Get started with our data entry assistant.

2. Here, you'll see your home. You want to click on the clients button

3. From here, you can click on a client that has a filled return

4. To access a client's tax forms, you can the click on "View Profile"

5. From there, click on the "Smartsync" button which will show you instructions on downloading the data entry extension for the first time.

6. Click on "Download Extension"

7. You will be directed to this page:

https://chromewebstore.google.com/detail/smartwiz-data-entry-assis/mmjaoplbcngpkdgekmjjcmehlkbpngph?hl=en&authuser=0 where you can download the chrome extension. Ensure that you're using Google Chrome as your browser.

8. Click on "Add extension" when you see the pop-up that says "Add Smartwiz Data Entry Assistant"?

9. For easy access, you can also open your extensions and pin "Smartwiz Data Entry Assistant"

10. From there, go to "forms" for the client of your choice and click on "SMARTSYNC"

11. You'll see it turn green and say "Copied"

12. From there, open your Smartwiz extension by clicking on the extension icon on Google Chrome and then click on "IMPORT FROM SMARTWIZ"

You can also click on the SmartSync button at the right side of your screen to open it up.

13. The data entry is successful when you see a green popup that says "The data has been saved to storage"

14. Now, sign into Taxwise and click on export after navigating to a new client's tax return. You'll see that there are lines of information that have to be filled out.

You can also click on "view" to see the form directly:

As an example, this is how an exported W2 will look like. When you use a form, it will automatically be checked off.