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SETTING DEFAULTS IN TAXIS (formerly Appendix F: 20052006 Tax Wise Technology Management Guide) (Revised 8/19/2006 For the most update defaults, check the Taxable Extranet at www.aarp.org/tavolunteers)Log
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Open Taxwise software on your computer
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Navigate to the settings menu
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Select 'Set Defaults' option
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A new window will appear with various default settings
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Fill out each setting according to your preferences
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01
Tax preparers who use Taxwise software
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Setting defaults in TaxWise means establishing default values for certain fields in the software to save time and reduce errors when preparing tax returns.
Tax preparers and professionals who use TaxWise software are required to set defaults to streamline the tax preparation process.
To fill out setting defaults in TaxWise, users can access the default settings section in the software and input the desired values for various fields.
The purpose of setting defaults in TaxWise is to ensure consistency, efficiency, and accuracy in tax return preparation by prefilling common information.
Users must report information such as taxpayer's name, address, filing status, dependents, income sources, deductions, and credits on setting defaults in TaxWise.
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