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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:

  1. 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:

  1. Sign in to your TaxAct Online account.
  2. Navigate to My Tax Returns.
  3. Click Add a New 20xx Return.
  4. Click Start New Individual Return or Select Business Type.

 

Related Links

Individual – Adding a New Return in TaxAct

Multiple Returns – TaxAct Desktop

Import Last Year’s Return

Access Current or Prior Year Return