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Accessing TaxWise Online
Accessing TaxWise Online
• Objectives– In this chapter you will learn how to:
• Create a Desktop Shortcut• Create a Favorite• Log In• Navigate the TaxWise Online Home Page
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Accessing TaxWise Online
Creating Shortcut
• Navigate to– https://twonline.taxwise.com– Minimize the website– Press F11 To minimize or maximize the
Internet Explorer Toolbar
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Accessing TaxWise Online
Creating Shortcut
• Right click on blank area on the desktop– Windows displays
this Menu
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Accessing TaxWise Online
Creating Shortcut
• Copy and paste the TWO address in shortcut dialog box.
• Click Next
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Accessing TaxWise Online
Creating Shortcut
• Name the shortcut TaxWise Online
• Click Finish
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Accessing TaxWise Online
Creating Shortcut
• Windows Creates this Icon
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Accessing TaxWise Online
Creating a Favorite
• Open your Internet Explorer• Type the TaxWise Online address in address bar
– https://twonline.taxwise.com – Click the Favorites button
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Accessing TaxWise Online
Creating a Favorite
• Click Add to Favorites
• Add Favorite box– TaxWise
recommends that you change the name to TWOnline
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Accessing TaxWise Online
Logging In
• Double click TaxWise Online icon on the desktop
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Accessing TaxWise Online
Logging In
• If the site is listed as a favorite then- Open Internet Explorer and click the Favorites button- Find and click the TaxWise Online Link
• If the site is not listed in the Favorites then– Open the Explorer and select add – Enter the correct URL for TaxWise Online
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Accessing TaxWise Online
Logging In
• TaxWise Login box:– Enter EFIN– Enter Username– Enter Password
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Accessing TaxWise Online
Home Page
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Accessing TaxWise Online
Toolbar Options
• Submit E-Files – E-Files go to the
Electronic Filing Center
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Accessing TaxWise Online
Toolbar Options
• View ACKS– View and print IRS
and State Acknowledgements
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Accessing TaxWise Online
Toolbar Options
• Return Templates– To create or
modify
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Accessing TaxWise Online
Toolbar Options
• Return Query– Check status of
any return
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Accessing TaxWise Online
Toolbar Options
• User Settings– See specific
information about any user
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Accessing TaxWise Online
Toolbar Options
• TaxWise University
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Accessing TaxWise Online
Toolbar Options
• Help
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Accessing TaxWise Online
Toolbar Options
• Manage Users– Create/modify
users
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Accessing TaxWise Online
Toolbar Options
• Log Out
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Accessing TaxWise Online
Home Page
• Under Administrator User– Show All Returns– Show My Returns– Move Returns– Delete Returns– Print Returns