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 […]
The TaxAct mobile app is now available for iOS and Android users! Visit the Apple App Store or the Google Play Store, search for TaxAct, and download the app to your device. Once installed, sign in using the same username and password you use on the TaxAct website.
The IRS may reject your tax return if you did not include information about your Advanced Premium Tax Credit on IRS Form 8962 from the federal healthcare marketplace. This occurs when the IRS database shows that you should have provided this information (whether this is accurate or not). If you did receive Form 1095-A showing […]
Below you will find links to the websites and/or forms for each state to request a copy of your state return or transcript. Alabama | Alaska | Arizona | Arkansas | California | Colorado | Connecticut | Delaware | District of Columbia | Florida | Georgia | Hawaii | Idaho | Illinois | Indiana | […]
TaxAct supports the use of several different third-party authenticators. For common issues that arise during verification, please see the troubleshooting links for each authenticator below. Duo Mobile https://guide.duo.com/common-issues Authy (mobile devices only) https://help.twilio.com/categories/19752372315419 Google Authenticator https://support.google.com/accounts/answer/185834?hl=en Microsoft Authenticator https://support.microsoft.com/en-us/account-billing/troubleshoot-problems-using-microsoft-authenticator-a3a74493-566b-4c2e-b949-a2789bac0fd3
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 […]
If you receive a corrected form after you’ve already entered the information, it’s easy to fix before you file. You simply need to update the form entries you previously made to match the corrected information you received. If you’ve already filed your return and need to make corrections, you need to file an amended return […]
If you receive an error message when installing WebView2, this may be caused when the update to WebView2 is done by the Managed User and not the Admin User. To correct the error, update as the Admin using the following steps. Log in as Admin User. Navigate to the Download the WebView2 Runtime page on […]
Preparer Notes can be used by the paid preparer, electronic return originator, or taxpayer to provide additional, voluntary information related to Forms 1120, 1120-S or 1065 tax returns, but it is not required to attach them. These notes are added to the return in the same area where the Election Explanations and Regulatory Explanations are […]
Taxpayers who receive certain notices requiring them to send information to the IRS may now upload their documents online through IRS.gov, rather than mail them in. Please note that taxpayers may securely respond to these notices regardless of having an IRS Online Account. The following notices are currently available for electronic upload: CP04, relating to […]
To choose paper filing or e-filing on Federal or State Client Instruction Letter: From within your TaxAct Professional Edition program, on the Client Manager screen, Double-click your client to open their return. Click Preparer in the upper menu bar, then hover your mouse over Instruction Letter, Edit Client Copy, then click Federal to view the letter in Forms View (for the state client instruction letter, […]
Print Client Instruction Letter while e-filing: From within your TaxAct Professional Edition program, on the Client Manager screen, Double-click your client to open their return. Click Q&A in the options bar, then click Filing. Click the Circle next to E-File, then click Continue. Continue with the interview process until you reach the screen titled E-filing […]
To set up or edit your practice, preparer, or master information: Click Preparer, then click Master Information from the drop-down. Enter your practice information, then click Continue to Preparer Information. Edit, add, or remove preparers as needed, then click Continue to Master Info. Click Set Up Master Information Now to select preferences for returns, invoicing, […]
When a program is told to expect input in a certain format, e.g. certain alphabet or numeric characters, and it receives something else, it will return the invalid argument error. The most common reason for this error in TaxAct is that it’s receiving input for a language other than English. Make sure Windows Region and […]
If columns are missing or pushed to a different page when you print a report, it may be related to the system default font size. You most likely have increased the Dots Per Inch (DPI) of your system fonts within the Windows Display settings. You can first try this (if you’re using the desktop program): […]
Wondering what’s changed in the tax world from last year? We put together the top six 2022 federal tax changes that taxpayers like you should know about before filing your income tax return in 2023. Tax year 2021 saw major tax changes due to the coronavirus pandemic, but many of those changes went away in […]
The IRS has advised that many people should expect smaller tax refunds for 2022. Here’s why your refund may not be as big as last year’s and some tips on what you can do to maximize your refund amount. Why do you get a tax refund from the IRS? Let’s review why we get a […]
The Covid-19 pandemic has disrupted many of our daily routines, often including how and where we work. For those telecommuting (working from home), tax implications can arise when the company you work for is located in a different state than your home. Each state has different rules for this situation, which we break down below. […]
To update your credit card in TaxAct Professional Editions: Go to https://www.taxact.com/professional and click the Sign In button in the upper right corner of the page. Enter your TaxAct Account Username and Password. You may be asked to verify your account by phone or email. Once signed into your account, click on the Orders and […]
The TaxAct® Professional programs start releasing in late October and are updated periodically throughout the filing season. The federal editions released in October are preview editions and do not contain the finalized tax forms. The programs are updated when the final forms are released. You can import your prior year clients with the preview and […]
Want a demonstration? Take a look at our How to Download & Install TaxAct Professional Editions video. To access Practice Manager Go to the TaxAct Professional website and click Sign In. Sign in with your Username and Password. To add a TaxAct product to your account Click the Orders & Downloads tile. Select the “Downloads” link […]
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 – […]
Learn how to optimize efficiency and maximize your revenue in TaxAct Professional Webinars. Whether you’ve used TaxAct Preparer’s Editions for years or you’re just researching, we’ll give you info, tips and tricks to help increase your productivity and bottom line. Register for upcoming webinars and view recordings of previous webinars at taxactprofessional.com/webinars.
