TaxWise Presentations from CCH

Module	Lesson
TWO Preparer VITA/TCE (Formerly PBT)	Requirements, Settings, and Prior Year
	Login
	Home Page and Help Center
	Visual Cues and Entries Part 1
	Visual Cues and Entries part 2
	Loading Prior Year Data
	TaxWise Interview
	Start a Return
	Main Information Part 1
	Main Information Part 2
	Main Information Part 3
	Income Part 1
	Income Part 2
	Adjustments to Income
	Taxable Income and Tax
	Nonrefundable Credits Part 1
	Nonrefundable Credits Part 2
	Other Taxes
	Payments Part 1
	Payments Part 2
	Refund and Amount Due
	Finishing the Return & Signing an e-filed Return
	Diagnostic
	Create and Transmit e-files
	Acknowledgements
	Return Query
	Miscellaneous Forms
	Apply for ITIN
	Print Returns
	Client Letters
	Reports (Super User Role)
	TaxWise Online Training
TWO Admin	Requirements, Settings, and Prior Year
	Classic Mode
	Login and Passwords
	Manage Users
	Home Page and Help Center
	Admin Settings
	Print Sets
	Return Templates
	Deleting and Restoring
	Diagnostics
	Create and Transmit e-files
	Acknowledgements
	Printing Returns
	Reports
	TaxWise Online Training Site
Differences Between TaxWise Online and TaxWise Desktop	Differences Between TaxWise Online and TaxWise Desktop
TaxWise Desktop Preparer VITA/TCE (formerly PBT)	Login and Home Page
	Visual Cues and Entries Part 1
	Visual Cues and Entries Part 2
	Help
	TaxWise Interview
	Start a Return
	Loading Prior Year Data
	Main Information Part 1
	Main Information Part 2
	Main Information Part 3
	Income
	Income
	Adjustments to Income
	Taxable Income and Tax
	Nonrefundable Credits Part 1
	Nonrefundable Credits Part 2
	Other Taxes
	Payments Part 1
	Payments Part 2
	Refund and Amount Due
	Finishing and Signing an e-filed Return
	Diagnostic
	Create & Transmit e-files
	Managing E-file IDs
	Acknowledgements
	Correct rejected returns
	Search and Query Feature
	Printing Returns
	Miscellaneous Forms
	Apply for ITIN
	Backup and Restore
	Working with TaxWise Mail
	Reports
	Updates
	Training
TaxWise Desktop Admin	Requirements
	Install and Carry forward Settings
	Setup Options
	Register for Multiple Locations
	Login and Home Page
	Help
	Loading Prior Year Data
	Configuring Defaults
	User-Defined History List
	Client Letters
	Print Packets
	Security Manager
	Return Explorer
	Diagnostic
	Create & Transmit e-files
	E-fileSubmissionnumber
	Acknowledgements
	Correct rejected returns
	Backup and Restore
	EIN Date Base
	Working with TaxWise Mail
	Reports
	Updates
	Training
Contact for Help	Contact for Help (PDF)
Updates	Desktop Enhancements
Customer Support Site and University	Login and Manage Users
	Home Page
	My Information Page
	Download Page
	Support Page
	Community Page
	TaxWise University Part 1
	TaxWise University Part 2