The Training Site and TaxWise Online use the same settings. Any changes to the settings will affect both sites. The Admin or any user with the Administrator role has access to Return Templates. Return Templates can be created in the Training Site or you can create them in your TaxWise Online site and then publish them to Training.
Deductions Enter on this form in TaxWise Medical Expenses/Miles Schedule A Detail Charitable Contribution/Miles Schedule A Detail Noncash Contribution over $500 Form 8283 State and Local Income Taxes Carry from W-2, W-2G, 1099G, 1099R, F/S Tax Pd to Sch A State Sales Tax Schedule A Casualty & Theft Losses: Personal Business Form 4684, page 1 ...
TaxWise Online brings the power and ease-of-use of TaxWise Desktop to the user's web browser. The flexibility and convenience of working with tax returns anywhere, anytime makes TaxWise Online the best option for tax professionals and tax preparers who need a powerful tax preparation program combined with the mobility of a web-based product.
The Admin user must assign the LicensedUser role to all users in order for them to have access to TaxWise Online. The LicensedUser role can only be assigned to as many users as you have purchased (e.g., if you purchased 10 users, only 10 users can have that role and therefore have access to TWO).
TaxWise Desktop F1 - Opens program help F3 - Toggle Estimated for the selected field F8 - Override the selected field F9 - Link to a form See Also: Advantages of TaxWise Online
Reports TaxWise Online includes a variety of reports that can be generated for use in your office.