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
Due to maintenance and compatibility concerns, TaxAct no longer provides software for tax years prior to 2022. Filing a Return for 2021 or Earlier: Visit the IRS website to print the necessary tax forms for your specific tax year. For additional assistance, contact the IRS at 800-829-1040.
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 […]
If you choose the Online Network option in the TaxAct® Enterprise Edition Setup Wizard, you have the ability to share and access files without the need for a local network. The Online Network option allows you to store and share files between multiple users and all files are saved to TaxAct’s secure servers. To use this […]
If you choose the Local Network option in the TaxAct® Enterprise Edition Setup Wizard, you need to have an existing local network already in place. Typically, a local network centers around a server in your office which stores shared files. Users access those files from their individual workstations, but do not have copies of the […]
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 share software downloads, unlimited or prepaid e-filing, reporting, or services, the Practice Owner has to send an email invitation to another preparer for them to join. The email will include a link for the preparer to create an account or sign into their account, and enter the information provided in the email. To invite […]
Various functions for TaxAct Professional Editions are toggled on and off through the Preparer Master Information box: From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, hover your mouse over Master Information, then click General. In the window that appears, you can control the following: Filing/Printing Options Print the preparer’s […]
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 […]
To edit the Master Forms in the TaxAct Professional Edition program to include additional information (i.e. Charge By Form, Billing Invoice, Instruction Letter, Partner Letter, or Shareholder Letter): From within your TaxAct Professional Edition program, click Preparer in the upper menu bar. Hover your mouse over Master Information, then hover your mouse over Master Form […]
Individual preparer information can be added and/or modified in the Preparer Master Information dialog box. To quickly edit your information: Click Preparer in the upper menu bar, then click Edit My Preparer Information. To use the preparers tab: Click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers. In […]
