TaxWise^® 2019 Education Video Library

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

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

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

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.

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

This video covers installing TaxWise 2019.

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.

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

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

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

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.

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.

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.

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.

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

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

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.

This video demonstrates how to update your TaxWise software.

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

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