4 User Manual — Wintax

WinTax 4 User Manual

Version 4.0 | Last Updated: April 2026

Key Features

  • Support for current-year tax forms
  • Automatic calculations and error checking
  • Secure client database
  • PDF generation and e-filing
  • State module integration

Automatic Backup

  • Navigate to Tools > Backup Manager > Schedule.
  • Set a recurring backup to an external drive or NAS.
  • Encryption: Check AES-256 and enter a recovery passphrase.

User Preferences (Settings > Preferences)

  • Default form display (forms view vs. interview mode)
  • Auto-save interval (default: 5 minutes)
  • Number of recent returns shown

Step-by-Step: Basic 1040 Individual Return

  1. Client Info Tab: Enter SSN, Name, Filing Status (Single, MFJ, MFS, HOH, QW). Warning: Ensure "Spouse SSN" is populated for MFJ to avoid IRS reject F1040-003.
  2. Income Section:
    • Click W-2 Grid. Enter EIN, Box 1 wages, Box 2 withholding.
    • Add Interest/ Dividends (Schedule B). WinTax 4 auto-flags if over $1,500.
  3. Adjustments (Schedule 1): Student loan interest, HSA deduction, Educator expenses.
  4. Credits (Schedule 3): Child Tax Credit (auto-calculated via dependent ages), EIC, AOTC.

Real-time calculation: After each field, press F9 or click the red calculator icon. The Estimated Refund/ Balance Due meter updates dynamically. wintax 4 user manual