Do you want to keep track of all your business expenses in one place? If so, Taxwise's Client Portal is the perfect tool for you. In this article, we'll show you how to login and start tracking your expenses.
How to login to Taxwise Client Portal
If you have never logged in to the Taxwise Client Portal before, below are instructions on how to do so. First, you will need your Taxwise Client Portal login credentials. To find out what these are, please click here. Once you have retrieved your login information, follow these steps to log in:
1) Click on the "Login" button at the top of the page.
2) Enter your email address and password into the appropriate fields.
3) Click on the "Login" button again to finish logging in.
4) You will now be taken to the main page of the Taxwise Client Portal.
How to find your tax return
If you're like most people, you probably don't have your tax return memorized. That's why it's important to have a Taxwise Client Portal account so that you can easily access your tax information. You can find your Taxwise Client Portal login information below.
To login to your Taxwise Client Portal account:
1. Go to www.taxwise.ca and sign in.
2. On the left side of the screen, under "My Profile," click "Login."
3. Enter your email address and password and click "Log In."
4. On the right side of the screen, under "My Account,"click "View My Returns."
5. Find your tax return file (usually called an "IT-1008" or an "IT-1009") and click on it to open it in a new window or tab on your computer.
6. Double-check the file's file name and date of filing against the information in Step 4 above to make sure you've logged in to the right account and are viewing the correct return file. If not, please contact them at 1-800-267-1212 for assistance.
How to make a payment online
If you have your tax return prepared and are ready to submit it, you can make a payment online using the Taxwise Client Portal. To login to the portal, go to www.taxwise.co.nz and click on the "Login" link in the top right corner of the page. You will be asked for your user name and password. Once you have logged in, you will be able to view your current account balance, make payments and view your tax return history.
How to check the status of your return
If you have filed your taxes electronically, you can check the status of your return on the IRS website. The website has a search feature that allows you to find your return by filing status, tax form, or identification number. You can also download a copy of your return or check the status of a refund. If you need assistance filing your taxes, contact the IRS toll free at 1-800-829-1040.
How to print your return
The Taxwise Client Portal lets you print your return and file your return online. To print your return, follow these steps:
1. Log in to the Taxwise Client Portal.
2. Click on "My Account" on the left-hand side of the screen.
3. Click on "File my return".
4. On the "File my return" page, click on the blue button that says "Print my return".
5. On the "Print my return" page, select the printer you want to use and click on the blue button that says "Print my return".
6. Follow the instructions on the screen to complete your printout.
How to e-file your return
If you are using the Taxwise Client Portal to e-file your return, follow these steps:
1. Log in to the Taxwise Client Portal. If you have not already done so, create an account by clicking on the "Create Account" link on the top right of the page.
2. Click on the "E-File" tab on the left side of the page.
3. Click on the "E-file my return" button.
4. Enter your login information in the form below and click on "Log In." If you have forgotten your login information, click on "Forgot Your Login?" and enter your email address in the form that appears and click on "Submit." A new password will be sent to your email address. Once you have logged in, your account will be ready for use.
How to get more information about your tax return
If you filed your taxes electronically using the Taxwise Client Portal, you can get more information about your return by logging in. The following steps will show you how to log in:
1) Go to https://myaccount.taxwise.com/login.aspx and sign in with your user name and password. If you have forgotten your user name or password, please contact them at 1-800-908-6836 for assistance.
2) Click on “My Account” on the top navigation bar.
3) Under “My Account,” click on “My Tax Returns.”
4) On the My Tax Returns page, click on the “File a Return” link in the left column.
5) On the File a Return page, click on the “Login with Your TaxReturn Portal ID” link in the left column.
6) On the Login with Your TaxReturn Portal ID page, enter your portal ID into the text box and click on the login button. You will be redirected to a page that displays your return information.