2015 - USA
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Help Center
 The TaxWise Online home page contains
links to web resources for additional
assistance, including the Knowledge Base
 General Help & Assistance allows access to
Program Help, State Help, User Guide, TaxWise
Speedtest and Release Notes
 The Quick Reference - Is updated throughout
tax season
 Training Sessions (Vita, TCE, Field Assistance sites)
 IRS Forms/Publications & 1040X Mailing Addresses
 IRS Reject Codes & Sequence Numbers
 Report Descriptions
 Business 1099R & Country Codes
 E-file Forms/Schedules & Refund Cycle Chart
 State Interviews
 State Tax Sites – Search state websites
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Search the Knowledge Base
 Search the Knowledge Base for
answers to common questions
 Enter key words or Answer ID in
the search box and click Go
 Connects to the specific Answer
on the TaxWise Solution Center
 Click the link to review the
answer
 Answer result contains:
 Solution/Answer to question
 Answer ID
 Document ID
 Date Published
 Date Updated
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Edit this Section allows you to add your company
logo and demographic information
 Logos can only be imported
from a website
 Navigate to your website
 Right click on the logo and
click Properties
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Copy your website logo’s URL address
 Locate the Address (URL)
 Right click and Copy
 Click OK
 Click Edit this Section
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Insert the picture by entering your company logo’s
URL address
 Click the Insert Picture icon
on the toolbar
 Enter the URL for your
company logo on your
website
 Include http: or https:
 Click OK
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Make desired adjustments to the logo and enter
your company information, if desired
 Adjust the logo by clicking
the desired Justify icon
 Type in your company
information, if desired
 Click Save
 If your web address is not
an https: site you will
receive a Security Warning
 Click No to view your
information
 If you click Yes your logo
will not be visible
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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You company logo and information can now be
viewed on the Help Center page
 Your company’s logo, with
or without the address, will
be visible to all users under
your Client ID
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Return Tasks: View Options
 View allows you to see returns by
their status
 Accepted Returns
 Active Returns
 Paper Returns
 Rejected Returns
 Send/Create Failed
 All Returns
 Return Stages
 List will expand by clicking the
Return Stages link
 Displays stages set up under the
Settings menu
 Search Returns
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Filter/Search Returns
 View – Allows users to see all
returns or narrow their search for
Accepted, Active, Paper,
Rejected or Send/Create Failed
 All Returns – Shows returns for the
current user or shows returns for
all users to any user that is
assigned the Administrator or
Super User role
 Return Stages – Allows you to view
the returns by Return Stage
 Search Returns – Allows the user
to search for returns using TINs or
last names
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Sorting Options on the Return Grid
 Sort your returns by
clicking on the desired
column titles
 TIN
 Name
 US e-file
 State e-file
 Stage
 Edited
 Username
 Displays only under
ADMIN or users assigned
Administrator or Super
User role
 A green $ indicates the
taxpayer applied for a
bank product
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Other Return Tasks
 Print Returns: Prints one or more returns
 Print Reject Details: Prints detailed reject
info
 Move Returns: Allows those with Super User
and Administrator roles to move returns from
one user to another user
 Delete Returns: Allows Administrator role
users to delete returns
 Restore Returns: Allows Admin User to
restore deleted returns
 Clear Sent E-Files: Allows Administrator role
users to clear the ‘Sent’ status of a return
 Only used when the return fails to reach the
CCHSFS Electronic Filing Center
 Retrieve Returns: Allows retrieval of
returns transferred from TaxWise Desktop
(discussed later)
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Lesson Summary: The TaxWise Online Home Page
 In this lesson we have covered:
 TaxWise Online Homepage
 The Homepage Toolbar Layout and Actions
 Help Center
 Search Knowledge Base
 Adding your Company Logo and Demographic Information
 Return Tasks: View Options
 Filter/Search Returns
 Sorting Options on the Return Grid
 Other Return Tasks
TaxWise Online - The TaxWise Online Home Page
April 13, 2015 - USA
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Lesson Overview: Managing users
 In this lesson we will cover:
 Managing Users
 Create a New User
 Modifying a User
 Defining User Roles
 Assigning User roles
 Adding Multiple Roles
 Show Active/Inactive Users
 Add/Change Admin Message
 Enable Remote Assistance
 Restricting IP Addresses
TaxWise Online – Managing Users
April 13, 2015 - USA
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Managing Users
 The ADMIN user or any user
assigned the Administrator
role can create additional
users
 Click Manage Users
 Click Create a New User link
TaxWise Online – Managing Users
April 13, 2015 - USA
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Create a New User
 Enter a user name in the User
Name box
 All preparers must have their own
unique user name (case sensitive)
 Enter the user’s first and last name
in the specified Real Name fields
 Middle initial optional
 Enter the user’s Email address
 If the user does not have an Email
address, enter the Email address
of the office/site manager
 An Email address is required to
reset a created user’s password
 Is Active User box is auto-checked
TaxWise Online – Managing Users
April 13, 2015 - USA
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Modifying a User
 Once you create a User it cannot
be changed or deleted
 Click Edit beside desired user to
change any of the following:
 Real Name
 Email Address
 Active status
 Assigned Roles
 Click Save when finished
TaxWise Online – Managing Users
April 13, 2015 - USA
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Defining User Roles
 Administrator – The Admin user or any user assigned the Administrator
role, has access to all commands and actions except New Return
 User must be assigned Administrator & SuperUser or ReturnPreparer role
 Admin user cannot be assigned user roles other than Administrator
 SuperUser – Has access to All users returns, Move Returns, Submit e-files,
View Acks, TWO Reports, & Report Server and all functions related to the
ReturnPreparer & Interviewer roles
 ReturnPreparer – Has access to all functions associated with creating/editing
a tax return. This role allows the user to create the e-file in Diagnostics.
They cannot delete or move returns, submit e-files, access
acknowledgements or reports
 TemplateManager – Can create new return templates, edit existing
templates, assign/un-assign templates to users
 Interviewer- Has access to all ReturnPreparer role functions, but is
required to start a new return by selecting Go to Interview
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Defining User Roles (Cont…)
 Reviewer – Has access to All users returns, Move Returns, Submit e-files,
View Acks, TWO Reports, & Report Server and all functions related to the
ReturnPreparer & Interviewer roles
 E-file Manager – Has access to Submit E-files, Print Checks, Settings, Help,
Blog, TaxWise University, and Hot Topics. Can submit e-files for all users
under the same Client ID
 All users have access to Print Checks, user Settings, TaxWise University,
Help, Blog, and Hot Topics
TaxWise Online – Managing Users
April 13, 2015 - USA
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Assigning User Roles
 To assign a role to a user,
select the role in the Possible
Roles list, then click the right
arrow (>>) to move it to the
Assigned Roles list
 To remove a role, select the
role in the Assigned Roles list,
then click the left arrow (<<) to
move it to the Possible Roles
list
 Click Save
TaxWise Online – Managing Users
April 13, 2015 - USA
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Adding Multiple Roles
 To assign multiple user roles, select
a role, hold down the Ctrl key and
select additional roles. Click the
right arrow to move all selected roles
to the Assigned Roles list
 Users assigned the Administrator
role who will prepare tax returns,
must also be assigned the
ReturnPreparer role
 We strongly recommend that you
limit the number of users assigned
the Administrator role to three
users
TaxWise Online – Managing Users
April 13, 2015 - USA
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Show Active/Inactive Users
 Deactivate users that are no longer
employed by your company to
prevent access to TaxWise Online
 Log in as the Admin user or any user
with the Administrator role
 Click on the Edit link next to desired
the user
 Remove the checkmark from the Is
Active User box
 All inactive users can be viewed
under the Show Inactive Users link
 To reactivate a user name, open the
Show Inactive Users link
 Click the Edit link beside desired user
 Click the Is Active User box
TaxWise Online – Managing Users
April 13, 2015 - USA
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Add/Change Admin Message
 Use the Add/Change Admin
Message to create a message
your users will see if they
become locked out & require
Administrator intervention
 Enter the desired information
 Click Save
TaxWise Online – Managing Users
April 13, 2015 - USA
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Enable Remote Assistance
 Click the Enable Remote
Assistance link
 Creates the HELP user
 Allows your Account Manager
access to TWO under your Client ID
to troubleshoot issues
 HELP user passwords are always
setup by your Account Manager
Note: If Enable Remote Assistance was
activated in the previous year, the
Client ID needs to edit the HELP
user and re-add the Administrator
role
TaxWise Online – Managing Users
April 13, 2015 - USA
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Restrict IP Addresses
 Click Restrict IP Addresses link
 Allows you to restrict the user to
log in to TaxWise Online from one
computer
 Enter the IP address of the
computer into the IP Address to
Add: field
 TaxWise Online confirms validity of
address entered
 Click Add
 Click Remove Selected IP
Addresses to remove an IP address
from the list
 Click Close Window
TaxWise Online – Managing Users
April 13, 2015 - USA
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Lesson Summary: Managing users
 In this lesson we have covered:
 Managing Users
 Create a New User
 Modifying a User
 Defining User Roles
 Assigning User roles
 Adding Multiple Roles
 Show Active/Inactive Users
 Add/Change Admin Message
 Enable Remote Assistance
 Restricting IP Addresses
TaxWise Online – Managing Users
April 13, 2015 - USA
56
Lesson Overview: Administrator Functions
 In this lesson we will cover:
 Creating User Settings
 Entering Tax Preparer/ERO information for ADMIN and Created Users
 Display Settings
 Creating Administrator Settings
 Creating Custom Fields & Return Stage options
 Setting the Print Sets for Federal & State Forms
 Advanced Settings
 Customizing Salutations
 Working with Return Templates
 Publishing Return Templates created in Training module to Production
 Send Settings – Return Templates, Custom Fields & Return Stages
 Client Letters
 TaxWise Online Reports
 Utilize the Login As feature
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Creating User Settings
 In this section we will discuss the
different Settings available for ADMIN
user and Created users
 Click Settings
 User Settings
 Tax Preparer
 ERO
 Display
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Entering Tax Preparer and ERO Information for
ADMIN User
 Login as ADMIN
 Click Tax Preparer to enter data that
will carry to the Preparer Information
section of the Main Information Sheet
 Click Override default Return
Template values with these values, to
enter data
 Click ERO to enter data that will carry
to Form 8879
 If using Return Templates, uncheck the
Override box & leave the screen blank
 Do not enter Preparer data in Return
Templates if there are multiple preparers
(see slide 61)
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Entering Tax Preparer and ERO Information for
Created Users
 Login as User
 Click Settings
 Click Tax Preparer to enter data that
will carry to the Preparer Information
section of the Main Information Sheet
 Click Override default Return
Template values with these values, to
enter data
 Click ERO to enter data that will carry
to Form 8879
 Display changes the color scheme and
returns per page (see next slide)
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Display Settings
 Customize how the web pages and
forms are displayed
 Use High Contrast Color Scheme
 Adds contrasting colors and borders
for users with color deficiencies
 Returns shown per page in return
grid
 Allows up to 100 returns to be
displayed per page, minimizing
pagination
 Great for high volume offices
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Creating Administrator Settings
 In this section we will discuss the
different Administrator Settings
available for the ADMIN user
 Click Settings
 Administrator Settings
 Custom Fields
 Return Stages
 Print Sets
 Advanced
 Salutations
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Creating Custom Fields and Pick Lists to capture
marketing or other data
 Select Custom Fields
 Edit your selected Preparer Use
Field
 Enter up to 25 values per list,
maximum of 15 characters
 Select Required to make the entry
required in the Interview Mode and
Prep Use Form (discussed later)
 Click box Check here if using the
Preparer User Form
 Click Save and Close
 Repeat the process for each
Preparer Use Field
 Once created the fields are locked
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Creating Return Stage options
 Select Return Stages
 Enter the Return Stage in the
bottom field
 Click Add
 Delete – Deletes the selected
return stage
 Rename – Renames the
selected return stage
 Enter as many return stages as
desired
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Selecting the Return Stage from the Return Grid
 Change the Return Stage from
the return grid
 Click arrow to expand the drop
down list
 Click the appropriate stage
 Sort return by Return Stage
 Click Stage column header
 Ascending or descending order
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Selecting the Return Stage from an Open Return
 Set the Return Stage from
within the Return Summary
window inside a return
 Click arrow to expand the drop
down list
 Click the appropriate stage
 Confirms when Return Stage
has been updated
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Exercise: Creating Custom Fields and Pick List
and adding Return Stage Options
Steps:
 Objective: Create a Custom
Field & Pick List and add
return stage options
 Login as the Admin User
 Estimated completion time:
10 minutes
 Add return stage options
 Click User Settings
 Add a Custom Field and Pick
List to Preparer Use Field 1
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Selecting Print Sets
 Select Print Sets
 Several options to choose from
 Three Default Federal Print Sets
 Primary Forms – Prints completed
fed & state forms excluding wksts
(Main Info, Interview, W2s, etc)
 Completed Forms – Prints all
completed fed & state forms
 Signature Forms – Prints federal
signature forms
 Two Custom Print Sets
 Federal
 State
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Customizing the Print Sets
 Select Create My Print Set
 Select and move desired forms
under Available Forms to
Selected Forms
 Customize the printing order
 Highlight form(s), press the
Up/Down buttons
 Select the number of desired
copies of each form
 Highlight form(s), press the
+1 Copy or -1 Copy button
 Click Done
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Customizing State Print Sets
 Select Create My State Print Set
 Choose one or multiple states
 Click the (+) to expand the state
forms list
 Select and move desired forms
under Available Forms to
Selected Forms
 Customize the printing order
 Highlight form(s), press the Up/Down
buttons
 Select the number of desired
copies of each form
 Highlight form(s), press the +1 Copy or
-1 Copy button
 Click Done
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Custom Print sets can be edited as needed
 Custom print sets become ERO
Defined and ERO Defined State
 You must choose either a Default
or a Custom Print Set for the print
sets to work properly
 Custom Print Sets can be edited as
needed
 Click the desired print set
 Edit My Print Set
 Edit My State Print Set
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Advanced Settings
 Click Advanced
 Classic Mode – For slower
internet connections (below 800
KB). Speeds time switching
between forms and pages
 Disables the auto-refresh
feature
 Users must select Save Return to
refresh the data and display
calculations
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Differences Between Classic Mode & Default Mode
 Classic Mode does not
incorporate all of the same
functionality as the Default
Mode
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Advanced Settings – Enable Override
 Allow certain user roles the
option to override fields in a
return
 Select the desired role under
Enable override feature for
roles
 Interviewer
 Return Preparer
 Reviewer
 Applies to all users assigned the
designated roles
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Advanced Settings – Carry Forward Preparer
Use Form
 Carry Forward the Preparer
Use Form
 Carries over the answers
setup in Custom Fields from
the previous year during the
carry forward process
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Customizing Salutations
 Click Salutations to customize the
existing default values on the Main
Info Sheet
 Click Edit
 Taxpayer Salutations
 Spouse Salutations
 Maximum 25 values
 Maximum 4 characters
 Checking Required makes the
Salutation field on the Main Info red
 Click Update
 Click Save and Close once all
Administrator settings are complete
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Working with Return Templates
 Return Templates allow you to enter
information common to all returns to
eliminate repetitive data entry and
save preparation time
 New returns begin as a copy of the
Return Template
 Only affects new returns started after
Return Template creation
 Will not affect or change returns that
existed before creating Return
Templates
 Return Templates created in the
ADMIN user will be accessible to all
users they are assigned to
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Creating a new Return Template
 To create a new Return
Template, click the Return
Templates icon on the
toolbar
 Click the New icon
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Creating a New Return Template
 Enter a name for the Return
Template in the Name box and
press the Tab key
 Enter a detailed description in
the Description box
 To designate as the default
template for all users, select
the Make Default box
 The new return template will
be based on: drop-down list
 Defaults to new return
template (default set of
forms). This is a blank template
 Click OK
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New Return Template will be Based On
 Create office specific Return
Templates based on a previously
created template (ex: Master
Template)
 Select the New icon to open the
Add Return Template screen
 Enter a Name and Description
 Select desired template under
New return template will be
based on:
 Click OK
 Edit the new template and add
your changes
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Modifying Return Templates
 Click Edit next to the desired return
template
 Yellow background indicates that you
are in Return Templates. Changes
made will only affect subsequent
new returns
 Press Ctrl+Spacebar or F3 to make
an entry required
 Enter the state abbreviation in the
Full year resident box
 Click Add A Form to load a form
 Enter data or make a field required
 Click Save Return
 Click Close
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Adding a Bank Application to Return Templates
 If preparing bank product
returns:
 Select Bank Products under
Type of Return
 Select desired bank
 ERO application must be on file
for bank app to load in return
 If preparing state bank product
returns, open the bank
application and check the state
box
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Entering Preparer and ERO Information
 If multiple preparers, each
preparer should complete
the Tax Preparer Information
in User Settings under the
Settings menu (see slide 74)
 Enter EFIN and ERO
information on Form 8879
 ERO information can also be
entered under Settings
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Preparer Use Form
 Add the Preparer Use Form to
help you track certain taxpayer
or marketing criteria
 Answers carry from
Settings/Administrator Settings/
Custom Fields (see slide 77)
 Answers are stored in the
database
 Questions will appear on Prep
Use Form inside return
 Click Check here if using this
form to load with each return
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Entering information on the Price Sheet
 Click Add under Loaded Forms
or click Forms List on the icon
bar
 Enter Price in the Search for:
window and click Add
 Enter all pricing and applicable
User Defined History List
 Pricing should be entered in
Prepared by You column to
calculate correctly
 Pricing entered in Prepared by
Not You column will only
calculate when the Check to bill
as self-prepared return box is
checked on Main Info
 Lock All is not recommended
 Click Save Return when finished
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Assigning the Return Templates
 Return Templates can be
assigned while the template is
open or closed
 Templates set as Default are
automatically assigned to users
 To assign non-defaulted
templates to users:
 Click the Assign icon on the
toolbar
 Select the desired template
 Select the desired user(s) or
click Select All
 Click Assign
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Assignment Confirmation
 A confirmation box is displayed
 Click OK
 This will open an Assignment
Results page
 Click the Assign More button to
assign a template to another
user(s)
 Click Close when finished
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Unassign Return Templates
 Remove assigned return templates
from users
 Click Unassign icon
 This will open an Unassign Return
Template page
 Click the desired user(s)
 Click Unassign button
 Selected user(s) will no longer have
return templates assigned
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Unassignment Confirmation
 A confirmation box is displayed
 Click OK
 This will open an Unassignment
Results page
 Click the Unassign More button
to assign a template to another
user(s)
 Click Close when finished
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We have simplified the task of sending Templates
& Custom settings
 Login as the Admin user
 Click the Send Settings icon on
the toolbar
 Screen displays sub office info
 EFIN
 Company Name
 Displays Last Send Date
 Custom Fields
 Return Stages
 Templates
 Filtering option
 Add Individual office or all
offices
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Filtering offices
 Use the filter to display the last
date items were sent to your offices
 Display changes according to filter
chosen
 Show All – shows last Send Date for
each item to each office
 Show Unsent – Custom Fields
 Show Unsent – Return Stages
 Show Unsent – Templates
 Click Apply Filter
 You can refine your search by
entering the EFIN and Company
Name
 Displays number of entries for that
item & total filtered from entries
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There two options for sending Templates & Custom
settings to your sub offices
1. Send to all sub-offices
 Click the Add all suboffices
from list button under the
Filtering box
2. Send to individual sub-offices
 Click Add next to desired office
 Added office will appear under
Selected Offices
 Select applicable radio button
for the item you wish to send
 Click Send to offices
 If you are unsure of your
selection, click the Clear
selected offices button
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Client Letters
 Create custom Client Letters or save
time by editing an existing one
 Click the Client Letters icon
 Click New Template
 Name your template
 Select Create a blank Client Letter
template:
 Select Or start from an existing
one: with Predefined Templates




