To have your preparation fees deducted from your client’s refund, you must apply to work with a TaxAct partner bank who offers this service. To start the application, log into your TaxAct account and click on Bank Enrollment. Once your application is accepted, you can offer your clients the option to pay their fees via their […]

Once the IRS accepts an e-filed return, they do not provide us further information regarding when the refunds are mailed or direct deposited. See Refunds – IRS Questions and Answers for details. Note that any link in the information above is updated each year automatically and will take you to the most recent version of […]

How do I check the status of my client’s refund? Once the IRS accepts an electronically filed TaxAct return, they provide no further information to TaxAct regarding the issuance date of any refund. However, there are a few ways to check on the status of a refund. Read our article about checking the status of a […]

To edit Return Information for a client: From within your TaxAct Professional Edition program, on the Client Manager screen, Right-click the return you want to edit, then click Edit Client Information. In the window that appears, scroll down to the Return Information section, and you can edit the Preparer, Return Status, Payment Status, Amount Paid, […]

Credit card refund processing time for a TaxAct product vary from 3 to 10 business days depending on your credit card company or banking institution.  TaxAct processes refunds for our TaxAct products immediately, but processing time varies between credit card companies and banking institutions.   Contact your credit card company or bank to determine when you […]