To delete a return, follow the steps below. If you want to delete a single form, go to our Desktop Versions – Deleting Form, Schedule, Document Received, or Worksheet FAQ. Consumer Desktop Navigation Instructions From within your TaxAct Desktop program, open a return you want to keep (an open return cannot be deleted). Create a new return […]
TaxAct now includes the ability to convert previous year 1040 ProSeries, TaxSlayer Pro™, and Taxwise® client data. Below are some Frequently Asked Questions: What types of returns are converted to TaxAct? ProSeries 1040 Individual (all files ending with .23i or .23I extension), TaxSlayer 1040 Individual (all files ending with .23.ir_ extension), and TaxWise 1040 Individual […]
For an overview of features for the Professional Editions for Professional Preparers listed below, please visit our TaxAct Professional Tax Software website. Professional 1040 Professional 1040 State Professional 1065 (Partnerships) Professional 1065 State Professional 1120-S (S-Corp) Professional 1120-S State Professional 1120 (C-Corp) Professional 1120 State Professional 1041 (Estates and Trusts) Professional 1041 State (Limited states […]
To search in Forms Explorer: From within your TaxAct Professional Edition program, Double-click to open a client return (if you are not already in one). In the Forms Explorer window, click the Search Forms field. Type a form number or related word (example: “4868” or “extension”), and Forms Explorer will show the related forms. Click […]
Keyboard shortcuts available in the TaxAct Professional Edition program: Action Command Add Client Return Ctrl + N Add Line Item Details Ctrl + D Back Ctrl + Left Arrow Basic Info Ctrl + T Client Manager Ctrl + B Cut Ctrl + X Document Manager Ctrl + Alt + D Review Alerts Ctrl + A […]
To change any of your preparer information that appears on the returns, cover letters, and invoice: In your TaxAct Professional Edition program, click Preparer in the upper menu bar, then hover your mouse over Master Information, then click Preparers. In the window that appears, click the Pencil Icon next to the Preparer Name you want to edit. […]
The TaxAct Enterprise Edition allows preparers to attach and associate documents and images with client returns for record keeping purposes. It allows the attachment of scanned images of client documents (W-2, 1099, etc.). Although this does not automatically import the document into the return, you are able to keep scanned images of client documents with the […]
With your TaxAct Professional Edition program, you can back up client returns and preparer information by following the steps below. Backing Up Client Returns (Local Backup Option) From within your TaxAct Professional Edition program, click File in the upper menu bar, hover your mouse over Backup, then click Client Return(s). Click the circle next to Local, then click Next. Click the Checkbox next […]
Restore a Local Backup File From within your TaxAct Professional Edition program, click File in the upper menu bar, hover your mouse over Restore Backup, then click Client Return(s). Click the circle next to Local, then click Next. Click Browse, then navigate to the folder where you saved your backup return, click the folder, then […]
Donation Assistant is not available in TaxAct Professional Editions. We appreciate customers’ comments and suggestions as we use these to help determine ways to enhance TaxAct programs each year. A compilation of these comments and suggestions are maintained every season and are reviewed prior to the start of development for the following year’s product. Please […]
The TaxAct® Accuracy Guarantee does not cover the Professional Editions. Paid preparers are responsible for reviewing the return for accuracy. If you are signing the return as a paid preparer, the IRS will ultimately hold you accountable for the return’s accuracy. If you determine there is a problem, you can either override the entry or […]
The TaxAct® program supports the preparation of business tax returns, but not the employer reporting forms (example: Form 941, Form 944, Form 940, Form 945, Form 8027, or Form 5500). You can access the forms and other information through the IRS: IRS Publication 15 Publication 15 (Circular E), Employer’s Tax Guide Publication 15-A Employer’s Supplemental Tax […]
TaxAct offers product guarantees for each of our product formats, online and download: Guarantees for TaxAct Online $100k Accuracy Guarantee (consumer 1040, 1065, 1120, and 1120-S products only) Maximum Refund Guarantee (consumer 1040 products only) Satisfaction Guarantee Guarantees for TaxAct Download $100k Accuracy Guarantee (consumer 1040, 1065, 1120, and 1120-S products only) Money-Back Guarantee Maximum […]
