Great updates. Great Value.New features that you'll love.
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Now that TY21 is in the books, it’s not too soon to start thinking about TY22. We’ve been planning ahead and working to make our tax software even better. Now is your chance to lock in the savings* and check out the Highlights for TY22:E-signature Integration – Use electronic tax signing software to get everything signed and tracked.Bank products & Incentives – Get money for Refund Transfers and offer clients CashAdvance for TY22¹Expanded forms and efile coverage – Over 100 new forms to our curr...
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It’s not too late to add Refund Transfers to your Tax Practice!
It's not too late! Enroll today!
While tax season is in full swing, there is still much left to do. If you have been thinking about offering Refund Transfers for your clients, it's not too late. Our bank partners are still accepting enrollments.
Republic Bank Enrollment is open until 4/15 and TPG is open year-round.
Hear from one one of your fellow Tax Professionals
"After starting bank refund transfers and advances, my practice grew from 40 clients the first year, to 150 clients the next season. All because of the ease of use of TaxAct Professional and because I offered my clients ban...
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TaxAct Professional Customer Data Update 2022
Let’s get your TaxAct Professional information up to date.
2022 is going to be a big year for us all. And with so many changes over the last few years, now’s the perfect time to double-check that we still have your most current information.
We don’t want you to miss out on any important news, account notifications, or product enhancements coming this year and beyond.
To update your information, please follow this link.
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Additional Tax Experts Needed for TY21 – TaxAct Professional Is Hiring!
Are you interested in an opportunity to help more taxpayers and add some additional income as a side hustle, while still utilizing your tax prep knowledge? TaxAct Professional needs to hire more remote Tax Experts for TY21, and we would like to offer you an opportunity to apply!
What is a remote Tax Expert? In this position, you’ll play an important role in helping TaxAct customers utilize TaxAct’s online DIY product to confidently file their taxes. You’ll answer customer questions, review tax calculations, and provide expert guidance/advice throughout the season.
Take a moment to see if...
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Louisiana – 1065 State Form Update
The State of Louisiana has released information that they will not be accepting 1065 Business Returns until after the Federal Filing Deadline of March 15th due to a number of changes on their end.
Louisiana is stating they expect the 1065 form to be eligible for e-file in mid to late March. The delay in accepting 1065 State Returns will not affect the filing of 1065 Federal Forms.
As we know more, we will provide you with updates. As always, thank you for choosing TaxAct Professional.
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Text Message Alerts Are Here
TaxAct Professional Informational Text Message Alerts
We understand that our tax professionals are incredibly busy and are often bogged down by emails. Knowing this... it was important that TaxAct® Professional implement a text messaging solution for critical in-season alerts.
We are excited to announce that our new Text Message Alerts Program is finally here! When you join this program, you will be receiving convenient & timely updates about our product, available tax software, and more.
You can join the program in one of two ways:
Text TaxPro to 844-620-1044 or
Click her...
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⏰ It’s Not Too Late to Enroll in Bank Products
Are you still considering enrolling in bank products? Melanie Milton, one of our Bank Product Experts, will be hosting Bank Product Webinars each Wednesday in February.
From Refund Transfers to Cash Advances to Software Purchase Assistance, TaxAct® Professional Bank Product fees are among the lowest in the marketplace.
In this webinar you will learn:
How Refund Transfers can grow your customer base.
About incentives you can earn as a tax professional by using bank products.
How you can help those clients counting down the days until their refund comes in with a cash advance.
...
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Statue Update – North Carolina Processing State Returns
You may submit your clients North Carolina state forms at the same time you submit their federal form beginning January 24.
Due to the late approval of the state budget, which included multiple tax law changes, North Carolina will not start processing e-files until mid-February.
These returns will show in the queue, but you will not receive status updates until North Carolina starts processing.
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Renew Now and Save
Not renewed your software for TY21? Have you been waiting for the right time to renew with TaxAct Professional? Renew today and you will receive your software at a discounted rate. Ask your representative about the Client Exchange Special you can take advantage of.
Simply call our sales team at 319-536-3571 to redeem this offer! We look forward to working alongside you again this tax season.
Don’t miss out, renew today: https://www.taxact.com/professional/meet-your-sales-team
***Offer expires on January 31st, at 5:00 PM CST & includes an unlimited number of Client Xchange accou...
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Webinar: Bank Products
Starting tomorrow at 11:00 AM CDT, Melanie Milton will kick-off hosting the weekly TaxAct Professional Bank Product Webinar Series! During these webinars, Melanie will discuss our new incentive programs, what changes have been made to the bank product program for TY21 and answer any questions you may have.
To attend one of these upcoming webinars, click here to register: https://proadvance.taxact.com/taxact-professional-bank-product-webinars/
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Early Season Renewal Discount Ends 7/31
You're invited to enjoy an early renewal discount to lock in the lowest price of the year.
There are two options for placing your order. You can pre-order by July 31, 2021, and pay nothing until November.
Or, you can pay by phone today and receive an additional discount.
To take advantage of this offer, call our sales team today at (319)536-3571 or visit https://www.taxact.com/professional/.
Call Sales at (319)536-3571 or email them at prosales@taxact.com.
We're excited for another successful tax season with you!
*Expiration: Pre-pay offer expir...
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Survey – TaxAct Professional Simple 1040 Referral Work
TaxAct Professional is requesting your help in determining the level of interest and specifications around referral business for our customers. Your participation is greatly appreciated. You can take the survey at this link.
Thank you in advance for your participation.
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What if Your Client Can’t Pay Their Tax Bill?
You try to make sure that your clients don’t get a surprise come May 17th, but clients don’t always listen to their tax professional’s sage advice. Every year, some taxpayers are handed tax bills that they are unable to pay. In 2019, over 11 million taxpayer accounts were delinquent. And this delinquency isn’t something that the IRS takes lightly. They can seize taxpayer property to satisfy a tax debt, garnish wages, or take money from bank accounts. For seriously delinquent tax debt, your client could be denied a passport, and their existing passport could be revoked.
If your client comes ...
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IRS Announces Tax Deadline Relief for Texas, Louisiana, and Oklahoma
June 15, 2021 is the new filing deadline in Texas, Louisiana, and Oklahoma...
Due to the recent winter storms in Texas, Louisiana, and Oklahoma, residents of these states now have until June 15, 2021, to file various individual and business tax returns and make tax payments per a recent IRS announcement.
Excerpt from the IRS website regarding tax relief for Texas severe winter storm victims:
“Individuals and households affected by severe winter storms that reside or have a business in all 254 Texas counties qualify for tax relief. The declaration permits the IRS to postpone certain tax-fili...
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When Your Client Files Taxes Will Affect Their Stimulus Payment. Here’s How.
Turns Out, it is Not A Normal Year
In a normal year, it’s a good idea to nudge your clients to file their taxes early. It helps to reduce fraud risk, gets your clients a refund sooner, and eliminates the frantic rush mid-April.
This year things are a little different. Depending on when your client files their 2020 tax return — and when the IRS processes their third stimulus check —can affect how much money they receive as a stimulus payment.
With $1,400 checks for qualifying taxpayer and their dependent(s) going out as this third stimulus payment, filing early or later can have a big im...
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