Start a new return

When you start a new return you have the option of starting in the tax forms or the interview depending on the roles assigned to the user. You can easily switch between the Interview and the tax return by clicking either the Switch to Forms button or Switch to Interview button.

To start a new return using tax forms , use the following steps:

1. Click Tax Returns.

2. Click New Return.

3. Do one of the following:
4. Enter the primary Social Security number for the tax return and press the Tab key. Re-enter the SSN to confirm.
5. If no SSN is available, choose Apply for ITIN to create a tax return based on a pending ITIN.
4. Click Go to Tax Forms.

If no prior year data is available the tax return will open, displaying the Main Information Sheet in the workspace and forms in the forms tree.

5. If prior year data is available for the SSN, TaxWise Online displays a message similar to the following:

6. Do one of the following:
7. Click Use Carry Forward to load data into the new return.
8. Click Create New Return to start a new return with no prior year data included in the return.

The tax return will open, displaying the Main Information Sheet in the workspace and forms in the forms tree.

See Also:

Use the Interview Wizard

Apply for ITIN

Navigate the tax return