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All rights reserved.  \n225 Chastain Meadows Court NW Suite 200  \nAudit 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.  \nExcel, Internet Explorer, Outlook, Microsoft, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.  \nOther company and product names referenced in this manuscript may be the trademarks or service marks of their respective companies.  \nNo 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.  \nCCH 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.  \nAny 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.  \nTHIS MANUSCRIPT IS PROVIDED “AS-IS” WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.  \nNovember 2016  \nThis 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.  \nTable Of Contents  \nTaxWise Online 2016 1  \nSystem requirements 1  \nWhat's the difference in configurations? 1  \nBrowser Support 1  \nTypes of internet connections 2  \nTest your internet connection 2  \nAdvantages of TaxWise Online 2  \nLearn about TaxWise Online 2  \nWhat's new for TaxWise Online 2016 3  \nDifferences between TaxWise and TaxWise Online 4  \nAccess TaxWise Online 2016 5  \nCreate a favorite in Internet Explorer 5  \nCreate a bookmark in Google Chrome 5  \nTaxWise Online 2015 6  \nTaxWise Online training resources 7  \nTaxWise Online training site 7  \nCreate training returns 7  \nSimulated ackowledgments 7  \nLog in 9  \nLog in as the Admin user 9  \nLog in as a created user 10  \nPassword requirements for new users 10  \nReset a locked account 11  \nAdministrator functions 13  \nLogin As 13  \nMulti-office quick view 14  \nGeneral Settings 14  \nUser Settings 14  \nAdministrator Settings 14  \nCreate custom fields and pick lists for preparer's use 15  \nCreate return stages 16  \nPrint sets 17  \nCustom print sets 18  \nState print sets 19  \nAdvanced settings 20  \nAdd and edit salutations 20  \nThemes 21  \nReturn Templates 21  \nCreate Return Templates 22  \nEdit Return Templates 22  \nAssign Return Template(s) to user(s) 23  \nUnassign Return Template(s) to user(s) 25  \nPublish Return Templates 25  \nLock and unlock Return Template field","cbCailBHcLPuYymD","https://ap.wps.com/l/cbCailBHcLPuYymD","pdf",9210434,99,"English","# TaxWise Online 2016\n## System requirements\n## What's new for TaxWise Online 2016\n## Access TaxWise Online 2016\n## Log in\n## Administrator functions\n## Create return templates\n## Manage users\n## TaxWise Online Dashboard\n## Tax returns\n## InterviewPLUS Interviews\n## Working with e-Files","[{\"question\":\"What should be used during the tax season: the user guide or Program Help?\",\"answer\":\"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.\"},{\"question\":\"What are the system requirements and browser support topics covered?\",\"answer\":\"The guide includes system requirements, browser support, and types of internet connections, plus instructions to test an internet connection.\"},{\"question\":\"Which core tasks does the guide help users perform in TaxWise Online 2016?\",\"answer\":\"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.\"}]","TaxWise Online 2016 - User Guide | PDF",1789565081,35]