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Wintax 4 user manual

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• Filing > Transmit Returns
• Choose federal/state, confirm submission.
• Check status via Filing > E-File Status.

1. Click + New Return on Dashboard.
2. Select tax year (e.g., 2025).
3. Choose filing status (Single, MFJ, MFS, HoH, QW).
4. Enter taxpayer primary and secondary (if any) information:

   10. Backup, Security & Updates

   Step-by-Step: Basic 1040 Individual Return

   1. Locate the installation package (setup.exe) provided by the software vendor.
   2. Run the installer as Administrator.
   3. Follow the on-screen prompts to select the destination folder.
   4. Install the necessary drivers for the hardware security key (dongle), if applicable.
   5. Launch the application and enter the license key when prompted.

   7. Filing Options

   • W‑2: Enter employer EIN, wages, federal/state tax withheld.
   • 1099‑NEC / 1099‑K: Self‑employment income.
   • 1099‑INT / 1099‑DIV: Interest and dividends.
   • Schedule C: Business profit/loss – attach expense categories.
   • Schedule D: Capital gains/losses (import broker CSV if available).