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TaxWise® 2017 Education Video Library

The Education Video Library features short instructional videos designed to help you work with your TaxWise 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.

e-Signature

This video covers setting up e-Signature in the TaxWise Setup Assistant, as well as electronically signing returns in the preparer's office or remotely.


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Interview

This video demonstrates starting a return in Interview mode, and toggling between the interview and forms views in TaxWise.


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User Passwords

This video demonstrates how to set an Admin password, set other user names and passwords, and how to reset a forgotten password.


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Print Packets

This video walks you through setting up print packets, to indicate which forms to print with each copy of a return.


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Refund Settlement Solutions

This video discusses partnering with banks to offer refund settlement solutions to your taxpayers, including applying on the TaxWise Customer Solution Center.


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Setup Assistant

This video walks you through setting up your TaxWise software using the Setup Assistant. This includes registering your software, setting up preparer information, and syncing integrated products with TaxWise.


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Tax Form Defaults

This videos demonstrates setting default information to include on all new returns. This includes adding client letters and setting prices.


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Integrated Tax Research

This video describes how to link your CCH tax research account with TaxWise, to provide you with integrated tax research tools. This video also describes the available research tools, including toolbar icons and a tax research menu.


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Updating

This video demonstrates how to download program and form updates for TaxWise. This includes state updates.


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Completing ACA Forms

This video walks you through the forms necessary for reporting taxpayers' health insurance coverage on returns. This includes reporting full year coverage, claiming exemptions, and applying for the Premium Tax Credit.


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Enhancement: Print to CCH iFirm Client Portal

This video describes the CCH iFirm Client Portal feature, including benefits of using this tool, how to sync this tool with your TaxWise program, and how to print returns directly to your client's portals.


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Practice Returns

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.

Individual

Business

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