TaxWise® Online: Creating and Managing Users

This article covers the following topics: This video displays how to create new users and how to reset a users password using the Manager Users screen in TaxWise Online.
 


Creating a New User in TaxWise Online - [Return to Top]

  1. Open TaxWise Online.
  2. Login as the Admin User.
  3. In the upper right corner of the screen, click the drop-down and select Settings.
  4. On the Settings screen, click Manage Users.
  5. Click Create a New User.
  6. On the Create User screen, do the following:
    • In User Name, enter the user name for this new user.
      • Note: When a new user is created, the User Name will be the temporary password for that account. The user will be prompted to reset this when logging in for the first time.
    • In Real Name, enter the name.
    • In Email address, enter the email address.
    • In Is Active User, select the check box.
    • In Assign Roles, select the appropriate options to add.
      • Note: Along with other roles, a user must be assigned the LicensedUser role to be able to log in.
  7. Click Save.


User Roles in TaxWise Online - [Return to Top]

Within TaxWise Online several roles are set up to be applied to users. 

Roles                       

Description

     InterviewerThis role has access to:
  • The Dashboard view and tax returns
  • Can create a new return (in Interview Mode only)
  • View the Return Query
  • Access his/her own user settings
     SuperUserThis role has access to:
  • The Dashboard view and tax returns
  • Can create a new return
  • View the Return Query
  • Print and move returns
  • Access his/her own user settings
  • Submit e-files
  • View Acknowledgements
  • Print e-file rejections
  • Access reports
     TemplateManagerThis role has access to:
  • The Dashboard view
  • Access his/her own user settings
  • Create return templates
     Administrator (Admin)This role has access to:
  • All program features
  • Access his/her own user settings
  • Access to user settings for all users
     ReviewerThis role has access to:
  • The Dashboard view
  • View all other user's returns
  • Move and create new returns
  • Print reject details
  • View acknowledgements for all returns
  • Access his/her own user settings
     e-FileManagerThis role has access to:
  • The Dashboard view
  • Access his/her own user settings
  • Submit e-files for all users
     LicensedUserThis role has access to:
  • Along with other roles, this role must be assigned to any user to be able to log in.
Note: Only the admin user can assign this role.
     CheckPrinterThis role allows a user to:
  • Print refund checks for taxpayers
Note: This role must be assigned with another role.
     ExportGridThis role allows a user to:
  • Export the return list
Note: This role must be assigned with another role.
     InterviewProcessorThis role allows a user to:
  • Import interviews from InterviewPlus Online
Note: This role must be assigned with another role.
     ReturnPrinterThis role allows a user to:
  • Print returns for any user
Note: This role must be assigned with another role.
     ReturnDeleterThis role allows a user to:
  • Delete and restore returns
     SupportIf your office has a sub-office, you can allow users to log into sub-office accounts without logging
out of the main office account.
     eSignatureThis role has access to:
  • The eSignature feature in a return
     PasswordMaintenanceThis role allows:
  • A non-admin user to reset user passwords


Resetting a User Password in TaxWise Online - [Return to Top]

To reset the password for the user, do the following:
  1. Open TaxWise Online.
  2. Login as the Admin User.
  3. In the upper right corner of the screen, click the drop-down and select Settings.
  4. On the Settings screen, click Manage Users.
  5. On the User Manager screen, click Reset Password for the user needing reset.

If the Admin User or another user forgets their password, do the following:
  1. Open TaxWise Online.
  2. Click Login.
  3. On the Client Login screen, click Forgot username or password?.
  4. On the Reset Password screen, enter the Client ID and Username and click Next.
    • Note: An email with a temporary password will be sent to the email address for the username that requested to be reset.
  5. Click Back to login.
  6. On the Client Login screen, enter the Client ID, Username, and the temporary password received in the email.
  7. Click Login.
  8. On the New Password screen, enter the new password using the password requirements on the right side in both the New Password and Confirm New Password fields.
  9. Click Change Password.
  10. Click Continue.


Deactivate a User in TaxWise Online - [Return to Top]

  1. Open TaxWise Online.
  2. Login as the Admin User.
  3. In the upper right corner of the screen, click the drop-down and select Settings.
  4. On the Settings screen, click Manage Users.
  5. Click Edit for the user needing deactivated.
  6. In Is Active User, clear the checkbox.
  7. Click Save.
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