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 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
  Password Reset Procedure  
  Return Preparation Process