How can we help?

Help Center  >  Individuals  >  Add-Ons

Add-Ons

Articles

Received an IRS or a State Notice

The TaxAct website includes a Notice Review service. Notice Review can help you understand what type of IRS notice you have received and why. More importantly, it will provide information to help you understand the notice and the steps you need to take to resolve the situation with the IRS. For more information, go to […]

TaxAct Xpert Support

While working on your taxes using TaxAct, you have the option to promptly engage with one of our credentialed tax experts. Open your return in TaxAct. Click Get Live Tax Advice in the top right corner. Select the level of service that you want by choosing Chat or Speak under either Xpress Connect or Unlimited […]

Protection Plus – Activate Your Membership

In tax year 2025, TaxAct partnered with Protection Plus to include audit assistance with your purchase of select TaxAct software packages – see https://www.taxact.com/audit-defense for details. You can also purchase Audit Defense, without a bundle, by selecting to add it during the filing steps.  After enrolling, you will received an email to Activate your Protection Plus […]

Refund Advance

NOTE Refund Advance loans have ended for 2026. If you are interested in learning about a Refund Advance, visit https://www.taxact.com/refund-advance. The following answers some frequently asked questions.  How can you offer this at no extra cost? It’s true—you don’t have to pay any fees for a Refund Advance loan. If you are eligible for a Refund […]

Audit Defense

You can choose to enroll with our Audit Defense partner when you file your return. FAQ: 21939  

TaxAct Xpert Assist

TaxAct is excited to offer live support calls with tax experts. For details about this program, see the Terms of Service. To schedule a call with one of our tax experts or to find out more about this program, go to our TaxAct Xpert Help webpage.

Notice Review – General Information

IRS General Audit Categories IRS Notices Letter (or Correspondence) Audit Office (or Desk) Audit Field Audit Taxpayer Advocate State Notices. IRS Notices and Audits Information: For information on a specific IRS notice, review the Notice Review – IRS Notice Listing FAQ. To contact TaxAct for assistance with your IRS or state notice, see the Received […]

Protection Plus – Remove from Your Account

If you’ve signed up for Tax Protection Plus program but have decided you no longer wish to use it, you can remove it from your account.   Note: If you remove Tax Protection Plus from your account within 30 days of your purchase, you’ll receive a full refund. If you remove Tax Protection Plus from […]

Republic Bank – Refund Advance Option Not Showing

If you can’t see the Republic Bank Refund Advance option when filing your client’s return, try the following: Scroll down – The Refund Advance feature may be located further down the page. Ensure you’ve scrolled all the way. Check eligibility – Your client’s return may not meet the qualifications for a Refund Advance. Verify eligibility with Republic Bank. […]

Tax Protection Plus

In tax year 2025, TaxAct partnered with Tax Protection Plus to offer full-service audit assistance for when your tax return is audited or questioned. This can happen even when you’ve done nothing wrong. Protection Plus covers your tax return for three full years and provides assistance with both Federal and State audits. If you receive […]

Print Republic Bank Application

When you elect to have your TaxAct software fees deducted from your refund, you agree to a transfer of money through our bank partner, Republic Bank. You are able to view or print the Republic Bank Application that lists all bank transfer fees by following these steps:  From within your TaxAct Online return click Return under Print Center. […]

Republic Bank – Direct Withdrawal Explanation

TaxAct partners with Republic Bank & Trust Company (member FDIC) to allow TaxAct program fees to be deducted from your tax refund. When you choose to have your TaxAct fees paid from your tax refund in the filing steps, you must accept the Refund Transfer Application and Agreement. Section 5 of that agreement authorizes Republic […]

Republic Bank – RBIN Correction

To correct the RBIN in the Republic Bank system and resubmit the bank applications: Log in to the Republic Bank website. Correct your RBIN. Go to the Rejected Applications tab to update the rejected bank applications with the new RBIN. Note. All rejected bank applications must be corrected on the Republic Bank website. Before submitting […]

Republic Bank – Application Rejected

There are several reasons why a Republic Bank application can be rejected. If your application is rejected, you will receive an email explaining why the application was rejected and providing instructions for correction. One common reason for rejection includes providing an incorrect expiration date when entering the identification information, or entering the same ID information […]

Republic Bank – Customer Service

To contact Republic Bank, call their customer service at 1-866-581-1040. You can also go to the Republic Bank Tax Refund Solutions website. To log in, you need your SSN, date of birth, refund amount, and filing status.