Accessing TaxWise Online

  • Article Type:
  • Documentation
  • Last Modified:
  • 12/15/2020

Objectives

N/A

Environment

TaxWise Online

Details

This article contains the documentation for lesson one of the TaxWise Online learning module Product Registration and Set Up: Accessing TaxWise Online. Scroll down the article to review contents or use link on the right side of the page to download the PDF file.

TaxWise Online is a web-based tax preparation program that gives you the ability to access your clients’ tax returns anywhere you have internet access, on any device.
  1. Navigate to https://twonline.taxwise.com.
  2. Type your Client ID, the username Admin, and your software registration code as the password. (If you logged into the support.taxwise.com - Customer support site previously, you will use the exact same login credentials here. 
  3. Select the CAPTCHA check box for user verification.
  4. Once the verification is complete, click Login.
  5. Tax Wise Online displays the New Security Enhancements dialog box, describing the new security process. 
  • Read over this information. 
  • Verify your username and email address and click Continue.
  1. TaxWise Online, as all our web applications, uses two-step verification to ensure security. After you log in with your credentials, you will be prompted to have a code sent to your email address. Click Send the code.
  2. Retrieve the code from your email. Type the code, then click Submit.
  • If this is the first time you are logging in, you will be prompted to create your own password.
  • The requirements for this password are listed to the right of the login screen.
  1. Type and rekey to confirm your new password and click Change Password.
  2. TaxWise Online displays message that the Password has been changed, click Continue to proceed to the TaxWise Online Dashboard.
  3. TaxWise Online displays the Dashboard.
  4. If your package includes access to prior years of TaxWise Online, replace the two digit year with the desired product year
Click the link on the right side of the page to download the PDF file associated with this lesson.

Important Note:
  • You will use the same log in credentials you are using for the current year.

Additional Information

N/A

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