Professional Editions – Forms and Topics Assistant
To search in Forms Explorer:
- From within your TaxAct Professional Edition program, Double-click to open a client return (if you are not already in one).
- In the Forms Explorer window, click the Search Forms field.
- Type a form number or related word (example: “4868” or “extension”), and Forms Explorer will show the related forms. Click a form title to open it in Forms View.
To search in Q&A:
- From within your TaxAct Professional Edition program, Double-click to open a client return (if you are not already in one).
- Click Q&A in the options bar, click the Tools dropdown on the right, then click Topics Assistant.
- In the window that appears, click the Field next to Topic Search, and type a form number or related word (example: “4868” or “extension”).
- A dropdown appears that highlights the form closest to your search. Double-click the form title to open it in the Q&A.