TaxWise Transmitter Training is a  3 hour training session on the administrative details of transmitting the E-File to the IRS and State.   The pre-requisite is past experience with TaxWise.  You must be very comfortable using a computer and the internet and TaxWise.   You will learn the steps to transmit tax returns prepared at the site electronically over the internet, and to create or not create the supporting paperwork (remember that electronic filing is not the same as paperless filing).

However, all the training is wasted if it is not used.  Another way to learn transmitting is doing while watching.  Potential transmitters should be encouraged to watch the Site E-file transmitter transmit the returns, and then transmit the return under the watchful eyes of the transmitter.  That way the potential transmitter would become familiar with the transmitting portion of electronic filing.  The other portion, processing the acknowledgements, and reworking rejects can be picked up a few hours later.

TaxWise Online is more conducive to this approach than the Desktop version of Taxwise, since it is possible to deal with the other steps of receiving and processing the acknowledgement which talking on the phone to the transmitter.  For the desktop version, some arrangement must be made to access the transmitting computer.  One way of accomplishing this remotely is to use a product like Logmein or GoToMyPC, if the transmitter is familiar with it.