How do I reset my password for TaxWise® Online or InterviewPLUS Online?

TaxWise Online

To reset your TaxWise® Online password:

  1. Click the Forgot username or password? link or the Need Help? link on the login screen.
  2. Enter your Client ID and Username.
  3. Click Next.
  4. Enter the admin email address and your registration code and click Next.
  5. Ensure the email address shown in the next window is correct and click Next.
  6. An email will be sent to that email address.  Open that email to receive your temporary password.  Copy this password.  Click Sign in Now below the temporary password.
  7. You will now sign in using the temporary password that you just copied.  
  8. On the next page, enter a new password in the first field, and then enter it again in the next field to confirm it.  Click Change Password.
  9. Click Continue when you have received confirmation that the password was changed.

Notes: 

  • The new password that is set for the user will be the same password for the support site.
  • Passwords must meet certain requirements:
    • Passwords must be at least 8 characters in length.
    • Passwords must not exceed 100 characters.
    • Passwords must contain at least one number.
    • Passwords are case-sensitive - If you create your password with certain letters capitalized, you must always type them that way.
    • Passwords cannot contain the username.
    • Cannot reuse any of your last 10 passwords.
    • Passwords must be unique to the Client ID. So, no two usernames associated with your office can have the same password.
    • Passwords expire every 90 days. You will be prompted to create a new password.
  • If your account was locked, click the phrase Click Here to reset your locked account and follow the steps above.
 

InterviewPLUS Online

To reset your InterviewPLUS Online password:

  1. On the home page, click the Need Help? link.
  2. Click Reset Password.
  3. Type the Client ID and Username for which you need to reset the password.
  4. Click Next.
  5. Answer your secret question.
  6. Click Next.
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