Below are the top FAQs for signing into your account: Sign-In Instructions (Online or Desktop) Recover Your Account (Locked or Disabled) If you can no longer access the phone number or email address on your account, use the “alternative verification” steps detailed in the above FAQ. Manage or Update Account Information (Name, Address, Username, or […]
Each time you sign in, you may be prompted to verify your identity via a 6-digit verification code sent by text (standard text rates apply), email (only if you do not receive the code via text), or using an authenticator app. This extra layer of protection ensures only you can access your account. To choose how to […]
Follow these steps if you have forgotten your password: Click Sign In at the top-right of the TaxAct website. On the Sign In screen, enter the username, email address, or the mobile phone number associated with your TaxAct account. Click Sign In. On the Sign in with Password screen, click I forgot my password. A […]
Your account will be temporarily locked or disabled after multiple failed sign-in attempts. To regain access, either: Wait 15 minutes and try again Recover your password (steps below) Ensure that you are using the correct username. Password Troubleshooting If you have issues signing in: Double-check password spelling (use the “eye” icon) Turn off caps lock […]
Each time you sign into your account, you are prompted to verify your identity with a 6-digit verification code sent by text (standard text rates apply) or authenticator app. You must have a valid, domestic phone number associated with your account to use TaxAct and complete verification steps. This extra layer of protection ensures that […]
Online Sign In Go to Sign In Enter your username. Select Remember this device if using a private device. Click Sign in. Complete the ReCAPTCHA. Enter your password and click Continue. Enter the verification code to complete sign-in. See Related Links for details. NOTE: You must use the online sign in to manage or update account […]
If you get an error message that the prXXmaster.dat (or other DAT) file is locked or the program is unable to read or write to it, there has been an interruption of, or conflict with, the TaxAct program (substitute XX for the tax year in use). This could be caused by security software, Windows rights […]
To help prevent identity theft, protect our tax professional customers, and comply with IRS regulations, you will be required to sign in each time you open the software, and again after 30 minutes of inactivity or every 24 hours—whichever occurs first. These requirements are part of the IRS Security Summit initiatives and apply to all professional tax software solutions across the industry, including TaxAct […]
TaxAct Pro users can download and save PDF versions of all of their clients’ tax returns. Prior to Tax Year 2023 To download your clients’ tax return data from your TaxAct Pro account: Sign in to your TaxAct Professional app. In the top menu, click Preparer > Print Returns. In the Client Returns tab of […]
TaxAct Professional customers can update information within their TaxAct account by signing into their account here: https://www.taxact.com/auth/. If you would like to update Firm, Preparer or Client information, you must sign-in to your TaxAct Professional Software to make these changes. Important: To the extent your request relates to your clients’ tax return information, such information […]
There are a couple reasons why the information you entered into your tax return is no longer visible. Information was entered, then the return was imported from the prior year. This overrides any information for the current year. This means current year information would need to be entered again. More than one return was created. […]
