TaxWise® Online 2019 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.

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Administrative Tasks

This video describes many of the functions available only to the Admin user in TaxWise Online.

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Carryforward

This video demonstrates how to load prior year tax data into the current year return. This feature helps save time in completing current year tax returns.

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Email Client

This video describes a new feature for TaxWise Online 2019, which allows you to send emails to your clients from within the tax return.

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e-Signature

This video describes how to set up access to e-Signature in TaxWise Online. Then, this lesson demonstrates how to electronically sign a tax return using this feature.

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Integrated Tax Research

This video discusses research tools available in TaxWise Online, including access to CCH AnswerConnect.

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Interview Mode

This video explains how to begin a tax return using the Interview mode, as well as how to toggle between the interview and forms views.

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Introducing the New Form 1040

This video walks you through changes made to Form 1040 for tax year 2019.

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Manage Users

This video demonstrates how to add user names, adjust the levels of access each user has, and how to reset passwords in TaxWise Online.

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Partner Verification

This video demonstrates how to verify your enrollment with any of our banking partners or other services you choose to offer using our vendors, as well as how to sync any applicable fees with your TaxWise Online account.

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Print Settings

This video demonstrates how to view and customize the forms that print with various copies of the return.

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Print to CCH iFirm Client Portal

This video describes how to sync your CCH iFirm account with TaxWise Online, and then demonstrates how to print tax returns from TaxWise Online to CCH iFirm Client Portal.

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Qualified Business Income Deduction

This video discusses tax regulations related to Section 199A, as well as how to compete qualified business income data in TaxWise Online.

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Refund Settlement Solutions

This video discusses partnering with banks to offer refund settlement solutions to your taxpayers, including the new ERO application process on the TaxWise Customer Solution Center.

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TaxWise Desktop to TaxWise Online

This video demonstrates how to transfer tax return data from the TaxWise desktop software into TaxWise Online.

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TaxWise Online Mobile App

This video walks you through configuring and customizing your TaxWise Mobile application. This lesson also explains how taxpayers can access and use this application.

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Templates

This video demonstrates how to customize templates for both returns and client letters in TaxWise Online.

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Troubleshooting

This video describes multiple troubleshooting techniques for common questions in TaxWise Online.

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Vault with W-2 Import

This video describes how to use the TaxWise Online Vault feature to add and store documents inside a tax return. This lesson also includes the new feature for 2019, which allows you to import and process Forms W-2 using the Vault.

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Individual Practice Returns

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