In tax year 2025, TaxAct partnered with Tax Protection Plus to offer full-service audit assistance that can be used if your tax return is audited or questioned. Protection Plus covers your tax return for three full years and provides assistance with both Federal and State audits. If you receive an audit notice or inquiry from […]
Benefits The Financial Hub allows you to track your income and expenses year-round, which will then make tax time easier. TaxAct has partnered with Plaid to import transaction information from your connected accounts. Using the Financial Hub, you can see your income, expenses, and transactions for all connected accounts in one place. You can also […]
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 […]
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 […]
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 is a post-filing service that gives you access to credentialed tax experts if you receive an IRS notice, state notice, audit inquiry, or experience tax-related identity theft. Audit Defense covers the following post-filing issues: You can elect to add Audit Defense coverage when you file your return. You will receive a confirmation email […]
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. Tax Guidance
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 […]
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. […]
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 return click Return under Print […]
You may not be seeing the TPG refund options when filing your client’s return because: You need to scroll down. The Fast Cash Advance option may be lower on the page than your screen allows you to view without scrolling. Please check to make sure that you have scrolled down all the way. Your client’s […]
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 […]
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 […]
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 […]
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.
