TaxWise Orientation VITA 9 November 2013. Goals of Today’s Training Obtain Taxwise Lab student log-in Understand basic functions of Taxwise – Prepare.

TaxWise OrientationVITA

9 November 2013

Goals of Today’s Training

• Obtain Taxwise Lab student log-in

• Understand basic functions of Taxwise

–Prepare a tax return

• Register for Link and Learn: Exam center

• What is next?

Goals of Today’s Training

• Obtain Taxwise Lab student log-in

• Understand basic functions of Taxwise

–Prepare a tax return

• Register for Link and Learn: Exam center

• What is next?

Get Started

• Open your browser in INTERNET EXPLORER

• Visit our new website http://www.pennstatevita.weebly.com

• Volunteer → Training, Taxwise Orientation→ Taxwise

Link & Learn Taxes

• After you clicked

• Prompted to enter password: learntwo• Now you will enter the 6-digit User ID you created earlier

Goals of Today’s Training

• Obtain Taxwise Lab student log-in

• Understand basic functions of Taxwise

–Prepare a tax return

• Register for Link and Learn: Exam center

• What is next?

Start a New Return

Social Security Numbers - Training

For testing purposes:

• 1st three digits are given or

you can make them up.

• Last six digits are made up of

your User ID.

Goals of Today’s Training

• Obtain Taxwise Lab student log-in

• Understand basic functions of Taxwise

–Prepare a tax return

• Register for Link and Learn: Exam center

• What is next?

Create VITA / TCE Account - Exams

www.pennstatevita.weebly.com/volunteer

Taking the Exam

Send Us Your Results

123 Morningside, State College

P P

Goals of Today’s Training

• Obtain Taxwise Lab student log-in

• Understand basic functions of Taxwise

–Prepare a tax return

• Register for Link and Learn: Exam center

• What is next?

To-Do List• Pass the following Exams by January 20th

– Ethics– Basic– Intermediate– Send Form 13615 to [email protected]

• Pick up your training materials or study online

• Register for the final training session – REGISTER HERE: bit.ly/interactiveprep

Date Time Location

1/17/2014 (FRI) 5-8 PM 207 Business

1/18/2014 (SAT) 9-12 PM 207 Business

1/18/2014 (SAT) 5-8 PM 207 Business

Have A Good Weekend