12/20/2015nj training ty 20081 introduction to taxwise desktop pub 4012, tab 1 taxwise user manual...
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04/21/23 NJ Training TY 2008 1
Introduction To TaxWise Desktop
Pub 4012, Tab 1 TaxWise User Manual
Module NJ 1.1.2
04/21/23 NJ Training TY 2008 2
Introduction To TaxWise
Enter Password
04/21/23 NJ Training TY 2008 3
Introduction To TaxWise
Select Choice
04/21/23 NJ Training TY 2008 4
Introduction To TaxWise
“Start New Return” brings up Dialog Box
Enter Taxpayer SSN twice.
04/21/23 NJ Training TY 2008 5
Taxwise Menu Bar & Tabs
Most Frequently Used
When Form CompleteNeed Another Copy?
Need a New Form?
04/21/23 NJ Training TY 2008 6
Introduction To TaxWise
Taxwise opens to Main Information Worksheet
Ready to enter data from Intake Form
Taxpayer SSN Carried from: Start New Return Dialog Box
04/21/23 NJ Training TY 2008 7
Main Information WorksheetDefault Required Entry
Selected
04/21/23 NJ Training TY 2008 8
TaxWise Color Coding
Required Entry
Pre-Calculated Entry
Selected; Waiting Entry
Available Field
Completed Field
04/21/23 NJ Training TY 2008 9
Main Information Worksheet
Pre-Calculated Entry
04/21/23 NJ Training TY 2008 10
Main Information Worksheet
State Return defaults to “NJ” Be sure to change if not NJ resident (See also “Do You Want To Electronically File
This Return” on page 3 of NJ return)
04/21/23 NJ Training TY 2008 11
Main Information Worksheet
Defaulted to NJ
04/21/23 NJ Training TY 2008 12
Refund Monitor & Navigation Tree
Incomplete or Incorrect Form: Red Exclamation
Complete & Correct Form: Blue Check
State Forms Loaded when State Selected
04/21/23 NJ Training TY 2008 13
Forms Menu
Forms Menu:
List of all Forms & worksheets in Taxwise:
Includes State Forms;
Can load up to 9 States
04/21/23 NJ Training TY 2008 14
Site ID, Preparers Initials and QR
Preparer’s Use Field 1: Site ID (defaulted in Clone)Preparer’s Use Field 2: Preparer Initials
x
04/21/23 NJ Training TY 2008 15
Introduction To TaxWise
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