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TaxWise Orientation

TaxWise Orientation. VITA 9 November 2013. Goals of Today’s Training. Obtain Taxwise Lab student log-in Understand basic functions of Taxwise Prepare a tax return Register for Link and Learn: Exam center What is next?. Goals of Today’s Training. Obtain Taxwise Lab student log-in

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TaxWise Orientation

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  1. TaxWise Orientation VITA 9 November 2013

  2. Goals of Today’s Training • Obtain Taxwise Lab student log-in • Understand basic functions of Taxwise • Prepare a tax return • Register for Link and Learn: Exam center • What is next?

  3. Goals of Today’s Training • Obtain Taxwise Lab student log-in • Understand basic functions of Taxwise • Prepare a tax return • Register for Link and Learn: Exam center • What is next?

  4. Get Started • Open your browser in INTERNET EXPLORER • Visit our new website http://www.pennstatevita.weebly.com • Volunteer → Training, Taxwise Orientation→ Taxwise

  5. Link & Learn Taxes • After you clicked • Prompted to enter password: learntwo • Now you will enter the 6-digit User ID you created earlier

  6. Goals of Today’s Training • Obtain Taxwise Lab student log-in • Understand basic functions of Taxwise • Prepare a tax return • Register for Link and Learn: Exam center • What is next?

  7. Start a New Return

  8. Social Security Numbers - Training • For testing purposes: • 1st three digits are given or you can make them up. • Last six digits are made up of your User ID.

  9. Goals of Today’s Training • Obtain Taxwise Lab student log-in • Understand basic functions of Taxwise • Prepare a tax return • Register for Link and Learn: Exam center • What is next?

  10. Create VITA / TCE Account - Exams WAIT UNTIL NOVEMBER 15TH www.pennstatevita.weebly.com/volunteer WAIT UNTIL NOVEMBER 15TH

  11. Taking the Exam WAIT UNTIL NOVEMBER 15TH WAIT UNTIL NOVEMBER 15TH

  12. Send Us Your Results WAIT UNTIL NOVEMBER 15TH 123 Morningside, State College P P WAIT UNTIL NOVEMBER 15TH

  13. Goals of Today’s Training • Obtain Taxwise Lab student log-in • Understand basic functions of Taxwise • Prepare a tax return • Register for Link and Learn: Exam center • What is next?

  14. To-Do List • Pass the following Exams by January 20th • Ethics • Basic • Intermediate • Send Form 13615 to psuvita@gmail.com • Pick up your training materials or study online • Register for the final training session • REGISTER HERE: bit.ly/interactiveprep

  15. Have A Good Weekend

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