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- The magic right mouse click!
- While important to remember what each function key on the computer does you pressed, for those not using TaxWise full time, the right mouse click displays a menu of possible actions to choose from. The right mouse click is a standard Windows convention, which has been used by TaxWise to provide fingertip help.
- Make those electrons work for you!
- <To Be Done>
- Make those networks work for you!
- <To Be Done>
- Take care of the worksheets and the return will take care of itself!
- <To Be Done>e
- Keep the calculator at home!
- <To Be Done>
- Remove those overrides!
- <To Be Done>
- Customize those Print Packages!
- <To Be Done>
- Keep hands away from Printer!
- Standing next to the printer and examining the printout leaving the printer may seem efficient, but it actually slows down the process. The pages generally come out in the right order, but removed one at a time, subsequent rearrangement may be time-consuming.
- Generate the DCN Early!
- <To Be Done>
- Fill the 1040 and the 1040A or 1040EZ will take care of itself
- While Tax Law training teaches the conditions under which different versions of the 1040 form should be used, it has been found useful to start filling the return as if it were a 1040, and then at the end, using one of the simpler forms which appropriate.
- Use those interview sheets!
- <To Be Done>
- Dealing with those boxes on 1099 forms!
- <To be done>
- Be kind to trees! Print forms, don't order them, stash them and recycle them!
- It may appear to be a good idea to order large quantities of tax forms to keep them on hand in case they are needed. At the VITA Milpitas Library, only the pre-printed intake forms are ordered since they are filled in by hand by taxpayers. Generally, when forms are ordered, they arrive packed in separate boxes. When space is limited, it is not possible to spread out the forms, and it is difficult to find the relevant form. Being affiliated with the library, it is possible to use the forms that the Library distributes, but it has generally been found useful to print out forms when needed. This may appear wasteful, but consider that when pre-printed forms were ordered, several boxes of forms needed to be recycled, whereas less than two full boxes of paper was used for the whole season.
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