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 […]

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 […]

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 […]

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 […]