1. 1 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Accessing TaxWise Online Objectives –In this chapter you will learn how to: Create a Desktop Shortcut Create a Favorite Log In Navigate the TaxWise Online Home Page

2. 2 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Shortcut Navigate to –https://twonline.taxwise.comhttps://twonline.taxwise.com –Minimize the website –Press F11 To minimize or maximize the Internet Explorer Toolbar

3. 3 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Shortcut Right click on blank area on the desktop –Windows displays this Menu

4. 4 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Shortcut Copy and paste the TWO address in shortcut dialog box. Click Next

5. 5 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Shortcut Name the shortcut TaxWise Online Click Finish

6. 6 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Shortcut Windows Creates this Icon

7. 7 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating a Favorite Open your Internet Explorer Type the TaxWise Online address in address bar –https://twonline.taxwise.comhttps://twonline.taxwise.com –Click the Favorites button

8. 8 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating a Favorite Click Add to Favorites Add Favorite box –TaxWise recommends that you change the name to TWOnline

9. 9 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Logging In Double click TaxWise Online icon on the desktop

10. 10 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Logging In If the site is listed as a favorite then - Open Internet Explorer and click the Favorites button - Find and click the TaxWise Online Link If the site is not listed in the Favorites then –Open the Explorer and select add –Enter the correct URL for TaxWise Online

11. 11 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Logging In TaxWise Login box: –Enter EFIN –Enter Username –Enter Password

12. 12 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Home Page

13. 13 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Toolbar Options Submit E-Files –E-Files go to the Electronic Filing Center

14. 14 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Toolbar Options View ACKS –View and print IRS and State Acknowledgements

15. 15 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Toolbar Options Return Templates –To create or modify

16. 16 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Toolbar Options Return Query –Check status of any return

17. 17 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Toolbar Options User Settings –See specific information about any user

18. 18 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Toolbar Options TaxWise University

19. 19 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Toolbar Options Help

20. 20 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Toolbar Options Manage Users –Create/modify users

21. 21 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Toolbar Options Log Out

22. 22 /22 Accessing TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Home Page Under Administrator User –Show All Returns –Show My Returns –Move Returns –Delete Returns –Print Returns