Download User Guide 2010

Chapter
12
Conducting Interviews
The TaxWise Desktop Interview allows anyone on your staff to enter the detailed
information needed for every client, saving time and effort for you and your professional
tax preparers.
Please contact your Sales representative to purchase TaxWise Desktop Interview.
Understanding TaxWise Desktop Interview
TaxWise Easy Interview can save time for you and your clients. You can use it to:
l
Quickly determine whether a client qualifies for a refund.
l
Provide incentives for new customers or price shoppers by offering a free
tax interview to get people in your door.
l
Answer telephone queries from prospective customers who want an
estimate of their refund.
Starting an Interview
To start an interview, use the following steps:
1. Click the File menu and select Tax Interview.
You can also start an interview by selecting the check box Start Return in
Interview Mode on the Enter Social Security Number window.
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