1040 Balance Due
1040 Refund Letter
Privacy Policy
Reject Letter
Note: Custom letter templates can be
deleted, but not the predefined ones
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Client Letters: Create a blank Client Letter
template
 Use the Special Fields to insert
database variables such as ERO,
taxpayer names and addresses
(Same as pressing F11 in desktop)
 Place your cursor in the letter
space and click the desired
variable
 Add the desired text and
Special Fields until you are
satisfied with your letter
 Click Save
Note: Client Letters do not calculate
state amounts
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Client Letters: Client Letter Toolbar
 The Client Letter editor’s toolbar is
similar to Microsoft Word and can be
used to format and customize your
letter
 Use it to change font size, indent
text or add your company logo
 Click the Insert Picture icon on the
toolbar
 Enter the URL for your company
logo on your website
 Include http: or https:
 See slides 47 & 48 for locating URL
Addresses
 Click OK to insert
 Align your logo using Justify options
 Click Save when finished
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Client Letters: Selecting a Predefined Template
 Enter the Name your template
 Select Or start from an existing
one:
 Select the desired template
 Click Create
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Client Letters: Editing a Predefined Template
 Predefined Templates can be
edited the same as creating a new
template
 Add desired edits
 Click Save
 Once an edited template is saved
it is displayed under Custom
Templates when you click New
Template
 Predefined Templates remain
intact
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Client Letters: Deleting a Client Letter Template
 All Client Letters will be displayed
on the Select Client Letter
Template screen
 Client Letters can be edited at any
time or they can be removed
 Select the Client Letter(s) you
want to remove
 Click Delete Template
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Selecting a Client Letter inside the return
 Click the Client Letters icon
 Select desired letter template
 Content of the selected letter
displays under Live Preview
 Click Print
 The Client Letter does not print
with the return
 Click Close
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TaxWise Online Reports
 Select the TWO Reports icon
 21 standard reports to choose from
 Select Generate link beside the desired
report
 Status will change from Pending to
Complete once report is generated
 Click Refresh to update the page
 Reports are in .csv format. Click the
desired report under download and view
on screen or save to another location
 Last Generated
 Report data is specific to generation
date and time (no historical data)
 Reports could take up to 1 hour to
generate
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Utilize the Login As feature when your sub-offices
need assistance
 View your sub-office(s) returns
without logging out and logging
back in under their Client ID
 Select Login As on toolbar
 Only available to ADMIN user
 Click Login next to the desired
office
 Takes you to the
sub-office’s main page
 Message containing Company
Name and Client ID of office
you are logged in as
 Click Switch back to Main
Office link to return to Main
Office main page
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Lesson Summary: Administrator Functions
 In this lesson we have covered:
 Creating User Settings
 Entering Tax Preparer/ERO information for ADMIN and Created Users
 Display Settings
 Creating Administrator Settings
 Creating Custom Fields & Return Stage options
 Setting the Print Sets for Federal & State Forms
 Advanced Settings
 Customizing Salutations
 Working with Return Templates
 Send Settings – Return Templates, Custom Fields & Return Stages
 Client Letters
 TaxWise Online Reports
 Utilize the Login As feature
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Lesson Overview: Basic Features of TaxWise
Online
 In this lesson we will cover:
 Return Toolbar Layout and Actions
 Using TaxWise Online Help
 Using the TaxWise Online Blog site
 Get the latest industry news on Hot Topics
 Utilizing the TaxWise Online Interview
 Navigating the tax return
 Color
Coded Entries/Using Shortcut Keys
 Understanding
the Loaded Forms tree
 Collapsing
the Loaded Forms tree
 Additional
Navigation Tools
 Adding
 Using
a Form/Linking to a Form
the Calculator in Classic Mode
 Using the Refund Monitor
 Deleting and Restoring Returns
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The Return Toolbar Layout
Default Mode
Classic Mode
Note: Classic Mode displays Previous Form, Next Form & Calculator icons on the
Return toolbar
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The Return Toolbar Actions
 Saves return data
 Displays a summary of the
return data in active return
 Closes active return
 Opens the Return Query on the
TaxWise Solution Center
 Prints active return
 Opens the Taxpayer Diary to
enter notes about the client
 Opens Client Letter
Templates for selection
 Opens the complete list of forms
to add to active return
 Switches active return to
Interview mode
 Opens the Help Center to access
Program and State Help
 Checks return for errors
 Opens TaxWise Online Blog site
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Using TaxWise Online Help:
Toolbar
Add topic
to
Favorites
Hide
Navigation
Next
Topic
Stop
Print
Topic
Home
Back
Forward
Refresh
Remove
Search
Highlighting
TaxWise Online - Basic Features of TaxWise Online
Previous
Topic
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Using TaxWise Online Help:
Accessing Help
 Help can be accessed by
clicking the Help icon from
the Homepage or within a
return
 Select Program Help
 Opens to Table of Contents
page
 The Help toolbar consists of
four options:
 Table of Contents
 Index
 Search
 Favorites
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Using the Table of Contents Tab
 Table of Contents is the default
view in Help
 To expand an entry
 Click the blue text
 Click the Book icon to left of blue
text
 Click desired topic heading
 Displays related topic
information on right
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Using the Index Tab
 Click Index tab
 Keywords are listed on the left
 If a keyword exists, it will be
highlighted
 Click desired keyword
 If keyword appears in multiple
topics, available topics will be
displayed
 Topic selections will be displayed
on right
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Using the Search Tab
 Click Search tab and enter
desired keyword
 Displays a list of all possible
matches on the left
 Select the desired topic and
view results on the right
 All occurrences of the keyword
or phrase searched will be
highlighted in yellow
 Click icon to remove
highlighting
 Click icon to add a search
string to your favorites list
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Using the Favorites Tab
 TaxWise Online now allows you
to add Favorites to the Table
of Contents or Index
 Open the Help topic you wish
to save
 Click the
icon
 Topic will be accessible under
Favorites list
 To remove a topic from the
Favorites list
 Select check box next to topic
 Click red X at top of the list
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Getting State Help
 Program help for states can be
accessed from the Help Center by
selecting the State Help link
under General Help and
Assistance
 Select the desired state to
expand the state forms
 State websites can be found
under State Tax Sites at the
bottom of the Help Center page
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Using the TaxWise Online Blog site
 Access the daily blog site to view
updated information on planned
outages, IRS & state news, reject
codes etc
 Click Blog icon on the toolbar
 Landing page takes you to latest
blog subject
 Click desired year/month under
Blog Archive to view previously
posted blogs
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Get the latest industry news on Hot Topics
 Access Hot Topics to view
industry news from the
banks, IRS, States etc
 Click Hot Topics icon
 Landing page takes you to
TaxWise CSS Hot Topics
 CSS - Customer Support Site
 Click individual links to view
details
 Click Subscribe to receive
notification emails
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Utilizing the TaxWise Online Interview
 Now we will learn how to utilize the TaxWise Online Interview
 Using the Interview to gather return information
 Enter the Filing Status
 Utilizing Help Me
 Dynamic Screens for Entering Data
 Entering Dependent Information
 Entering Income Information
 Selecting Sold Assets
 Adding Adjustments to Income
 Selecting Deductions
 Extra Questions
 Adding a State
 Answering State Questions
 Answering your Custom Questions
 Finishing the Interview Process
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Using the Interview to gather return information
 Start a return based on a
series of interview questions
 Click the New Return icon
 Enter the taxpayer’s SSN in
the Social Security Number
box
 Re-enter the taxpayer’s SSN
in the Confirm Social
Security Number box
 Click Go to Interview
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Enter the Filing Status
 Select the filing status of the
taxpayer and click Next to
continue
 The screens for entering the data
are dynamic depending on the
filing status of the taxpayer
 Use the Previous and Next to
move through the Interview or
click the links on the left to open a
specific section of the interview
 Click the Switch to Tax Forms
icon to exit the interview and go to
the tax forms
 There are also icons to Save or
Close the interview
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Utilizing Help Me
 We have placed Help Me
buttons on the Filing Status
and Dependents screens that
link you to the Interactive
Tax Assistance (ITA) page on
the IRS website
 The ITA page offers tax
assistance on the following
topics:




