During the TaxAct Professional Edition setup process, you need to choose to save your files online or locally. For more network setup information, go to our Professional Editions Setup Guide. When you set up TaxAct Enterprise Edition to be used over your local network, you will be prompted to choose two distinct places to store files, […]
To access or print the application summary, follow these steps: Go to https://www.irs.gov/tax-professionals/e-file-provider-services . Log in to your account. Steps vary depending on which login type you use with IRS. Select your organization from the choices given and click Submit. Read and accept the Terms of Service. You will be redirected to the External Services […]
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.
Important Security Updates for the 2024 Tax Season As part of the IRS Security Summit, all professional tax products across the industry—including TaxAct Professional Edition solutions—must comply with enhanced security requirements to better protect both your data and your clients’ information. To meet these standards, TaxAct Professional has implemented the following multi-layered security measures for […]
Troubleshooting: Professional Reports Not Displaying in TaxAct If Professional Reports is not displaying in your TaxAct program, it may be due to settings related to your Internet Options, Windows network, firewall, or security software. Step 1: Check SSL and TLS Settings Close the TaxAct program or any open TaxAct webpages. On your Windows taskbar, click the search field (typically labeled “Type here to search”) and […]
The default location for TaxAct Professional Edition files is: C:\TaxAct\TaxAct [20XX*] Professional [Preparer’s] Edition\Client Data\[Practice ID] (Where XX is the last two digits of the TaxAct program year.) When you find the file, make sure the TaxAct program is closed, and Double-click the file to open it in the TaxAct program. If you […]
If a page fails to load or you experience difficulties signing in to your account, it can be caused by your web browser cache (temporary browsing data for helping pages load more quickly the next time you access them). Clearing your cache will most likely resolve the issue. Before clearing your cache, close all other […]
Taxpayers who receive certain notices requiring them to send information to the IRS may now upload their documents online through IRS.gov, rather than mail them in. Please note that taxpayers may securely respond to these notices regardless of having an IRS Online Account. The following notices are currently available for electronic upload: CP04, relating to […]
There is a size limitation of 3 MB total for attachments in the TaxAct Online program (2 MB for the Desktop program). If the file is over the size limit, there are several options to reduce its size. First, confirm how big file is. On a PC: 1. Open File Explorer. 2. Right-click on the […]
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 […]
If you have a client with a return that was filed, but the Fed EF (short for Federal E-Filing) Status column is not showing a result on the Client Manager screen, you can update the column. To update the Fed EF Status column: From within your TaxAct Professional Edition program, click Clients to view the […]
When you use the TaxAct Enterprise Edition with a shared network, the master information, preparer information, and return files are kept in the same shared folder. The TaxAct program connects to the shared folder when you set the Preparer Master Information Directory locations to the shared network folder. If the internet connection to the shared […]
If you receive a message when printing that states, “You are trying to print state items, but no states have been selected for printing,” you can fix it by following the instructions below: From within your TaxAct Professional Edition program, click Print in the options bar. Scroll to the bottom of the window and click […]
To transfer your TaxAct program from one computer to another computer: Sign into your TaxAct account online and download and install the TaxAct program on the new computer. Copy the Client Data folder from the old computer using a flash drive, external drive, DVD/CD, or network connection. Paste the Client Data folder in the same […]
The TaxAct Professional Editions install so they integrate into the same program file (.exe). This means that if you have installed multiple federal editions (1040, 1065, 1120, etc.), all editions will run from the same program. TaxAct integrates editions so you can manage all return types from the Client Manager. After installing the federal edition […]
When you print organizers for your clients, prior year amounts will only show if the prior year return imported correctly, both returns have the same forms, and the forms have amounts in the same fields. For help importing, go to our Professional Editions – Importing Prior Year TaxAct Returns FAQ If the Organizer has fields […]
If columns are missing or pushed to a different page when you print a report, it may be related to the system default font size. You most likely have increased the Dots Per Inch (DPI) of your system fonts within the Windows Display settings. You can first try this (if you’re using the desktop program): […]
Per IRS Instructions for Form 8275 Disclosure Statement: Purpose of Form Form 8275 is used by taxpayers and tax return preparers to disclose items or positions, except those taken contrary to a regulation, that are not otherwise adequately disclosed on a tax return to avoid certain penalties. The form is filed to avoid the portions […]
