To update your payment information, follow these steps: Sign in to your TaxAct Account online. Click Orders & Downloads. Select the blue link update credit card information (you may need to scroll down). Click the Order ID and follow the on-screen instructions to update your payment details. This option may not be available for all […]
TaxAct is committed to protecting your tax information. We partner with the IRS, state tax administrators, and other software providers to prevent tax and identity fraud. As part of this effort, we implement advanced security measures, including: Strong password requirements Email address verification Account lockouts after multiple failed sign-in attempts Trusted device and IP address […]
You can manage your data within your TaxAct account by removing returns or submitting a privacy request to delete certain personal information. Removing a Tax Return (Individual) Important Notes: Once a return is deleted, it cannot be restored. You cannot delete a return if: It has already been e-filed or printed. An extension has been e-filed […]
Below are the top FAQs for signing into your account: Sign-In Instructions (Online or Desktop) Recover Your Account (Locked or Disabled) If you can no longer access the phone number or email address on your account, use the “alternative verification” steps detailed in the above FAQ. Manage or Update Account Information (Name, Address, Username, or […]
Set Up Passkey You can now set up a passkey to log into your account. This provides a more seamless and secure way to authenticate your TaxAct login. The steps to set up your passkey are detailed for common browsers below. Exact steps may vary depending on your device or browser or passkey selection. Note: […]
Each time you sign in, you may be prompted to verify your identity via a 6-digit verification code sent by text (standard text rates apply), email (only if you do not receive the code via text), or using an authenticator app. This extra layer of protection ensures only you can access your account. To choose how to […]
Your account will be temporarily locked or disabled after multiple failed sign-in attempts. To regain access, either: Wait 15 minutes and try again Recover your password (steps below) Ensure that you are using the correct username. Password Troubleshooting If you have issues signing in: Double-check password spelling (use the “eye” icon) Turn off caps lock […]
Each time you sign in, you are prompted to verify your identity via a 6-digit verification code sent by text (standard text rates apply), email (only if you do not receive the code via text), or using an authenticator app. This extra layer of protection ensures only you can access your account. To choose how to […]
When you purchase prepaid or unlimited e-filing, that purchase is assigned to your account. When you sign into TaxAct with the username and password associated with that account, your Practice ID should automatically be added to your Preparer Information. To enter the verification information for your e-filing: From within your TaxAct Professional Edition program, click […]
You can create a new return in TaxAct using the following methods: TaxAct Desktop: Press Ctrl + N on your keyboard. TaxAct Online: Click Add a 20XX Return and then select Start for Free under your preferred option.
You can add more than one return to your TaxAct account. Steps vary depending on whether you use TaxAct online, or on your desktop. Online Instructions Sign in to your TaxAct Account online. Select My Tax Returns. Click Add a 20YY Return. Click Start New Individual Return or Select Business Type. If you aren’t sure which […]
To check your EFIN status within your account: Sign in to your TaxAct account online, then click Practice Administration. Click the EFIN Verification dropdown to see your EFINs and statuses. If you see an item that says “Verified,” your EFIN is verified and you do not need to resubmit. You do not submit each year, […]
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 […]
TaxAct customers can update information within their TaxAct account and tax returns by signing into their account here: https://www.taxact.com/auth/ Important: To the extent your request relates to tax return information, such information cannot be modified after e-filing — unless the IRS rejects your e-filed tax return, or you file a later amendment. TaxAct provides various […]
To share software downloads, unlimited or prepaid e-filing, reporting, or services, the Practice Owner has to send an email invitation to another preparer for them to join. The email will include a link for the preparer to create an account or sign into their account, and enter the information provided in the email. To invite […]
Click this link to go to the sign in page and sign in to the TaxAct account that you created: Sign in If you forgot your username or password, click this link: Forgot Online Username or Password
When you submit your e-filed return, TaxAct immediately begins transmitting the return to the IRS and/or your state tax agency. So, once you submit a return electronically, there is no way to stop or cancel that transmission. If you made a mistake or forgot to include something: If your return is rejected, you can go […]
If you enter an incorrect combination of username and password a certain number of times, you will be given the opportunity to reset your password to gain access to your account. As part of the password reset process, you will be asked to answer one of your security questions. We take this measure to protect […]
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 […]
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 […]
If you trust the device you are using to sign in, you can skip entering the verification code the next time you sign in by checking the box next to “Don’t ask again on this computer”. Otherwise every time you sign in, we will send a one-time-use verification code to your email address or mobile […]
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 […]
For security purposes, usernames cannot be changed after you’ve created your TaxAct Account. If you would like to change your username, you can create a new TaxAct Account; however, the information in your existing account cannot be copied or transferred to your new TaxAct Account.
To avoid the requirement of entering a verification code each time you sign in, you may click the link labeled Didn’t receive a code to answer a security question instead, or you may simply check the box that says “Don’t ask again on this computer.” Checking this box means you trust that others aren’t using the same […]
Within your 2014 TaxACT Online account, you have the option to add multiple returns for the same individual or different people as well. When creating multiple returns for the same person, it can be difficult to keep track of which return is the correct one. To help with this, you are able to change the title […]
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 […]
Update E-mail Address & Password (Video)
To view a video on this Help Topic, click the link below: Signing into TaxACT For security reasons, we can’t give you your password. But, we can help you reset it. Follow these 4 easy steps beginning by clicking the “Forgot your Password” link at the online sign in page: Step 1 – Enter your […]
