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Taxwise Online
Configuring and using Taxwise to e-file
TWO User Guide
How To Unlink a State and Federal Return in TaxWise OnlineHow to use Taxwise Online
Client Letters in Taxwise Online
Linking Forms in Taxwise Online
Toll-Free Tax Info Hotline PLUS (TFTI+) via Versicom for Taxwise Online
Printing Specific Forms in Online
Adding Forms in the Taxwise Online Software
F8 Override Not Working Taxwise Online
Setting Up a Signature Pad with Taxwise Online
Add Dependents - Taxwise Online
Not getting emails from Taxwise
Administrator Functions in Taxwise
Exporting Returns from TaxwiseOnline
Importing Returns (Desktop to Online)
Exporting Return from Taxwise Online to Desktop
Online Vault
Deleting Returns in Taxwise Online
How to Access TaxwiseAccessing Taxwise
How to Set Up Preparer and ERO Information in TaxWise OnlineCategory: Getting started
How to Log In to TaxWise OnlineLink to the tax (e-filing) software
Customize Client Letter Templates in TaxWise OnlineCustomizing Intercom
State ID Numbers Not Carrying ForwardTaxwise Online
"Not a Licensed User" When Logging InTaxwise Online
Can I e-file a return without the taxpayer's W2?Taxwise Online
Filing substitute Forms W-2Taxwise Online
Form 1040: Disability pension not carried to 1040Taxwise Online
Form 1040: Figuring the PenaltyTaxwise Online
Cannot Delete Form in 1040 PackageTaxwise Online
User Functions in OnlineTaxwise Online
Stopping Submitted ReturnsTaxwise Online
Adding interest and dividend statements to Taxwise Online templatesTaxwise Online
State ExtensionsTaxwise Online
Unable to E-file a return that was an extensionTaxwise Online
"I/O 998 error" when accessing returns listTaxwise Online
Common eSignature ErrorsTaxwise Online
Return StatusesTaxwise Online
Capital Gains on Form 1099-RTaxwise Online
Where to put information from a 1099-DIVTaxwise Online
8925 - Report of Employer-Owned Life Insurance ContractsTaxwise Online
W-7 - Application For IRS IndividualTaxwise Online
How to Unlock E-Signature Account (DESKTOP)Taxwise Online
Resetting Your Online PasswordTaxwise Online
Resetting Your Taxwise Online PasswordTaxwise Online
Resetting Your Desktop Admin Password
Custom Admin Message [Taxwise]Taxwise Online
Client Letters
Adding Users to TaxWise and User Roles
Using Return List for Customized Reports
Understanding the Administrator Functions
How to Edit Preparer Information for Taxwise Online
Printing State Returns & Specific Forms in Online
Guide on Assigning Roles to MembersTaxwise Online
Guide on Accessing your Smartwiz AccountQuick step-by-step guide
Form 1040: Some page 2 line numbers missing on screenTaxwise Online
TaxWise Online Mobile AccessGuide on how to access TaxWise Online in Mobile
E-filing for charities and nonprofitsTaxwise Online
Understanding TaxWise Pricing TiersTaxwise Online
Tax Filing Deadlines and ExtensionsTaxwise Online
Common E-filing ErrorsTaxwise Online
How do I create an Electronic File (e-file) in TaxWise?E-Filing in Taxwise Online
User Roles in TaxWise OnlineDifferent Roles and their responsibilities in TaxWise Online
TaxWise Online Training ResourcesTaxwise Online
TWO Mobile AppCo-Brand Mobile App
Reset Password in Smartwiz (CRM)Guide on resetting password in smartwiz app
Preparing for Tax Season with TaxWiseTaxWise Online
E-filing BasicsTaxWise Online
Handling Rejected ReturnsTaxWise Online
Importing Returns from TaxWise DesktopTaxWise Online
Electronic Signature (eSignature) UsageTaxWise Online
Preparing Business Taxes with TaxWiseTaxWise Online
Understanding Linked vs. Unlinked State ReturnsTaxWise Online
Filing Returns for Deceased TaxpayersTaxWise Online
Special Considerations for Non-Resident AliensTaxWise Online
Tax Implications of Involuntary ConversionsTaxWise Online
Taxation of dual-status individualsTaxWise Online
