Differences between TaxWise Desktop and TaxWise Online

The following table displays the main differences between TaxWise Online and TaxWise Desktop:

TaxWise Online

TaxWise Desktop

Inserts a row on a multi-line statement or worksheet: Ctrl+I
Removes a row on a multi-line statement or worksheet: Ctrl+R

Insert Row: Alt+Insert
Delete Row: Alt+Delete

Prior Year Carry Forward: No preliminary steps. Prompted to carry forward data when starting a new return.

Prior Year Carry Forward: Must carry forward data prior to creating returns.

Printing: Pre-defined form sets, plus the ability to customize federal and/or state print sets.

Printing: Ability to customize print packets

Internet: High-Speed required

Internet: High Speed Recommended

Return Storage: All return are stored on Wolters Kluwer servers.

Return Storage: Local

Updates: Federal, state and module updates apply automatically at 7am EST

Updates: Federal, state and module updates must be downloaded and manually applied to all computers

Client Letter: Limited client letters

Client Letter: Wide variety of client letters

Training: Year-round via twonline-training.taxwise.com

Training: Year-round training via the Training user name

 

TaxWise Desktop users can switch to TaxWise Online and carry forward prior year data, as long as they performed regular or archive backups during the prior filing season.

The following keyboard shortcuts function the same for TaxWise Desktop and TaxWise Online:

See Also:

Advantages of TaxWise Online

What's new for TaxWise Online