The new changes in TaxWise Online, listed in this section, are designed to help you improve the speed and accuracy with which you deliver your final product to the customer.
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 Online allows you to carry forward data you used last year to help speed up the process of getting started for the new tax season.
The data includes assigned roles, preparer & ERO information, carry forward return templates, and carry forward the preparer use form.
TaxWise Online now charges $3.99 per envelope. There can be multiple envelopes per return.
TaxWise Online now allows customers to purchase various tiers for the number of returns you complete.