04/21/23 NJ Training TY 2008 1

Introduction To TaxWise Desktop

Pub 4012, Tab 1 TaxWise User Manual

Module NJ 1.1.2

04/21/23 NJ Training TY 2008 2

Introduction To TaxWise

Enter Password

04/21/23 NJ Training TY 2008 3

Introduction To TaxWise

Select Choice

04/21/23 NJ Training TY 2008 4

Introduction To TaxWise

“Start New Return” brings up Dialog Box

Enter Taxpayer SSN twice.

04/21/23 NJ Training TY 2008 5

Taxwise Menu Bar & Tabs

Most Frequently Used

When Form CompleteNeed Another Copy?

Need a New Form?

04/21/23 NJ Training TY 2008 6

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

04/21/23 NJ Training TY 2008 7

Main Information WorksheetDefault Required Entry

Selected

04/21/23 NJ Training TY 2008 8

TaxWise Color Coding

Required Entry

Pre-Calculated Entry

Selected; Waiting Entry

Available Field

Completed Field

04/21/23 NJ Training TY 2008 9

Main Information Worksheet

Pre-Calculated Entry

04/21/23 NJ Training TY 2008 10

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)

04/21/23 NJ Training TY 2008 11

Main Information Worksheet

Defaulted to NJ

04/21/23 NJ Training TY 2008 12

Refund Monitor & Navigation Tree

Incomplete or Incorrect Form: Red Exclamation

Complete & Correct Form: Blue Check

State Forms Loaded when State Selected

04/21/23 NJ Training TY 2008 13

Forms Menu

Forms Menu:

List of all Forms & worksheets in Taxwise:

Includes State Forms;

Can load up to 9 States

04/21/23 NJ Training TY 2008 14

Site ID, Preparers Initials and QR

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

x

04/21/23 NJ Training TY 2008 15

Introduction To TaxWise