TaxWorks Institute FAQs

Answers to Online Income Tax Research FAQs

For help with TaxWorks Institute, see the following frequently asked questions about online income tax research.

What kind of information will I find in TaxWorks Institute?
TaxWorks Institute is a library of about 3,000 documents and articles. The articles are derived from questions submitted by tax preparers as well as topics the Institute personnel feel are applicable. The library is online and has a high-powered search engine.

Can I preview TaxWorks Institute before purchasing?
You can see the TaxWorks Institute interface and some of the standout features by viewing a 5 minute Demo Video.

How much does TaxWorks Institute cost?
TaxWorks Institute is a $30/year subscription. Type in your topic and the search engine will present a list of associated articles. If you can't find what you need, Standard Case Research is an additional $35/question. Extended Case Research is an additional $75/hour. Institute personnel will estimate a price and work will not begin until you have given your consent.

How do I purchase TaxWorks Institute?
Simply click Buy Now on the homepage. After creating an account and setting up your profile, you?ll be asked for a credit card where you can pay online.

Should I use my TaxWorks password if I'm a TaxWorks user?
Yes, if you are a TaxWorks user, use your TaxWorks username and password to access TaxWorks Institute. Changes to your password are done through TaxWorks E-File Center.

If you are not a TaxWorks user, you will need to create a unique username and password.

Do I need to download software to use TaxWorks Institute?
No, TaxWorks Institute is an online application. The library is stored online and can be accessed from any computer with an Internet connection.

How do I contact support?
If you have a question regarding the website, logging in or using the Tax Research Service or if you have a billing question, use the online form. Note: Support is only done via email. You must be logged into TaxWorks Institute to access the support screen.

In addition, there are self-help options including a FAQ page and DEMO located on the support screen.

If you have forgotten your password, or are unable to log into Tax Works Institute, you can reset your password at https://www.delphistaxsolutions.com/na/PasswordReset.aspx.

Many of you commented in our End-of-Season Software Survey that the ?Remember my login information on this computer? (while logging into the E-File Center) did not remember the login. Typically, this is related to how your computer system handles ?cookies?. To get this feature to work properly, run through the following steps:
? Open Internet Explorer.
? Click the Tools menu and select Internet Options.
? On the General tab, click the Delete Cookies button, and click OK.
? Click the Content tab, and click the AutoComplete button.
? Check the Use AutoComplete for Web addresses and User names and passwords on forms boxes.
? The ?Remember my login information on this computer? should now work.