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 | ||