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This document provides a comprehensive guide to setup options and suggested defaults for the TaxWise software used in tax preparation, specifically for AARP Tax-Aide volunteers and users.
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How to fill out suggested defaults in taxwise

How to fill out Suggested Defaults in TaxWise 2009
01
Open TaxWise 2009 and navigate to the 'Suggested Defaults' section.
02
Select the relevant tax form you wish to set defaults for.
03
Fill in the fields for general information, such as taxpayer name, address, and Social Security number.
04
Enter specific tax details such as filing status, dependents, and income sources.
05
Set the appropriate defaults for deductions and credits based on taxpayer information.
06
Review the information for accuracy.
07
Save the suggested defaults for future use.
Who needs Suggested Defaults in TaxWise 2009?
01
Tax preparers who manage multiple clients.
02
Individuals filing taxes who want to streamline the process.
03
Businesses that require consistent tax filing procedures.
04
Anyone looking to optimize their tax preparation efficiency in TaxWise 2009.
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What is Suggested Defaults in TaxWise 2009?
Suggested Defaults in TaxWise 2009 refers to a feature that allows users to set predefined values for certain fields in tax forms, streamlining the data entry process and reducing errors.
Who is required to file Suggested Defaults in TaxWise 2009?
Typically, tax preparers using TaxWise 2009 may want to file Suggested Defaults to increase efficiency, but there is no mandatory requirement for any specific individual or organization to do so.
How to fill out Suggested Defaults in TaxWise 2009?
To fill out Suggested Defaults in TaxWise 2009, navigate to the settings section, locate the Suggested Defaults option, and enter the desired default values for various tax fields as applicable.
What is the purpose of Suggested Defaults in TaxWise 2009?
The purpose of Suggested Defaults in TaxWise 2009 is to simplify the tax preparation process by allowing users to set common values that will auto-fill certain fields, saving time and minimizing potential mistakes.
What information must be reported on Suggested Defaults in TaxWise 2009?
Suggested Defaults in TaxWise 2009 must report information such as default filing statuses, deduction amounts, or other recurring tax details that can assist in tax preparation.
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