TaxWise Web offers two return modes:
Form-Based: In this mode, you manually generate the forms required for filing and input the necessary information.
Interview: This mode automatically generates forms based on your responses to a series of questions.
Upon logging into the software, you can begin a new return by selecting "New Return" from the main screen, or you can open an existing return.
You will be prompted to enter the Social Security Number, then select one of the two modes by clicking "Tax Forms" for the Form-based mode or "Go to Interview" for the Interview mode.
1- Tax Forms:
Enter the necessary basic information, and if you notice a red exclamation point next to any form on the left side, navigate to the highlighted forms and complete the required data entry.
To add a new form, click the plus(+) icon on the left side.
To remove a form, select it by clicking on it, then click the minus(-) icon on the left side.
Once you're finished, run Diagnostics by clicking the button in the toolbar above.
If you find this mode difficult to use, you can switch to Interview Mode by clicking the "Switch to Interview" button. Additionally, you can add notes or request an e-Signature using the buttons on the same toolbar.
2- Interview Mode:
Interview Mode lets you fill out forms by answering simple questions. You can proceed to the next set of questions by either using the left-side menu or clicking "Next."
Once you've completed all the questions, you can either go directly to the Finish page or be automatically directed there after answering the final question on each page by clicking "Next."