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This document provides guidance for setting up and customizing tax return templates using the TaxWise Online application, primarily for AARP Tax-Aide volunteers. It outlines step-by-step instructions
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How to fill out Suggested Default Templates for TaxWise Online 2009

01
Log in to TaxWise Online 2009 using your credentials.
02
Navigate to the 'Templates' section from the main menu.
03
Select 'Suggested Default Templates' from the list of options.
04
For each template, click 'Edit' to customize the fields as necessary.
05
Fill out the required fields with relevant information, ensuring accuracy.
06
Save your changes after filling out each template.
07
Repeat the process for all necessary templates.
08
Review all templates for completeness before use.

Who needs Suggested Default Templates for TaxWise Online 2009?

01
Tax preparers looking to streamline their workflow in TaxWise Online.
02
Accountants that require standardized templates for tax filing.
03
Firms who handle multiple clients and need consistent documentation.
04
Individuals self-preparing their taxes who want to utilize provided templates.
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TaxWise® tax preparation software helps you maximize productivity, revenue, and efficiency so you can focus on your clients and growing your tax business.
Taxwise Plus Fee Protection provides you with annual protection in the event of your business or finances being investigated by HMRC – which can be an expensive, stressful and time-consuming affair. If you would like to know more about Taxwise Fee Protection, please call or email us to discuss how it could protect you.
There are four default print sets: Federal Copy to be Mailed - prints a copy of the Federal return that can be mailed to the IRS. File Copy - prints all Federal forms in a return. Signature Pages - prints the main tax forms, disclosure forms and e-file authorization pages.
Shop TaxWise Online Ready to buy TaxWise Online? With packages starting at just $330, there is an online tax preparation solution for everyone.
There are twelve possible roles available for each user and they can be assigned individually or in any combination desired by the Administrator.

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The Suggested Default Templates for TaxWise Online 2009 are pre-defined formats and guidelines that streamline the tax preparation process by providing standardized fields and layouts for entering tax-related information.
Tax professionals and individuals using TaxWise Online to prepare tax returns may be required to use Suggested Default Templates to ensure accuracy and compliance with tax regulations.
To fill out the Suggested Default Templates, users should log into TaxWise Online, navigate to the appropriate section, and follow the prompts to enter personal, financial, and tax-related information as outlined in the template.
The purpose of the Suggested Default Templates is to provide a consistent framework for tax preparation, ensuring that all necessary information is collected and reported in a uniform manner, reducing errors and omissions.
The information that must be reported includes taxpayer identification details, income sources, deductions, credits, and any additional relevant tax data required by tax authorities.
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