Professional Editions – Accessing Professional Reports
You can access Professional Reports in two ways:
From Practice Manager
- Go to https://www.taxact.com/professional and click the Sign In button in the top right corner.
- Enter your Username and Password and any other required information to sign in.
- Click the Professional Reports tile in Practice Manager.
From within TaxAct Professional Editions
- Open your Professional Edition software (and sign in if you’re using online networking).
- Click the Professional Reports tab.
- Click the refresh button (two green arrows) at the top left of your screen
Menu and Navigation
Once you access Professional Reports, your home page is the E-File Details Report.
- Click any of the reports in the Navigation menu on the upper left of your screen to view.
- You can minimize the Navigation menu by clicking the arrow.
- You can also switch between tax filing years by using the drop-down above the Reports navigation.
See Professional Reports Guide for reports available in the Navigation menu.