12/20/2015NJ Training TY Introduction To TaxWise Desktop Pub 4012, Tab 1 TaxWise User Manual Module NJ 1.1.2

12/20/2015 NJ Training TY Introduction To TaxWise Enter Password

12/20/2015 NJ Training TY Introduction To TaxWise Select Choice

12/20/2015 NJ Training TY Introduction To TaxWise “Start New Return” brings up Dialog Box Enter Taxpayer SSN twice.

12/20/2015 NJ Training TY Taxwise Menu Bar & Tabs Most Frequently Used When Form Complete Need Another Copy? Need a New Form?

12/20/2015 NJ Training TY Introduction To TaxWise Taxwise opens to Main Information Worksheet Ready to enter data from Intake Form Taxpayer SSN Carried from: Start New Return Dialog Box

12/20/2015 NJ Training TY Main Information Worksheet DefaultRequired Entry Selected

12/20/2015 NJ Training TY TaxWise Color Coding Required Entry Pre-Calculated Entry Selected; Waiting Entry Available Field Completed Field

12/20/2015 NJ Training TY Main Information Worksheet Pre-Calculated Entry

12/20/2015 NJ Training TY Main Information Worksheet State Return defaults to “NJ” Be sure to change if not NJ resident (See also “Do You Want To Electronically File This Return” on page 3 of NJ return)

12/20/2015 NJ Training TY Main Information Worksheet Defaulted to NJ

12/20/2015 NJ Training TY Refund Monitor & Navigation Tree Incomplete or Incorrect Form: Red Exclamation Complete & Correct Form: Blue Check State Forms Loaded when State Selected

12/20/2015 NJ Training TY Forms Menu Forms Menu: List of all Forms & worksheets in Taxwise: Includes State Forms; Can load up to 9 States

12/20/2015 NJ Training TY Site ID, Preparers Initials and QR Preparer’s Use Field 1: Site ID (defaulted in Clone) Preparer’s Use Field 2: Preparer Initials x

12/20/2015 NJ Training TY Introduction To TaxWise