General Filing Questions
Deductions
Credits
Income
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Dynamic Screens for Entering Data
 On the Location screen
select United States or
Outside the United States
 The program will format
the screen for entering the
address
 Other screens will format
or not show according to
the selections made
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Entering Dependent Information
 On the Dependent screen you
will need to click the Edit
button to enter the information
for each dependent
 Enter up to four dependents
 Additional dependents can be
added once inside the tax forms
 Click the Save button to return
to the main Dependents screen
 Click the Cancel button to
discontinue entering the
information
 Click the Delete button to
remove a dependent that was
previously entered
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Entering Income Information
 Select the type of Income
to be entered
 Add additional income
entries by selecting them
from the drop down list
and clicking the Add
button
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Selecting Sold Assets
 Select the type of Assets
that were sold during the
year
 Any selections made load
a Barter screen
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Adding Adjustments to Income
 Select the type of
Adjustments
 Selecting any of the
following will load
additional screens:
 Payment of student loan
interest
 Payment of qualified
post-secondary tuition or
expenses
 A move in order to be
closer to a new job
 Payment of Alimony
 Contributions to
retirement plans
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Selecting Deductions
 Select the appropriate
Deductions
 The following will load
additional screens:
 Medical or dental expenses
or payments for health
insurance
 Contributions to charities
 Check box for non-cash
contributions over $500
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Extra Questions
 Extra Questions cover any
additional information you
may need from the
taxpayer
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Adding a State
 On the State Return screen
mark Yes if you want to
load the state forms into
the return
 Click Next
 You can enter 2 Full-Year
Resident states on the
Select States screen
 7 more states can be added
on the Main Info
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Answering State Questions
 On the State Questions
screen answer all
applicable questions
 Answers will carry to the
state forms inside the
return
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Answering your Custom Questions
 The Custom Questions are
the same ones mentioned in
the Administrator section
under Custom Fields
 This information carries to
the Preparer Use Form
inside the return
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Finishing the Interview Process
 The next screen will
confirm that the Interview
process is complete
 View the instructions for
completing the return
 Click Finish
 Opens the Tax Forms view
so the return can be
completed
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Navigating the Tax Return
 Now we will learn how to navigate inside the return
 Understanding Color Coded Entries
 Using Shortcut Keys
 Understanding the Loaded Forms tree
 Collapsing the Loaded Forms tree
 Additional Navigation Tools
 Adding a Form
 Linking to a Form
 Using the Calculator in Classic Mode
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Color Coded Entries
Color Code
Description
Green
These entries are calculated by TaxWise Online from
information on supporting forms. You cannot type data
directly into a calculated entry or delete the calculated value
unless you override the calculation
Black
These entries are non-calculated, and you can type data directly
into them
Red
These entries are required for e-filing. TaxWise Online marks
certain entries as required to assist you with preparing a complete
and accurate tax return. You must complete entries for TaxWise to
check off the form as “complete” on the list of forms in the Tree.
When you type data in a required entry, TaxWise Online displays
the text in green and converts the entry to a non-calculated entry
when you refresh the return
Blue
These entries are calculated entries that have been overridden by
the preparer
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Using Shortcut Keys
Command
Description
F1
Opens TaxWise Online Help
F3 or Ctrl+Spacebar
Estimates and un-estimates an entry
F8 or Ctrl+Enter
Overrides an entry
F9
Creates a link
F11
Minimizes the Internet Explorer toolbar
Ctrl+R
Refreshes the page (Classic Mode)
Ctrl+R
Remove row on a multi-line statement or worksheet
Ctrl+E
Jumps to Next Required Entry
Ctrl+I
Insert row on a multi-line statement or worksheet
Note: Ctrl+R (Refresh) and F11 are the only options available in Classic Mode
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Understanding the Loaded Forms tree
 The Loaded Forms tree to the
left of the return shows all the
forms that are currently loaded
for the active return
 The icons to the left of the form
indicate whether a form has been
loaded, is complete, or needs to
be completed
 Loaded Form
 Black text
 Incomplete Form
 Red text
 Completed Form
 Green text
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Collapsing the Loaded Forms tree
»
 Click the
to collapse the
Loaded Forms tree
 Click the » to expand the Loaded
Forms tree
 While collapsed, the navigation
options are limited to:
 Go to Previous Form
 Go to Next Form
 Add a Form
 Print a Form
 Delete Forms
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Additional Navigation Tools
Option
Description
Add
Displays the list of available forms to be added to the
active tax return
Print Form
Prints a single form from the active return
Delete
Delete forms from the active return
Loaded Forms
Left arrow takes you to previous form in Tree
Right arrow takes you to next form in Tree
Note: Print Form is not available in Classic Mode
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Adding a Form
 Click the Add button at the top
of the Loaded Forms tree or click
the Forms List icon on the
toolbar
 Enter the form name, form
number or a brief description in
the Search For box and click Go
 Click Show all forms to scroll
through the forms list
 Click the Add link to load the
desired form
 Opens the form and displays it in
the Loaded Forms tree
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Linking to a Form
 The Link icon appears when an
active entry can be linked to
another form
 Click Link
or press F9 key
 Click the Existing tab to view any
forms already calculated into a
field and click the form you want
to view.
 Click the New tab to view any
forms that can be associated with
a field and click the form you want
to add
 To make a field required
 Click
 Press F3 or Ctrl+Spacebar
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Linking to a Form in Classic Mode
 Click Link
 Click the Existing tab to view
any forms already calculated into
a field and click the form you
want to view
 Click the New tab to view any
forms that can be associated
with a field and click the form
you want to add
Note: Keyboard shortcuts and dynamic
icons to link and estimate fields
do not work in Classic Mode
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Using the Calculator in Classic Mode
 The Classic Mode option adds a
calculator to the tool bar
 Enter calculations
 Click Copy to Clipboard
 Right-click on entry
 Select Paste
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Using the Refund Monitor
 The Refund Monitor helps track your
client’s refund status
 Current AGI
 Current Refund or Balance due for
the active return
 Refund Monitor is collapsible
to collapse the Refund Monitor
to expand the Refund Monitor
»
 Click
 Click
»
 Click Check Return Status to view
the Return Summary
 Resembles to F7 Query in TaxWise
desktop. Contains resident state info
 Change Return Stage option
 Check Return Status link is not
available in Classic Mode. Open the
Return Summary from the toolbar icon

