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My evaluation of TaxWise


GeorgeM

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LIKES AND DISLIKES ABOUT TAXWISE

I like the Acks, have yet to have a

problem with them, and there is a

record in the client record stating date

accepted and other things.

I like the way it lets you know if

anything is missing on the form by way

of a red ! or a blue check mark if all is

OK. There is a way to get to any field

which is needed by pressing CTRL-E

I like the double checking of bank

account numbers, you have to enter

them twice if they do not match you

get an error message.

I like the speed in starting up the

program, and opening a return, and

printing a return.

I don't like the client manager, you

cannot show only what you want to see.

I like the way it handles multiple states.

I don't like the way you have to go

from one form to another, when you go

back you are positioned at the top of

the form instead of where you left off.

What I mean is there is no BACK button

or no bunny hop.

I also miss the linking feature in ATX

it was great in multiple states and in Corp returns.

I like the way it updates the program,

when you get acks if there are any

updates it retrieves them. And they

have forms a lot earlier than ATX. The

only form I had to wait for is a 1040V

from Rhode Island.

Another thing is on the TRX website

all earlier years of TaxWise are

available along with activation keys.

So if you have previous years to do

you can download the programs and

get them done.

I LIKE THE 'WHAT IF' MODE, IT

LETS YOU SEE A DIFFERENT

SENEIRO. AND YOU CAN SAVE IT

FOR FUTURE USE IF YOU AREA

NOT DONE WITH THE RETURN.

For $299.00 I received the full

TaxWise program with unlimited e-file

both individual and business, with all

states. I admit it took getting used to

but I think it was worth it and I am

going with it again next year.

I was told by TRX to make

suggestions and if they think it is a

good one they have a lot of clout with

TaxWise and will try to get the

changes.

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