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Online Products Xpert Assist Download Products Self-Employment Taxes Business Taxes Business and Home Bundles Tax-Exempt Organizations Estates and Trusts Previous Year's Products Professional Taxes

Tax Calculator Self-Employment Calculator Tax Bracket Calculator W-4 Calculator Tax Checklists Tax Extensions TaxAct Blog

Check E-file Status Track IRS Refund

Blog Support TaxAct for Professionals

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Ordering & Account Information

149

Create TaxAct Account
Creating a New Return in Your TaxAct Account
Creating and Using a Passkey
E-Filing – Viewing or Printing Instructions
Placing an Order
Printing Receipt for TaxAct Online Returns
Terms of Service and Privacy Notice
Account Maintenance
Ordering
Product Information
Billing
IRS/State Filing
Log-in Issues
Status

Getting Started

19

Adding a New Return
Changing Basic Information (Name, SSN, Birthdate)
Clearing the Program Cache
Contact Us
Create TaxAct Account
Dependent of Another Taxpayer Filing Their Own Return
How to Access TaxAct Tools in Claude
Individual – Recover Online Username or Password
Qualifying Child – of Noncustodial Parent
Release Dates of TaxAct Editions
Sign In Help
Start a Current Year Return – TaxAct Online Editions
State Program Updates
Student Information – No Students Listed in Drop-Down
TaxAct Home and Business Bundles
TaxAct Mobile App
TaxAct Xpert Assist
WebView2: Error When Installing
What Do I Need to File?

TaxAct Professional

207

1120 Net Operating Loss (NOL) and Form 1139
1120-S Schedule K-2 and K-3 – Domestic Filing Exception
ACA Explanation Statement – Entry into TaxAct
Data Conversion Frequently Asked Questions
E-Signatures Frequently Asked Questions
Entering Corrected Forms
Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
Preparer Regulations – IRS and State Agencies Expand ID Theft Safeguards
Professional – Recover Online Username or Password
Professional Editions: Audit Defense, Powered by Drake Software
Professional Editions: Client Portals – E-Signature Event Types
Reducing PDF File Size
Request a Copy of a State Return or Transcript
Schedule K-2 Domestic Filing Exception – Entering in Program
TaxAct Mobile App
Troubleshooting Links for Third-Party Authenticators
Uploading Documents with the IRS Document Upload Tool
WebView2 Troubleshooting
WebView2: Error When Installing
Product Information
Ordering
Billing
Getting Started
IRS / State Filing
Log-in Issues
Account Maintenance
E-file Information
General Information
TaxAct Professional Enterprise Editions
Audit Defense
- Professional Editions: Audit Defense, Powered by Drake Software
Client Portals

Using TaxAct

108

Clearing the Program Cache
Creating and Using a Passkey
WebView2 Troubleshooting
WebView2: Error When Installing
Getting Started
Printing Issues
- Printing Your Return and Individual Forms
- Online / Over the Web
Program Updates
- Running Program Updates
- State Program Updates
Browser Issues
Navigating
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Importing

Tax Help

864

1120 Net Operating Loss (NOL) and Form 1139
Enhanced Senior Deduction (2025)
FAFSA – Change in Calculation from Year to Year
Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
Red Alert – Error or Omission: 1065 K-1 Ordinary & Rental Income
Trump Account Elections – Form 4547 (IRC 530A)
Special Tax Situations
Federal Income
Adjusted Gross Income/Tax Calculation
State Taxes
Federal Deductions/Credits
Amending Your Return
Business Returns

Download

5

Print Return Contains Necessary Supporting Documents
Request a Copy of a State Return or Transcript
Request a Copy of Your Return
View Return as PDF
What is a PDF?

Electronic Filing & Printing

170

Extension of Time to File Your Individual Tax Return
Fixing AGI Rejection on a Mobile Device
Form 4868 – Printing a Copy
Form 4868 Extension – Safe Harbor & Penalties
IRS Free File Alliance – Qualifications
Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
Republic Bank – Direct Withdrawal Explanation
Understanding Your Tax Refund or Amount Owed in TaxAct
Electronic Filing
Checking Your E-file Status
State E-files
Professional E-file Information
Filing Your Paper Return
Bank Products

Desktop Users

9

Clearing Browser Cache
Consumer Desktop Editions – Locating Return Files
Create and File Prior Year Tax Returns
Desktop Software Integration – Consumer Desktop
Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
IRS limit on electronically filed tax returns
Mailing Addresses for Filing
Sign-In Instructions (Online or Desktop)
Transfer TaxAct to a New Computer – Desktop

News & Reference

44

1120 Net Operating Loss (NOL) and Form 1139
Uploading Documents with the IRS Document Upload Tool
Tax News & Important Dates
Tax Tips & Timely Advice
IRS Forms & Publications
Tax Related Links

Product Information

4

Disable Notification Center Pop-Ups – Professional Editions
Federal Software Updates
State Program Updates
VITA States

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