Unique Scenarios for Injured Spouse AllocationsTaxWise Online
Complexities of Filing for Divorced IndividualsTaxWise Online
Handling Tax Relief for Casualty LossesTaxWise Online
Special Considerations for Taxpayers with DisabilitiesTaxWise Online
Tax Consequences of Forgiven DebtTaxWise Online
E-Filing for Taxpayers with Multiple Business EntitiesTaxWise Online
Using Capital Gains Worksheet with 8949 and Sch D. in OnlineTaxwise Online
8863 - Education CreditsTaxwise Online
Schedule H (990) - HospitalsTaxwise Online
8826 - Disabled Access CreditTaxwise Online
General electronic filing FAQTaxwise Online
Importance of OverridesTaxwise Online
Rename a returnTaxwise Online
8594 - Asset Acquisition StatementTaxwise Online
6198 - At-Risk LimitationsTaxwise Online
2120 - Multiple Support DeclarationTaxwise Online
8582-CR - Passive Activity Credit LimitationsTaxwise Online
8082 - Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)Taxwise Online
8853 - Archer MSAs and Long-Term Care Insurance ContractsTaxwise Online
8859 - Carryforward of DC First-Time Homebuyer CreditTaxwise Online
How do I print checks in TaxWise Online?Taxwise Online
8938 - Statement of Specified Foreign Financial AssetsTaxwise Online
8332 - Release of Claim to ExemptionTaxwise Online
8835 - Renewable Electricity CreditTaxwise Online
Server Error in '/user' Application on TaxWiseHow to troubleshoot the '/user' error on TaxWise
How to Use Bank Products With TaxWise
How to delete a client on the SmartWiz CRMprocess to delete clients
Creating a Tax Draft in TaxWise OnlineCreating a Tax Draft in TaxWise Online
Missing ERO Name Error on TaxWise
Reject CodesHow to Troubleshoot Reject Codes on Taxwise and What They Mean
How To Assign Return Templates to Users on TaxWiseThis is populate with your tax information for all forms.
What is Reject Code 15?e-filing errors on TaxWise. How to fix reject errors.
What is Reject Code 13?How to troubleshoot your reject code
What should I do if I receive an error stating that ERO information must be completed on Form AL 8453?This error indicates that essential ERO (Electronic Return Originator) information is missing from Form AL 8453.
Step-by-Step Guide to Setting Up Your ERO in TaxWiseLearn how to properly set up your Electronic Return Originator (ERO) in TaxWise with this detailed step-by-step guide. This guide ensures you’re fully prepared to file tax returns smoothly and…
Common Mistakes to Avoid When Setting Up ERO in TaxwiseTaxwise Online
Managing ERO User Roles and Permissions in TaxwiseTaxwise Online
How to Publish ERO / Return Templates in TaxwiseTaxwise Online
Step-by-Step Guide to Troubleshooting Common ERO Setup Issues in TaxWiseHaving trouble setting up your Electronic Return Originator (ERO) in TaxWise? This guide covers common issues and their solutions to ensure a smooth setup for e-filing.
How to Claim Cell Phone Expense on a Sch CTaxwise Online
How to Claim Dependent Care Credit
How to Claim CTC and ODC in TaxWise
How to Enter Estimated Taxes Paid for the Tax Year You're Preparing
How to Fix Reject Code 830817801Resolving Error: Mismatch Between Form 301 and Attached Credit Forms
How to Fix Reject Code AL40-007Resolving Error: AL40-007 - AddressLine1 Field Length Exceeds Limit
How to Fix Reject Code AL40-935Resolving Error: AL40-935 - Driver’s License or State ID Length
How to Fix Reject Code AL40-RS-200How to Fix Reject Code AL40-RS-200: Missing Required Fields in Schedule RS
How to Fix Reject Code AL40NR-935How to Fix Reject Code AL40NR-935: Alabama Driver's License ID Length Issue
How to Use Form 8879 for ERO SetupTaxwise Online
How to Add Rental Income to a Sch EReport your rental earnings and expenses on Schedule E (Supplemental Income and Loss). This includes maintenance, property taxes, and depreciation.
