You can choose to edit your preparer preferences during setup by clicking the Preparer Preferences button. You can access and edit this information any time by clicking Preparer > Preferences. In the Preparer Preferences window, you can choose settings for your Client Manager, Electronic Filing Manager, and specify general preferences. Preference Options Client Manager Appointment […]
Installation Before proceeding, ensure that you have TaxAct Professional Editions installed. See Downloading and Installing TaxAct for installation procedures. Setup Import Master Information Returning users can save time by utilizing TaxAct’s Import Prior Year Online Master Information feature. Practice, Preparer, Client, and General information will be automatically populated based on last year’s entries. When you […]
The first time you launch the software, the TaxAct Setup Wizard will walk you through steps to set up Master Information, including Practice, Preparers, Client Status, Directories, and General categories. You can edit and access your Practice, Preparer, Client, and Return information through a secure online account anywhere, anytime. You’ll need to sign in to […]
New Customers There are multiple options available to accommodate the specific needs of your tax practice. See https://www.taxact.com/professional/products/pricing for detailed package and pricing information. Once you determine the type of returns you’ll be preparing and how many users you need (Single User or Multi-User), choose the edition or bundle that fits your practice and click Pre-Order. […]
All TaxAct Customer Support: (319) 373-3600 Tax Professional Support: (319) 731-2682 Refer to our Contact TaxAct Service & Support page for support hours.
TaxAct supports the use of several different third-party authenticators. For common issues that arise during verification, please see the troubleshooting links for each authenticator below. Duo Mobile https://guide.duo.com/common-issues Authy (mobile devices only) https://help.twilio.com/categories/19752372315419 Google Authenticator https://support.google.com/accounts/answer/185834?hl=en Microsoft Authenticator https://support.microsoft.com/en-us/account-billing/troubleshoot-problems-using-microsoft-authenticator-a3a74493-566b-4c2e-b949-a2789bac0fd3
You can create a new personal or client return in TaxAct using the following methods. Desktop To add a new client return in TaxAct Professional Edition: Go to File > Add Client Return or Press Ctrl + N on your keyboard. If your software only has the individual program, a new 1040 return will open without additional […]
To reflect all of the changes to the IRS’s ever-changing tax code, all TaxAct software packages are updated on a regular basis. We release TaxAct federal programs in Early Release and Final versions. As a TaxAct customer, you can download the latest versions of your TaxAct software from within your account. Use the table below […]
To grant network access to other preparers in your practice, the practice owner must “Invite” them to join your practice via email (instructions below). The email will include a unique link the preparer must click to create their own TaxAct Account so that the account will use your Practice ID. NOTE: If you are the […]
Various functions for the TaxAct Professional Editions are toggled on and off through the Preparer Preferences dialog box: From within your TaxAct Professional Edition program, click Preparer in the upper menu bar. Click Preferences, then click Miscellaneous, to control the following: Client Manager Display Settings Show preview of selected client information Show only the last […]
If there are spaces remaining in any of the fields, the TaxAct desktop program interprets those spaces as data (even though you do not see any letters or numbers in that field). To ensure empty fields don’t have spaces in them: From within your TaxAct return (Desktop or Professional), click the data entry field (if a […]
Once you make all your Master Information selections, the Setup Wizard prompts you to set defaults for various forms you use in your practice. Once you complete the setup for each form, a green checkmark will appear on the tile so you can easily see which you have not yet completed. Set Master Forms Defaults […]
Individual preparer information can be added and/or modified in the Preparer Master Information dialog box. The preparer section allows you to: Click Add New Preparer to add a new preparer. Click the Pencil icon to edit a preparer. Click Inactive to remove a preparer from the active list. NOTE: The first preparer you add should […]
