In order to be prepared and ready for Pre-Ack beginning January 2, 2023, this is a reminder to refresh Partner Verification to confirm your banking enrollment information (Partner, Product, and Fees) is correct in the TaxWise Desktop and TaxWise Online Applications.
TaxWise Desktop - Steps for Partner Verification:
1 -- Log in as Admin in Taxwise Desktop
2 -- Select ‘Tools > Utilities/Setup Assistant’
3 -- From the Utility window select ‘Setup > Setup Assistant’
4 -- Select ‘Partner Verification’
5 -- Select the ‘Refresh Data’ button
6 -- Confirm partner verification:
Once Partner Verification is refreshed, the page will show current updated Partner Verification data with your bank partner’s information. Please verify and confirm all fees and product selections are correct in the TaxWise desktop application.
TaxWise Online -- Steps for Partner Verification:
1 -- In the upper left, Select the ‘Loggedin User>Settings’
2 -- Select ‘Partner Verification’
3 -- Confirm Partner Verification data under ‘Settlement Solutions’
SUPPORT
If you have any questions, please contact customer support via any of these options:
- Chat with a live agent SFS TaxWise Chat (cch.com)
- Open a Support case at https://support.cch.com/
- Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer
SALES
If you have not purchased or renewed TaxWise for Tax Year 2022, you can contact your Account Manager at 800-495-4626 to get setup for the the Tax year 2022 season.
