TaxWise 2016 Software Users
Access the Education Library video "Security Requirements" Access the 1 minute videos below to guide you thru the Admin user or other user name reset process
This information below is related to the TaxWise Desktop software user name ADMIN.
The support site user name ADMIN is completely unrelated and they can have different passwords.
Click here for instructions on resetting the Support Site ADMIN user name If any user name other than ADMIN is locked out, the ADMIN user can unlock them.
If the ADMIN software user name is locked out, the registration code (typed in all CAPITAL letters) acts as a temporary password to allow ADMIN to login. Once logged in, ADMIN will be prompted to create a new password to use for the next 90 days.
Note- the system compares the registration code you enter as the ADMIN password with the registration code you used to install TaxWise. If the codes do not match, this reset will not work. If you still have your fulfillment slip, try using the code you entered during installation. Since you installed, the code could have changed due to several factors so the one you are viewing on the support site may not be the code you entered during installation. Once you get back into TaxWise, re-register TW with the code that you view on the support site so they will match going forward.
Also, if you switch user names from a user to ADMIN, and get locked out of ADMIN at that point, the reg code unlock will not work. You should close TaxWise and start over with the login screen and ADMIN user.
Note that during initial installation, your LOGIN screen will show the user name ADMIN and the password field will be blank. Continue with ADMIN and a blank password field by clicking the 'login' button that first time. You will see the informational message saying (91) ADMIN is required to have a non-blank password; click OK to continue.
Once you establish your password, you can continue using that same password for 90 days, at which time you will be promoted to enter a new password.
How does the ADMIN user get locked out?
If the password is entered incorrectly 7 or more times, the user is locked out.
You will continue to see this 'incorrect user name or password" error box as you type the password incorrectly at least 7 times. In a later version of TW, that message will change to say explicitly that you are now locked.
How does ADMIN get unlocked?
Your software registration code acts as a temporary password. Once you are locked out, enter the registration code with no dashes for your ADMIN password. You are allowed into TaxWise at which time you setup your new password to use for the next 90 days. If you enter the registration code once and you still see the error message above, double-check the letters and numbers of your code and re-enter. Also note that you must have typed the password wrong at least 7 times for this temporary password to work.
Note: Only the ADMIN user enters the registration code as a temporary password. If any other user gets locked out, the ADMIN user simply logs in and resets the password for the user name.
Where do you find your TaxWise registration code?
You can access your registration code on the email that was sent to you the week of November 21st.
You can login to the TaxWise Solution Center, select Download > TaxWise Software.
The registration code is also located on the Fulfillment Slip included with your DVD shipment. Note: Even if you did not get a DVD, you were mailed a fulfillment slip.
If you use COM, once logged in, select Offices and the registration codes will be listed in the Reg Code column.
You can contact Product Support and select the telephone prompt to have your temporary password emailed to you immediately, without the need to speak with an agent.
What are the password requirements?
• 8 - 20 characters
• At least 1 UPPER case letter
• At least 1 lower case letter
• At least 1 number
• At least 1 punctuation or special character (ex.? ! $ & * )
Additional Security Changes (
view this article about these and other IRS Security requirements for the tax industry)
User passwords will expire after 90 days. After this time period, you will be required to enter a new password for all users that follow the guidelines above.
Users are required to reenter their password after being logged into TaxWise for 24 hours regardless of activity.
Users are required to reenter their password after 30 minutes of inactivity in TaxWise.