A feature of the TaxAct Enterprise Edition is the ability to store, share, and collaborate with others on a network. It’s great for offices with multiple preparers who wish to share workloads, data, and responsibilities. The program can be used with your existing Local Area Network (local storage option) or an Internet connection (cloud-based storage) […]

To set up or edit your practice, preparer, or master information: Click Preparer, then click Master Information from the drop-down. Enter your practice information, then click Continue to Preparer Information. Edit, add, or remove preparers as needed, then click Continue to Master Info. Click Set Up Master Information Now to select preferences for returns, invoicing, […]

The Import Wizard allows you to import prior year master information that you saved locally or online. The first screen you will see upon logging into your TaxAct Professional software will give you the option to import prior year Master Information, if available. To import prior year’s information: From within your TaxAct Professional Edition program, […]

Each preparer entered in your program must have a separate individual PTIN. The default preparer’s entry should be the practice owner. The practice owner must invite other preparers. If the preparer you are trying to invite is set as the Practice Owner, then they can’t be invited. You need to be set as the Practice […]

If you receive this notification while using your TaxAct Enterprise Edition program: “Warning: Master Information is currently opened by: [computer\username]. It is not recommended that multiple users access Master Information at the same time. Do you wish to proceed?” You have not received an error notification. The program is warning you that more than one […]