1 /22 accessing taxwise online 2006, universal tax systems, inc. all rights reserved. accessing...

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1 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Accessing TaxWise Online • Objectives In this chapter you will learn how to: • Create a Desktop Shortcut • Create a Favorite • Log In • Navigate the TaxWise Online Home Page

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3 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Shortcut Right click on blank area on the desktop –Windows displays this Menu

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Page 1: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

1 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Accessing TaxWise Online

• Objectives– In this chapter you will learn how to:

• Create a Desktop Shortcut• Create a Favorite• Log In• Navigate the TaxWise Online Home Page

Page 2: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

2 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Creating Shortcut

• Navigate to– https://twonline.taxwise.com– Minimize the website– Press F11 To minimize or maximize the

Internet Explorer Toolbar

Page 3: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

3 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Creating Shortcut

• Right click on blank area on the desktop– Windows displays

this Menu

Page 4: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

4 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Creating Shortcut

• Copy and paste the TWO address in shortcut dialog box.

• Click Next

Page 5: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

5 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Creating Shortcut

• Name the shortcut TaxWise Online

• Click Finish

Page 6: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

6 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Creating Shortcut

• Windows Creates this Icon

Page 7: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

7 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Creating a Favorite

• Open your Internet Explorer• Type the TaxWise Online address in address bar

– https://twonline.taxwise.com – Click the Favorites button

Page 8: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

8 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Creating a Favorite

• Click Add to Favorites

• Add Favorite box– TaxWise

recommends that you change the name to TWOnline

Page 9: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

9 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Logging In

• Double click TaxWise Online icon on the desktop

Page 10: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

10 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Logging In

• If the site is listed as a favorite then- Open Internet Explorer and click the Favorites button- Find and click the TaxWise Online Link

• If the site is not listed in the Favorites then– Open the Explorer and select add – Enter the correct URL for TaxWise Online

Page 11: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

11 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Logging In

• TaxWise Login box:– Enter EFIN– Enter Username– Enter Password

Page 12: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

12 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Home Page

Page 13: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

13 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Toolbar Options

• Submit E-Files – E-Files go to the

Electronic Filing Center

Page 14: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

14 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Toolbar Options

• View ACKS– View and print IRS

and State Acknowledgements

Page 15: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

15 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Toolbar Options

• Return Templates– To create or

modify

Page 16: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

16 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Toolbar Options

• Return Query– Check status of

any return

Page 17: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

17 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Toolbar Options

• User Settings– See specific

information about any user

Page 18: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

18 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Toolbar Options

• TaxWise University

Page 19: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

19 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Toolbar Options

• Help

Page 20: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

20 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Toolbar Options

• Manage Users– Create/modify

users

Page 21: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

21 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Toolbar Options

• Log Out

Page 22: 1 /22 Accessing TaxWise Online  2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn

22 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Accessing TaxWise Online

Home Page

• Under Administrator User– Show All Returns– Show My Returns– Move Returns– Delete Returns– Print Returns