Embed Size (px)
Citation preview
1OR Tri-County Training 2014
USING TWO TRAINING
On line access tothe training version of
TaxWise software
2OR Tri-County Training 2014
Setting up your TWO Training account
You can use IE or Chrome on a Windows PC or Chrome on a MAC or Chromebook.
Go to https://twonline.taxwise.com/training Enter client id provided by instructor Enter user name provided by instructor, should be of
form “usernn”, e.g. AARP34 Initial password is same as user name Change password (required) Select and answer security question (required). We
recommend that the answer to your security question be “Oregon”, whatever the question.
3OR Tri-County Training 2014
Log in – First Time
NTTC Training – 2014
Enter Client ID, Username and Password from written instructions
4OR Tri-County Training 2014
Using TWO Training
Go to https://twonline.taxwise.com/training Log in with client id, username, password Make sure background is GREEN Click on New Return button on upper left
5OR Tri-County Training 2014
TWO/Training Homepage
NTTC Training – 2014
6OR Tri-County Training 2014
Using TWO Training, cont
For SSN use First 3 digits from problem/test scenario Middle 2 digits from your username Last 4 digits EFIN supplied by instructor
Choose “Go to Tax Forms” (NOT “Interview”) Note: failed login attempts policy is draconian, be
careful
7OR Tri-County Training 2014
Start a New Return
Enter SSN twice
Use SSN numbering rules
NTTC Training – 2014
8OR Tri-County Training 2014
TWO Initial Return Screen
NTTC Training – 2014
RibbonForms tree
Active form
Refund monitor
9OR Tri-County Training 2014
Color Codes
Red underline – required entry Green underline – calculated field
(link to the underlying form) Black underline – OK to enter data
NTTC Training – 2014
10OR Tri-County Training 2014
TaxWise Data Entry
Use ALL CAPS – mixed upper and lower case OK; do not use all lower case
Spelling does matter! Round amounts to nearest dollar – TaxWise
rounds $0.50 up Enter all dates in mmddyyyy format
NTTC Training – 2014
11OR Tri-County Training 2014
TaxWise Data Entry (cont)
Do not use Any punctuation (only hyphens in names
allowed) Double spaces Dashes
NTTC Training – 2014
12OR Tri-County Training 2014
Exploring TWO Training
Main Information Page Demographic Information Filing Status Dependents
Form 1040 Note carry-over from Main Info
Page
13OR Tri-County Training 2014
Exploring TWO Training
Form 1040 major sections Income Adjustments Deductions Tax Computation Non-Refundable Credits Additional Taxes Refundable Credits
14OR Tri-County Training 2014
Refer to Pub 4012 – Tab N
NTTC Training – 2014
● Tab N: Using TaxWise Online Logging on Navigating Finishing a return Printing a return
15OR Tri-County Training 2014
Log in Failure
If you try twice to log in and do not succeed: STOP
Use “Reset Password” Password will revert to
username It will ask your security question You will then be asked for new password
NTTC Training – 2014
