Familiarization
An introduction to preparing returns with TaxWise
Training Checklist
Go through the steps in the list below in order from top to bottom. (You can print this page to use as a record of steps completed...)
Note: A few videos and Alternate Format documents are from a prior tax year - any references to prior years should be changed to TY2013
Familiarization Training Checklist | |||||
Introduction | |||||
✓ | Step | Video | View | References | Notes / Comments |
FAM-10 Introduction to Familiarization | View | ||||
General Information | |||||
✓ | Step | Video | View | References | Notes / Comments |
FAM-20 Federal 1040 Overview | View | IRS Form 1040 (TY2013) | |||
FAM-22 NJ-1040 Overview | View | NJ-1040 (TY2013) | |||
FAM-30 Intake Sheet | View | IRS Form 13614-C (TY2013) | |||
FAM-32 TaxPayer Documents | View | ||||
FAM-40 Familiarization Resources | View | ||||
FAM-42 Familiarization Form Lookup Tool | View | ||||
TWO-81 Main Info and Prep Use Job Aid | View | ||||
TWO-82 W-2 Job Aid | View | ||||
TaxWise Online | |||||
✓ | Step | Video | View | References | Notes / Comments |
TWO-10 Intro to TWO | View | ||||
TWO-20 First Time Login Procedure | View | ||||
TWO-22 Adjusting Color Scheme Procedure | View | ||||
TWO-30 Intro to the Return Screen |
YouTube A
YouTube B YouTube C YouTube D |
View | Watch all 4 videos for this step | ||
FAM-50 Preparing a Familiarization Return | View | ||||
Optional Extras | |||||
✓ | Step | Video | View | References | Notes / Comments |
TWO-91 Password Reset Procedure | View |
Problems
The following references may be helpful as you prepare the Familiarization Problems:
FAM-42 Familiarization Form Lookup Tool
TWO-81 Main Info and Prep Use Job Aid
TWO-82 W-2 Job Aid
Link to TaxWise Online Training TY2013
Familiarization Problems | ||||
✓ | Problem | Scenario | Refund Monitor | Printed Return |
FAM-01 Andersen | click | click | click | |
FAM-02 Conway | click | click | click | |
FAM-03 Gallo | click | click | click | |
FAM-04 Patterson | click | click | click | |
FAM-05 McCook | click | click | click | |
FAM-06 Barufkin | click | click | click | |
FAM-07 Jackson | click | click | click | |
FAM-08 Rosemont | click | click | click |