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 | ||