Log in as the Admin user

Each user must have a unique user name and password and can only be utilized on one device at a time. If the same user name and password are logged in at the same time, one user will automatically be logged out of the application.

If you used TaxWise Online in a prior year, you would login using the password used in that prior year. If you do not remember the password, use the Forget user name or password link located on the Client Login page.

The Admin must log in and accept the license agreement before any other users will be able to login to TaxWise Online.

To log in to TaxWise Online 2017 for the first time as the Admin user, use the following steps:

  1. Do one of the following:
  2. Double-click the TaxWise Online icon on the desktop.
  3. Double-click the internet browser icon, click the Favorites/Bookmark button and select TaxWise Online.
  4. Type https://twonline-17.taxwise.com in the address bar of the internet browser and press Enter.

  1. Enter the Client ID.
  2. Enter Admin in the User Name box.
  3. Enter the Registration Code or established password in the Password box.

Your Client ID and Registration Code can be obtained from your Site Administrator/Office Manager.

  1. Select the I'm not a robot check box, and then select all the squares that apply.
  2. Click Verify.
  3. Click Login.

Immediately upon your first login, TaxWise Online prompts you to change your password.

  1. Click Change Password.
  2. Enter a new password in the New Password box.
  3. Re-enter a new password in the Confirm Password box.
  4. Click Change Password.
  5. Click Continue.
  6. Choose a Security Question from the drop-down list.
  7. Enter an answer in the Security Answer box and click OK.
  8. Enter your email address and click OK.
  9. Read the license agreement and select the I Agree check box indicating that you accept the terms of the license agreement.
  10. Click OK.

See Also:

Reset a locked account