TaxWise® 2018 Education Video Library

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

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Affordable Care Act

This video walks you through the forms necessary for reporting taxpayers' health insurance coverage on returns. This includes reporting full-year coverage, claiming exemptions, and applying for the Premium Tax Credit.

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Enhancement: New Form 1040

This video walks you through changes made to Form 1040 for tax year 2018.

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This video covers setting up e-Signature in the TaxWise Setup Assistant, as well as electronically signing returns in the preparer's office or remotely.

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Importing Schedule K-1

This video demonstrates importing information from a business return Schedule K-1 into a 1040 return.

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This video demonstrates how to download and install TaxWise 2018.

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This video demonstrates starting a return in Interview mode, and toggling between the interview and forms views in TaxWise.

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User Passwords

This video demonstrates how to set an Admin password, set other user names and passwords, and how to reset a forgotten password.

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Print Packets

This video walks you through setting up print packets, to indicate which forms to print with each copy of a return.

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Print to CCH iFirm Client Portal

This video describes the CCH iFirm Client Portal feature, including benefits of using this tool, how to sync this tool with your TaxWise program, and how to print returns directly to your client's portals.

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Integrated Tax Research

This video describes how to link your CCH tax research account with TaxWise, to provide you with integrated tax research tools. This video also describes the available research tools, including toolbar icons and a tax research menu.

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Refund Settlement Solutions

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

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Setup Assistant

This video walks you through setting up your TaxWise software using the Setup Assistant. This includes registering your software, setting up preparer information, and syncing integrated products with TaxWise.

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Tax Form Defaults

This videos demonstrates setting default information to include on all new returns. This includes adding client letters and setting prices.

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TaxWise Desktop to TaxWise Online

This video describes transferring data from TaxWise desktop to TaxWise Online.

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This video demonstrates how to update your TaxWise software.

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What if? Scenarios

This video demonstrates how to use the What If? feature to test various return scenarios.

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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.