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TaxAct Mobile App

The TaxAct mobile app is now available for iOS and Android users! Visit the Apple App Store or the Google Play Store, search for TaxAct, and download the app to your device. Once installed, sign in using the same username and password you use on the TaxAct website.

Sign-In Instructions (Online or Desktop)

Online Sign In Go to Sign In Enter your username.  Select Remember this device if using a private device.  Click Sign in.  Complete the ReCAPTCHA.  Enter your password and click Continue.  Enter the verification code to complete sign-in. See Related Links for details. NOTE: You must use the online sign in to manage or update account […]

Troubleshooting Links for Third-Party Authenticators

TaxAct supports the use of several different third-party authenticators. For common issues that arise during verification, please see the troubleshooting links for each authenticator below. Duo Mobile https://guide.duo.com/common-issues Authy (mobile devices only) https://help.twilio.com/categories/19752372315419 Google Authenticator https://support.google.com/accounts/answer/185834?hl=en Microsoft Authenticator https://support.microsoft.com/en-us/account-billing/troubleshoot-problems-using-microsoft-authenticator-a3a74493-566b-4c2e-b949-a2789bac0fd3

Enhanced Sign-In Requirements

To help prevent identity theft, protect our tax professional customers, and comply with IRS regulations, you will be required to sign in each time you open the software, and again after 30 minutes of inactivity or every 24 hours—whichever occurs first. These requirements are part of the IRS Security Summit initiatives and apply to all professional tax software solutions across the industry, including TaxAct […]

Clearing Browser Cache

If a page fails to load or you experience difficulties signing in to your account, it can be caused by your web browser cache (temporary browsing data for helping pages load more quickly the next time you access them). Clearing your cache will most likely resolve the issue. Before clearing your cache, close all other […]

Individual – Recover Online Username or Password

Follow these steps if you have forgotten your password: Click Sign In at the top-right of the TaxAct website. On the Sign In screen, enter the username, email address, or the mobile phone number associated with your TaxAct account. Click Sign In. On the Sign in with Password screen, click I forgot my password. A […]

How do I update my email address?

To change your email address: Sign in to your TaxAct Account. Within My Account, click the My Preferences tile. Click manage next to your email address. The Edit Email screen will pop up. Type your preferred email in the New Email Address field. Click Update Email; an email will be sent. Keep the Edit Email […]

How to Enable Cookies

A cookie file is used to identify you while you are using a site and when you return to a Web site. The cookie file is written to your hard drive and you can delete it at any time. A cookie file only contains the following information: that you visited the Web site the time […]

Account Update for Customer ID Users

The next time you sign in with the Customer ID / Password combination the TaxAct website will prompt you to update the account. This update is to make the sign in process more convenient and secure; therefore, you will be prompted to create a Username which will replace the Customer ID.  The information below should assist you in […]

Forgot Customer ID and/or Associated Password

We have made some changes for tax year 2015 for help protect your TaxAct Account. Previously, customers who ordered TaxAct’s download software were assigned a Customer ID. In tax year 2015, we will ask you to update your account with a new username and password to comply with enhanced industry-wide security requirements. If you have […]

Do I need a new TaxAct Account for each return?

Good news – we’ve made tax time even easier from now on. From your TaxAct Account, you’ll be able to create, edit and access all of your TaxAct Online returns for 2014 and forward. You can also see the status of all your returns and federal refunds after e-filing, and update your account information in […]

Why Do I Have to Enter a Verification Code Again?

Even when you mark a device as trusted, there are certain factors that will require you to enter a Verification Code when you sign in: Turning 2-step verification on, you will be prompted every time you sign in Browser updates or removal of cookies A change of device or browser Signing in from an unrecognized […]

View and Manage My Trusted Devices

You may view and remove your trusted devices from within the My Preferences section of My Account: Sign in to your TaxAct Account online, then click My Preferences. Click the Trusted Devices and Sign In History dropdown (you might need to scroll down first). Click X next to the device listed that you want to remove. Click Remove Device. […]

What is a Trusted Device?

A trusted device is a device you use frequently, such as your personal mobile phone, tablet or home computer. You can choose to designate a device as trusted by clicking a checkbox next to “Don’t ask again on this computer” on the Verification Code screen. Doing so will allow you to sign in without having […]

Why did TaxAct Begin Using Verification Codes?

Our priority is to protect our customers’ information and we are always looking for new ways to do that. Using verification codes is one feature we have added to our security measures to help you keep your TaxAct account as secure as possible. Related Links What does “Don’t ask again on this computer” Mean? Can […]

Why Does TaxAct Look Different?

The TaxACT Online 2014 program features a cleaner interface to make navigation easier and tax preparation faster for you. We’ve also introduced a simple, more convenient way for you to use TaxACT from now on. Rather than create a new Username and Password for your TaxACT Online return each year, you’ll now have one, secure […]

Error Message When Registering From Email Using Prior Year Username & Password

TaxACT Online (over-the-web) allows a user to repeat the same Username and Password from year to year.  When choosing to register to use TaxACT Online for the current tax year, you may be prompted for different log in information depending on how you choose to register.  If you are registering from a link in an email offer that TaxACT sent […]

New Account Needed Each Year

In order to use TaxACT Online for the current year, even if you have an account for a previous year, you will need to create a new account. To do so, simply access TaxACT Online and select the product you wish to use.You may use the same Username and Password you had last year; however, the social […]