Familiarization

An introduction to preparing returns with TaxWise

Training Checklist • Problems

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

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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