We're excited that you have chosen TaxWise tax preparation software for the 2015 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.
What's New in TaxWise Desktop 2015
No sign up required! Simply choose to offer Protection Plus on each return directly in TaxWise - learn more here.
This powerful tool is now available for all TaxWise Power Package customers. With it you can:
What's New in TaxWise Online 2015
We now support using TaxWise Online on the following internet browsers:
Industry-Leading Settlement Solutions
You asked for more bank support in TaxWise Online, so this year we've added support for Refund Advantage and Republic Bank and Trust. Also, due to overwhelming demand, we added support for the refund advance products just released by the banks this year.
No sign up required! Simply choose to offer Protection Plus on each return directly in TaxWise Online.
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
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 2015, 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
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.