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TaxAct Xpert Support

While working on your taxes using TaxAct, you have the option to promptly engage with one of our credentialed tax experts. Open your return in TaxAct. Click Get Live Tax Advice in the top right corner. Select the level of service that you want by choosing Chat or Speak under either Xpress Connect or Unlimited […]

State Program Release Dates

TaxAct State Editions Anticipated release dates for TaxAct State Editions are listed below, with most releasing in January. For more details about forms available in each return type, go to https://www.taxact.com/forms.  For more information on state release information, including updates on the availability of forms to print, see State Program Updates. 2025 Alabama Anticipated Release […]

TaxAct Software For Previous Years

You can purchase an edition of the TaxAct program for the current and two prior tax years. To get started, go to the Prior Year Tax Returns webpage and select which tax year you want to file by clicking the link File 20YY Taxes. Scroll down to see the product options under Online Products or Desktop Products. Once […]

State Program Updates

2025 As 2025 TaxAct state editions are updated, details will be added below to highlight what’s new in each release. Download Information | Federal Update Information | https://www.taxact.com/forms Alabama 2025 1040 V1.0 01/09/2026 – Form 40NR (Nonresident return) not approved for paper or electronic filing. V1.01 01/15/2026 – Form 40NR can be e-filed or paper-filed. No […]

Federal Tax Filing Season Opening Date

The IRS will begin accepting individual returns on January 26, 2026. The official filing season start dates are posted each year on the IRS website. The IRS accepts returns on a first-come, first-served basis. Because of this, we strive to have our product ready in time for you to be first in line! Our Federal […]

“Not Released” Download Message After Purchase

TaxAct Federal Desktop programs are available in early and final release versions. The early release version is usually released in late October for Professionals and December for Individual Consumers. The final versions of our Federal 1040 software programs are typically released in early January. The state modules begin releasing in early January and can continue […]

Prepaid E-Filing – Practice ID and EFIN Verification

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 […]

Ordering from Outside the United States

If you live outside the United States of America, you can still order TaxAct software through the website, as long as all of the following are true: You have a valid US address, You have a valid US phone number, You will pay for your order with a US-based credit card. If you are a […]

Consumer Product Offerings

You can use the TaxAct Consumer Edition products Online (using a web browser) or on your Desktop (download the program). We offer a number of programs and packages to fit everyone’s tax filing needs. When you click the links below, they will each take you to a different webpage, and you can click either Online […]

Preparer Regulations – IRS and State Agencies Expand ID Theft Safeguards

Important Security Updates for the 2024 Tax Season As part of the IRS Security Summit, all professional tax products across the industry—including TaxAct Professional Edition solutions—must comply with enhanced security requirements to better protect both your data and your clients’ information. To meet these standards, TaxAct Professional has implemented the following multi-layered security measures for […]

Macintosh Version Availability

At this time, there are no plans to release a TaxAct Desktop product for Mac operating systems. However, Mac users can still complete their tax returns by using TaxAct Online Products, which are fully compatible with most modern web browsers. For details on supported browsers and system compatibility, please visit our System Requirements page.

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 […]

TaxAct Refer-a-Friend Program

TaxAct Refer-a-Friend Program   What is the Refer-a-Friend Program? The TaxAct Refer-a-Friend Program allows you to earn an Amazon Gift Card for every new-to-TaxAct friend you refer who files a paid federal return. The gift card value depends on the offer at the time of referral. Your friends also save—they receive at least 20% off any paid federal product.   How Does the Refer-a-Friend Program Work? […]

About TaxAct Early Access

The TaxAct® early access program allows you to get a head start on your taxes. If you used TaxAct last year, you can import your data into this year’s return to save time. Go to our Import Last Year’s Return Using TaxAct Desktop FAQ for more information. You can also enter preliminary tax information to […]

Features – Professional Editions

For an overview of features for the Professional Editions for Professional Preparers listed below, please visit our TaxAct Professional Tax Software website. Professional 1040 Professional 1040 State Professional 1065 (Partnerships) Professional 1065 State Professional 1120-S (S-Corp) Professional 1120-S State Professional 1120 (C-Corp) Professional 1120 State Professional 1041 (Estates and Trusts) Professional 1041 State (Limited states […]

Release Dates of TaxAct Editions

To reflect all of the changes to the IRS’s ever-changing tax code, all TaxAct software packages are updated on a regular basis. We release TaxAct federal programs in Early Release and Final versions.  As a TaxAct customer, you can download the latest versions of your TaxAct software from within your account. Use the table below […]

Email Notification When Forms Become Available

To request an email notification for when a form becomes available, follow the steps below. Online From within your paid TaxAct return, click the Print Center drop-down, then click Return, and then click Print. The Print Center window will display a list of forms that are not available at this time. Click Sign up to […]

What is a Practice ID and Where to Find (or Enter) Yours

TaxAct assigns each practice a unique alphanumeric identification code called a “Practice ID” when the software is purchased. If you have multiple preparers in your practice, each preparer will have the same Practice ID. This ID links your software with your TaxAct account and allows all preparers in your practice to share resources. The Practice […]

Professional Editions – Data Backup Expiration

The online backup service included with the TaxAct® Professional Enterprise Edition for the 2016 tax year had expired on May 1, 2020. You can no longer access your 2016 client data online. Please contact your Professional Edition representative for more information.

