Import Interviews

The Import Interviews feature allows offices with sub-offices using the TaxWise Online Interview to process the interview and complete the return. This option is only available to the Administrator (Admin), a user with the Administrator role, or users assigned the InterviewProcessor role.

To import interviews, use the following steps:

  1. Click Tax Returns.

  1. Click Import Interviews.

The Import Interviews button will only be available when there are pending interviews to be imported.

  1. Click the TIN of the interview you wish to process. If the TIN is not available as a link and has the warning button , the return has already been created in TaxWise Online. In order to process the interview the return would have to be deleted.

  1. TaxWise Online opens a return with the information completed from the interview.
  2. The preparer needs to review the return and complete any necessary information.

Delete an unprocessed interview

To delete an unprocessed interview, use the following steps:

  1. Click Tax Returns.
  2. Click Import Interviews.
  3. Click Delete on the row you want to delete.
  4. Click OK to confirm the deletion.
  5. Click Close.

If a return needs to be completed after an interview is deleted, the sub-office has to resubmit the interview.

See Also: 

Use the Interview