TaxWise® Online 2017 Education Video Library

The Education Video Library features short instructional videos designed to help you work with your TaxWise Online software. Each video guides you step-by-step through important program features.

Check back often to see new topics.

Click on a topic below to get started.

Administrative Tasks

This video provides an overview of the tools available for Admin users in TaxWise Online. These include the Dashboard view, access to all tax returns, and the ability to set options for all users.

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Carryforward

This video demonstrates how to bring basic prior year return data into the current year return.

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Integrated Tax Research

This video describes the available tax research tools in TaxWise Online. This includes access to line-specific help inside returns.

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Interview

This video demonstrates how to begin a return in Interview mode, or toggle between the interview and forms views in TaxWise Online.

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Manage Users

This video demonstrates how to create a new user in TaxWise Online. This includes selecting the level of access each user has in the program.

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Partner Verification

This video discusses verifying your partners and fees if you offer additional services to taxpayers.

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Print Settings

This video demonstrates how to access and select the forms that print with each return.

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Print to CCH iFirm Client Portal

This video describes how to sync your CCH iFirm account with TaxWise Online, to allow you to print returns directly to the CCH iFirm Client Portal.

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Templates

This video demonstrates setting default information for returns and client letters in TaxWise Online.

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Enhancement: Vault

This video demonstrates attaching documents to returns using the new Vault feature in TaxWise Online 2017.

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Practice Returns

Use the following return scenarios to practice entering returns in your software. Choose from Beginning, Intermediate, and Advanced scenarios to increase your skill using more complex forms and situations.

Business

You can also choose from C Corporation, Partnerships, and S Corporation returns to improve your efficiency entering these types of returns.