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.
This video covers changes made to TaxWise 2016 to comply with new IRS security requirements, including login and password requirements and inactivity timers.
Integrated Research Tools
This video covers enhancements made to TaxWise 2016 to integrate an IntelliConnect research account, to enable research tools in tax returns.
This video covers using the TaxWise Setup Assistant to set default information and preferences for TaxWise 2016. The settings include office, preparer, and ERO information, user names, which information to carryforward, and print preferences.
Refund Settlement Solutions
This video covers the available partner options for refund settlement solutions and how to apply to offer these services with TaxWise 2016.
Tax Form Defaults
Tax Form Defaults save you time in preparing returns by allowing you to default common information for every return. This video reviews how to access and use this time-saving feature.
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.
This video covers starting a return in Interview mode, navigating the interview screens, and transferring the data to the tax forms view.
This video covers updating your program, modules, and states using the Electronic Filing Center and by downloading files from the TaxWise Customer Solution Center.
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.