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Deleting Returns
 ADMIN user or any user assigned
the Administrator role can
delete returns
 Click the Delete Returns link
under Return Tasks
 Select the desired returns
 Select All
 Unselect All
 Click the Delete
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Delete Returns Results
 Warning that return will be
permanently deleted
 Click OK
 Delete Returns Results
confirms deleted returns
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Restoring Deleted Returns
 Click New Return icon
 Enter the Social Security Number
twice for validation purposes
 Select Go to Tax Forms or Go to
Interview
 You will be prompted to restore
the deleted return
 Select Restore Return to restore
the deleted return
 Select Create new Return to start
a blank return
 Return is blank and previous data
cannot be retrieved again
 Select Close to cancel the process
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Lesson Summary: Basic Features of TaxWise
Online
 In this lesson we have covered:
 Return Toolbar Layout and Actions
 Using TaxWise Online Help
 Using the TaxWise Online Blog site
 Get the latest industry news on Hot Topics
 Utilizing the TaxWise Online Interview
 Navigating the tax return
 Color
Coded Entries/Using Shortcut Keys
 Understanding
the Loaded Forms tree
 Collapsing
the Loaded Forms tree
 Additional
Navigation Tools
 Adding
 Using
a Form/Linking to a Form
the Calculator in Classic Mode
 Using the Refund Monitor
 Deleting and Restoring Returns
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Lesson Overview: Preparing a Return
Entering Taxpayer Information
 In this lesson we will cover:
 Starting a New Return
 Entering the Primary Social Security Number
 Prior Year Carry Forward




Completing the Main Information Sheet
Entering more than 4 dependents in the tax return
Adding States
Selecting Return Type





Selecting Additional Services(Money Clip, Fee Collect, Audit Shield, Versicom)
Using the Practitioner PIN
Entering Taxpayer/Spouse & Identity Protection PINs
Third Party Designee
Finishing up the Main Information Sheet
 Taxpayer Diary
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Enter the Primary Social Security Number
 Enter the SSN in the Enter Social
Security Number window
 Re-key the SSN for validation
purposes
 Click Go to Tax Forms or Go to
Interview
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Prior Year Carry Forward
 You will be prompted to carry forward
prior year information if the return
existed for the Client ID last year
 Select Use Carry Forward to bring
forward last year’s return information
 Select Create new Return to start a
blank return
 Select Close to cancel the process
Note: Returns created in TaxWise Desktop
and e-filed via the EFC can be carried
forward to TaxWise Online. Returns
created in TaxWise Online will not
carry forward in TaxWise Desktop
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Complete the Main Information Sheet first
 Complete this form for every tax
return
 Information entered carries to
other parts of the tax return
 Entries turn red as you enter
information on the form
 Complete all required entries
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Choosing the 1040 form
 Defaults to 1040
 TaxWise Online calculates the type
of 1040 form as you enter data
 Do not override the Form entry at
the top of the Main Information
Sheet
 Forms can be viewed and/or
printed in Spanish
 Click the desired box
 Close and reopen the return for the
language to change on screen
Note: Amounts entered directly on
Form 1040 do not automatically
transfer to Form 1040A or 1040EZ
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Enter the Taxpayer/Spouse’s personal data
 Taxpayer SSN is populated from
New Return entry
 Taxpayer/Spouse section
 Taxpayer/Spouse demographics
 Birth dates
 Age as of December 31st
automatically calculates
 Occupations
Note: If Spouse’s last name is different
from Taxpayer, enter it in the
designated box
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The Zip Code locator saves keystrokes
 Type in the zip code
 TaxWise enters the correct
City and State
 Zip code information is usually
first for fewer key stokes
 Type over city if the zip code
services multiple cities or
communities
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Taxpayer Information Section of the Main
Information Sheet
 Disaster designation
 Special Military Processing
 Puerto Rico Income Exclusion
 Typically marked No in
Return Templates
 Taxpayer/Spouse Date of
Death
 Presidential Election
Campaign
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Completing the Filing Status section
 Single
 Married Filing Joint
 Married Filing Separately
 Complete all required entries
 Head of Household
 Qualifying Widow(er)
 Enter year of death
 Check if
 Can be claimed on another
person’s return
 Filing status 2 and spouse can
be claimed on another person’s
return
 Filing Status 4 and claiming
nonresident alien spouse
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Entering Dependent Information
 Last Name
 Not required if same as taxpayer
 Date of Birth
 Required to calculate Dependent
Care, EITC, CTC
 Age
 Auto calculates from DOB field
 Relationship to You
 Select the appropriate
relationship from the drop down
 Press Enter to populate and
proceed to the next field
Note: Check the box above grid to
charge flat fee for all dependents
instead of per dependent
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Information entered in the Dependent section is
used to calculate credits
 Months in home
 Enter 12 if child lives with you
full time. Newborns also qualify
as living in home 12 months
 Select the appropriate Code from
the drop down list
 Mark DC to load Form 2441
 Mark EIC if the dependent
qualifies or may qualify for EITC
 EITC will not calculate if this box
is not marked
 CTC auto-populates based on age,
relationship, residence and valid
SSN
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TaxWise Online Tip: How can I enter more
than four dependents on a tax return?
 List four dependents on the
Main Information Sheet
 The three dependents that
qualify for EIC must be listed
on the Main Info
 Open 1040 page 1
 F9 (Link) from line 6C
 Click New in the Link to a form
window
 Click Addl Deps – Form 1040
Line 6c
 Enter the additional
dependents
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TaxWise calculates up to nine states at one time
 Check the box if you are
not preparing state
returns
 Calculate up to 9 states
 2 Full Year Resident
 2 Part Year Resident
 5 Nonresident
 Enter the appropriate
state abbreviation
 The state loads in the
tree
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Select the Type of Return
 Type of Return
 Default in Return Templates
 Select Your Bank
 Default in Return Templates
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Select Additional Services
 Money Clip Prepaid Visa
 Available for E-file ONLY returns
 Fee Collect
 EROs offering bank products
cannot use this option
 Audit Shield
 EROs not offering bank products
must complete Audit Shield
Application on Solution Center
 EROs offering bank products must
sign up through their bank
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Enter the Direct Deposit information
 Bank Account Information
 Enter the RTN & Account Number
 Field will turn red if RTN number is
invalid. If a valid RTN was initially
entered, a message will appear
that the previous value will be
restored
 Re-key information on 1040 pg 2
for E-file Only returns
 Re-key the information on the
bank application if selecting a
Direct Deposit bank product

