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Transcript of 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing...
![Page 1: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/1.jpg)
1 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Accessing TaxWise Online
• Objectives– In this chapter you will learn how to:
• Create a Desktop Shortcut• Create a Favorite• Log In• Navigate the TaxWise Online Home Page
![Page 2: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/2.jpg)
2 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Creating Shortcut
• Navigate to– https://twonline.taxwise.com– Minimize the website– Press F11 To minimize or maximize the
Internet Explorer Toolbar
![Page 3: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/3.jpg)
3 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Creating Shortcut
• Right click on blank area on the desktop– Windows displays
this Menu
![Page 4: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/4.jpg)
4 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Creating Shortcut
• Copy and paste the TWO address in shortcut dialog box.
• Click Next
![Page 5: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/5.jpg)
5 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Creating Shortcut
• Name the shortcut TaxWise Online
• Click Finish
![Page 6: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/6.jpg)
6 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Creating Shortcut
• Windows Creates this Icon
![Page 7: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/7.jpg)
7 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Creating a Favorite
• Open your Internet Explorer• Type the TaxWise Online address in address bar
– https://twonline.taxwise.com – Click the Favorites button
![Page 8: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/8.jpg)
8 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Creating a Favorite
• Click Add to Favorites
• Add Favorite box– TaxWise
recommends that you change the name to TWOnline
![Page 9: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/9.jpg)
9 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Logging In
• Double click TaxWise Online icon on the desktop
![Page 10: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/10.jpg)
10 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Logging In
• If the site is listed as a favorite then- Open Internet Explorer and click the Favorites button- Find and click the TaxWise Online Link
• If the site is not listed in the Favorites then– Open the Explorer and select add – Enter the correct URL for TaxWise Online
![Page 11: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/11.jpg)
11 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Logging In
• TaxWise Login box:– Enter EFIN– Enter Username– Enter Password
![Page 12: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/12.jpg)
12 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Home Page
![Page 13: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/13.jpg)
13 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Toolbar Options
• Submit E-Files – E-Files go to the
Electronic Filing Center
![Page 14: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/14.jpg)
14 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Toolbar Options
• View ACKS– View and print IRS
and State Acknowledgements
![Page 15: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/15.jpg)
15 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Toolbar Options
• Return Templates– To create or
modify
![Page 16: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/16.jpg)
16 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Toolbar Options
• Return Query– Check status of
any return
![Page 17: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/17.jpg)
17 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Toolbar Options
• User Settings– See specific
information about any user
![Page 18: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/18.jpg)
18 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Toolbar Options
• TaxWise University
![Page 19: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/19.jpg)
19 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Toolbar Options
• Help
![Page 20: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/20.jpg)
20 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Toolbar Options
• Manage Users– Create/modify
users
![Page 21: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/21.jpg)
21 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Toolbar Options
• Log Out
![Page 22: 1 /22 Accessing TaxWise Online 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives In this chapter you will learn.](https://reader035.fdocuments.us/reader035/viewer/2022062909/5a4d1baa7f8b9ab0599ca930/html5/thumbnails/22.jpg)
22 /22 © 2006, Universal Tax Systems, Inc. All Rights Reserved.
Accessing TaxWise Online
Home Page
• Under Administrator User– Show All Returns– Show My Returns– Move Returns– Delete Returns– Print Returns