User Settings

The User Settings function in TaxWise Online allows you to enter Preparer and ERO information including their PTIN that will carry over to all returns. The settings are saved under the user name and are placed into effect on new subsequent returns.

To access your user settings, use the following steps:

  1. Click your name on the top right of the screen and select Settings.
  2. Click General Settings.
  3. Click Tax Preparer or ERO in the User Settings.

The following table describes each settings function available under the User Settings dialog:

Settings

Description

Tax Preparer

Allows you to input information about the tax preparer. You do not need to use this setting if you have the information set in return templates. This feature is for offices using multiple paid preparers.

ERO

Allows you to input information about the Electronic Return Originator. You do not need to use this setting if you have the information set in return templates.

 

You have the option to override default Return Template values with information entered in the User Settings.