1 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Getting Started Objectives –In this chapter you will learn how to: Start TaxWise Log in to TaxWise Navigate the TaxWise Home Page Understand and use the TaxWise Menus Get help in TaxWise

2 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Start and Login to TaxWise Click on the TaxWise ICON Choose a username (Admin, Guest, Training) from the drop down list Click OK

3 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Getting Started Release Notes Approval Information –You must have Internet Service Provider to access these hyper links.

4 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Select a Package IRS/VITA sites primarily use: –1040 and Puerto Rico packages

5 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Select a Package Do not Auto Show –Put a check in the lower left corner to default the 1040 or Puerto Rico Package that you have highlighted.

6 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Select a Package You can change package by selecting: –Change package option from the home page –Each package contains all the forms necessary to prepare that type of return –Volunteers should only prepare returns for which they have been trained.

7 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. TaxWise Home Page Tasks You Do Most Often –Your daily workspace for most all tasks Start a New Return Open an Existing Return Change user Change Package Exit TaxWise

8 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. TaxWise Home Page Incomplete Tasks Communication Office status review

9 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. TaxWise Menus Manage Administrative Reports –Reports menu –Reports list

10 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. TaxWise Menus The Tools Menu

11 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. TaxWise Menus Creating Tabs –Note that Tabs can be URL or hard disk files

12 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Getting Help in TaxWise TaxWise offers a number of ways to get help or answers to your questions using the: Title bar –Tells you what TaxWise year, package and user you are currently logged in to

13 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Getting Help in TaxWise Visual Cues –When a form is active TaxWise displays several cues to help complete the form Title Bar/Form Shading Focus Box and/or arrows Status Bar Left/Center

14 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Getting Help in TaxWise Context Sensitive Help –Displays help for the fields on a form –QuickLink allows you to link from form to form

15 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Getting Help in TaxWise Help Menu –Directs you to several places related to application help. –Customer Support and Training –About TaxWise Gives current TaxWise Version you are running

16 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Getting Help in TaxWise Program Help –F1 short key opens directly to the TaxWise manual page or a form field you are currently working on –Using your help menu options to filter your search criteria Hide, Back, Forward and Print Contents, Index, Search, Favorites

17 / 17 Getting Started © 2006, Universal Tax Systems, Inc. All Rights Reserved. Getting Help in TaxWise You can view TaxWise and Help at the same time –Restore down button –Two headed arrows to size the page