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TaxWise 2015 Setup

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.

TaxWise Setup Checklist

What's New in TaxWise Desktop 2015

Setup Assistant

  • Additional functionality added to Partner Verification
    • Easier to view
    • Can now check printing type indicator (Desktop/OCP)
  • Can easily manage Active and Inactive accounts

Return Grid

  • Added Evening and Cell phones as available column options (Day previously existed)
  • Easy ability to customize columns and reset back to default
  • Sort for each column in the return list
  • Ability to filter several columns (Return Status, Return State, User, EFIN or package)
  • Drop down for what a user can search by in the Return List (SSN/TIN, Return Status, Return Stage, Taxpayer First/Last Name, Company Name, Day, Evening or Cell Phone)
  • Added separate tab for each return type

Protection Plus

No sign up required! Simply choose to offer Protection Plus on each return directly in TaxWise - learn more here.

e-Signature

This powerful tool is now available for all TaxWise Power Package customers. With it you can:

  • Sign 1040 returns and all supported states electronically
  • Have taxpayers sign their documents either in person or remotely
  • Setup from Office Information screen in Setup Assistant

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What's New in TaxWise Online 2015

Browser Support

We now support using TaxWise Online on the following internet browsers:

  • Google Chrome
  • Internet Explorer 9 and above
  • Microsoft Edge (Expected)

Conversions

  • Added the ability to convert returns and upload them to the support site
  • When a converted return in TWO is created, it will automatically pre-fill with the converted data

Bank Support

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.

Protection Plus

No sign up required! Simply choose to offer Protection Plus on each return directly in TaxWise Online.


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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.


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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

View refresher videos for TaxWise and TaxWise Online 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.

Additional Resources

  • 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

Additional Resources

  • TaxWise Program Help (access from Help Menu) — Getting State/Bank Software and Program Updates
  • TaxWise 2015 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.

Additional Resources


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Set Up Your TaxWise System for Tax Season

TaxWise Setup Assistant

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:

  • 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 Defaults

  • 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.

Additional Resources

  • TaxWise Program Help (access from Help Menu) — Tax Form Defaults; Working with Client Letters
  • TaxWise 2015 User Guide (access from Toolbar) — Tax Form Defaults; Working with Client Letters

Set Print Defaults

Modify Print Packets to fit your practice, if needed.

Additional Resources

  • TaxWise Program Help (access from Help Menu) — Print Defaults
  • TaxWise 2015 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

  • 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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TaxWise 2015 Training 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.


Training Webinars

Webinars offer training for you and your staff from the comfort of your home or office, requiring only internet access. These convenient sessions cover a wide variety of topics to help you get the most from your tax software and prepare for tax season. Simply register online or contact your Software Consultant.

The webinar schedule is updated throughout the year, so visit our registration website at events.cchsfs.com for the latest offerings.
Product training does not qualify for CPE credit.

New Users

New User Orientation

Our knowledgeable Orientation Team gets you started on the road to software expertise with two, one-hour Orientation webinars that introduce you to your tax software and the many tools and resources available to you. Each webinar concludes with a question-and-answer period.
Product training does not qualify for CPE credit.

Orientation webinars are included with many tax software packages. When you purchase one of these packages, the Orientation Team contacts you to schedule your webinars.

Once you complete orientation, you can sign up for additional courses to further your understanding of the program and the benefits for your company. Click here for Quick Start course descriptions and more details.



Tax Season Essentials

Make getting ready for tax season a snap with Tax Season Essentials! Designed as an interactive guide, Tax Season Essentials includes important news, tips, and resources to help improve your business while making tax season as smooth as possible.


Education Libraries

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

Frequently Asked Questions

What is the format of training?

The training format depends on the type of event for which you register. We offer several types of events, including webinars, online self-study, and seminars. For additional information on each type of program, see the sections above.


How can I see if a date or venue is still available?

Access the Training Registration tool here and search for the event to view open seat availability.


How can I see the schedule of events?

Some event types found on this page may have schedules linked from their section. You can also see a schedule of events by accessing the Training Registration tool and searching for the type of event you would like to participate in. You will see a list of all events for the year.


What do I need to do to prepare for my training?

In most cases, there is very little that you need to do in order to prepare for training. On each course description within the Training Registration tool, you can find the Advanced Preparation section which will tell you everything you need to do to prepare for the class.