How to Set Up Preparer and ERO Information in TaxWise Online

Follow these steps to set up preparer and ERO (Electronic Return Originator) information in TaxWise Online:

Step 1: Access Settings

    1.    Log in to TaxWise Online.

    2.    Click on the administrator drop-down arrow.

    3.    Select “Settings” from the menu.

Step 2: Navigate to General Settings

    1.    On the Settings page, click on “General Settings.”

    2.    The General Settings page will display two sections: User Settings and Administrator Settings.

Step 3: Configure User Settings

    1.    Focus on the User Settings section.

    2.    User Settings allow each user to enter their tax preparation information and ERO information if it differs from the template.

    3.    These settings are specific to each user and affect only subsequent new returns.

Step 4: Override Default Return Templates

    1.    To override the default return templates and enter the preparer information, click the “Override” checkbox.

    2.    This action will activate the fields, allowing you to enter your preparer information.

Step 5: Enter Preparer Information

    1.    If the preparer is also the ERO, select the checkbox to indicate this.

Step 6: Complete ERO Information

    1.    Click the “ERO” tab.

    2.    If you wish to override the default return template values, select the checkbox.

    3.    Once the fields are active, enter the required ERO information.

Note:

    •    If you only have one preparer and ERO, and have set the preparer and ERO information in return templates, you do not need to enter any information under these User Settings.

Conclusion:

You have now successfully set up the preparer and ERO information in TaxWise Online. For further assistance, review the additional lessons available in the TaxWise Online Learning Portal.