introduction to taxwise desktop

04/21/23 NJ Training TY 2008 1

Introduction To TaxWise Desktop

Pub 4012, Tab 1 TaxWise User Manual

Module NJ 1.1.2

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Introduction To TaxWise

Enter Password

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Introduction To TaxWise

Select Choice

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Introduction To TaxWise

“Start New Return” brings up Dialog Box

Enter Taxpayer SSN twice.

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Taxwise Menu Bar & Tabs

Most Frequently Used

When Form CompleteNeed Another Copy?

Need a New Form?

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Introduction To TaxWise

Taxwise opens to Main Information Worksheet

Ready to enter data from Intake Form

Taxpayer SSN Carried from: Start New Return Dialog Box

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Main Information WorksheetDefault Required Entry

Selected

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TaxWise Color Coding

Required Entry

Pre-Calculated Entry

Selected; Waiting Entry

Available Field

Completed Field

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Main Information Worksheet

Pre-Calculated Entry

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Main Information Worksheet

State Return defaults to “NJ” Be sure to change if not NJ resident (See also “Do You Want To Electronically File

This Return” on page 3 of NJ return)

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Main Information Worksheet

Defaulted to NJ

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Refund Monitor & Navigation Tree

Incomplete or Incorrect Form: Red Exclamation

Complete & Correct Form: Blue Check

State Forms Loaded when State Selected

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Forms Menu

Forms Menu:

List of all Forms & worksheets in Taxwise:

Includes State Forms;

Can load up to 9 States

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Site ID, Preparers Initials and QR

Preparer’s Use Field 1: Site ID (defaulted in Clone)Preparer’s Use Field 2: Preparer Initials

x

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Introduction To TaxWise