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TaxWise® Online 2014 Education Video Library

The Education Video Library features short instructional videos designed to help you work with your TaxWise Online software. Each video guides you step-by-step through important program features.

Check back often to see new topics.

Click on a topic below to get started.

Setup Users

This video reviews how to create user names in TaxWise Online, as well as set up passwords. Using this feature, you can control the level of access each user has with preset roles.

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TaxWise Online Enhancements

This video and fact sheet review the enhancements made to managing the Return list in TaxWise Online as well as the additional browsers TaxWise Online is now compatible with.

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We've all seen at least one, and most of us get stumped by them year after year, rejects. This facts sheet reviews the most common rejects we see as well as how to correct those rejects.

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Getting Started

There are some things you can do to get off on the right foot before you begin preparing returns. This involves setting up your software with all the information you need to prepare returns efficiently and accurately.

  • Left Video: Partner Verification
  • Right Video: Carry Forward

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Today, most of the tax returns transmitted are e-filed; the IRS encourages taxpayers to find a trusted tax professional to prepare and e-file their income tax returns. This video walks through how the e-file process works in TaxWise 2014 and how to check the status of any returns you e-file.

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Use the following return scenarios to practice entering returns in your software. Choose from Beginning, Intermediate, and Advanced scenarios to increase your skill using more complex forms and situations. After completing the returns, use the Answer Key to compare your results.


You can also choose from Partnerships, S Corp, C Corp and Fiduciary returns to improve your efficiency entering these types of returns.