How to Enter Forms, Claim Credits, Send Signatures, Efile, & More in Taxwise

How to Enter Forms, Claim Credits, Send Signatures, Efile, & More in Taxwise

Taxwise Basics

Starting a New Return in TaxWise

Checking IRS, State, & Signature Status of a Return in Taxwise

Checking IRS or State Reject Codes in Taxwise

Entering Common Forms in Taxwise

Entering a W2 in Taxwise

Claiming the Lifetime Learning Credit-T in Taxwise (1098-T/8863)

Claiming the American Opportunity Credit in Taxwise (1098-T/8863 pg 2 Undergraduate)

Entering Student Loan Interest in Taxwise (1098-E & 1040 Wkt 2)

Entering Interest Income in Taxwise (1099 INT / Sch B)

Entering Dividend Income in Taxwise (1099 DIV / Sch B)

Entering Capital Gains from Stocks, Crypto, etc in Taxwise (1099 B / Sch D)

Entering Health Savings Account Contributions & Distributions in Taxwise (1099SA / 8889)

Entering a 1099 R in Taxwise

Entering 1098 into Taxwise (Real Estate Taxes, Property Taxes, Home Interest Points, & Interest)

Entering Health Insurance From the Market Place in Taxwise

Entering Social Security Income in Taxwise (1099 SSA / 1040 Wkt 1)

Entering Unemployment Income in Taxwise (1099-G)

Entering a 1099 MISC in Taxwise (Sch C)

Entering a 1099 NEC in Taxwise (Sch C)

How to Enter a 1099K in Taxwise

Adding a Schedule K1 in Taxwise

How to Add a 1099 NEC with Royalties in Taxwise

How to Enter Certain Business Expenses in Taxwise

How to Claim Business Mileage in Taxwise

How to Enter "Other Business Expenses" on a Sch C in Taxwise

How to Claim Business Expenses Associated with the Home (8829)

How to Add Depreciation in Taxwise (4562 & Asset Worksheet)

How to Enter Quarterly Estimated Tax Payments in Taxwise

Finalizing a Return

Completing Bank Products Page (3F App Page)

When A Client Owes (Efile Only)

Efiling When a Client is Getting a Refund & Pays Upfront

State Filing for Refunds (Direct Deposit)

Efiling a State Return when Taxpayer Owes

Adding or Discounting Fees in Taxwise (Price Page)

Sending eSignatures in Taxwise

eSignature Resend & Workaround in Taxwise

How to Complete the 8812 in Taxwise

How to Complete Form 8867 in Taxwise

Completing Form 2210 (Underpayment of Estimated Taxes)

EROs / EFIN Holders

Creating and Editing Return Templates on TaxWise

Creating & Managing Users in Taxwise

Setting Up "General Settings" in Taxwise

Creating & Submitting Efiles in Taxwise

Santa Barbara TPG (3Fund) Portal Overview

Claiming Certain Credits & Deductions in Taxwise

Claiming Child Tax Credit, Other Dependent Credit, and Earned Income Credit in Taxwise (Sch EIC & EIC Wkt)

Claiming Dependent Care Credit in Taxwise (Form 2441)

Entering Educator Expense in Taxwise (1040 Wkt 2)

How to Enter Unreimbursed Medical Expenses & Charitable Donations on Taxwise (Sch A)

Entering Non Cash Donations in Taxwise (Form 8283)

How to Claim the Clean Vehicle or Electric Vehicle Credit for a Preowned Vehicle in Taxwise (8936)

How to Exclude Retirement Income from Early Withdraw Penalties in Taxwise (Form 5329)

Other State Credits

Other State Tax Credit: FY Resident NJ Nonresident of NY (NJ COY (NY))

Other State Credit: Part Year VA Resident & Part Year HI Resident

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How to Exclude Retirement Income from Early Withdraw Penalties in Taxwise (Form 5329)