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)
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