1 OR Tri-County Training 2014 USING TWO TRAINING On line access to the training version of TaxWise software

2 OR Tri-County Training 2014 Setting up your TWO Training account  You can use IE or Chrome on a Windows PC or Chrome on a MAC or Chromebook.  Go to  Enter client id provided by instructor  Enter user name provided by instructor, should be of form “usernn”, e.g. AARP34  Initial password is same as user name  Change password (required)  Select and answer security question (required). We recommend that the answer to your security question be “Oregon”, whatever the question.

3 OR Tri-County Training 2014 Log in – First Time NTTC Training – 2014 Enter Client ID, Username and Password from written instructions

4 OR Tri-County Training 2014 Using TWO Training  Go to  Log in with client id, username, password  Make sure background is GREEN  Click on New Return button on upper left

5 OR Tri-County Training 2014 TWO/Training Homepage NTTC Training – 2014 Current year Training background is GREEN If your background is BLUE, you’re in the production system Current year Training background is GREEN

6 OR Tri-County Training 2014 Using TWO Training, cont  For SSN use  First 3 digits from problem/test scenario  Middle 2 digits from your username  Last 4 digits EFIN supplied by instructor  Choose “Go to Tax Forms” (NOT “Interview”)  Note: failed login attempts policy is draconian, be careful

7 OR Tri-County Training 2014 Start a New Return  Enter SSN twice  Use SSN numbering rules NTTC Training – 2014

8 OR Tri-County Training 2014 TWO Initial Return Screen NTTC Training – 2014 Ribbon Forms tree Active form Refund monitor

9 OR Tri-County Training 2014 Color Codes  Red underline – required entry  Green underline – calculated field (link to the underlying form)  Black underline – OK to enter data NTTC Training – 2014

10 OR Tri-County Training 2014 TaxWise Data Entry  Use ALL CAPS – mixed upper and lower case OK; do not use all lower case  Spelling does matter!  Round amounts to nearest dollar – TaxWise rounds $0.50 up  Enter all dates in mmddyyyy format NTTC Training – 2014

11 OR Tri-County Training 2014 TaxWise Data Entry (cont)  Do not use  Any punctuation (only hyphens in names allowed)  Double spaces  Dashes NTTC Training – 2014

12 OR Tri-County Training 2014 Exploring TWO Training  Main Information Page  Demographic Information  Filing Status  Dependents  Form 1040  Note carry-over from Main Info Page

13 OR Tri-County Training 2014 Exploring TWO Training  Form 1040 major sections  Income  Adjustments  Deductions  Tax Computation  Non-Refundable Credits  Additional Taxes  Refundable Credits

14 OR Tri-County Training 2014 Refer to Pub 4012 – Tab N NTTC Training – 2014 ● Tab N: Using TaxWise Online Logging on Navigating Finishing a return Printing a return

15 OR Tri-County Training 2014 Log in Failure  If you try twice to log in and do not succeed: STOP  Use “Reset Password”  Password will revert to username  It will ask your security question  You will then be asked for new password NTTC Training – 2014