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

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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Accessing TaxWise Online

Creating Shortcut

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

Internet Explorer Toolbar

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Accessing TaxWise Online

Creating Shortcut

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

this Menu

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Accessing TaxWise Online

Creating Shortcut

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

• Click Next

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Accessing TaxWise Online

Creating Shortcut

• Name the shortcut TaxWise Online

• Click Finish

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Accessing TaxWise Online

Creating Shortcut

• Windows Creates this Icon

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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

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Accessing TaxWise Online

Creating a Favorite

• Click Add to Favorites

• Add Favorite box– TaxWise

recommends that you change the name to TWOnline

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Accessing TaxWise Online

Logging In

• Double click TaxWise Online icon on the desktop

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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

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Accessing TaxWise Online

Logging In

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

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Accessing TaxWise Online

Home Page

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Accessing TaxWise Online

Toolbar Options

• Submit E-Files – E-Files go to the

Electronic Filing Center

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Accessing TaxWise Online

Toolbar Options

• View ACKS– View and print IRS

and State Acknowledgements

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Accessing TaxWise Online

Toolbar Options

• Return Templates– To create or

modify

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Accessing TaxWise Online

Toolbar Options

• Return Query– Check status of

any return

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Accessing TaxWise Online

Toolbar Options

• User Settings– See specific

information about any user

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Accessing TaxWise Online

Toolbar Options

• TaxWise University

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Accessing TaxWise Online

Toolbar Options

• Help

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Accessing TaxWise Online

Toolbar Options

• Manage Users– Create/modify

users

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Accessing TaxWise Online

Toolbar Options

• Log Out

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Accessing TaxWise Online

Home Page

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