How to Enter Capital Gains or a 1099B
How to Fix Reject Code AL40NR-RS-200How to Fix Reject Code AL40NR-RS-200: Alabama Schedule RS State ID & Withholding Issue
How to Fix Reject Code F1040-516How to Fix Reject Code F1040-516: Primary SSN Used as a Dependent on Another Return
How to Add or Discount Fees in TaxWise
How to Fix Reject Code AL40OC-105AL40OC-140How to Fix Reject Code AL40OC-105AL40OC-140: Alabama Schedule OC Calculation Errors
How to Fix Reject Code F540/NR/2EZ-240How to Fix Reject Code F540/NR/2EZ-240: Signature Date Must Be Within the Current Processing Year
How to Fix Reject Code F8863-512-02 / F8962-070:How to Fix Reject Code F8863-512-02 / F8962-070: Student Information or ACA Explanation Missing
How to Fix Reject Code F8863-528-03 & F1040-516How to Fix Reject Code F8863-528-03 & F1040-516: Duplicate Student SSN or Dependent SSN Issue
How to Fix Reject Code F8962-038How to Fix Reject Code F8962-038: Premium Tax Credit Mismatch
How to Fix Reject Code F8962-070How to Fix Reject Code F8962-070: Missing Form 8962 or ACA Explanation
How to Fix Reject Code FW2-502How to Fix Reject Code FW2-502: Employer EIN Mismatch
How to Fix Reject Code ILNR-7200-1 & ILNR-8900-1How to Fix Reject Code ILNR-7200-1 & ILNR-8900-1: Health Savings & Student Loan Interest Deduction Mismatch
How to Fix Reject Code ILNR-800-1 & ILNR-900-1How to Fix Reject Code ILNR-800-1 & ILNR-900-1: Residency Date Errors on Schedule ILNR
How to Fix Reject Code IND-180-01How to Fix Reject Code IND-180-01: IP PIN Mismatch
How to Fix Reject Code IND-181-01How to Fix Reject Code IND-181-01: Missing or Invalid IP PIN
How to Fix Reject Code IND-183-01How to Fix Reject Code IND-183-01: Missing or Invalid Spouse IP PIN
How to Fix Reject Code IND-452How to Fix IRS Reject Code IND-452: Duplicate SSN on Original Return
How to Fix Reject Code IND-507How to Fix Reject Code IND-507: Dependent SSN Already Used
How to Fix Reject Code IND-508-01How to Fix Reject Code IND-508-01: Primary SSN Matches Spouse SSN on Another Return
How to Fix Reject Code IND-510-02How to Fix Reject Code IND-510-02: Spouse SSN Matches Primary SSN on Another Return
How to Fix Reject Code IND-941-01How to Fix Reject Code IND-941-01: Spouse SSN Locked Due to SSA Records
How to Fix Reject Code IND-517-01How to Fix Reject Code IND-517-01: Dependent SSN Conflict on Another Return
How to Fix Reject Code IND-996How to Fix Reject Code IND-996: Invalid Dependent/Qualifying Person IP PIN
How to Fix Reject Code NCD400-1140How to Fix Reject Code NCD400-1140: Veteran Information for Spouse Must Match Filing Status
How to Use eSignature for ERO Filings in TaxWiseLearn how EROs can use the eSignature feature in TaxWise to securely collect and apply digital signatures to tax documents, ensuring a smooth and compliant filing process.
How to Update Your ERO Information in TaxWiseLearn how to update your ERO details in TaxWise to ensure accurate and compliant tax filings.
How to Create Custom Fields for ERO Information in TaxWiseLearn how to set up custom fields in TaxWise to streamline ERO data management and improve efficiency.
Understanding the ERO Fee Structure and Pricing (IRS Guidelines) 📜💰Learn about the IRS-approved fee structure for Electronic Return Originators (EROs) and how to manage pricing in accordance with IRS guidelines.
