Familiarization
An introduction to preparing returns with TaxWise
Go through the steps in the list below in order from top to bottom.
(Click here for a printable version of this page that you can use as a record of steps you have completed.)
Each step in the checklist contains a link to the detail page for that step.
Familiarization Checklist | ||
Stage | Step | Notes / Comments |
Introduction | ||
Introduction to Familiarization | ||
Using the Familiarization Checklist | ||
General Information | ||
Federal 1040 Overview | ||
NJ-1040 Overview | ||
Intake Sheet | ||
TaxPayer Documents | ||
Familiarization Resources | ||
TaxWise Online | ||
Intro to TWO | ||
First Time Login Procedure | ||
Adjusting Color Scheme Procedure | ||
Intro to the Return Screen | ||
Preparing a Familiarization Return | ||
Familiarization Problems | ||
Fam01 - Andersen | ||
Fam02 - Conway | ||
Fam03 - Gallo | ||
Fam04 - Patterson | ||
Fam05 - McCook | ||
Fam06 - Barufkin | ||
Fam07 - Jackson | ||
Fam08 - Rosemont |
Optional Extras | ||
Stage | Step | Notes / Comments |
General | ||
Password Reset Procedure | ||
Return Preparation Process |