Familiarization
An introduction to preparing returns with TaxWise
Go through the steps in the list below in order from top to bottom.
(Click here for a printable version of this page that you can use as a record of steps you have completed.)
Each step in the checklist contains a link to the detail page for that step.
TY2012 Familiarization Checklist | ||
Stage | Step | Notes / Comments |
Introduction | ||
FAM-10 Introduction to Familiarization | ||
FAM-12 Using the Familiarization Checklist | ||
General Information | ||
FAM-20 Federal 1040 Overview | ||
FAM-22 NJ-1040 Overview | ||
FAM-30 Intake Sheet | ||
FAM-32 TaxPayer Documents | ||
FAM-40 Familiarization Resources | ||
TaxWise Online | ||
TWO-10 Intro to TWO | ||
TWO-20 First Time Login Procedure | ||
TWO-22 Adjusting Color Scheme Procedure | ||
TWO-30 Intro to the Return Screen | ||
FAM-50 Preparing a Familiarization Return | ||
Familiarization Problems | ||
FAM-01 Andersen | ||
FAM-02 Conway | ||
FAM-03 Gallo | ||
FAM-04 Patterson | ||
FAM-05 McCook | ||
FAM-06 Barufkin | ||
FAM-07 Jackson | ||
FAM-08 Rosemont |
Optional Extras | ||
Stage | Step | Notes / Comments |
General | ||
TWO-91 Password Reset Procedure |