What you Missed at TaxWise Training!!!

First: How to “Play” Around in TaxWise

Login: Go to twonline.taxwise.com

  • Client ID: 764555
  • User Name: Student01 (dummy account)
  • Password: Tax@Student1
IMPORTANT: Once you login make sure you do this!
  • add “training” at the end of the url
  • Example: twonline.taxwise.com/training
  • if you don’t do this you will be in the LIVE enviroment which can really mess things up.

Second: How to Create a Return in TaxWise

How to Create a new account
  • Make sure you are in the “training” modul” (see above)
  • Click “New Return” found upper left corner of the screen
  • Enter Information
  • SS (242-11-6548) (notice: the first 5 numbers are made up – the last 4 number must be “6548:)
  • Filing Status (Click “Help Me” to bring up the interview prompt)

About Taylor

I'm a third year law student at University of the Pacific, McGeorge School of Law. I have a passion for business and tax. I'm a research assistant for Professor Manolakas - and own an internet company, Jotwol. I also work for an estate planning attorney in Fresno.

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