Professional Editions – E-Filing Payment Methods
As a Professional Preparer, you can choose different options of paying for e-filing with TaxAct Professional software. If you have not already verified your EFIN information with TaxAct, see EFIN Verification Process.
Unlimited e-Filing
If you decide to purchase a professional bundle, unlimited e-filing is included.
Pre-Paid e-Filing
If you are interested in Pre-Paid e-filing, contact our professional sales line at (319) 536-3571.
Setup
After purchasing a bundle that includes the Unlimited e-filing, or Pre-Paid e-filing credits, follow these steps to enable e-filing in your program.
- In your TaxAct Professional Edition program, click Preparer in the upper menu bar.
- Choose Edit My Preparer Information. (Admin users can go to Preparer > Master Information > Preparers to make edits for other preparers.)
- On the Preparer Info tab, ensure that your PTIN has been entered.
- On the Electronic Filing Info tab, enter your EFIN and select PIN type and choose your Practitioner PIN.
- If you do not have unlimited e-filing, enter a Default Credit Card here (optional).
- After making all entries, click Save and Close.
Note: The Practice ID matches your professional program to your TaxAct account, so you must sign into your program with the correct username.
IMPORTANT! The unlimited e-filing begins after the unlimited e-filing has been paid in full. There will be no refunds given for any individual returns filed prior to purchasing the unlimited e-filing.