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Help Center  >  Pros  >  Practice Administration  >  Reports & Exports

Reports & Exports

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Professional Editions – Dashboard Reports

To view this report at any time from the Professional Reports page, click Dashboard in the Navigation menu. For help accessing the Professional Reports, see Accessing Professional Reports for detailed instructions. This report is broken into a couple different parts. E-Files Over Time Click Daily, Weekly, or Monthly to view the E-Files Over Time graph […]

Professional Editions – Accessing Professional Reports

You can access Professional Reports in two ways: From Practice Manager From within TaxAct Professional Editions Menu and Navigation Once you access Professional Reports, your home page is the E-File Details Report. See Professional Reports Guide for reports available in the Navigation menu. Related Links

Professional Editions – Professional Reports Guide

For help accessing the Professional Reports, see Accessing Professional Reports for detailed instructions. Once you have accessed Professional Reports, you can view reports from the navigation menu, including: Dashboard Reports To view this report at any time, click Dashboard in the navigation menu. This report is broken into a couple different parts. See Dashboard Reports […]

Billing Report – Pro Reports E-File Billing Summary – Professional Editions

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 […]

Preparer – Withholding Summary Report

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 […]

Updating Program Will Update Client Returns

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 […]