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TaxWise 2014 Setup

We’re excited that you have chosen our tax preparation software for the 2014 tax season. You are amongst thousands of professionals who take advantage of the streamlined workflow and extensive IRS tax compliance capabilities that are built into the software.

We’ve developed this online tool to help simplify the software installation process and to answer questions that you may have. Don’t forget to visit the TaxWise Solution Center (link is in upper right corner) on a regular basis, this is where you’ll find regular software updates, important information from Customer Care and the IRS, Community Discussion Centers, an extensive searchable knowledge library, and the status of your e-filed returns. —Happy filing!

*Get step by step instructions on your Tax Season Essentials program (included in most packages) while getting FREE CPE.

Confirm that you meet or exceed System Requirements

The minimum system requirements for TaxWise have changed so we encourage you to review them or download our system analysis tool to ensure your computer meets the new requirements. The changes include:

  • Windows XP is no longer supported. The minimum system requirement for TaxWise 2014 is Windows Vista, though we recommend Windows 7 64-bit. TaxWise 2014 is also compatible with Windows 8 and Windows 8.1.
  • Shipments of TaxWise 2014 will feature installation DVDs rather than CDs, which enables us to offer all products on a single DVD. You may also download TaxWise 2014 from our website.

Compare your system to TaxWise requirements. Use our System Analysis Tool to compare your system to the 2014 TaxWise system requirements.


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Save your Fulfillment Confirmation Slip or Shipping Confirmation Email

Store the code to install your software for future use (found on the fulfillment slip, shipping email, or on the Solution Center download page) you will need this code to: activate your software, log in to the Solution Center for the first time, or reset your ADMIN password on the Solution Center. The Solution Center password for ADMIN does not reset to the product installation code each year.

To ensure you receive your Shipping Confirmation Email, be sure to add cchsfs.com as a safe sender.


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Comply with IRS Regulatory Requirements

Verify that you are in compliance with IRS regulatory requirements. We recommend you:

  • Renew Your PTIN and ensure your staff members have renewed their PTINs.
  • Update your e-file application or apply for a new EFIN if needed. Consult IRS Pub 3112 for more information.
  • Review EITC due diligence and IRS Circular 230 requirements and confirm your office procedures comply.

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Update Your TaxWise Knowledge*

Be ready for the upcoming tax season with these 4 tips.

View refresher videos (Available December 2014) and register to participate in webinars and seminar webcasts.


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Log in to the Solution Center to Update Your Information*

The TaxWise Solution Center offers news, information, and advice for using TaxWise.

  • Log in to the TaxWise Solution Center. Click Login at top of page. Enter your Client ID. In the User Name field, enter admin. In the Password field, enter code to install your software found on your Fulfillment Confirmation Slip. You will be prompted to create a new password. Follow the prompts.
  • Verify and if needed, update your office address, email, contact names, credit card and other company information on file with SFS. (Log in as ADMIN, click My Information, then My Office link.)
  • Verify your e-filing, bank program and other transactional fees BEFORE you start preparing and e-filing tax returns! (Log in as ADMIN, click My Information, then Per Return Fees link.)
  • Make sure we have your EFIN on file or you will not be able to e-file returns. (Log in as ADMIN, click My Information, then EFIN Request.)
  • Enter Customer Environment information. (Log in as ADMIN, click My Information, then Environment.)
  • Add, edit or deactivate users. (Log in as ADMIN, click Manage Users in the top left corner.)
  • If you purchased Return Retrieval, download copies of your prior year e-filed returns. To purchase Return Retrieval, call your Account Manager at 800-495-4626.

Resources for assistance

  • On the Solution Center login page, click Need Help?
  • Knowledge Library — Answer ID 947, Unable to log into the Customer Support Site
  • Knowledge Library — Answer ID 378, User Roles and Functions Chart

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Enroll in Refund Settlement Solutions*

  • Enroll in a bank program or FeeCollect by completing the application on the TaxWise Solution Center.
  • Verify your e-filing, bank program or other transactional fees on the TaxWise Solution Center BEFORE you start e-filing!
  • Enter certain non-preparer fees on the Price Sheet in TaxWise using Tax Form Defaults.
  • Comply with training, due diligence and other requirements of your bank.
  • Download bank software (available in December on the Solution Center Download page).
  • Order checks from your bank if you will print checks for clients.
  • Familiarize yourself and staff with the check printing process.

