Entries by Chris

Tax pros: Watch for tell-tale signs of identity theft

All tax professionals should learn the signs of data theft so they can react quickly to protect clients. During this summer’s campaign Boost Security Immunity: Fight Against Identity Theft, the IRS and its Security Summit partners remind tax pros to contact the IRS immediately when there’s an identity theft issue. They should also contact insurance […]

Custom Client Grid

The custom client grid is a returning feature from our Legacy Wintax software. It allows you to customize which columns of information show up on your Recall Client grid to better suit your needs.

Important EIP Update

Hello Taxware Clients, We have received a few questions regarding how to select or set a tax return as an EIP filing only return. We think the confusion comes from the IRS requirements in the 2019 tax year.

Wintax NextGen Automatic Backups

Starting with the 2020 version of Wintax there is a new file structure for your data that will allow for easier backups of your data and setup information. The biggest change is that your data will no longer be defaulted to be saved in the program folder directly, but instead to a Settings and Data […]

TAXWARE ANNUAL SEMINAR 2020

Although we truly missed seeing everyone at our in-person seminar event, we realize that the benefit of reaching more of our clients in this online platform for 2020 may be one silver lining to the adaptations we have all had to make this year.

Top 4 Ways to Secure Your Wintax Data

1. Windows Lock Screen – One of the simplest ways to protect your data is to lock your computer after it has idled for a short time. Enabling this is simple. Push your windows start button and type the words ‘Screen saver.’ Then, choose the option for turning on the screen saver, or changing the […]