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Introduction To TaxWise Desktop

Module NJ 1.1.2. Introduction To TaxWise Desktop. Pub 4012, Tab 1 TaxWise User Manual. Introduction To TaxWise. Enter Password. Introduction To TaxWise. Select Choice. Introduction To TaxWise. “Start New Return” brings up Dialog Box Enter Taxpayer SSN twice. Taxwise Menu Bar & Tabs.

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Introduction To TaxWise Desktop

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  1. Module NJ 1.1.2 Introduction To TaxWise Desktop Pub 4012, Tab 1 TaxWise User Manual NJ Training TY 2008

  2. Introduction To TaxWise Enter Password NJ Training TY 2008

  3. Introduction To TaxWise Select Choice NJ Training TY 2008

  4. Introduction To TaxWise “Start New Return” brings up Dialog Box Enter Taxpayer SSN twice. NJ Training TY 2008

  5. Taxwise Menu Bar & Tabs Most Frequently Used When Form Complete Need a New Form? Need Another Copy? 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 NJ Training TY 2008

  7. Main Information Worksheet Default Required Entry Selected NJ Training TY 2008

  8. TaxWise Color Coding Required Entry Pre-Calculated Entry Selected; Waiting Entry Available Field Completed Field NJ Training TY 2008

  9. Main Information Worksheet Pre-Calculated Entry 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) NJ Training TY 2008

  11. Main Information Worksheet Defaulted to NJ 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 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 NJ Training TY 2008

  14. Site ID, Preparers Initials and QR • x Preparer’s Use Field 1: Site ID (defaulted in Clone) Preparer’s Use Field 2: Preparer Initials NJ Training TY 2008

  15. Introduction To TaxWise NJ Training TY 2008

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