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A brief description of the requirements for exemption under IRC Section 501(c)(3).
Common questions in the tax industry
SmartWiz CRM + TaxWise Software FAQCRM + Taxwise Licensing + Agreements
Schedule Fingerprint Appointment After
Submitting EFIN ApplicationGeneral Tax Information
How to Register as an IRS E-file Provider (EFIN
Application)Taxwise Online
Restoring Deleted ReturnsTaxwise Online
E-File Validation ErrorsGeneral Tax Information
Clearing Sent E-FilesTaxwise Online
Return QueryGeneral Tax Information
Send FailedTaxwise Online
Adding Forms in TaxWiseAdding Forms made easy!
Unable to override entriesTaxwise Online
Unable to edit Master TemplateTaxwise Online
Adding Additional DependentsGeneral Tax Information
How to Cancel My SubscriptionThe client no longer requires the product subscription.
E-Signature StatusTaxwise Online
How to Customize BrandingSmartWiz Labeling Guide / Branding Customization
How to Configure Notifications and RemindersSmartWiz Notification Configuration Guide
Send EmailsSmartWiz Email Guide: Sending Emails to Clients
Forms TreeTaxwise Online
Client PortalTaxwise Online Communication and Workflow Guide
How to E-File Returns on TaxWiseTaxwise Online
Tax information for members of the U.S. Armed ForcesGeneral Tax Information
CA W2 for Every Federal W2
IRS Due Diligence requirements for bank productsGeneral Tax Information
Common Preparer Information TermsGeneral Tax Information
Can I Use My EFIN at Multiple Locations?General Tax Information
Can I edit a return once accepted?General Tax Information
IRS Penalties: What Triggers Them and How to Avoid or Reduce ThemGeneral tax Information
What to Do When You've Made a Mistake on Your Tax ReturnGeneral Tax Information
Get an extension to file your tax returnTaxWise Online
Who should/must file a tax returnTaxWise Online
What is credit transfer (also known as "transferability") and who can use it?General Tax Information
What is an elective payment (also known as an "elective pay" and informally as "direct pay")?General Tax Information
Earned Income Tax Credit (EITC)General Tax Information
How to file your taxes: Step by stepTaxWise Online
Get an extension to file your tax returnTaxWiseOnline
File an amended returnTaxWise Online
Update my informationTaxWise Online
Get your tax records and transcriptsTaxWise Online
Income Verification Express ServiceTaxWise Online
Managing your taxes after a life eventTaxWise Online
Get your tax records and transcriptsAccess tax records and transcripts in your Individual Online Account
You can view your tax records in your Individual Online Account
Tax information for studentsTaxWise Online
Foreign students, scholars, teachers, researchers and exchange visitorsTaxWise Online
Taxpayer identification numbers (TINs) for foreign students and scholarsTaxWise Online
Tax information for employeesTaxWise Online
Tax information for parentsTaxWise Online
Tax information for members of the militaryTaxWise Online
Tax information for seniors & retireesTaxWise Online
Tax information for businessesTaxWise Online
Small business and self-employed tax centerTaxWise Online
Employer identification numberTaxWise Online
Business taxesTaxWise Online
Self-employment tax (Social Security and Medicare taxes)TaxWise Online
Starting a businessTaxWise Online
Operating a businessTaxWise Online
Closing a businessTaxWise Online
Industries, professions and business tax centersTaxWise Online
Small business tax workshops, meetings and seminarsTaxWise Online
Small business online learningTaxWise Online
Large Business and International tax centerTaxWise Online
Tax information for corporationsTaxWise Online
E-file for large business and international (LB&I)TaxWise Online
S corporationsTaxWise Online
Business structuresTaxWise Online
Large Business and International compliance campaignsTaxWise Online
FATCA IDES resources and support informationTaxWise Online
Large Business & International directivesTaxWise Online
FATCA – Regulations and other guidanceTaxWise Online
Foreign Account Tax Compliance Act (FATCA)TaxWise Online
IRS foreign financial institution (FFI) listTaxWise Online
FATCA information for U.S. financial institutions and entitiesTaxWise Online
FATCA information for foreign financial institutions and entitiesTaxWise Online
FATCA information for governmentsTaxwise Online
FATCA – Current alerts and other newsTaxwise Online
Qualified Intermediary ProgramTaxwise Online
Tax information for partnershipsTaxwise Online
BBA centralized partnership audit regime
Partnership withholdingTaxwise Online
Publicly traded partnershipsTaxwise Online
Charities and nonprofitsTaxwise Online
Exempt organization typesTaxwise Online