Diagnostic: Invalid Name Constraint in TaxWiseLearn how to resolve the "Invalid Name Constraint" error in TaxWise to ensure your returns are processed without issues.
Diagnostic: Dependent Care Credit in TaxWiseLearn how to resolve the "Dependent Care Credit" diagnostic error in TaxWise to ensure accurate tax filings.
Entering Cancellation of Debt in TaxWiseLearn how to properly enter Cancellation of Debt (COD) income in TaxWise to ensure accurate reporting and compliance with IRS guidelines.
Entering Gambling Losses in TaxWiseLearn how to correctly enter gambling losses in TaxWise to ensure compliance with IRS rules and optimize your client's tax return.
How to Enter Unreimbursed Medical Expenses
How to E-File When Client is Getting a Refund and Client Wants to Pay Upfront
Depreciation on Schedule E in TaxWiseLearn how to correctly enter depreciation for rental properties and other income-producing assets on Schedule E in TaxWise.
How to Enter a W2 in TaxWise
How to Claim Depreciation on Schedule C in TaxWiseForm 4562
How to Claim EIC , CTC ODC and Complete the EIC Worksheet in TaxWiseThe Earned Income Credit (EIC) is a refundable tax credit for eligible taxpayers with low to moderate income.
How to Enter Form 1099-SA in TaxWiseForm 1099-SA reports distributions from a Health Savings Account (HSA), Medical Savings Account (MSA), or Archer MSA. These distributions must be reported on the tax return to determine if they…
How to Enter Form 1095-A in TaxWiseForm 1095-A (Health Insurance Marketplace Statement) is used to report health insurance coverage obtained through the Marketplace and to calculate the Premium Tax Credit (PTC).
How to Complete the Due Diligence Form 8867 for Child Tax Credit (Form 8812) in TaxWiseTax preparers must complete Form 8867 (Paid Preparer’s Due Diligence Checklist) when claiming certain refundable credits, including the Child Tax Credit (CTC) and Additional Child Tax Credit (ACTC) reported on…
How to Add a K-1 in TaxWiseA Schedule K-1 is used to report income, deductions, and credits from partnerships (Form 1065), S corporations (Form 1120-S), or estates and trusts (Form 1041). Below are the steps to…
How to Enter Form 1098-T (American Opportunity Credit) in TaxWiseForm 1098-T is used to report qualified tuition and education expenses, which may allow the taxpayer to claim the American Opportunity Credit (AOC) or Lifetime Learning Credit (LLC). Below are…
Reporting State Income Tax Refunds for Itemized Deductions (Form 1099-G)Learn how to properly report state income tax refunds received in the previous year on your federal tax return, using Form 1099-G and Schedule A.
MFS When Spouse Not Itemizing DeductionsLearn how to handle filing as Married Filing Separately (MFS) when one spouse is not itemizing deductions, and how it affects the return.
Current Year ES Tax Payments in TaxWiseLearn how to properly enter Estimated Tax Payments (ES) made in the current year to ensure accurate reporting and avoid underpayment penalties.
How to Enter a 1098-T in TaxWiseLearn how to correctly enter Form 1098-T (Tuition Statement) in TaxWise for graduate students to claim education-related credits and deductions.
How to Enter a 1098-E in TaxWiseLearn how to correctly enter Form 1098-E (Student Loan Interest Statement) in TaxWise to claim student loan interest deductions.
How to Enter a 1099-R in TaxWise 💰Learn how to correctly enter Form 1099-R (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans) in TaxWise to ensure accurate reporting of retirement income.
How to Enter Educator Expenses in TaxWiseLearn how to correctly enter educator expenses in TaxWise to claim the tax deduction available for teachers and eligible educators.
How to Add a Schedule C in TaxWise 💼Learn how to correctly add Schedule C (Profit or Loss from Business) in TaxWise for self-employed individuals or business owners.
