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TaxWise Training is training
to use the TaxWise Software Package. The type of training
recommended depends on the site you requested or to which you are
assigned. The traditional Taxwise training is for Desktop TaxWise. TaxWise software is installed on the PC, and taxes are prepared on the desktop, either standalone, on on a Networked TaxWise, even without a connection to the Internet. After the E-file is ready, the E-file transmitter transmits the file returns through an internet connection. It does not required an Internet connection for the preparation of the Tax Return. The return can be printed to be filed as a paper return, or transmitted from a single transmitting computer for the site. Online TaxWise is browser based, with nothing to install. It works on Internet Explorer, and is not supported on other browsers. Returns are stored on TaxWise servers on the Internet, and transmitted from there, without a special step of transmitting by an E-file transmitter. It requires a high speed connection to the internet and can be accessible from any PC which meet the requirements. It cannot be used without an internet connection. This year, only the following sites are using Online TaxWise. They are
Training is not provided at the IRS building due to computer security concerns. Lewis Pollard, a long-time Volunteer and Site Coordinator of the Santa Maria Urban Ministry has kindly agreed to provide training on available computers on various sites during the last week of January. In order for the training to be effective, you must have basic computer competency and knowledge of tax law. Basic computer competency means knowing how to start the computer, bring up windows, familiarity with Windows XP or Windows 2000, the ability to log in to Windows, and knowing how to use the mouse and/or the touch pad, PDF for reading documents, and sending documents to be printed. The training is in how to use the software to prepare returns, and does not teach tax law which is taught separately. Without basic computer competency and tax law knowledge, you will not gain much from the class, and slow down the other students.
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