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Professional Editions – Install/Update a State

You need a TaxAct Professional account to sign in to the program, and you need to purchase your TaxAct Professional Edition products before installing. See Professional Editions – Downloading and Installation TaxAct for more information.

Installing State Editions

To install state editions in TaxAct Professional Edition, follow the steps below:

    1. Open your return, then click Return > State > Install State.

      • You must have ordered the state module first before you can install. If you have not already done so, select Order State before proceeding.
      • This launches the TaxAct website. Add the necessary state to your shopping cart and complete your purchase.
      • While still logged into the website, from the Navigate menu, select Orders and Downloads.
      • Locate the state that you just ordered and click Download.

    1. From within the Install State Module window, select each state you wish to install or Select All.

    1. Click Auto Install to add the state modules with recommended settings.
        • Or, click Manual Install to add states to an alternative location or to a network.

Adding or Removing States from a Return

    1. Once a state has been installed, open the return you wish to add the state to, and click Return > State > Add/Remove State to attach or remove the state from a return.
        •  Alternatively, select Add/Remove States from the left navigation.

 WARNING: Removing a state will delete all the data you have entered for that state.

 

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