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Download State Modules

  • Add states to your tax package on the Solution Center
  • Download state modules from the Solution Center

Resources for assistance

  • TaxWise Program Help (access from Help Menu) — Getting State/Bank Software and Program Updates
  • TaxWise 2014 User Guide (access from Toolbar) — Program Updates and Module Updates

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Install and Activate TaxWise and other software before the end of the year

  • Click here to access the online Quick Start Guide
  • Install your programs when your shipment arrives. Follow the instructions that fit your office setup on the System Requirements.
    • Instead of installing from the DVD, you may download the installation from the TaxWise Solution Center.
      • Log in to the Solution Center, click the Download tab on the Solution Center.
      • From the Product Updates page, click TaxWise Software on the left of the page.
      • Click the link under Current Year Software to begin the download.

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Log in to TaxWise Online

If your package includes TaxWise Online, use your Client ID and Registration Code found on the enclosed Fulfillment Confirmation Slip to log in to the TaxWise Online websites listed below.

Resources for Assistance


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Set Up Your TaxWise System for Tax Season*

NEW! TaxWise Setup Assistant

For 2014, you only need to use one tool to set up TaxWise. After you install and open TaxWise, the new Setup Assistant will open to walk you through the following:

  • Register software
  • Configure settings
  • Set up office information
  • Set up users and groups (do this while logged in to TaxWise as Admin)
  • Set up printers and your network
  • Set up general options
  • Carry forward returns and other data

Set Tax Form Defualts

  • Edit Tax Form Defaults (do this while logged in to TaxWise as Admin). This means adding information to forms that you want to appear in every return, for example:
    • Fees on the Price Sheet
    • EFIN and ERO information on Form 8879
    • Preparer PIN on Main Info, and more
  • Modify client letters if needed. Add a letter to Tax Form Defaults if you want it to print with every return.

NOTE: You must set Tax Form Defaults in each federal module you will use.

Resources for Assistance

  • TaxWise Program Help (access from Help Menu) — Tax Form Defaults; Working with Client Letters
  • TaxWise 2014 User Guide (access from Toolbar) — Tax Form Defaults; Working with Client Letters

Set Print Defauls

Modify Print Packets to fit your practice, if needed.

Resources for Assistance

  • TaxWise Program Help (access from Help Menu) — Print Defaults
  • TaxWise 2014 User Guide (access from Toolbar) — Print Defaults

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Order Office Supplies


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Stay Informed During Tax Season*

  • Subscribe to IRS Quick Alerts, e-News for Tax Professionals and more
  • Visit the IRS Return Preparer Office Facebook page
  • Download the TaxWise Companion mobile app for iPhone, Android, and Windows 8
  • Join the TaxWise Community Discussion Board on the Solution Center
  • Read the TaxWise Blog; access from within TaxWise
  • Find answers in the Knowledge Library
  • Read the TaxWise Online Blog; access from within TaxWise Online

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Review Support Resources

Review our TaxWise Common Concerns PDF

  • TaxWise Solution Center or access from within TaxWise
  • Knowledge Library (Knowledgebase): Access from the Solution Center
  • TaxWise Blog: Access from within TaxWise or from the Solution Center
  • TaxWise Community Board: Access from the Solution Center
  • Customer Care Bulletin email: Don’t miss important information (you must opt in)
  • Support Email: customer.support@cchsfs.com
  • Support Phone: 866-641-9473

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Tax Season Essentials program (available on your software DVD for most tax packages)

  • Customize your workflow
  • Manage your return process
  • Update your program
  • Choose Interview mode
  • Navigate your returns
  • Create letters for your clients
  • Control your print options
  • E-file with ease
  • Improve your workflow
  • Serve your clients with solutions from CCH Small Firm Services

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