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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 […]

“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 […]

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 […]

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 […]

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. […]

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 […]

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 […]