Once you receive your order confirmation, you can download and install your TaxAct Desktop program. The steps vary depending on whether you are an Individual (Consumer) or a Professional. TIP You can also download and install previously purchased software at no additional charge by following the steps below. Individual (Consumer) Steps To access the download […]
New Customers There are multiple options available to accommodate the specific needs of your tax practice. See https://www.taxact.com/professional/products/pricing for detailed package and pricing information. Once you determine the type of returns you’ll be preparing and how many users you need (Single User or Multi-User), choose the edition or bundle that fits your practice and click Pre-Order. […]
All TaxAct Customer Support: (319) 373-3600 Tax Professional Support: (319) 731-2682 Refer to our Contact TaxAct Service & Support page for support hours.
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 […]
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 […]
In accordance with the IRS guidelines set forth by the IRS Safeguards Program and the Security Summit, TaxAct Professional account passwords expire every 90 days. If you recently received an e-mail notifying you that your password will expire within seven days, you may follow the instructions below. To reset your password before it expires: Sign […]
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.
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 […]
The Practitioner PIN method allows taxpayers to authorize the Electronic Return Originator (ERO) to enter or generate the taxpayer’s PIN. To set the program to automatically use the Practitioner PIN: From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers. Click the […]
If there are spaces remaining in any of the fields, the TaxAct desktop program interprets those spaces as data (even though you do not see any letters or numbers in that field). To ensure empty fields don’t have spaces in them: From within your TaxAct return (Desktop or Professional), click the data entry field (if a […]
The TaxAct online products require the latest version of Chrome, Firefox, Microsoft Edge, or version 13 or higher of Safari. TaxAct desktop products require Windows 10 or higher. Go to our TaxAct System Requirements webpage for details.
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 […]
Below are a few of the enhancements and new features in TaxAct 2019 Professional Editions. We’re excited about these, but we’re even more excited that this is the first of many improvements for tax year 2019. New! Simplified installation method – Now you can install all products with one click. New! Create a Copy – […]
Password protection for TaxAct® Professional Enterprise editions has two levels: Program-level password and User-level usernames and passwords. Finding the Password Protection Feature To access the Password feature within TaxAct Professional Edition: From the Preparer top menu hover on Master Information and then click Security. Security Levels No Password Protection – The TaxAct program will […]
Downloading and Installing TaxACT (Video)
TaxACT Enterprise Installation TaxACT Enterprise Edition is designed for tax preparers who want to store, share, and collaborate with others on the same existing network. It is great for offices with multiple preparers who wish to share workloads, data, and responsibilities. The program takes advantage of your existing network and allows for a shared client list, shared tax […]
It is sometimes necessary to install the TaxACT program in "Safe Mode". This can be a result of a number of conflicts between other programs, device drivers, or other software and the TaxACT installation program. These conflicts can cause the installation program to freeze, abnormally quit, or even lock the system. Installing into "Safe Mode" […]
Compatibility Files With the upgrade from earlier versions of Windows to Windows Vista, Microsoft has implemented a new file system structure/policy. During installation of a program, if Windows cannot identify an application as having sufficient rights to insert specific data into certain folders, it will "hide" the actual application data files in a virtual storage […]
To check on the status of your clients returns in the TaxACT Preparers Program using the Electronic Filing Manager: Ensure that you have your Electronic Filing Identification Number (EFIN) and Password entered in your Preparer Master Information Click on the Electronic Filing Manager tab Choose the appropriate preparer in the Show Clients for window Click […]