Note: If using Form 8888 for E-file Only,
do not enter Bank Account info on
Main Information Sheet
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Versicom Toll-Free Tax Infoline Plus (TFTI+)
 TFTI+ allows your clients to receive
up-to-the-minute information on
their tax return
 Toll-Free number
 Email
 Text
 Answer Yes to TFTI+ question
 ERO must be set up with
Versicom to offer this product
 Versicom information can be
found on the Solution Center
https://support.taxwise.com
 Select Versicom Communications
under Business Partners on the
homepage. Or select the Partners
menu once logged into the site
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EFC Reject 71 - This E-file is not eligible for
Versicom
 Reason: The ERO marked the
Versicom box on the Main Info
but the ERO isn’t registered to
offer Versicom
 Solution: Edit the return,
uncheck the box, Does the
taxpayer want to access their
return status using TFTI+ ?
 The preparer must be
registered with Versicom to
offer this service to their
customers
 If you are not registered to
offer Versicom, you should not
mark anything in this section of
the Main Information Sheet
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The Practitioner PIN Section
 Some entries can be set in
Return Templates
 ERO PIN
 Check if using the Practitioner
PIN method
 The Income Tax Return
selection box
 The ERO can enter the
Taxpayer and/or Spouse PIN
 Must sign Form 8879
Note: If the income tax return box is
not selected, the Taxpayer &
Spouse original 2011 AGI and
PIN must be entered
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The Taxpayer/Spouse PIN Section
 Taxpayer and Spouse should be
allowed to choose their own
PINs
 Check I authorize or do not
authorize
 Enter the date – Do not use
@today
 Identity Protection PIN
 For victims of identity theft.
Taxpayer must have received a
CP01A letter
 Third Party Designee
 If Yes is checked, enter
Designee’s name, phone and
PIN
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Finishing up the Main Information Sheet
 Paid Preparer Information
populates from Settings or
Return Templates
 Settings can be set by each
preparer
 Return Templates are set by
Admin user or users with
Administrator Role
 Return data
 Time in Return
 Tax Bracket
 Price
 The notes print on the Main
Information Sheet and carry
forward to next year
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Taxpayer Diary
 Click Taxpayer Diary icon
 Click add a note
 The diary will automatically record
the user, the day, date and time
 Click Save to save the note
 Click Print to print a copy of the
note
 A new icon will appear in the
Existing return list to the left of the
TIN
 Clicking More opens the Taxpayer
Diary
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Lesson Summary: Preparing a Return
Entering Taxpayer Information
 In this lesson we have covered:
 Starting a New Return
 Entering the Primary Social Security Number
 Prior Year Carry Forward




Completing the Main Information Sheet
Entering more than 4 dependents in the tax return
Adding States
Selecting Return Type





Selecting Additional Services(Money Clip, Fee Collect, Audit Shield, Versicom)
Using the Practitioner PIN
Entering Taxpayer/Spouse & Identity Protection PINs
Third Party Designee
Finishing up the Main Information Sheet
 Taxpayer Diary
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Lesson Overview: Preparing a Return
Entering Income Information
 In this lesson we will cover:
 Using the Interview Sheet to auto-load forms
 Adding W-2 Income to the return
 Utilizing the EIN database
 Completing the EIC Worksheet
 Completing Form 8867
 Reviewing the Loaded Forms tree for return completion
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Not sure which forms are needed in a return?
The Interview Sheet is the form for you
 Helps new preparers select the
appropriate forms
 Record the answers as you
interview the taxpayer
 Auto-loads forms in the Loaded
Forms tree as you mark the
answers
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The Interview Sheet can be loaded in specific
returns or to all returns via Return Templates
 Edit Return Templates
 Load the Interview Sheet
 Mark the box at the top of
the Interview Sheet
 All answers default to No
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Using the Interview Sheet inside of a return
 Open the Interview Sheet
 Click Interview in the tree if
pre-loaded in Return
Templates
 Click Add under Loaded
Forms or select Forms List
icon on tool bar if not preloaded in Return Templates
 If Filing Status is MFJ, mark
boxes for Taxpayer & Spouse
where applicable
 Complete the required forms
listed in the Loaded Forms
tree
 Incomplete forms indicated by
a form with a yellow triangle
and exclamation
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Remove a form loaded by the Interview Sheet by
clicking the X beside the form
 Click Interview in the Loaded
Forms tree
 Answer No to the question that
loaded the form
 Click X beside the desired form
 Click OK on Confirmation box
 Highlight desired form and
select Delete
 Answer Yes to Confirmation
Box
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Remove a form loaded by the Interview Sheet by
selecting Delete under Loaded Forms
 Click Interview in the Loaded
Forms tree
 Answer No to the question that
loaded the form
 Highlight the desired form
 Click Delete
 Select the desired form(s)
 Scroll to the bottom of the list
and click Delete button
 Click OK on confirmation box
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Adding Form W-2 income to the tax return
 There are several ways to add
the W-2 Income
 Click on the W-2 in the Loaded
Forms tree that auto-loaded from
Return Templates
 Click Add under Loaded Forms
 Click Form List on tool bar
 F9 (Link) from Line 7 of Form
1040 page 1

F9 does not work in Classic Mode
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TaxWise Online automatically loads Schedule
EIC and the EIC Worksheet
 Auto loads when:
 EIC box is marked for the
dependent on the Main
Information Sheet
 Income is entered
 Review Schedule EIC
 Answer all questions on the EIC
Worksheet
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Dependent information on Sch EIC auto populates
from information entered on Main Info
 Review qualifying child
information
 EIC allowed for three
dependents
 Child(ren) born before 1993:
 Was child under age 24 and a
student?
 Was child permanently and
totally disabled?
 Answer these questions only if
applicable or the IRS will
reject the return
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Common validation error caused by data entry
mistake on Sch EIC
 Validation error associated with Sch
EIC regarding invalid elements for
child name, date of birth ssn etc
 Reason:
The No box on question 4a or 4b has
been marked by mistake in a
column void of dependents
 Solution:
Unmark the No box on question 4a
or 4b in columns void of dependents
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Complete the Qualifying questions
 Complete the questions on the
EIC worksheet to see if you
qualify to claim the credit
 Prompts the preparer to
complete the appropriate
questions
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Additional EIC questions calculate qualification of
children being claimed
 Answer all questions for each
qualifying child
 If a child doesn’t qualify based
on questions 7-10, you must
uncheck the EIC box on the
Main Info Sheet for that child
 Taxpayer must be asked if EIC
was ever reduced or disallowed
 If Yes, complete Form 8862
 An incorrect answer will result
in IRS rejection, delaying the
refund
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EIC questions for taxpayers with or without
qualifying children
 Income limitations for one
or more qualifying children
 Questions 11 and 12
 Taxpayers with no
qualifying children
 Complete questions 13
through 17
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Completing Form 8867 – Page 1
 Form 8867 pg 1 is
calculated from
information entered
elsewhere in the return
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Completing Form 8867 – Page 2
 Form 8867 pg 2 is
calculated from EIC Wkst
and Sch EIC
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Due Diligence Questions are located on Form 8867
pages 3 & 4
 Notation on Sch EIC wkst to
complete due diligence section
on pages 3 & 4 of Form 8867
 Penalty has been raised to
$500 for each failure to comply
 Form 8867 Part IV on page 3
contains common Due
Diligence questions
 Some questions have a Does
not apply option
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Form 8867 page 4 requires more information to
determine EIC eligibility
 Question 26 - Documentation
 Residency of qualifying
child(ren)
 Disability of qualifying child(ren)
 Question 27 – If a Schedule C is
included in the return
 Documents or other information
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Review the Loaded Forms tree after entering all
Taxpayer/Spouse data
 Completed forms have green
checkmarks
 Make sure there no incomplete forms
present. Indicated by
 Forms with no color are not used in
the return and will not print
 TaxWise Online auto-completed the
following forms that we did not
open:





