Calendars and Charts
The following calendars and charts are provided as references and can be used as guidelines and timetables for preparing your customers taxes.

Form 2441 Decision Tree Can you claim the Child and Dependent Care Credit?
Exemption Decision Tree Can you claim an Exemption for a Dependent?
Refund Cycle Guidance Guidance for distribution of refunds
E-File Calendar Important dates associated with the electronic filing program
ACA -general ACA -general information
ACA Premium Tax Credits ACA Premium Tax Credits
ACA Exemptions ACA Exemptions to healthcare requirement
ACA shared responsibility ACA shared responsibility
Filing Status Chart Questions and answers to help determine the taxpayer's filing status
Child Tax Credit Are you eligible for Child Tax Credit
EIC Worksheet Earned Income Tax Assistant
Education Expenses What do I qualify for?
Other Popular Questions Find answer to some of the more popular questions
TaxWise Quick Reference Chart Guide to entering 1040 tax data into TaxWise
Customer Care Phone Menu Tip sheet of phone menu prompts when calling Customer Care
TaxWise Role Chart Definitions of ADMIN and other users

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