TaxWise® 2019 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.

Check back often to see new topics.

Click on a topic below to get started.

Backup and Restore

This video discusses automatic backup settings, as well as manual backup tools. This video also demonstrates how to restore backed up data.

Watch Video
Client Letters

This video describes how to set and edit client letters in TaxWise.

Watch Video
Conversions

This video walks you through converting data from your previous tax software to TaxWise.

Watch Video
e-Signature

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.

Watch Video
Importing K-1 Data

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

Watch Video
Installing TaxWise

This video covers installing TaxWise 2019.

Watch Video
Integrated Research Features

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.

Watch Video
Interview Mode

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

Watch Video
Introducing the New Form 1040

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

Watch Video
Print Packets

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

Watch Video
Print to CCH iFirm Client Portal

This video describes the CCH iFirm Client Portal feature, including the 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.

Watch Video
Qualified Business Income Deduction

This video describes the Section 199A qualified business deduction, as well as demonstrating how to input the data using TaxWise 2019. This includes reviewing changes made to forms for pass-through entities, as well as how to use Form 8995 in 1040 returns.

Watch Video
Refund Settlement Solutions

This video explains how to apply to offer refund settlement solutions using the TaxWise Customer Solution Center, this includes the new ERO Bank Application process.

Watch Video
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.

Watch Video
Tax Form Defaults

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

Watch Video
TaxWise Desktop to TaxWise Online

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

Watch Video
Understanding Changes to the Affordable Care Act

This video walks you through the forms necessary for reporting taxpayers' health insurance coverage on returns. This includes applying for and reconciling the Premium Tax Credit.

Watch Video
Updating

This video demonstrates how to update your TaxWise software.

Watch Video
User Passwords

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

Watch Video
What-If Scenarios

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

Watch Video

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.