1040 Pg 1
1040 Pg 2
1040 Wkt 3
Sch EIC
8812
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Lesson Summary: Preparing a Return
Entering Income Information
 In this lesson we have covered:
 Using the Interview Sheet to auto-load forms
 Adding W-2 Income to the return
 Utilizing the EIN database
 Completing the EIC Worksheet
 Completing Form 8867
 Reviewing the Loaded Forms tree for return completion
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Exercise: Preparing a Tax Return
Steps:


Objective: Prepare a tax
return
Estimated Completion
Time: 25 minutes
1.
Log into the Training Module
as User One
2.
Complete Practice Return 1
of the University Workshop
Returns
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Lesson Overview: Running Diagnostics
 In this lesson we will cover:
 Running Diagnostics
 Electronic Filing Errors
 Warnings
 Overridden Entries
 Estimated Entries
 Understanding Validation Errors
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Understanding the Diagnostics screen
 Click the Run Diagnostics icon
 The Diagnostics screen is divided
into 5 sections:
 Electronic Filing Errors
 Warnings
 Overridden Entries
 Estimated Entries
 Notifications

May not display all sections on every
diagnostics view
 Must print bank product returns
before creating e-files
 Click Print diagnostics
 Displays forms that were e-filed
with the return
 Great for record keeping purposes
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Creating E-Files
 If there are errors in your return,
they will be indicated by red
hyperlinks
 Clicking the link opens the form
containing the error in a window
below the Diagnostics screen
 After correcting all errors, click
Run Diagnostics icon again or
select Refresh
 Return cannot be electronically
filed if errors exist
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Warnings
 Warnings identify possible
problems, inconsistencies, or
suspicious information in the
tax data in the return
 Missing data that may not be
required
 Data that does not appear
consistent with other data in
the return
 You should verify that the
information in the return is
correct
 Warnings do not disqualify a
return from electronic filing
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Overridden and Estimated Entries
 TaxWise identifies Overridden
entries
 Overridden entries can result in
calculation errors and should be
verified
 TaxWise identifies Estimated
Entries
 These entries are made by
pressing F3 to identify fields that
may need information
 Overridden and Estimated
entries do not disqualify the
return from efiling
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Understanding Validation Errors
 After clicking Create e-File(s) you receive
error: Failed to create the Efile due to
MEF validation errors. Please correct the
issue and run diagnostics again
 Click the error to take you to the form and
field causing the error

Not all validation errors are hyperlinked
 The ‘BusinessNameLine1’ element is
invalid – Identifies affected field
 The value ‘Slate Gravel Co LLC’ is invalid –
Identifies invalid value
 This scenario: remove the extra spaces
between Co and LLC in the Payer’s name
field
 Run diagnostics and click Create e-File(s)
 Validation errors change the status of the
return to Create Failed in the return grid

Successful e-File creation removes failed status
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Lesson Summary: Running Diagnostics
 In this lesson we have covered:
 Running Diagnostics
 Electronic Filing Errors
 Warnings
 Overridden Entries
 Estimated Entries
 Understanding Validation Errors
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Lesson Overview: Working with e-Files
 In this lesson we will cover:
 Submitting e-Files
 Viewing Acknowledgements
 Information included on the Acknowledgement
 Using the Date Filter
 Archiving your Acknowledgements
 Identifying and Correcting Rejects
 Identifying and Correcting Rejected Bank Applications
 Return Query
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Submitting e-Files
 Click the Submit e-Files
icon
 Select the desired returns
to e-File
 Identifies MeF
 Identifies Linked/Unlinked
States
 Linked State returns will
be grayed out until the
Federal return is accepted
 Click Continue
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E-file Report
 The E-file Report will be
displayed
 Notice the Efile Id assigned
to the tax returns
 Click the Print button
 Click Continue
 Confirmation that the
returns were submitted
successfully
 Click Close
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Viewing Acknowledgements
 The acknowledgement is
available as soon as we
receive it from the IRS or
state
 Federal returns may take
several hours
 State returns may take several
days
 Click the View Acks icon
 The Acknowledgements
dialog box is displayed
 View IRS, State and Bank acks
 Click the Print button to print
the acknowledgement
 Click Close
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Information Included on the Acknowledgement
The acknowledgement view displays the following information:
 Date: Date of acknowledgement
 Sig Doc: Displays PIN
 TIN: Taxpayer’s social security
number
 Debt Ind: IRS no longer shares this
information
 Name: Taxpayer’s name
 EIC Ind: EIC Indicator; displays Y if
the taxpayer completed Schedule EIC
 Ack Type: Federal, State or EFC
Reject
 Refund: Displays the refund or
balance due
 SVC CTR: Displays the IRS Service
Center that accepted or rejected the
return
 Efile Id: Efile Submission ID Number
assigned by TaxWise Online
 Status: Displays Accepted or
Rejected
 E-file ST: displays the state
associated with the Ack Type
 Message: Displays rejects and bank
product information
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Using the Date Filter
 Search acknowledgements
using the date filter
 Enter the starting date in the
From Date box
 Enter the ending date in the
To Date box
 Click Go
 Displays all
acknowledgements in that
date range
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Archiving your Acks
 Use the Archive feature
after printing your Acks so
you can view only newly
received Acks
 Select the desired Accepted
acks
 Click Archive Selected
 Click the Archived tab to
view archived Acks
 Unarchive your Acks
 Select desired Acks
 Click Unarchive Selected
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Identifying and Correcting Rejects
 Rejected returns are listed on
the Acknowledgement report
(Print to keep with your records)
 Does not include reject details
 Does include EFC reject details
More Info
 Check the e-file status of the
return by clicking the E-File
Status link on the Return List
page(Sent, Accepted, Rejected,
etc)
 Select the More Info link to go
to Return Query
 Run the Outstanding IRS Reject
report under TWO Reports
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Identifying and Correcting Rejected Bank
Applications
 Rejected bank apps are
displayed by a red $
 Clicking the $ opens the Fix
Rejected Bank Application
screen
 Make your correction(s)
 Click Update Calculations
 Click Resubmit Bank App
 Click Close when finished
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Return Query gives you the most up-to-date status
information on e-filed returns
 Click the Return Query icon
 Enter desired SSN/EIN
 Tax year to search defaults to
current tax year
 Search returns that were e-filed back to
2010
 Click Search
 Displays return information pulled from
the CCH SFS EFC/BFC database
 Name, Package, Period, Product, Status,
Date received by EFC
 Click Select to open the General
tab of Return Query
 Rehang will repost ack for selected
file
 Click the More link on a rejected
file to view the Return Query
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Displays all information related to the efile
 Return Information
 Important return event
information
 Efile ID
 Efile Submission ID for MeF
 DCN for Legacy
 E-File Information
 Current status of return
 Is MEF – True or False
 Bank Products
 Status of bank product
281111 -0004
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The Return Query has self-help options
 Reject History
 Lists all rejects associated
with a specific e-file
 Lists specific sequence
numbers causing rejects
 State Reject History
 Lists reject associated with
a specific e-file
 Lists specific sequence
numbers causing rejects
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Reject History
 Complete reject history
for the tax return




Date of each reject
Form Reference Number
Form Sequence Number
Reject Code
 Click the Reject code for
a detailed reject
description
 Reject Code Description
 Value = SSN/EIN causing
reject
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State Reject History
 Complete reject history
for the state tax return
 Date of each reject
 State abbreviation
 Reject Code
 Click the Reject code for
a detailed reject
description
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State Information
 Lists all states that are in the
tax return
 State
 Sent to EFC
20
 Sent to State
 Status
 Status Date
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Disbursements
 Displays detailed information
for checks
 Information included
 Authorization Number
 Check Printed date
 Type of bank product issued


Check
Direct Deposit
 Check Number
 Disbursement Amount
 Check Cleared date
 Bank Verified date
 Bank Void date
Note: Direct Deposits only list the
disbursement date & amount
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Lesson Summary: Working with e-Files
 In this lesson we have covered:
Creating E-Files
 Submitting E-Files
 Viewing Acknowledgements

 Information included on the Acknowledgement
 Using the Date Filter
 Archiving your Acknowledgements
Identifying and Correcting Rejects
 Identifying and Correcting Rejected Bank Applications


