Updates are Available for Bank Products and more

Remember to always do Communications > Get Program Updates and also Communications > Get Module Updates daily to ensure you are up-to-date!

If nothing downloads the first time, here are some key updates you can download now to get the process started.

Federal Updates

1040 Individual 1.0  (12/31/2021)

State Updates

3Fund 1.0  (1/1/2022)
Fee Collect 1.0  (1/1/2022)
Refund Advantage 1.0  (1/4/2022)
Republic 1.0  (12/31/2021)
Santa Barbara 1.0  (1/1/2022)

How to use EFC Lookup & Ack Rehang

 

1. Log in to the TaxWise Solution Center, https://support.taxwise.com
   1. If you don't know your login information,
      login to https://surefiretaxsoftware.com and locate your Client ID
      and simply use the Forgot Password feature on
      the https://support.taxwise.com login screen to have it
      emailed to you *Make sure to check junk mail*
      
      
      
2. Once logged in simply click on return query to go to the next page.

 

3. Enter the SSN or EIN of the return and click Search. (Tax Year will default to the current tax year.)
   
   On this same screen, you can do REHANG of acknowledgements once you have looked them up.
   
   

4. The first screen displays General Information, including federal e-file and bank product status. Click the other links for information on the state e-file(s), refund disbursement and reject codes.

5. When you click Reject History, you will see a list of all rejects for this return. Double-click the most recent reject.
    
6. Click the Reject Code link to see the explanation for the reject and the actual value in the return that is causing the reject.

7. In the example below, the reject is caused by the SSN of the first dependent listed in the return. The SSN does not match what the IRS has on file.

 

How to add states to software

1. Go to http://support.taxwise.com
   
   
   
   
2. Click on Product Updates under the Preparer Solutions section.
   
   
   
3. Log in with your Client ID, username, and password if you are prompted to.
   
   *NOTE - If you don't know this information, you will need to make sure to log into http://surefiretaxsoftware.com and after you have logged in at the top you will need to click Get Help > Reset Admin Online Password*
   
   
   
4. Click the State Updates link in the upper-right corner.
   
   
5. Click the Add a State link.
   
   
6. Click the Add states to my package link.
   
   
7. Select the states you wish to add to your software
   
   
8. Once you have completed all this, wait about 10 minutes then in the Software go to Communications > Get PROGRAM UPDATES AND ALSO Communications > Get MODULE Updates... You must do BOTH of these!!
   
   

   How do I download the program, state, federal, and business updates for my Installed Tax Software?

   Anytime you need updates, simply do the following:
   
   • Click on [Communications] at the top
   • Next, click [Get Program Updates]
   • Next, click [Get Program Module Updates]