TaxAct Professional Blog Tax Preparation

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The Tax Deadline is Upon Us…Don’t Wait to File!

It’s no secret that tax returns are due on Monday, April 15th for most individuals and businesses. We wanted to provide a couple of pieces of advice for you. Printed Returns We know most people don’t file paper returns, but there are some who still do. For mailed returns, the April 15th tax deadline doesn’t […]

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What To Do If You Owe The IRS

We’re hearing from many of our Tax Professionals that, due in part to the 2017 Tax Cuts and Jobs Act, many of their clients either owe tax bills they didn’t expect or they are receiving lower-than-expected refunds. Owing a tax bill can be frustrating. The good news is that if you find yourself in this […]

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Claiming Dependents on Your 2018 Tax Return – What You Need To Know

It’s not surprising that Tax Reform has muddied the waters for Tax Year 2018, especially since personal exemptions were suspended this year. What has been surprising is that lately the TaxAct® Professional Customer Support Center has received questions from Tax Professionals asking how to determine whether or not a client of theirs can claim someone as […]

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To File or Not to File…That is the Question

With the changes introduced by the 2017 Tax Cuts and Jobs Act, also known as Tax Reform, there’s a lot of confusion this tax season. There are a few questions we’ve heard over and over: How does Tax Reform impact potential tax refunds? And, what happens if someone owes more than they thought they would? […]

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TaxAct 2018 Professional Preparer Invitation Process

During tax season it’s important to have all hands on deck…everyone coming together to help make the season successful. It’s also important during this busy time to ensure you don’t put the security of the data you are managing at risk. A change made this year to TaxAct Professional will help. In our 2018 software […]

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Get the Help You Need with TaxAct Professional

Tax season is in full swing, and we know our Pros are heads down working hard for your clients. If you have questions or need assistance with TaxAct® 2018 Professional, we have several ways to help you. Online We continue to build out our FAQs to save you time. Our most recent update can help […]

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Make Time to Grow Your Practice in 2019

This time of year is hectic for tax preparers. Meeting with clients, doing research, and preparing returns are vital to the business. Often we hear that Pros are so focused on working in their businesses that they don’t take time to work on their business. It’s important to slow down and to consider how to […]

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Qualified Business Income Deduction Simplified

Last month the IRS issued final 199A Regulations, implementing the qualified business income deduction (QBID), created by the 2017 Tax Cuts and Jobs Act (also known as 2017 tax reform). The deduction can be claimed by eligible taxpayers for the first time on their 2018 Form 1040. According to the IRS, “Section 199A of the […]

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IRS Tax Reform Resources for Pros

The 2017 Tax Cuts and Jobs Act, also known as 2017 tax reform, initiated many changes for tax professionals this season. It’s important for tax preparers to understand what those changes mean for their customers, and that can take time. Fortunately, the IRS has provided several resources to help wade through the confusion. Webinars Did […]

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Notification Center – Information Where You Need It, When You Need It

We’ve added a new feature to TaxAct® 2018 Professional that’s all about providing up-to-date relevant information where our customers are – right in the software. When you sign in, you now see a Notifications tab. Clicking on the tab allows you to see important information about updates, IRS notices, and upcoming system maintenance announcements. A […]

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Extended In-Season Support Hours

The TaxAct® Professional Support Center will operate on extended in-season hours beginning Monday, January 21. Updated hours can be found here. All hours listed are Central Time. Exceptions to these hours will be for peak season (late January/early February) and prior to the April tax filing deadline.  January 26 (Saturday): 9 am – 8 pm  January 27 (Sunday): 10 […]

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Tax Preparer Customer Support
Tax Preparer Customer Support


(Completed) System Maintenance Scheduled for 01/15/2019, 01/17/2019

In order to get our systems ready for peak filing season, TaxAct will be performing scheduled maintenance during the next week. During these times you will not be able to access TaxAct Professional software or website. Tuesday, January 15, 2019, from 3 am – 4 am CT  Thursday, January 17, 2019, from 4 am – 6 […]

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taxact scheduled maintenance
taxact scheduled maintenance


reCAPTCHA: What it is and How it Protects You and Your Client Data

Every tax professional is a potential target for highly sophisticated, well-funded and technologically adept cybercriminals around the world. No one can fight this crime alone. It takes all of us working together. That is why the Security Summit – the unprecedented partnership between the IRS, state tax agencies, and the private-sector tax industry – came […]

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(Completed) TaxAct Professional Scheduled Maintenance for 12/13/2018

TaxAct will be performing scheduled maintenance beginning at 5:00 AM CT on Thursday, December 13, 2018. During this time, you will not be able to access TaxAct Professional software or website. We expect the maintenance to take no more than two hours. Thank you for your patience!

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taxact scheduled maintenance
taxact scheduled maintenance


PTIN Renewal Period Underway

Your PTIN expires December 31. You must renew it before submitting any returns during the upcoming tax season. Apply for or renew your preparer tax identification number (PTIN) annually. If you prepare or assist in preparing federal returns for compensation or you are an enrolled agent, you must apply for or renew your PTIN each […]

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Form W-12, PTIN Renewal
Form W-12, PTIN Renewal