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 |
Insert Row: Alt+Insert |
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:
What's new for TaxWise Online