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  1. Securely log in to your TaxWise Online 2021 account with your client ID, username, and password.

  2. General Questions . Answer the general questions for the taxpayer and spouse (if applicable). Dependents. Indicate if the taxpayer is claiming any dependents. Dependent List. The Dependent List page displays the information you enter on the Dependent Details page. Child Care Expenses

  3. Table Of Contents. TaxWise Online User Guide Cover. 1. TaxWise Online 2022. 1. System requirements. 1. Browsers Supported: 1. Advantages of TaxWise Online. 1. Tier Pricing. 1. Differences between TaxWise Desktop and TaxWise Online. 2. Access TaxWise Online 2022. 3. Create a bookmark in Google Chrome. 3.

  4. This video outlines the benefits of Taxwise Online as the ideal solution for the modern tax preparer. TaxWise Online is a cloud-based solution allows you to...

  5. TaxWise Online help. To get help in TaxWise Online, press F1 or click the Help button on the top right of the screen and select Program Help. The left pane of the Help window has four options: Table Of Contents. Index.

  6. TaxWise Online help. To get help in TaxWise Online, press F1 or click the Help button on the top right of the screen and select Program Help. The Help allows you to navigate through topics by clicking through the Table of Contents. You can also enter keywords in the Search bar in the upper-right corner.

  7. TaxWise Online: Access your tax returns and source documents anytime, anywhere • Online Vault : Organize and store your client's tax documents online • E-signature : Compliant in-person and remote electronic signing

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