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Updating Your Credit Card Information

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 […]

Sign In Help

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 […]

Recover Your Account (Locked or Disabled)

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 […]

Individual – Verification Codes

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 […]

Cancel or Modify an E-Filed Return

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 […]

Unlock My Account

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 […]

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 […]

What Does “Remember Me” Mean?

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 […]

Change My Username

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.

How to Avoid Verification Code When Signing In

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 […]