How to Use Form 8829 to Claim Home Office Expenses in TaxWise 🏠💼Learn how to use Form 8829 (Expenses for Business Use of Your Home) in TaxWise to claim home office expenses and reduce taxable income.
How to Start a New Return in TaxWise 📝Learn how to start a new tax return in TaxWise to ensure a smooth and efficient filing process.
How to Apply the EV Credit for a Used EV in TaxWise
How to Depreciate a Home on Schedule E (Rental Income) in TaxWise
How to Enter Charitable Donations in TaxWiseCharitable contributions, whether cash or non-cash, are entered on Schedule A (Itemized Deductions) in TaxWise.
How to Complete State Refund (Direct Deposit) Information in TaxWise
How to Enter a 1099-INTLearn how to correctly enter Form 1099-INT (Interest Income) in TaxWise to report interest income on a tax return.
How to Workaround If eSignatures Aren't Working or Resending Them in TaxWise ⚙️✍️Learn how to resolve issues with eSignatures in TaxWise, including troubleshooting problems and resending signature requests.
Other State Credit: FY NE Non-Resident CA in TaxWise 💼🌎Learn how to claim the Other State Credit for a Non-Resident of California with income earned in Nebraska (FY NE) in TaxWise.
Other State Credit: Full Year Resident IA Non-Resident NE in TaxWise 🌎💸Learn how to claim the Other State Credit for a Full Year Resident of Iowa with income earned in Nebraska (Non-Resident) in TaxWise.
When Client Owes (eFile Only) in TaxWise 💳📤Learn the steps to handle situations where the client owes taxes and you need to e-file the return in TaxWise.
How to Fix Reject Code NCD400-2550Fixing Reject Code NCD400-2550 – Residency Dates Issue
How to Fix Reject Code R0000-195Fixing Reject Code R0000-195 – Binary Attachment Not Allowed
How to Fix Reject Code R0000-500-01Fixing Reject Code R0000-500-01 – Primary SSN and Name Mismatch
How to Fix Reject Code R0000-503-02Title: Fixing Reject Code R0000-503-02 – Spouse SSN and Name Mismatch
How to Fix Reject Code R0000-504-02Fixing Reject Code R0000-504-02 – Dependent SSN and Name Mismatch
How to Fix Reject Code R0000-902-01Fixing Error Code R0000-902-01: Duplicate TIN in Tax Return
How to Fix Reject Code R0103Fixing Error Code R0103: Public Employee 414(h) Retirement Contribution Mismatch
How to Fix Reject Code R0130Fixing Error Code R0130: NYC Withholding Mismatch or Invalid Locality
How to Fix Reject Code SchVAC-080/SchVAC-130Fixing Error Code SchVAC-080/SchVAC-130: Savings Plan Contributions Exceed Overpayment
How to Fix Reject Code SEIC-F1040-501-02Fixing Error Code SEIC-F1040-501-02: Qualifying Child Information Does Not Match IRS Records
Claiming Other State Credit for NJ Residents – Non-Resident of NYIf you're a New Jersey resident earning income in another state, like New York, you may be eligible for a credit on your NJ tax return to avoid double taxation.…
Claiming Other State Credit for VA Part-Year Residents & HI Part-Year ResidentsIf you were a part-year resident of Virginia (VA) and Hawaii (HI) while earning income in another state, you may be eligible for an Other State Credit (OSC) to avoid…
What can cause an e-sign document to fail in Nintex AssureSign?TaxWise E-Signature Requests
Reporting Royalty Income on Sch EHow to Add a 1099 NEC with Royalties in Taxwise
How to link a 1099 NEC to a Sch CEntering a 1099 NEC in Taxwise (Sch C)
How to link a 1099 MISC to a Sch CEntering a 1099 MISC in Taxwise (Sch C)
How to link a 1099 K to a Sch CHow to Enter a 1099K in Taxwise
How to claim mileage on a Sch CHow to Claim Business Mileage in Taxwise
How to enter 1099G (unemployment)Entering Unemployment Income in Taxwise (1099-G)
How to Enter 1099 SSAEntering Social Security Income in Taxwise (1099 SSA)
How to complete the due diligence form 8867How to Complete Form 8867 in Taxwise
How to check reject codes in TaxwiseChecking IRS or State Reject Codes in Taxwise
How to Enter 1099 DIVEntering Dividend Income in Taxwise (1099 DIV / Sch B)
How to send signaturesSending eSignatures in Taxwise
How to complete the 2210Completing Form 2210
How to File Using Bank Products and 3 FundCompleting Bank Products Page (3F App Page)
How to enter 1098, property taxes, and real estate taxes
How to Enter Non-Cash Charitable DonationsDonating non-cash items requires reporting using Form 8283. Follow these steps to enter non-cash charitable donations correctly.
