(Requires Flash)

How will this program make my office more efficient? With TaxWise Easy Interview, a member of your front office staff can enter client data while your professional staff is busy completing and reviewing returns. Your professional tax preparers will spend far less time on each return because most of the tedious data entry is already done and necessary forms are loaded in the tax return from the start.

How does this program integrate with my TaxWise tax preparation software? The interview program is started from a new command on the File menu in TaxWise. The interview is saved in a separate file and when you start the return for the client you have the option to load the interview data.

Does the interview program calculate the refund amount? The interview program does not calculate the refund, balance due or tax liability. But because so much information will be entered in the return already, the tax professional can quickly determine the refund amount.

How do I install TaxWise Easy Interview? The program will be delivered on the TaxWise tax software CD for Tax Year 2008 and will install along with your tax software. Your registration code will activate the interview program. The command for starting an interview is on the File menu.

Can I set the interviewer’s authorization so he or she can only do interviews, not actual tax returns? Yes, this is easy to do and one of the big advantages of TaxWise Easy Interview. Use the Security Manager feature in TaxWise to add your interviewer as a user and limit his or her rights to only the interview function.

Can TaxWise Easy Interview be used at remote offices or locations? No. If you have remote offices or want to add them, please ask us about our InterviewPLUS® Online program. InterviewPLUS Online makes it easy to setup remote offices in any location with a computer and high-speed internet access. InterviewPLUS Online calculates the refund or balance due and is especially designed for offering bank products at multiple locations while the main office completes, reviews and transmits the finished tax returns to the IRS.