Import TaxWise Desktop Data

TaxWise Online allows you to import data from TaxWise Desktop. This data includes Preparer Logins, Preparer Details, Print Packets (Print Sets), Tax Form Defaults (Return Templates), and Employer ID Numbers used to populate W2s and 1099s.

TaxWise Desktop must be registered with the same EFIN.

You must first log in to TaxWise Desktop as the Admin user and create the file by clicking the Tools menu, then Create TaxWise Online Migration File.

To import returns, use the following steps:

1. Log in as the Admin or a user with the Administrator role.
2. Click Administrator on the top right of the screen and select Import Desktop Data.

The Desktop Data Import Screen is displayed.

1. To import the file, click the Browse button and navigate to [Drive]:\UTS21\Users\Admin.
2. Select the DataExport.zip file from the folder.
3. Click Import.
4. The Summary of Data Import displays the number of items imported.