Taxwise software manual

For professional tax preparers,. Although TaxWise delivers on being easy-to-use, it does seem to fall behind when it comes to innovation and keeping up with technological advancements. In our TaxWise software reviews, tax professionals may find that the software trails other tax software in terms of its overall features. In our professional tax software reviews , we found that even though these internal tools are convenient,.

In our TaxWise reviews, we found that TaxWise software misses on the opportunity to provide more advanced hardware and application integrations for the benefit of both tax preparers and their clients. Examples of such features include the signature pad found in both Drake and CrossLink, as well as the handheld scanner found exclusively in CrossLink.

Time-saving hardware integrations like these can really make a difference in how quickly tax preparers communicate and gather information from their clients. However, on a positive note, TaxWise has recently introduced a mobile application that TaxWise professionals can use for their clients to enter information, upload and sign documents from the comfort of their homes.

It is therefore in our opinion that TaxWise tax software surely has plenty of room for improvement in the tax seasons to come.

In the Module Update s window, click Yes to apply the updates. The updates will begin to be applied. When the process is complete, a total number of updates applied will display at the bottom.

Click OK to close. The Federal update versions will be listed. The Individual, Bank, and Business tabs will contain versions for the state and bank updates. Solution Tools. Email Print. To provide feedback on this solution, please login. Article Feedback Your feedback about this article will help us make it better. W-2G Gambling. W-2GU Guam W Form R. CSA R. RRB R. Substitute R Form F9 on Payer's ID entry of new, blank R.

Unemployment compensation, Repayment, Withholding. Tips not on W Form Scholarship not on W Household Employee income not on W Schedule B: Interest Statement.

Rents from Form Misc. F9 on Schedule E, line 3. Royalties from Form Misc. F9 on Schedule E, line 4. Prizes from Form Misc. F9 on Form , line Fishing Boat Proceeds from Form Misc. Live chats are also available in Spanish. Also, you can always access helpful information directly within the TaxWise software under the Help menu which can also be accessed by pressing the F1 key.

The Knowledge Base offers many helpful articles such as how to navigate the support site, how to view and change billing methods, where to access COA requests and view invoices. Each product comes with a helpful guide that can be found under Program Help.

This will tell you where to enter information and access various forms within TaxWise. Only TaxWise Desktop administrators can reset passwords. Under the File menu , select Reset Admin Password. Once this info is provided, the Admin user account password will be reset to blank. When you log back into TaxWise, the system will then ask you to create a new password. TaxWise Online users can reset their password directly from the TaxWise login page. On the login page, select Forgot username or password and follow the prompts to reset your password.

To find out when forms will be released, visit the TaxWise Support Site. Under Quick Links , select Forms Release Schedule and select the jurisdiction you need to view the form status. Enter your login credentials, select your jurisdiction and you will see the estimated and actual release dates as well as estimated and actual E-file release dates. To learn more about our Bank Product partners and programs details, please be sure to visit our Settlement Solutions page for more information.

Log in to the TaxWise Support Site. TaxWise Expert Services. Save your Registration Code Email. Confirm that you meet or exceed System Requirements. Verify that you are in compliance with IRS regulatory requirements.

Update your e-file application or apply for a new EFIN if needed. Consult IRS Pub for more information. IRS Security Requirements. Passwords must follow these guidelines: characters At least 1 UPPER case letter At least 1 lower case letter At least 1 number At least 1 punctuation or special character e.

Failed Login restrictions: After 5 failed login attempts, users will be locked out of the system. Administrators will be able to unlock these users. Admin users who are locked out will be required to enter the registration code to unlock the Admin account. Login will be required after 15 minutes of inactivity. Login will be required every 24 hours. Update Your TaxWise Knowledge. Log in to the TaxWise Solution Center. Click Login at top of page. Enter your Client ID.