1. 12/20/2015NJ Training TY 20081 Introduction To TaxWise Desktop Pub 4012, Tab 1 TaxWise User Manual Module NJ 1.1.2

2. 12/20/2015 NJ Training TY 20082 Introduction To TaxWise Enter Password

3. 12/20/2015 NJ Training TY 20083 Introduction To TaxWise Select Choice

4. 12/20/2015 NJ Training TY 20084 Introduction To TaxWise “Start New Return” brings up Dialog Box Enter Taxpayer SSN twice.

5. 12/20/2015 NJ Training TY 20085 Taxwise Menu Bar & Tabs Most Frequently Used When Form Complete Need Another Copy? Need a New Form?

6. 12/20/2015 NJ Training TY 20086 Introduction To TaxWise Taxwise opens to Main Information Worksheet Ready to enter data from Intake Form Taxpayer SSN Carried from: Start New Return Dialog Box

7. 12/20/2015 NJ Training TY 20087 Main Information Worksheet DefaultRequired Entry Selected

8. 12/20/2015 NJ Training TY 20088 TaxWise Color Coding Required Entry Pre-Calculated Entry Selected; Waiting Entry Available Field Completed Field

9. 12/20/2015 NJ Training TY 20089 Main Information Worksheet Pre-Calculated Entry

10. 12/20/2015 NJ Training TY 200810 Main Information Worksheet State Return defaults to “NJ” Be sure to change if not NJ resident (See also “Do You Want To Electronically File This Return” on page 3 of NJ return)

11. 12/20/2015 NJ Training TY 200811 Main Information Worksheet Defaulted to NJ

12. 12/20/2015 NJ Training TY 200812 Refund Monitor & Navigation Tree Incomplete or Incorrect Form: Red Exclamation Complete & Correct Form: Blue Check State Forms Loaded when State Selected

13. 12/20/2015 NJ Training TY 200813 Forms Menu Forms Menu: List of all Forms & worksheets in Taxwise: Includes State Forms; Can load up to 9 States

14. 12/20/2015 NJ Training TY 200814 Site ID, Preparers Initials and QR Preparer’s Use Field 1: Site ID (defaulted in Clone) Preparer’s Use Field 2: Preparer Initials x

15. 12/20/2015 NJ Training TY 200815 Introduction To TaxWise