🔑 Log in as Admin
Make sure you’re logged in as the Admin or a user with Administrator privileges.
⚙️ Access the Setup Assistant
Go to the Dashboard
Click Setup Assistant
Carry forward data from previous years, including templates and settings, to streamline your workflow.
📂 Carry Forward Templates
If you have templates from the previous year, follow these steps to bring them forward:
Click your name in the top right corner and select Settings.
Go to General Settings.
Under Administrator Settings, select Carry Forward Templates.
Click Carry Forward Return Templates.
📥 Importing Returns
Easily import previously prepared returns in TaxWise Online—just ensure they are registered with the same EFIN.
📝 Pre-fill Forms
Create return templates with common information to auto-fill new tax returns.
💡Pro Tip: Setting up templates saves time and ensures consistency across all returns! 🚀