To participate in this year's Refund Transfer Incentive Program, you must enroll. It is a quick and easy process and you can fill out the form below.
As a previous customer, once you enroll for TY24 and are approved through one of our participating banks to offer refund transfers, you will receive the $5 incentive after you exceed the number of funded refund transfers you completed TY23.Â
As a new customer, once you enroll for TY24 and are approved through one of our participating banks to offer refund transfers, the $5 incentive starts with your first funded refund transfer.Â
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Last Day to Renew before Prices Increase 7/1.
You do not need to do anything if you have already renewed your software for TaxYear 2023.
We hope that TY22 was a success for you. We appreciated working with you and are looking forward to TY23. Now’s the time to lock in your savings and pre-order before prices increase on June 30.*
There are two options for placing your order:
1) You may pre-order by June 30, 2023, and pay nothing until October.
2) You can pay by phone today and receive an additional discount.**
To take advantage of this offer and our new features like enhanced eSignature integration and Spanish client-facing d...
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Are You Offering Refund Transfers to Your Clients?
Make sure you’re taking advantage of our great offers!
What is a tax-related Bank Product?
Bank Products* are services that tax preparers can offer to their clients. A Pay-by-Refund1 allows tax preparation and other authorized fees to be deducted from your client’s tax refund. This product allows taxpayers to use tax-prep services without paying tax preparation-feesAre upfront. Pay-by-Refund1 allows the taxpayer’s refunds to be direct deposited from the IRS or State instead of having to wait for a mailed check from the IRS.
Why offer Pay-by-Refund?
Benefits to the Taxpayer
No ...
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New Updates. Great Value.
We’ve been planning and working to improve TaxAct Pro Software for next tax season. Here are the top new highlights for TY23:
eSignature Integration – Use electronic tax signing software to get everything signed and tracked from anywhere. That’s ANY tax document, not just 8879.
Expanded forms and e-file coverage – Like every year, we continually add updated forms and expand our e-file coverage.
Enhanced data access – Better data visibility means you can make smarter business decisions.
Bilingual client-facing templates and documents – You can better serve your Spanish-speaking cust...
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IRS E-News Subscriptions
If you want to stay informed on the latest developments and hot topics from the IRS, you can subscribe to specific tax topics that interest you. You can find the link to the IRS e-News site here: https://www.irs.gov/newsroom/e-news-subscriptions
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đź–ŠDownloading Signed Documents from the eSignature Dashboard
It has come to our attention that some are having a hard time finding where to download signed documents once they are back from the customer in the eSignature Dashboard. We have created a quick video that walks you through the process of downloading the files.
[embed]https://www.youtube.com/watch?v=JRepFisSA9M[/embed]
You can find other helpful videos here: https://www.taxact.com/professional/resources/videos
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IRS sets January 23 as official start to 2023 tax filing season
Elementor #2645
Free DocuSign Webinar: How to Stay Compliant with eSignature
This is your opportunity to learn about our new integrated eSignature offering, backed by DocuSign®. Now you can make it easier for you and your clients to get the signature you need to e-file, while also helping you stay compliant!1
Join TaxAct Professional and DocuSign for a , where we’ll show you:
- In-product eSignature demo
- Overview of eSignature compliance from DocuSign
- Customer experience demo from DocuSign
- How to purchase eSignatures for TY22
This is a webinar you won’t want to miss. Reserve yo...
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What Preparers Need to Know: Crypto Taxation Basics and Beyond Webinar
Tax season is coming soon, and with the growth of cryptocurrencies, we want to ensure you’re well-prepared for any Bitcoin or Ethereum questions you might face. This complimentary webinar, presented by author Amy Wall, will help you understand the concepts underlying cryptocurrency so you can determine how to handle these kinds of assets on a client’s tax return.
Register Here
Webinar schedule
12:00 pm – 1:45 pm CST Intro to cryptocurrency
1:45 pm – 2:00 pm CST Break
2:00 pm – 4:00 pm CST Crypto taxation best practices and beyond
Opinions expressed by Ms. Wall are solely her own an...
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âś… Reminder – Bank Enrollment is Open
If you have not enrolled in bank products yet, now is a great time. Your application will be able to be processed quicker if you enroll now versus waiting till late December, as the majority of applications come in at this time.
To enroll, click here.
If you need more information, please reach out to our bank product experts, Melanie and Sarah. You can find their contact information here
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TY21 Refund Transfer End Date
The Tax Year 2o21 Refund Transfers Season came to a close on October 31st.
Enrollment for Tax Year 2022 is open.
The Tax Year 2022 season will open with Pre-Ack in January.
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Bank Product User Survey – Your Input Matters!
If you used Bank Products this tax season, we want to say thank you.
We’re sure that you and your clients both benefited from them.
As we’re constantly looking to improve our offerings, we’d love to hear about your experience.
Your responses are important and will affect what bank products we offer in the future. We look forward to hearing from you and continuing to work with you in TY22.
Take the Survey
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Reserve now before TY22 Software prices go up.
Save now before prices increase July 1st
We hope that TY21 was a success for you. We appreciated working with you and are looking forward to TY22.
Now’s the time to lock in your savings and pre-order before prices go up on June 30.*
There are two options for placing your order:
1) You may pre-order by June 30, 2022 and pay nothing until November.
2) You can pay by phone today and receive an additional discount.**
To take advantage of this offer, visit our website by clicking here, or call our sales team at (319) 536-3571.
Don't miss this chance to get the lowest price of the...
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End of Season Survey – Your Voice Matters
This is one survey that matters.
Thank you for being a loyal TaxAct Professional customer. As we do every year, we want to gain insights from you on what worked and what didn't with our end-of-season survey.
This year, we have broken the survey into two categories: 1. Those who are new to TaxAct Professional and 2. Those who have used us previously. Below you will find the links for each survey.
New to TaxAct Professional for Tax Year 21, take the survey here.
For customers who have used us for more than one year, please take the survey here.
Your responses directly affect the c...
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🚨 TaxAct Professional has partnered with The TaxBook
TaxAct Professional is now partnering with TheTaxBook to provide our customers with an easy-to-use research solution in & out of tax season. And, our rate is the lowest in the marketplace at $229.
❇️  Award-winning software
❇️  Tax information at your fingertips
❇️  Time-saving research
❇️  And more...
Extension Season is the perfect time to take advantage of this new offer!
Order TheTaxBook's WebLibrary Plus today, by giving our sales team a call at 319-536-3571. Happy researching!
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TaxAct is not responsible for, and expressly disclaims all liability and damages, of any kind arising out of use, reference to, or reliance on any third party information contained on this site.
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