To access your E-File Billing Summary in the TaxAct Professional Edition program: From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, then click Professional Reports. Click E-File Billing Summary, and your total paid fees will be displayed as well as a detailed list of e-filing fees by client. To access […]

The Withholding Summary report lists all sources for Federal, State, and Local Withholding by form (W-2, 1099-MISC etc.). At the bottom of the report, there is an All Other Withholdings field that applies to only federal withholding. Sources for withholding that are reported in the All Other Withholding field are: Form 8959 Line 24, Total Additional […]

When you check for (and run) updates for your TaxAct Professional program, any client returns affected will automatically be updated. When the update is complete, you’ll be prompted to view the Update Summary Report to review which client returns changed due to the update. The steps below allow you to view that report at a […]