Professional – Adding a New Return in TaxAct
You can create a new personal or client return in TaxAct using the following methods.
Desktop
To add a new client return in TaxAct Professional Edition:
- Go to File > Add Client Return or Press Ctrl + N on your keyboard.
- If your software only has the individual program, a new 1040 return will open without additional prompts.
- If your software has both individual and business programs, you will be prompted to select the type of return that you want to create.
- You can only create one new return for each business type (1065, 1120, 1120-S, 990, 1041) on each computer.
TaxAct Online
To add a new personal return in TaxAct Online:
- Sign in to your TaxAct Online account.
- Navigate to My Tax Returns.
- Click Add a New 20xx Return.
- Click Start New Individual Return or Select Business Type.
Related Links
Individual – Adding a New Return in TaxAct
Multiple Returns – TaxAct Desktop
Access Current or Prior Year Return