TAX-AIDE TaxWise ® Tax Year 2014 Changes 1

TAX-AIDE Capital Gains Reporting Change 2

TAX-AIDE Capital Gain Entries ● Improper entry code will result in improper carry forward of information to Sch D ● However, it appears that a diagnostic will pick up this error ● Broker statements should include the proper code 3

TAX-AIDE User Access Security ● Each username can be logged onto only one instance of TWO If a person attempts to log onto a second computer using the same username, the first instance will be logged off 4

TAX-AIDE Support for Google Chrome ● Beginning in tax year 2014, TaxWise Online can be accessed with Internet Explorer or Google Chrome 5

TAX-AIDE Google Chrome Devices ● Chromebook ● Other tablets, such as Android or Surface Minimum 7” screen ● Apple products, as long as you use Google Chrome iPad, MacBook, iMac Note: Cannot use TWO Classic Mode 6

TAX-AIDE New User Roles ● InterviewerProcessor – Prepare returns using interview mode only ● Check Printer – Print checks only ● Export Grid - Export return list ● Licensed User* *Admin must assign the Licensed User role to all users (new and existing) 7 – Required to access TWO

TAX-AIDE Return List Enhancements ● Add or subtract columns to the return list ● Re-order columns in the return list ● Filter returns in the return list ● Print and export return list to Microsoft Excel 8

TAX-AIDE Manage Return List 9

TAX-AIDE Customize Columns 10

TAX-AIDE Filter Columns 11 Enter a filter in the top box of any column

TAX-AIDE Export the Return List 12 ● User must have the new “ExportGrid” role ● Exports the list with only the columns you have showing ● Click CSV or XLS

TAX-AIDE Select CSV or XLS to Export 13

TAX-AIDE Affordable Care Act Forms ● If everyone has MEC check Line 61, else ● Worksheet 8 is the key to ACA Calculates Shared Responsibility Payment Adds other forms to the tree ● Form 8962 – Premium Tax Credit ● Form 8965 – Health Coverage Exemptions 14

TAX-AIDE TaxWise Updates 15 Questions? Comments…