What are the documents I can e-sign? You may sign E-File Authorization forms for 1040, 1065, 1120S, and 1120 returns; states supported signature forms; and the bank application. In addition, you may upload PDF documents to sign. How do I know which states support E-Signature? The following states support E-Signature: Alabama, Arizona, Arkansas, California, Colorado, […]
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 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 […]
To delete a return, follow the steps below. If you want to delete a single form, go to our Desktop Versions – Deleting Form, Schedule, Document Received, or Worksheet FAQ. Consumer Desktop Navigation Instructions From within your TaxAct Desktop program, open a return you want to keep (an open return cannot be deleted). Create a new return […]
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 […]
You can complete Form 4868 within your TaxAct Professional Edition program by following these steps: Open the client’s return. Click on the Filing tab and select File Extension. For the question Would you like to complete a Federal Extension?, click Yes. Follow the walk-through Complete Form 4868 or Estimate My Tax (prior to completing Form 4868). […]
TaxAct now includes the ability to convert previous year 1040 ProSeries, TaxSlayer Pro™, and Taxwise® client data. Below are some Frequently Asked Questions: What types of returns are converted to TaxAct? ProSeries 1040 Individual (all files ending with .23i or .23I extension), TaxSlayer 1040 Individual (all files ending with .23.ir_ extension), and TaxWise 1040 Individual […]
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 […]
If Practice information (Practice name, address, etc.) is not saving successfully when entering it in the Preparer Master Information section of the Professional program, you can try and go through the following steps.Click on Preparer > Master Information > Preparers > Click on the pencil icon beside the preparer’s name > In “Preparer Info” click […]
When there are new posts in Notifications, a pop-up notification will appear on your screen. The alert will not disrupt what you are currently working on. If no action is taken, the alert will disappear after ten seconds, or you can close the alert by clicking X in the top right of the notification. To […]
To access the Attachment Manager in the TaxAct program: From within your Online TaxAct return, click Filing to expand, then click E-file My Return. On smaller devices, click in the upper left-hand corner, then click Filing. Select the return(s) you would like to submit, then click Continue. Click I Agree, then click Continue. On the […]
Keyboard shortcuts available in the TaxAct Professional Edition program: Action Command Add Client Return Ctrl + N Add Line Item Details Ctrl + D Back Ctrl + Left Arrow Basic Info Ctrl + T Client Manager Ctrl + B Cut Ctrl + X Document Manager Ctrl + Alt + D Review Alerts Ctrl + A […]
To search in Forms Explorer: From within your TaxAct Professional Edition program, Double-click to open a client return (if you are not already in one). In the Forms Explorer window, click the Search Forms field. Type a form number or related word (example: “4868” or “extension”), and Forms Explorer will show the related forms. Click […]
If you want to add back all of the clients that you deleted or removed from Client Manager, you can rebuild Client Manager. Rebuilding will only add back clients that you deleted or removed from Client Manager, it will not add back clients whose files you deleted in that process. If you’re not sure how […]
To delete an existing client return from your Client Manager window: From within your TaxAct Professional Edition program, click Clients in the options bar to view the Client Manager window (if it is not already visible). Click to select the client return you want to delete. With the client return selected, you may use one of the […]
Restore a Local Backup File From within your TaxAct Professional Edition program, click File in the upper menu bar, hover your mouse over Restore Backup, then click Client Return(s). Click the circle next to Local, then click Next. Click Browse, then navigate to the folder where you saved your backup return, click the folder, then […]
With your TaxAct Professional Edition program, you can back up client returns and preparer information by following the steps below. Backing Up Client Returns (Local Backup Option) From within your TaxAct Professional Edition program, click File in the upper menu bar, hover your mouse over Backup, then click Client Return(s). Click the circle next to Local, then click Next. Click the Checkbox next […]
The TaxAct Enterprise Edition allows preparers to attach and associate documents and images with client returns for record keeping purposes. It allows the attachment of scanned images of client documents (W-2, 1099, etc.). Although this does not automatically import the document into the return, you are able to keep scanned images of client documents with the […]
To change any of your preparer information that appears on the returns, cover letters, and invoice: In your TaxAct Professional Edition program, click Preparer in the upper menu bar, then hover your mouse over Master Information, then click Preparers. In the window that appears, click the Pencil Icon next to the Preparer Name you want to edit. […]
Donation Assistant is not available in TaxAct Professional Editions. We appreciate customers’ comments and suggestions as we use these to help determine ways to enhance TaxAct programs each year. A compilation of these comments and suggestions are maintained every season and are reviewed prior to the start of development for the following year’s product. Please […]
Per the IRS Due Diligence Law webpage: Requirements for paid preparers when claiming certain credits or head of household filing status Under the Internal Revenue Code, a penalty can be assessed against a paid tax return preparer for not meeting due diligence requirements when preparing a return or claim for refund claiming the: Earned income […]
The TaxAct® program supports the preparation of business tax returns, but not the employer reporting forms (example: Form 941, Form 944, Form 940, Form 945, Form 8027, or Form 5500). You can access the forms and other information through the IRS: IRS Publication 15 Publication 15 (Circular E), Employer’s Tax Guide Publication 15-A Employer’s Supplemental Tax […]
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 […]
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 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 […]
The TaxAct® software automatically selects the correct form to file at the end of the return process. When entering information, the program will always start the return with the most basic form. As information is entered, the program will determine which form you are eligible to file. It does this to prevent users from filing […]
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 […]
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 […]
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.
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 […]