Return Query
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Lesson Overview: TaxWise Online Alternative
Preparation Solution
 In this lesson we will cover:
 TaxWise Online Alternative Preparation Solution
 Benefits of having an Alternative Preparation Solution
 Three primary take-aways from February
 High-Level Alternative Preparation Solution
 Retrieve Returns feature
 Select to Import
 Resolve Conflicts
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Alternative Preparation Solution
 Benefits of having an Alternative Preparation Solution
 Catastrophic failure at SFS
 Internet outage at the site
 Enhance the roving capability at temporary locations with no internet access
 Three primary take-aways from February
 Premise based solution that allows sites to prepare and print
 Do not need the ability to transmit from both application platforms
 Need the ability to transfer returns from Desktop to Online
 High-Level Alternative Preparation Solution
 TaxWise Online registration codes activate limited feature sets in desktop for
return preparation, printing and transporting to TaxWise Online
 TaxWise Online converts transported desktop returns to TaxWise Online returns
for the purposes of return storage and electronic filing
Note: This feature should only be used in the event of internet outage
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Creating the Return in TaxWise Desktop and
Marking to Transfer into TaxWise Online
 Ability to prepare and
print federal and state
returns
 Keep your desktop version
and modules updated
 After completing the
return in TW Desktop, run
diagnostics
 Click Mark to Transfer
 The return does not have
to pass diagnostics to be
marked for transfer
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Marking the desktop return to transfer into Online
 Click Communications
 Select the desired returns
 Click Send
 The application will not
allow the office to transfer
returns if TaxWise Online
is not available
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Retrieve Returns - Select to Import
 The ADMIN user or any user with the
Administrator role can see the Retrieve
Returns link under Return Tasks
 TaxWise Online verifies the transferred
return was created with at least the
minimum version required for sending efiles
 TaxWise Online will update calculations
if the administrator chooses to continue
with the return retrieval
 Click Select to Import
 Select the desired return(s) to be
retrieved
 Choose a user from the Select a user
drop-down list
 Click Move
 Select Delete from retrieve list to
discard a return
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Returns must be moved to a user prior to editing
 Select the desired return(s) to
be retrieved
 Choose a user from the Select a
user drop-down list
 Click Move
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Resolve Conflicts
 Some returns already exist and
are not available for import
 Click Resolve Conflicts to
review these returns
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Returns available for import that were created in
an existing user
 Returns available for
import that were created
in an existing user dialog
box
 Choose which return to
keep
 Delete Return deletes the
existing return in TaxWise
Online
 Delete Pending Import
keeps the existing return in
TaxWise Online and deletes
the attempted import from
desktop
 Continue normal procedures
for return completion
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Lesson Summary: TaxWise Online Alternative
Preparation Solution
 In this lesson we have covered:
 TaxWise Online Alternative Preparation Solution
 Benefits of having an Alternative Preparation Solution
 Three primary take-aways from February
 High-Level Alternative Preparation Solution
 Retrieve Returns feature
 Select to Import
 Resolve Conflicts
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Lesson Overview: Printing Returns
 In this lesson we will cover:
 Printing the Active Return
 Print Form
 Printing Returns from the Homepage
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Printing the Active Return
 Disable any pop-up blockers before
printing returns in TaxWise Online
and Adobe 7.0 or higher
 Click the Print Return button on the
toolbar
 While the PDF is being generated,
TaxWise displays a dialog box to
confirm that the PDF is being
generated.
 Once available, you will be
prompted to click Open in a new
window link
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Printing the Active Return (cont.)
 The Return will open to
print according to the Print
Sets selected
 Click the Print icon to print
the complete return
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Print Options
 Go to Print Return if you want to
only print select pages
 Select the desired printer
 You can also select to print
multiple copies of the return
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Printing Returns from the Home Page
 To print returns from the Home
Page, click the Print Returns link
under Return Tasks
 TaxWise Online displays the Print
Returns dialog box where you will
select the check box next to the
return you want to print
 Click select all to print all returns
 Click desired return(s)
 Click Submit
 Click OK on the confirmation box
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Printing Job Status
 The Status of Queued will show
in the dialog box
 Wait until the screen refreshes
and shows the Status of
Complete
 Click Get Document
 The return will open to print
according to the Print Sets
selected
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Lesson Summary: Printing Returns

In this lesson we have covered:
Printing the Active Return
 Print Form
 Printing Returns from the Homepage

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Lesson Overview: Online Check Printing
 In this lesson we will cover:
 Online Check Printing overview
 Configuring the Printer
 Printing Checks
 Voiding Checks
 Reprinting Checks
 Searching for printed checks
 Viewing Check Log
 Troubleshooting Tips
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What is Online Check Printing?
 Online Check Printing is how TaxWise Online users print checks by
selecting the Print Checks icon on the toolbar
 Checks are available to print as soon as SFS processes the
acknowledgement from the bank
 Access the Online Check Printing training module and practice
printing before tax season begins
https://ocp.taxwise.com/training
 Last 6 digits of SSN must equal the office’s IRS assigned EFIN
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Online Check Printing Options
 Select the Print Checks icon
 Print Checks
 Print available checks
 Reprint Checks
 Reprint checks
 Check Log
 View all printed and reprinted
checks
 Configure Printer
 Align your checks to ensure the
amounts and signature print
correctly
 Help
 Step by Step instructions
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Installing Printer Information and Active X
Controls
 If you have never configured
your printer, TaxWise Online
will take you through the
steps of installing your
Printer information and
Active X Controls
 Discussed later
 Click Install
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Configuring the Printer
 Select Configure Printer
 Select the correct way to place
your check stock in your printer
tray
 Use real check stock or a copy
of your check stock to align the
check data
 Verify that the amount and
signature are in the correct
location
Note: You must configure the printer
before checks are available to
print
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Configure the Printer Dialog Box
 Select your printer on the
Setup Printer>Configure
Printer page
 The list of printers
connected your computer
are listed in the Printer
Name drop down box
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Understanding the Printer Orientation
 In Printer Orientation use the down arrow to select the method
that indicates the correct placement of your check stock in the
printer. Choices are:




Face UP signature LAST
Face DOWN signature LAST
Face UP signature FIRST
Face DOWN signature FIRST
 Your selection appears on the Print Checks page to remind you of
the correct way to load your check stock each time you print
checks
 Click Next to Continue
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Print a Test Page
 Place a blank piece of
paper or a copy of a real
check in the printer
 Click Next to print your
sample check
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Confirming the Printer Settings
 A test check will print based on
the alignment settings
 Place the print out on top of
real check stock and verify
alignment
 Change alignment settings if
necessary
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Completing Check Printing Setup
 Make necessary changes if the
check amount and signature do
not line up properly select No
 Change your amount and
signature alignment and reprint
 If no changes are necessary,
select Continue to go to the
Print Checks page
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Online Check Printing Tip: Adjusting the
Starting Print Position
 Use the Horizontal Offset and/or Vertical Offset to move the starting
print position on the Printer Configuration page
 Horizontal Offset represents the number of spaces to the right to move
the starting print position in increments of 1/10 of an inch
 Vertical Offset moves the print position down in the same way
 To adjust printing up, enter a negative number
 Enter the number for the adjustments select the Next button to continue
with steps 3 and 4 to print a new sample page again based on the new
print settings and compare it to your blank check
 Once you confirm that printing alignment is correct and click the Continue
button as in step 5, the program displays the Print Checks page
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Printing Checks
 Bank Acknowledgements in
InterviewPLUS will indicate check
print approval.
 Select Print Checks
 Select up 50 checks to print at one
time
 Not recommended due to
possibility of printer jam
 Follow on screen instructions
 Checks voided during a printing
session are available to print
again.
 Check print data is immediately
updated during the printing
process
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Selecting checks to print
 Select one or more records
 Click the box to select
each record you want to
print
 Select all records
 Click the Check All link at
the bottom of the page
 Marks the first 50 checks
for printing in this session
 Deselect all records
 Select the Uncheck All link
to remove all check marks
 Click Next to continue
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Set Print Settings
 Starting check number
 Enter the starting check
number located on your
bank check stock
 Check number
automatically increments
 Verify the starting check
number for each print
session
 Enter the Bank Code from
the Check Stock:
 TPG and 3Fund
 Click Next to continue
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Confirm Your Selections
 Confirm the number of checks
to print
 Review the starting and
ending check number
 Load your check stock
 Placement indicates printer
configuration used during
Configure Printer
 Click Back to modify printer
settings
 Click Next to print selected
check(s)
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Progress Bar Indicator
 Progress bar indicates the
status of the check(s) that are
printing
 Click Next once all checks
have been printed
 Examine the printed checks to
see if any need to be voided
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Examine your checks for printing issues
 Once the session is completed,
you should examine your
checks to make sure they
printed properly
 Select which of the following
you would like to do:
 Void one or more checks
 Print one or more check(s)
 Finish this check printing
session
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Voiding Checks
 To void one or more check(s)
now, mark the Void one or
more checks option and select
Next
 The Void Checks > Select
Checks to Void page appears
showing all of the checks
printed in the session
 Mark the box for each check to
be voided
 Check All or Uncheck All to
either mark or unmark all of
the checks
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Reprinting Voided Checks
 Select Yes to reprint the voided
checks selected on the previous
page
 Select No if you do not wish to
reprint the voided checks
 Click Next to Continue
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Session Complete
 Select Finish once all checks for
the session have been
successfully printed
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Reprinting Checks
 Select Reprint Check
 Enter the TIN (SSN) of the
check to reprint
 Select the appropriate
check to reprint if the
taxpayer has multiple
checks
 Follow your bank’s
procedures for voiding and
reprinting checks
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Print Checks>Search for Check
 Search for all printed checks
related to a specific TIN/SSN
 Reprint can be used to print
the same check again in case
of errors on the initial check
or lost checks
 Follow the bank's procedures
for voiding and reprinting lost
or stolen checks
 Click Next to Continue
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Select the Check(s) to Reprint
 Select the appropriate check
to reprint by clicking the TIN
 There could be multiple checks
to choose from
 Reprint one check at a time
 Click Next to Continue
 Verify the check number
Note: The original check must be in
your possession before
reprinting
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Use Check Log to Find Information on the Checks
You Have Printed
 Allows you to view all
printed checks
 Sort by the column headers
 Limit your search for a
check in the check log filter
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Check Log
 Displays all check print
records
 Filter by:





