Entries by Chris

Advance Child Tax Credits Due Diligence

Did you know? Advance Child Tax Credits that were part of 2021 tax returns contain details that can easily be noted in the Wintax Due Diligence feature. Why not maximize our Due Diligence option to be sure you are maintaining information most important for your records? This feature not only allows you to craft your […]

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 […]