Download - Introduction To TaxWise Desktop
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04/21/23 NJ Training TY 2008 1
Introduction To TaxWise Desktop
Pub 4012, Tab 1 TaxWise User Manual
Module NJ 1.1.2
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04/21/23 NJ Training TY 2008 2
Introduction To TaxWise
Enter Password
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Introduction To TaxWise
Select Choice
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04/21/23 NJ Training TY 2008 4
Introduction To TaxWise
“Start New Return” brings up Dialog Box
Enter Taxpayer SSN twice.
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04/21/23 NJ Training TY 2008 5
Taxwise Menu Bar & Tabs
Most Frequently Used
When Form CompleteNeed Another Copy?
Need a New Form?
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Introduction To TaxWise
Taxwise opens to Main Information Worksheet
Ready to enter data from Intake Form
Taxpayer SSN Carried from: Start New Return Dialog Box
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Main Information WorksheetDefault Required Entry
Selected
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TaxWise Color Coding
Required Entry
Pre-Calculated Entry
Selected; Waiting Entry
Available Field
Completed Field
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Main Information Worksheet
Pre-Calculated Entry
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04/21/23 NJ Training TY 2008 10
Main Information Worksheet
State Return defaults to “NJ” Be sure to change if not NJ resident (See also “Do You Want To Electronically File
This Return” on page 3 of NJ return)
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04/21/23 NJ Training TY 2008 11
Main Information Worksheet
Defaulted to NJ
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Refund Monitor & Navigation Tree
Incomplete or Incorrect Form: Red Exclamation
Complete & Correct Form: Blue Check
State Forms Loaded when State Selected
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Forms Menu
Forms Menu:
List of all Forms & worksheets in Taxwise:
Includes State Forms;
Can load up to 9 States
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Site ID, Preparers Initials and QR
Preparer’s Use Field 1: Site ID (defaulted in Clone)Preparer’s Use Field 2: Preparer Initials
x
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04/21/23 NJ Training TY 2008 15
Introduction To TaxWise