We're excited that you have chosen TaxWise tax preparation software for the 2016 tax season. 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 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!
NOTE: For customers who have purchased the Tax Season Essentials program, you can conveniently download it from the Customer Care site.
TaxWise Online 2016
TaxWise Online has been updated with a new modern look and feel throughout the application. This includes the following:
TaxWise Online now supports the following browsers:
The Admin user may now create returns in TaxWise Online. This functionality is not available to users only assigned the Administrator role.
Returns can now be created with the initial release of TaxWise Online. If the tax forms are not finalized by the federal or state taxing authority, any returns created might not be compatible with the next release and could result in the loss of some data or the need to create a new return.
Available in December 2016, TaxWise Online now provides a secure, fast way to capture and store the documents and files associated to a client's return. Customers can use one of our certified USB cameras to snap pictures of any document presented to you by a taxpayer. You can also import files provided to you electronically (PDFs, pictures, document). These files are stored securely alongside the return (Loaded Forms), and are managed from within the tax return.
Please note: other USB and built-in cameras may function perfectly with TaxWise Online's Vault. Customer support can only provide assistance with the certified cameras above.
The new export returns feature generates a secure backup file of your client data if you want to keep an offline copy of your client information.
If you manage multiple offices, you will now see new dashboard widgets that provide a quick view of the e-File status and Settlement Solutions enrollment status for all your sub-offices.
TaxWise Desktop 2016
Late this July, the IRS Security Summit imposed stricter requirements for handling sensitive taxpayer data. As members of the Summit, we are upgrading our products to meet the recommendations and best practices set forth by the Summit in IRS Publication 4557, Safeguarding Taxpayer Data.
The initial release of TaxWise will require all users (except the Training user and other users assigned to the Training security group) to establish a password associated with their user name. Passwords must follow the following guidelines:
Additional Security Changes
TaxWise has added integration with CCH® IntelliConnect® to allow you easy access to valuable resources in preparing returns. The new Tax Help menu allows you access to the Master Tax Guide, IRS Publications, Forms Library, and Practice Aids and Line Explanations (Form 1040, Form 1041, Form 1065, Form 1120, and Form 1120S). From this new menu, you can also access the TaxWise Community Boards, CCH Webinars, CCH Self Study courses, and courses where you can receive CPE credits through CPELink.
Tax Help also allows you to use the CCH® IntelliConnect® Browser Search which allows you to search online using your default Internet browser. This can be installed immediately following the installation of TaxWise.
The content available to you varies based on the tax package you purchased. Click the Upgrade My Tax Help menu item to learn more about purchasing additional content.
TaxWise now gives you the ability to load multiple Ohio SD-100 School District returns in your IT-1040 returns.
Confirm that you meet or exceed System Requirements
The minimum system requirements for TaxWise have changed so we encourage you to review them to ensure your computer meets the new requirements.
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.
Comply with IRS Regulatory Requirements
Verify that you are in compliance with IRS regulatory requirements. We recommend you:
Update Your TaxWise Knowledge
Log in to the Solution Center to Update Your Information
The TaxWise Solution Center offers news, information, and advice for using TaxWise.
Enroll in Refund Settlement Solutions
Download State Modules (Desktop Only)
TaxWise Desktop customers must configure and download state modules. TaxWise Online performs these updates automatically so your tax software is ready to work when you are!
Install and Activate TaxWise and other software before the end of the year
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.
Set Up Your TaxWise System for Tax Season
For 2016, the TaxWise Setup Assistant is smarter, helping you quickly setup for tax season. After you install and open TaxWise, the new Setup Assistant will open to walk you through the following:
NOTE: You must set Tax Form Defaults in each federal module you will use.
Modify Print Packets to fit your practice, if needed.
Order Office Supplies
Stay Informed During Tax Season
Review Support Resources
Setup and Install Integrated Products
Click here to setup any integrated products you may have purchased this year including:
Choose from new user orientation, on-site training, custom webinars or recorded sessions to help you get the most from your tax and accounting software.