How to Start a New Return in TaxWise 📝

Open TaxWise and log in with your username and password.

Ensure you're on the Home Screen or Main Dashboard.

From the Home Screen, select New Return or the Start New Return option.

Then, enter the SSN twice.

Click "Go to Tax Forms".

Enter your client's (& spouse if applicable) information.

Continue entering the general information. Note: The Daytime, Evening, and Cell Phone fields all require a phone number to be entered. You can use the same number for all three fields.

Select your client's filing status.

Enter dependent information if applicable.

Enter state information.

Select the return type, which determines how the client will pay the preparation fees.

Select the forms you are filing. In most cases, you will select the Income Tax Return bubble.

Enter the taxpayer's identification information in this section.

Enter the taxpayer's and/or spouse's IPPIN (Identity Protection Personal Identification Number) here, if applicable.

Enter the individual preparer's information here, including their name, PTIN (Preparer Tax Identification Number), and phone number.