TaxWise Online 2016 - User Guide

Sep 16, 2026

Uploaded by Adam

TaxWise Online 2016 User Guide provides practical instructions for using the TaxWise Online platform during the tax season, supported by guidance that complements Program Help. It covers system requirements, browser and internet connection support, and key advantages and updates for the 2016 version. The guide explains access methods, login and administrator functions, user management, settings, templates, dashboard usage, import/export workflows, return preparation and navigation, diagnostics, e-filing support, and printing.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages99

Reading Time35 min

AccessFree to download

TaxWise Online 2016

System requirements

What's new for TaxWise Online 2016

Access TaxWise Online 2016

Administrator functions

Create return templates

Manage users

TaxWise Online Dashboard

Tax returns

InterviewPLUS Interviews

Working with e-Files

When you have to be right Tax & Accounting TaxWise ® Online ™ User Guide T A X W I S E O N L I N E UserGuide ©2016 Universal Tax Systems, Inc. and its affiliates and/or licensors. All rights reserved. 225 Chastain Meadows Court NW Suite 200 Audit Shield, MAX, InterviewPLUS, TaxWise, Universal Tax Systems Inc. are registered trademarks and/or registered service marks of Universal Tax Systems, Inc.. ATX, Client Accounting Suite, Fixed Asset Manager, PaperlessPLUS, Protection Plus, and Trial Balance are trademarks and/or service marks of Universal Tax Systems, Inc. CCH and IntelliConnect are registered trademarks of CCH Incorporated. CCH iFirm is a trademark of CCH Incorporated. Excel, Internet Explorer, Outlook, Microsoft, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Other company and product names referenced in this manuscript may be the trademarks or service marks of their respective companies. No part of this manuscript may be copied, photocopied, reproduced, modified or distributed in any form or by any means without permission in writing from Universal Tax Systems, Inc. d/b/a CCH Small Firm Services. Information in this manuscript is subject to change without notice. Any software or service described in this manuscript is furnished under a license agreement and may be used or copied only in accordance with the terms of the license agreement. CCH Small Firm Services is not engaged in rendering legal, technical, or other professional services. Use of this manuscript or the information in this publication does not relieve the user of complete responsibility for the operation and functionality of its computers and/or network, for the maintenance and backup of all user data, or for the preparation, content, accuracy, and review of all forms. Any mention herein of third party products is for informational purposes only and does not constitute an endorsement by CCH Small Firm Services. CCH Small Firm Services assumes not responsibility with regard to the performance or use of third party products. THIS MANUSCRIPT IS PROVIDED “AS-IS” WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. November 2016 This User Guide contains information similar to that in the Program Help provided with TaxWise Online. Because this User Guide is published only once at the beginning of the tax season, you should consider using Program Help as your primary resource during tax season. Program Help contains the most up-to-date information on the product. Table Of Contents TaxWise Online 2016 1 System requirements 1 What's the difference in configurations? 1 Browser Support 1 Types of internet connections 2 Test your internet connection 2 Advantages of TaxWise Online 2 Learn about TaxWise Online 2 What's new for TaxWise Online 2016 3 Differences between TaxWise and TaxWise Online 4 Access TaxWise Online 2016 5 Create a favorite in Internet Explorer 5 Create a bookmark in Google Chrome 5 TaxWise Online 2015 6 TaxWise Online training resources 7 TaxWise Online training site 7 Create training returns 7 Simulated ackowledgments 7 Log in 9 Log in as the Admin user 9 Log in as a created user 10 Password requirements for new users 10 Reset a locked account 11 Administrator functions 13 Login As 13 Multi-office quick view 14 General Settings 14 User Settings 14 Administrator Settings 14 Create custom fields and pick lists for preparer's use 15 Create return stages 16 Print sets 17 Custom print sets 18 State print sets 19 Advanced settings 20 Add and edit salutations 20 Themes 21 Return Templates 21 Create Return Templates 22 Edit Return Templates 22 Assign Return Template(s) to user(s) 23 Unassign Return Template(s) to user(s) 25 Publish Return Templates 25 Lock and unlock Return Template field

FAQs

What should be used during the tax season: the user guide or Program Help?

Program Help should be the primary resource during the tax season because it contains the most up-to-date information. The user guide is published once at the beginning of the tax season.

What are the system requirements and browser support topics covered?

The guide includes system requirements, browser support, and types of internet connections, plus instructions to test an internet connection.

Which core tasks does the guide help users perform in TaxWise Online 2016?

It covers accessing the system, logging in (including admin and user roles), managing users and settings, working with return and client letter templates, using the dashboard, preparing and navigating tax returns, running diagnostics, and creating/submitting e-Files.

Sep 16, 2026

Uploaded by Adam