Check Number
Printed Date
EFIN
TIN/SSN
Check Type
 Click the Next button to
continue display the check
log
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View Your Check Log
 Check log displays
information based on the
filter criteria entered
 Sort by:
 EFIN
 TIN/SSN
 Name
 Check Number
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On-Line Check Printing uses Active X Controls
 The Online Check Printing process is controlled by two Active X controllers
that are downloaded to the customer computer during printer
configuration
 These files are located in the X:\Windows\Downloaded Program Files
folder (Where X: is the drive where windows is installed)
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Active X Controls
 Check Renderer Object:
 File that is used to draw
the check data onto the
check stock
 Printer Info Object:
 Where all of the Printer
Configuration information
is stored
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Online Check Printing Tip: Internet Security
Settings
 If the Active X Controls do not
download, the Security Settings
in Internet Explorer may be set
to High
 Open Internet Explorer
 Navigate to the Tools menu
 Select Internet Options
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Changing the Security Setting
 This will open the Internet
Explore Options menu
 Select the Security Tab
 Select Local intranet
 Click on the Custom Level
button to open the Security
Setting menu
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Download Active X Controls
 Change the security setting
to Medium-low or Low
 Select Reset to allow the
downloading and installation
of the Active X controls
 Enable or Prompt for Active
X Controls
 Allows the computer to
download the two active X
Controls
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Printers not listed or checks not printing
correctly?
 You may need to install the
OCP setup utility
 Enter 4127 in the Search
Knowledge Base field on the
Homepage
 Follow the instructions for
downloading and installing
the OCP Setup utility
 If this does not resolve your
issue, contact SFS Support
for assistance
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Lesson Summary: Online Check Printing
 In this lesson we have covered:
 Online Check Printing overview
 Configuring the Printer
 Printing Checks
 Voiding Checks
 Reprinting Checks
 Searching for printed checks
 Viewing Check Log
 Troubleshooting Tips
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Lesson Overview: Using the Training
Application
 In this lesson we will cover:
 Accessing the TaxWise Online Training EFC
 Publish Return Templates created in Training module to Production
 Creating SSNs for the Training EFC
 Incorporate SFS University Curriculum in your Training
 Logging into SFS University
 Required Plugins
 Adding Students
 View Libraries
 Logging in as a Student
 Accessing Workshop Returns
 Challenge your knowledge by selecting different skill levels of returns
 Simulate the Realistic Process
 Receiving acknowledgements
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Accessing the TaxWise Online Training EFC
 To access the TWO Training site,
type the following URL into the
address bar
https://twonline.taxwise.com/training
 The TaxWise Online Training
module uses the same login
credentials that are used to access
production site
 If currently logged into the
TaxWise Online Production site
(live), type training at the end of
the URL
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You can create templates in TaxWise Online
Training and Publish them to Production
 Create your templates in the
TaxWise Online Training module
 See slides 92-107 for instructions
 Click the Publish icon beside
the desired templates
 Click Publish icon on toolbar
while inside the return template
 Templates will now be available
in TaxWise Online Production
module
 Allows the site the ability to
start a new return to ensure the
templates are setup as expected
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Creating SSNs for the Training EFC
 Use a 9-digit number that ends with the Client ID’s EFIN to create a return
 For IRS Accepted returns, enter an even number as the first digit of the
SSN
 For IRS Rejected returns, enter an odd number as the first digit of the SSN
 Multi-preparer offices can eliminate ssn duplication by assigning each
preparer two unique sets of numbers to enter as the first 3 digits of the
SSN. This will allow them to receive both accepted and rejected acks
For example: (xx-xxxx = 6 digit EFIN number of the Client ID)
 Preparer One - 001-XX-XXXX; 101-XX-XXXX
 Preparer Two – 201-XX-XXXX; 301-XX-XXXX
 Preparer Three – 401-XX-XXXX; 501-XX-XXXX
 Preparer Four – 601-XX-XXXX; 701-XX-XXXX
 Preparer Five – 801-XX-XXXX; 901-XX-XXXX
 There are hundreds of combinations so you can switch out the number
sequences as needed
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Incorporate SFS University Curriculum in your
Training
 SFS University is a comprehensive
tax education program available
to all TaxWise Online users
 The courses, tests and quizzes are
completely web-based
 Some courses are free, while
others require purchase
 Wide range of training resources
 TaxWise
 Tax Law and Ethics courses
 TaxWise Workshop Returns
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Logging into SFS University
 Click the TaxWise University icon
 Or type in the Internet Explorer
address bar:
https://training.cchsfs.com
 This will place you on the SFS
University login page
 Click Log in as Student Manager
first to set up students and add
School Libraries
 Uses ADMIN user login credentials
 Click Log in as a Student to
access the courses
 Uses the User login credentials
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Required Plugins
 SFS University requires that you
have certain software so that
you can run the lessons correctly
 Windows Media Player 11
 Adobe Flash Player
 Adobe Reader
 Links are provided if not already
installed
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Adding Students
 Click New Student
 Enter requested information
 Click Create
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View Libraries
 Once your students are
added, you need to assign or
allow content
 Click View Libraries
 Select to Restrict prevents
students from accessing
content that requires
purchase
 Select to Allow makes
content available to the
students
 Click Logout when finished
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Logging in as a Student
 Click Log in as a Student to
access the courses
 Uses the User login credentials
 First time login to CCH SFS
websites, password is the user
name
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Accessing Workshop Returns
 Workshop returns provide the
tax preparer with fictional
taxpayer scenarios to prepare
inside TaxWise Online
 Compare your answer with
the Answer Keys to find out if
you have the correct AGI, tax
liability, refund and balance
due amount
 Choose My Courses
 Click Select beside TaxWise
Free Training
 Click Select beside 2012
TaxWise Individual
Workshop Returns
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Challenge your knowledge by selecting different
skill levels of returns
 SFS University offers
workshop returns for 3 skill
levels for 2012
 Beginning
 Intermediate
 Advance
 Click Select beside the
desired skill level
 Links are supplied to access
both workshop returns and
their answer keys
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Simulate the Realistic Process
 SFS University displays all
workshop returns for that skill
level in a PDF file
 Save the PDF to your computer
for future reference or print
them out. Be aware, printing
these could take a lot of paper
 Complete the return using the
information from the scenario
 Run Diagnostics and Create the
E-file
 Submit e-files to Training EFC
 Save or print the Answer Keys to
check your work
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Receiving Acknowledgements from the Training EFC
 The Training Electronic Filing Center allows you to experience receiving
both accepted and rejected returns
 If the primary SSN begins with an even number (0, 2, 4, 6, 8) the return
will be IRS accepted
 If the primary SSN begins with an odd number (1, 3, 5, 7) the return will
always be IRS rejected. This is so you can experience printing
acknowledgements for both accepted and rejected returns
 The simulated IRS acknowledgement for each rejected return will provide
an IRS reject code but this does not relate to actual information in the
return
 You cannot correct rejected training returns. Even if you correct a return
and resend it, it will be rejected again because the primary SSN starts
with an odd number
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Lesson Summary: Using the Training
Application
 In this lesson we have covered:
 Accessing the TaxWise Online Training EFC
 Publish Return Templates created in Training module to Production
 Creating SSNs for the Training EFC
 Incorporate SFS University Curriculum in your Training
 Logging into SFS University
 Required Plugins
 Adding Students
 View Libraries
 Logging in as a Student
 Accessing Workshop Returns
 Challenge your knowledge by selecting different skill levels of returns
 Simulate the Realistic Process
 Receiving acknowledgements
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Lesson Overview: Troubleshooting TaxWise Online
 In this lesson we will cover:
 Troubleshooting TaxWise Online
 Server Error displays
 Viewing problems inside the program
 How to locate and correct screen image settings
 Status not updating
 Compatibility Mode – Internet Explorer 8 and above
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Server Error Displays
 Troubleshooting Server Error issues
 Check your URL, is it correct?
 Check Internet Explorer Security
Settings and Trusted Sites
 Custom Settings set to Medium or
Medium low
 *.taxwise.com & *.cchsfs.com set at
Trusted sites
 Check Firewall to ensure
*.taxwise.com and *.cchsfs.com are
added as exception
 Delete Temporary Internet Files and
Cookies. Close all Internet Explorer
windows, reopen TaxWise Online in a
new IE browser window
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Viewing problems inside the program are usually
the result of insufficient screen image settings
 Scenario: Forms are not visible
inside the returns and the
background is blue
 Scenario: Diagnostics window
does not display properly
 Scenario: Forms appear distorted
 Reason: Decreased screen image
percentage
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How to locate and correct screen image settings
 Screen image settings are
located in the bottom right
corner of your screen
 Click View on the Internet
Explorer toolbar
 Click Zoom
 Change the screen image to
100%
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Troubleshooting - Return statuses not updating
 Return statuses not updating could be resolved by requesting your
account manager to repost an ack
 Try logging out of TaxWise Online, delete cookies and temporary
internet files and log back in
 If these fail to resolve your issue, contact your account manager so
they can report your issue to the web team
 To troubleshoot your issues we will need:
 The Client ID
 User name
 Password
 SSN or Taxpayer Name with the issue
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Compatibility Mode
 Some TaxWise Online issues may
be due to incompatibility with
Internet Explorer versions
 In these cases Internet Explorer 8
or higher may require our
websites to be added to
Compatibility View
 Select the Internet Explorer
Tools menu
 Select Compatibility View
Settings
 Enter taxwise.com and cchsfs.com
 Click Add
 Click Close
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Lesson Summary: Troubleshooting TaxWise Online
 In this lesson we have covered:
 Troubleshooting TaxWise Online
 Server Error displays
 Viewing problems inside the program
 How to locate and correct screen image settings
 Status not updating
 Compatibility Mode – Internet Explorer 8 and above
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Lesson Overview: Coming Fall of 2013
2013 Enhancements
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