TaxWise Online training site

The TaxWise Online Training Site allows you to create training tax returns which enables you to experience tax preparation before tax season begins. You must log in to the TaxWise Online training website: https://twonline-training.taxwise.com using the same login you use for your TaxWise Online site.

Items available in the Training Site:

• The ability to create and edit tax returns.
• The Print Return(s) button is available in the Training Site giving you the ability to step through printing a return. However, when you click Get Document, a new browser window will open but no return will be displayed for the Training Site.
• The ability to move returns, delete returns, restore returns, export returns (Admin only), and export the return list.
• The ability to print reports.
• The Admin or any user with the Administrator role has access to General Settings. The Training Site and TaxWise Online use the same settings. Any changes to the settings will affect both sites.
• The Admin or any user with the Administrator role has access to Return Templates. Return Templates can be created in the Training Site or you can create them in your TaxWise Online site and then publish them to Training.
• The Admin or any user with the Administrator role has access to Manage Users. Any users created in the Training Site will have access to TaxWise Online.
• The Admin or any user with the Administrator role has access to Client Letter Templates. The Client Letter templates that you create in the Training Site will not be available within TaxWise Online.
• The Admin or any user with the Administrator role has access to Security. This allows you to enter your credentials for CCH iFirm.

We would recommend not using the integration between TaxWise Online and CCH iFirm in the Training Site because you would be sending training data to CCH iFirm.

• The Admin or any user with the Administrator role has access to Send Settings. If you create custom fields, return stages, return templates and print sets in the Training Site of the Main Office, you have the ability to send those settings to the Training Site of your sub-offices.
• The Admin has access to Partner Verification.

Items not available in the Training Site:

• e-Filing (including the ability to create an e-File);
• Check Return Status; and
• Print Checks

You must have an EFIN entered on Form 8879 in order to see any errors after running Diagnostics. If you do not have an IRS issued EFIN, you can enter any six digit number in this field for the Training Site.

Accessing the Training Site

1. Type https://twonline-training.taxwise.com in the address bar of the internet browser and press Enter.
2. Enter the Client ID, Username, and Password that you use to log into your TaxWise Online site and log in as normal.

In the top right corner, it will say "Training" so you know what site you are in.