TaxAct Product Guarantees

TaxAct offers product guarantees for each of our product formats, online and download: Guarantees for TaxAct Online $100k Accuracy Guarantee (consumer 1040, 1065, 1120, and 1120-S products only) Maximum Refund Guarantee (consumer 1040 products only) Satisfaction Guarantee Guarantees for TaxAct Download $100k Accuracy Guarantee (consumer 1040, 1065, 1120, and 1120-S products only) Money-Back Guarantee Maximum […]

Professional Editions – E-Filing Prices

Electronic Filing (e-filing) goes through TaxAct® to be transmitted to the IRS. The e-filing module is included in the TaxAct Professional Editions. E-filing with TaxAct is available for Federal 1040, 1065, 1120-S, 1120, 1041, and 990 returns. State e-filing is available for those states that assess personal income tax and for many business and estate […]

Using Bookmarks in TaxAct

TaxAct allows you to bookmark the exact page you are on in the Q&A view so that you can easily find it later. To use the bookmark feature: From the interview question within your return that you wish to bookmark, click the bookmark icon to the right of the question title (the icon will change color). When […]

TaxAct Online vs. TaxAct Desktop (Download)

TaxAct® has two different types of products that allow you to prepare, print, and e-file your Form 1040 tax return: TaxAct Online and TaxAct Download. With TaxAct Online, you can add multiple returns to your account; therefore, a whole family can access their returns from the same account. You will access the account and return(s) […]

Account Structure for Practice Setup

Account Structure Each TaxAct Professional Edition user should create an account using first and last name, mailing address, and a unique email address. Once each account is set up, they can be linked together to form a practice. See the TaxAct Professional Online Resources Getting Started webpage. Definitions Practice Owner Account TaxAct account used to […]

IRS limit on electronically filed tax returns

The IRS imposes a limit of five on the number of tax returns that you may file electronically (“e-filing”). This limitation is imposed by the IRS, not by TaxAct. Note: The IRS imposes the five-return limit specifically on electronically filed returns. If you reach the five-return e-file limit, you may submit paper copies of any additional tax returns. […]

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 […]

No State Software After Bundle Purchase

One TaxAct® State Edition is included with TaxAct Desktop/Download Deluxe, Premier, and Self Employed Editions. When you order a Federal Edition program, you choose which state to include. The Federal and State Editions are downloaded separately, so it is possible to download just the Federal program initially. To download your purchased TaxAct State edition: Sign […]

State Part-Year/Non-Resident Form Availability

TaxAct supports the filing of Part Year/Non-Resident returns for all states that require an individual income tax return. You can find a listing of each of the 1040 state programs by visiting our state release list. To determine if TaxAct supported Part Year or Non-Resident filing for a previous year, please see our Previous Years page and […]

Which TaxAct Online Version is Right for You?

Which version of TaxACT Online is right for you? There are 3 different versions to choose from – see which one is right for you. Comparison Chart TaxACT Online Ultimate Bundle The Best Value! Includes both TaxACT Online Deluxe & State—in one valuable package! Includes all the features of TaxACT Online Deluxe, including one FREE […]

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 […]

TaxAct DocVault

DocVault is TaxACT’s free companion app for saving and organizing tax documents and information. The mobile app is available in iTunes and Google Play. You can use DocVault throughout the year to create encrypted digital copies of: Tax returns, W-2s, and other tax forms Receipts, invoices, and other supporting tax documents (for example, information supporting credits […]

LegalAct Will

LegalACT allows you to quickly and easily create a Last Will and Testament without the hassle or excessive cost of going to a lawyer.  If you choose to purchase a LegalACT Will in TaxACT, you will receive a confirmation email containing a voucher code to use at LegalACT.com. If you e-filed your return, you can also […]

Requesting Unlock Code

You will be prompted for an unlock code if you are using the Free Federal Edition of the software and are attempting to access a TaxACT Deluxe only feature.  To continue using the Free Federal Edition (without using the Deluxe only features), you can just click the cancel or unlock later button when you are asked […]

Shipping & Handling Charges – CD-ROM

Select your product below to see the applicable CD-ROM shipping and handling charges. If you are unsure of whether you ordered the CD or the download, you may submit a Customer Service Request Form. There is no extra fee for the download version. You may download as many times as you need by logging in […]