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 […]
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 […]
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.
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 […]
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
Due to maintenance and compatibility concerns, TaxAct no longer provides software for tax years prior to 2022. Filing a Return for 2021 or Earlier: Visit the IRS website to print the necessary tax forms for your specific tax year. For additional assistance, contact the IRS at 800-829-1040.
The installation process for TaxAct Professional Editions has been simplified. The TaxAct Professional Installer will download and run the installation for all your products at once. The installer will also let you know which products are not yet available. When they become available, we’ll let you know. You need a TaxAct Professional account to sign […]
If you choose the Online Network option in the TaxAct® Enterprise Edition Setup Wizard, you have the ability to share and access files without the need for a local network. The Online Network option allows you to store and share files between multiple users and all files are saved to TaxAct’s secure servers. To use this […]
If you choose the Local Network option in the TaxAct® Enterprise Edition Setup Wizard, you need to have an existing local network already in place. Typically, a local network centers around a server in your office which stores shared files. Users access those files from their individual workstations, but do not have copies of the […]
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, […]
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 […]
In your TaxAct Professional Edition program, you can import a prior year return when you create a new return or after you create a return. If you have already created a return, you can use either import method. If you are importing when creating a new return, you need to start on the Client Manager […]
Various functions for TaxAct Professional Editions are toggled on and off through the Preparer Master Information box: From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, hover your mouse over Master Information, then click General. In the window that appears, you can control the following: Filing/Printing Options Print the preparer’s […]
Various functions for the TaxAct Professional Editions are toggled on and off through the Preparer Preferences dialog box: From within your TaxAct Professional Edition program, click Preparer in the upper menu bar. Click Preferences, then click Miscellaneous, to control the following: Client Manager Display Settings Show preview of selected client information Show only the last […]
When you check for (and run) updates for your TaxAct Professional program, any client returns affected will automatically be updated. When the update is complete, you’ll be prompted to view the Update Summary Report to review which client returns changed due to the update. The steps below allow you to view that report at a […]
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.
Individual preparer information can be added and/or modified in the Preparer Master Information dialog box. To quickly edit your information: Click Preparer in the upper menu bar, then click Edit My Preparer Information. To use the preparers tab: Click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers. In […]
To edit the Master Forms in the TaxAct Professional Edition program to include additional information (i.e. Charge By Form, Billing Invoice, Instruction Letter, Partner Letter, or Shareholder Letter): From within your TaxAct Professional Edition program, click Preparer in the upper menu bar. Hover your mouse over Master Information, then hover your mouse over Master Form […]
If the person you paid to do work for your business is not considered an employee, you may have to file a Form 1099. Per the IRS Am I Required to File a Form 1099 or Other Information Return? webpage: Made a Payment If, as part of your trade or business, you made any of […]
Preparers have the option to use the “Client Copy” watermark on the printed client copy of a return. This is in addition to the “Do Not File” watermark. To print the client copy with this watermark: From within your TaxAct Professional Edition program, on the Client Manager screen, double-click the client’s return to open it. […]
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 – […]
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 […]
