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All rights reserved.  \nAudit Shield, MAX, InterviewPLUS, TaxWise, ATX, Fixed Asset Manager, Protection Plus, and Trial Balance are trademarks or registered trademarks of Universal Tax Systems, Inc. CCH, CCH iFirm, IntelliConnect, and CCH AnswerConnect are trademarks 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 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. 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.  \nUniversal Tax Systems, [Inc. is](Inc. 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 Universal Tax Systems, Inc.. Universal Tax Systems, Inc. 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 2025  \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 User Guide Cover 1  \nTaxWise Online 2025 1  \nSystem requirements 1  \nBrowsers Supported: 1  \nAdvantages of TaxWise Online 1  \nTier Pricing and Billing 2  \nDifferences between TaxWise Desktop and TaxWise Online 2  \nAccess TaxWise Online 2025 4  \nCreate a bookmark in Google Chrome 4  \nPrior Year URLs 4  \nTaxWise Online training resources 5  \nTaxWise Online training site 5  \nAccessing the Training Site 6  \nLog in 7  \n2-Step Verification 7  \nLog in as the Admin user 9  \nLog in as a created user 10  \nReset a locked account 10  \nAdministrator functions 12  \nLogin As 12  \nMulti-office quick view 12  \nImport returns from TaxWise Desktop (Alternative Preparation Solution) 12  \nResolve Import Duplicates 13  \nImport TaxWise Desktop Data 13  \nImport returns from competitor conversions 14  \nRemove Failed Conversions 14  \nResolve Import Duplicates 14  \nGeneral Settings 15  \nUser Settings 15  \nAdministrator Settings 15  \nCreate custom fields and pick lists for preparer's use 16  \nCreate return stages 17  \nPrint sets 18  \nCustom print sets 19  \nState print sets 21  \nAdvanced settings 22  \nCarry Forward Return Templates 22  \nAdd and edit salutations 22  \nManage Brands 23  \nSetup Assistant 23  \nReturn Templates 24  \nCreate Return Templates 24  \nEdit Return Templates 24  \nAssign Return Template(s) to user(s) 26  \nUnassign Return Template(s) to user(s) 27  \nPublish Return Templates 27  \nDelete Return Templates 28  \nLock and unlock Return Template fields 28  \nHistory Lists 28  \nCreating History Lists 28  \nManage users 29  \nAdd new users 30  \nUser roles 31  \nCre","cbCaile0Dup1lOGI","https://ap.wps.com/l/cbCaile0Dup1lOGI","pdf",5482781,104,"English","# TaxWise Online 2025\n## System requirements\n## Browsers Supported\n## Advantages of TaxWise Online\n## Tier Pricing and Billing\n## Differences between TaxWise Desktop and TaxWise Online\n# Access TaxWise Online 2025\n## Create a bookmark in Google Chrome\n## Prior Year URLs\n## TaxWise Online training resources\n## TaxWise Online training site\n## Accessing the Training Site\n## Log in\n## 2-Step Verification\n## Log in as the Admin user\n## Log in as a created user\n## Reset a locked account","[{\"question\":\"What is the primary resource during the tax season mentioned in this guide?\",\"answer\":\"Because this User Guide is published only once at the beginning of the tax season, Program Help is recommended as the primary resource during tax season due to its up-to-date product information.\"},{\"question\":\"What topics are covered under accessing TaxWise Online 2025?\",\"answer\":\"The guide covers how to access TaxWise Online 2025, including login steps, 2-step verification, and account access for both admin and created users, as well as resetting a locked account.\"},{\"question\":\"Does the guide explain how TaxWise Online differs from TaxWise Desktop?\",\"answer\":\"Yes. It includes a section titled “Differences between TaxWise Desktop and TaxWise Online,” along with related information such as advantages, tier pricing, and billing.\"}]","TaxWise Online User Guide for Tax Year 2025 | PDF",1789565087,36]