Other state credit FY NJ Resident Non resident of NYHow to Apply Other State Credit (FY NJ Resident, Non-Resident of NY)
How to Enter Retirement Exclusions
How to Check the Accepted/Rejected and Signature Status in TaxWise
How to Fix California Return - CA 540 ErrorThis error occurs when the electronic payment date for the California state return (Form CA 540, Page 5) is set incorrectly. The payment date must either be on or before…
How to Complete 3 Fund Page
Resolving Error IL 25: Direct Deposit Selected with Zero RefundError Given:On page 2 of the Illinois return, you selected direct deposit, but the Illinois refund is zero.
Resolving Error 3F 4: Incorrect Product Selected with Direct DepositError Given:The 3Fund bank application indicates that direct deposit information has been entered with a product other than an RTDD or Advance only with direct deposit.
Resolving Error 3F 13: Taxpayer Not Eligible for a Bank ProductError Given:
On the 3Fund bank application, the taxpayer is not eligible for a bank product because the federal refund, after fees are deducted, is less than $1, or one…
Resolving Error 3F 15: Product Type Not Selected
Resolving Error: Invalid Driver’s License Weight Entry
Resolving Error 377: Incomplete Sections on Form 8962
Resolving Error 239: Missing Information for Dependent Care Credit
Resolving Error 340: Versicom TFTI+ Service Not Registered
Resolving Error GA 15: Banking Information Mismatch
Resolving Error 194: Earned Income Credit Not Marked
Resolving Error: Invalid or Missing Pennsylvania School Code
Resolving Error 3F 20: PO Box Listed Instead of Physical Address
Resolving Error 3F 20: PO Box Not Allowed as Primary Address
Resolving Error CA 54: Missing County on CA 540
Resolving Error DE 20: Conflict Between Payment Method and Bank Information
Resolving Error MS 19: Missing Preparer Information
Resolving Error CA 25: Mismatch in Schedule Cs
How to Fix Reject Code R0000-533-02Resolving Error: R0000-533-02
How to Fix Reject Code SEIC-F1040-506-03Resolving Error: SEIC-F1040-506-03
Entering Charitable and Medical Expenses in TaxWise OnlineLearn how to accurately enter charitable donations and medical expenses in TaxWise Online to maximize deductions and ensure compliance with IRS rules.
Other State Credit: FY NY Non-Resident NJTaxwise Online
How to Fix the Form 8888 Refund Option Error in TaxWiseThis error occurs when Form 8888 (Allocation of Refund) is used but fewer than two refund options are selected.
How to Fix the Form 8863 Error: American Opportunity Credit vs. Lifetime Learning CreditThis error occurs when both the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC) are claimed for the same student on Form 8863 (Education Credits) in TaxWise.
How to Fix the Capital Gain Worksheet Error (Error 408) in TaxWiseThis error occurs when a capital gain transaction is incorrectly coded as short-term (A, B, or C) on the Capital Gain (Schedule D) Worksheet, but the holding period indicates it…
How to Fix the "NoUBADisbursementCdSubmit" Element is Invalid Error
TaxWise 2024 Login Error: "You Cannot Login Until Your Administrator Agrees to the Site License" - Here's How to Fix It!
How to Re-File a Rejected Return After Applying for a New Bank Product in TaxWiseIf your e-filed return was rejected and you have successfully re-applied and been approved for another bank product with SBTPG, follow these steps to proceed with re-filing: