pro
- “Do Not File Client Copy” Watermark
- “Not Released” Download Message After Purchase
- About TaxAct Early Access
- Adding or Removing the Refund/Owe Indicator
- All Return Types One Shortcut – Professional Editions
- Attaching a Document – Professional Editions
- Auto-Attach States to all Returns
- Bank Product Option for Client Return – Professional Editions
- Batch E-File – Professional Editions
- Billing Report – Pro Reports E-File Billing Summary – Professional Editions
- Blank Data Remove Space
- Business – State Tax Products Available
- Business – Use of Home – Employee
- Business – Use of Home – General Information
- California – Form 568 Limited Liability Company Return of Income
- California – Mandatory E-File
- Charitable – Desktop and Professional Editions – Detailed Information Dialog Box Limited to 250 Entries
- Checking E-File Status for Client Returns
- Client Xchange Product Description
- Delete Client From Client Manager
- Deleting/Removing a State Return From TaxAct Desktop
- Depreciation – Import Data of Asset Disposed of in Prior Year
- Depreciation – Importing Information from Prior Years
- Desktop Program Selecting States For Multiple Returns
- Duplicate Preparer / Wrong Practice Owner – Enterprise Online
- E-File a State Return Only – Professional Editions
- E-File Manager Time Outs
- E-Filing for Prior Years – Professional
- E-Filing Instruction Letter – Professional Editions
- EFIN Verification Process
- Email Notification When Forms Become Available
- Enterprise Editions: How to Import Last Year’s TaxAct Professional Information and Returns
- Error Checking Out Online Return
- Form 1095-A – Shared Allocation Policy of Zero (0)
- Form 1099-MISC – Medical and Health Care Payments
- Form 1099-R – Retired Minister Housing Allowance
- Form 4868 – Filing a Federal Individual Tax Return Extension (Professional)
- Form 8582 – Passive Losses Limited Based On Modified AGI
- Form 8879 – ERO PIN (Practitioner PIN)
- Forms 1065 / 1120-S / 1120 / 1040-NR / 1041 Availability
- Health Savings Account – Enrolled in Medicare
- How to Back Up Returns or Restore Backups with TaxAct Desktop
- How to Print Client Organizers
- Install/Update a State – TaxAct Desktop
- Instruction Letter for Pro Client – Mail or E-File
- IRS limit on electronically filed tax returns
- Local Network – Professional Editions
- Mailing Addresses for Filing
- Massachusetts – Credit for Taxes Paid – Temporary Disability Insurance (TDI)
- Master Forms Master Instruction Letter
- Master Information Open Prompt – Enterprise Network
- Multiple Returns – Taxact Desktop
- New York PYTPRIN Exclusion Code For Preparers
- New York Verification Code
- No Account Error or Submission Problem – Professional Editions
- Notes and Explanations for E-Filing
- Online Backup – Locating Account – Professional Editions
- Online Network – Professional Editions
- Options Preferences Toggling Items
- Oregon – American Indian Income Subtraction (Code 300)
- Practitioner PIN Method (ERO PIN)
- Prepaid E-Filing – Practice ID and EFIN Verification
- Preparer – E-File Providers Handbook Pub 1345 PCIDSS Security
- Preparer Regulations – Form W-12 Replaces Form W-7P
- Preparer Regulations – Preparer Tax Identification Number (PTIN) Mandatory
- Professional Editions – Only One Preparer Listed in Reports
- Professional Editions – Add or Edit Master Information
- Professional Editions – Adding or Deleting State Returns
- Professional Editions – Backing Up Client Returns and/or Preparer Information
- Professional Editions – Data Backup Expiration
- Professional Editions – Donation Assistant Not Available
- Professional Editions – E-Filing Payment Methods
- Professional Editions – Enter Default Credit Card Information
- Professional Editions – Forms and Topics Assistant
- Professional Editions – How to Verify or Check EFIN Status
- Professional Editions – Local Network Assistance
- Professional Editions – Locking Returns After E-Filing
- Professional Editions – No States Selected to Print
- Professional Editions – Paid Preparer’s Due Diligence Checklist
- Professional Editions – Password Expiration Notice
- Professional Editions – Phone Support
- Professional Editions – Preparer Invitation Process
- Professional Editions – Rebuilding Client Manager Information
- Professional Editions – Republic Bank – Not Accepting Applications
- Professional Editions – Restoring Backups
- Professional Editions – Self-Employed Indicated in Master Information
- Professional Editions – Showing Prior Year Amounts within Print Organizer
- Professional Editions – Submission ID Does Not Transfer
- Professional Editions – Troubleshooting Reports
- Professional Editions – Unique PTIN for Each Preparer Required
- Professional Editions – Updating Return Status, Payment Status, or Assigned Preparers
- Professional Instruction Letter – Mailing a Paper Return
- Recharacterization #1 – Traditional IRA Contribution Recharacterized to Roth IRA Contribution
- Release Dates of TaxAct Editions
- Removing Preparer Information from Client Return
- Resend Preparer Invitation
- Resubmitting E-File with New Credit Card Number
- Running Program Updates
- Sales Tax – Entering in the Program
- Schedule A (Form 1040) – Other Itemized Deductions
- Schedule K-1 (Form 1041) – Foreign Tax
- Schedule K-1 (Form 1120-S) – Loss Limitations
- Standard Deduction – Taxpayer or Spouse Claimed as Dependent on Another Return
- Tax Calculator
- TaxAct Desktop Return File Extensions Explanation
- TaxAct Professional – Client Fees from Refund (Bank Products)
- TaxAct Professional Enterprise Setup
- Texas – Franchise Tax Report
- Transfer to New Computer – Professional Editions
- Updating Preparer Information
- Updating Program Will Update Client Returns
- What is a Practice ID and Where to Find (or Enter) Yours
- Where To File – Filing Address