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The Internal Revenue Service selects TaxWise
 For 10,000 government-supported tax assistance sites
 

is the title of the press release by CCH, which provides the TaxWise software.  The press release notes that VITA TCE and IRS Employees are provided TaxWise software and the appropriate license codes.

TaxWise software can be ordered for VITA sites through the relationship manager between October 15 and January 31.  The rest of the year the ordering system is apparently shut down, so if you don't order within that time period, it appears almost impossible to obtain a copy of for your site, unless a copy of the software issued to a different site is no longer using it, and is transferred to your site.

It does appear that there is a requirement for producing a minimum of 35 e-filed returns during the filing season, and it appears that the relationship manager is not happy when it appears that number will not be met by the end of the filing season on April 15.

However, for paid preparation, it is possible to purchase TaxWise at any time. In fact, once the main filing season is past, on April 15, many of the tax preparation software vendors are happy to provide full versions of the software, which can be used for preparing and e-filing returns at no charge until the end of the season.

While CCH is the source of TaxWise licenses and product codes, there are other vendors that sell TaxWise under their own labels or under the TaxWise label.  Since such resellers may offer different value-added services, the prices may differ, but many have early bird specials that may offer deep discounts if ordered right after the filing season.

 

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Last modified: 10/28/09.