Client Xchange will be retired on October 31, 2026, and will no longer be accessible after that date. To prepare for this transition, please: Complete work: Finish all active engagements in Client Xchange by October 31, 2026. Download files: Save any documents you want to keep. See Client Xchange – Bulk Download Files for details […]
To delete a return, follow the steps below. If you wish to add or remove a state from a return, see Add or Delete State Return for more information. Important Notes: Once a return is deleted, it cannot be restored. You cannot delete a return if: It has already been e-filed or printed. An extension has […]
There are two methods for printing Form 4868. One method is to return to the extension steps, review your entries, and then print a copy of the form. See below for details. The other method is to use the Custom Print section – see Printing Your Return and Individual Forms for details on this […]
Online Navigation Instructions From within your TaxAct return, click the Print Center dropdown, then click Instructions/Reports. Click the checkbox next to the instructions you want to print, then click the data entry field below Number of Copies and type the amount. Click Print, then click the [Name]_20XX_Tax_Return.pdf PDF link. The PDF will open in a […]
For the security of your personal information, a printed or digital copy of your TaxAct Online return is only available after you have signed into your account. You can then print or save a PDF of the return. TaxAct Support cannot mail, fax, or email a paper or electronic copy. For help with your username […]
TaxAct Refer-a-Friend Program What is the Refer-a-Friend Program? The TaxAct Refer-a-Friend Program allows you to earn an Amazon Gift Card for every new-to-TaxAct friend you refer who files a paid federal return. The gift card value depends on the offer at the time of referral. Your friends also save—they receive at least 20% off any paid federal product. How Does the Refer-a-Friend Program Work? […]
Overview If you need to obtain a copy of your return, copies of tax returns from some prior years are available through your TaxAct Online Account under My Returns and Details. You can access pdfs and print copies of returns that are saved in TaxAct Online as far back as 2019. See Printing Your Return and […]
Ensure Adobe Acrobat Reader is Installed. You will need Adobe Acrobat Reader to view, print, or save your tax return. You can view the saved return at any time by opening it in Adobe Acrobat Reader. To generate and save your return as a Portable Document Format (PDF) file, follow these steps: TaxAct Online From within […]
If you need to find the location where your return files are saved on your computer, or if you can’t find the return you want in the TaxAct program, you can follow these steps to locate your return files. Search In the taskbar at the bottom of your computer screen, click in the field that […]
The TaxAct desktop software allows you to create a backup file of the current return you are working on. This file can then later be restored should you need to recover that specific version. This file will be designated with a new extension, .baX (where X is the last digit of the tax year. Example […]
To print the return in Professional Editions before filing: From within your TaxAct return (professional edition), click File, then click Print Client Return (do not use Preparer, Print Returns). Enter a number of copies for State Filing and Federal Filing. Click Select States, select the states you want to print, then click Back to Client Return. Click Print, then […]
When your return/form appears to not be printing full size, this may be due to Windows display settings or Adobe Reader settings. First try this: Close Adobe Reader and the TaxAct program. Right-click the TaxAct program icon (desktop shortcut). Click Properties, then click Compatibility. In the Settings area, check Disable display scaling on high DPI […]
If you import your previous year’s tax data into the current year, the information will automatically populate the Prior Year Comparison report in the program. If you do not import the prior year’s information, you can still manually enter the prior year information for the report. To enter the information for the Prior Year Comparison report: […]
With certain versions of the Google Chrome browser, some forms that show personal data will print in a way that masks the data so it isn’t visible. Instead of the expected information, a black box appears. To fix this, you can sign out of your return and sign back in using Microsoft Edge or Firefox, […]
A PDF (short for Portable Document Format) is a common type of file that displays documents as they will appear when printed. Even if the document contains complex forms and tables, the PDF will look the same when viewed or printed from any computer, regardless of which software program originally created it. With TaxAct®, the […]
Some states allow for the submission of “scannable” tax returns. This means that, in addition to a printed return, the state will also use returns that can be scanned by a computer. They scan the form with a machine that can read the line numbers and values faster than a human can type them into […]
To print organizers for your client(s): From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, then click Print Organizers. Click the Checkbox next to the client(s) you want to print organizers for, then click the Circle next to Print Applicable Organizers (or Print Selected Organizers if you only want to print […]
When you print your entire return (not just an individual form or schedule), all necessary supporting documents will be printed.
Per IRS Instructions for Schedule B Interest and Ordinary Dividends, page 1; Schedule B (Form 1040) will print with your return only for the any of the following reasons: You had over $1,500 of taxable interest or ordinary dividends. You received interest from a seller-financed mortgage and the buyer used the property as a personal […]
The statute of limitations for saving Federal returns is generally three years after the date the return is filed. Returns filed before the federal filing deadline are considered filed on the due date of the return. The length of time you should keep a document depends on the action, expense, or even the document records. […]
Go to our TaxAct System Requirements webpage to make sure your system is compatible with our programs. Disable all pop-up blockers. If you need help printing, go to our Printing Your Return and Individual Forms – Individuals or Printing Your Return and Individual Forms – Professional Edition FAQ. The TaxAct program creates a PDF when […]
