CPA Tax Software FAQs
For help with TaxWorks CPA tax software read over some of these frequently asked questions. Contact us for additional assistance.
Why doesn't the E-File Center remember my login?
Many of you commented in our End-of-Season Software Survey that the “Remember my login information on this computer” (while logging into the E-File Center) did not remember the login. Typically, this is related to how your computer system handles “cookies”. To get this feature to work properly, run through the following steps:
• Open Internet Explorer.
• Click the Tools menu and select Internet Options.
• On the General tab, click the Delete Cookies button, and click OK.
• Click the Content tab, and click the AutoComplete button.
• Check the Use AutoComplete for Web addresses and User names and passwords on forms boxes.
• The “Remember my login information on this computer” should now work.
Economic Stimulus Payments Information Center
Starting in late April, the Treasury will begin sending economic stimulus payments to more than 130 million households. To receive a payment, taxpayers must have a valid Social Security number, $3,000 of income and file a 2007 federal tax return. IRS will take care of the rest. Eligible people will receive up to $600 ($1,200 for married couples), and parents will receive an additional $300 for each eligible child younger than 17. Millions of retirees, disabled veterans and low-wage workers who usually are exempt from filing a tax return must do so this year in order to receive a stimulus payment. Economic Stimulus Payments Information Center
Does TaxWorks run on the Microsoft Vista Operating System?
Yes, TaxWorks 2007 is compatible with the new Vista Operating System.
Can TaxWorks handle the Kiddie tax?
Yes, TaxWorks will calculate the Kiddie tax.
Yes, TaxWorks can import K-1s from 1041, 1065 and 1120S systems into a 1040 return. While in the 1040 return select the K-1 Received form. Click the Import K-1 button and select the K-1 you wish to import.
Can I convert returns from another software package into TaxWorks?
Yes, TaxWorks allows easy, online conversion from other software packages. Convert returns online here.
Can I email a copy of the tax return to my clients?
Yes, TaxWorks has a fully integrated utility to email a pdf copy of any tax return to your client. After preparing and reviewing the return, click the Adv. Tab. Check the email box, select the return set you wish to email and click the Start Job button. All returns are encrypted and password protected.
Can I import Excel spreadsheets into a client's return?
Yes, TaxWorks imports information from Excel into the schedules inside client returns. While in a simple or super grid, select the Tools menu and then Import Excel spreadsheet.
Does TaxWorks allow me to set up secure folders that only I can access?
Yes, TaxWorks includes a security feature that allows you to create secure folders, limit access to manage reports, invoices settings, etc. Refer to the Security section of the Reference Manual for complete details.
Can I generate intuitive reports for my needs?
Yes, TaxWorks includes a Client Management tool that allows you to build many unique reports. Simply click the "Mgmt" button, select Reports, and you are on your way to creating a myriad of reports! Refer to the Management Reports section of the Reference Manual for complete details.
Does TaxWorks allow me to print blank tax forms?
Yes, TaxWorks includes a Form Filler library containing thousands of tax forms and a typewriter feature that allows you to enter data and print less common tax forms. Select Forms on the menu bar and then Form Filler to access this feature.
Can I get my TaxWorks upgrades from the Internet?
Yes, TaxWorks online upgrades compare your computer file dates with upgrade files, and downloads only what is necessary. Select Installations on the menu bar and then Upgrade Systems to access this feature.
How do I enter multiple state incomes?
Make sure you have entered the appropriate income for each state, either on the W-2 form screens in the separate state fields at the bottom of the form, or on the individual multiple W-2 form screens. Next, click the State button on the menu bar. From the form selection column to the left, click the drop down box and enter applicable states. Finally, on the various state GI (General Information) screens, check the box to indicate if the state return is part-year or nonresident. Process the return by clicking the Review button. Applicable state information will be calculated and carried to the state returns.
Yes, TaxWorks has developed a PUP, Per Unit Processing system, allowing you to pay as you go. Contact your sales representative for more information on this feature.
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