Blog

We Value Your Feedback TaxAct® Professional wants to showcase you and your firm on our website, social media, and emails! We are partnering with Laudable to gather and create testimonial content from our incredible customers. Interested in providing feedback about your experience using TaxAct Professional, for an opportunity to be featured in our next marketing […]

TaxAct Professional Offers Trial Balance Integration Did you know that Trial Balances can be imported into TaxAct® Professional’s software for business returns? To import accounting records into our software, save all trial balances as CSV files and import this information into the 1065, 1120 or 1120S returns section. From here, you will be provided with […]

Let’s Talk Bank Products In addition to the new software features/updates we have implemented for TY21, TaxAct® Professional is focusing heavily on bank products and providing our pros with more options this season. Take a look at our updated bank product offerings and learn what sets ours apart from the rest of the marketplace… Refund […]

Learn How Bank Products Benefit You and Your Customers Are you interested in learning how your firm can offer tax-related bank products, to benefit both you and your customers?  In this webinar, we will cover how you can leverage Refund Transfers and Cash Advances* to grow your business and provide an excellent customer experience. Simply […]

TaxAct® Professional Is Now 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 will be hiring remote Tax Experts for TY21, and we would like to offer you an opportunity to apply! What is a […]

How to Market Your Firm Hello, my name is Nyrie and I am the owner of Tax Prep A-Go-Go. You have to say my company name with some pizazz. Tax Prep A-GO-GO! I have been preparing tax returns for over 15 years. It all started when my best friend came to me in 2006 and […]

Top 2021 ENGAGE Takeaways At the end of July, TaxAct Professional attended the 2021 ENGAGE conference in Las Vegas. Watch the video below to learn more about the major takeaways we learned at this event… Where can you find TaxAct Professional next? In late September, we will be attending the 2021 NATP Tax Forum & Expo! Stop […]

Learn How to Add/Import Stock & Bitcoin Trades Do many of your customers invest in stock & bitcoin? If so, how are you currently entering this into your tax software? Recently, after talking to a current Pro, TaxAct Professional discovered that many of our customers have been manually entering 100’s of stock/bitcoin trades & transactions […]

Do You Prepare Taxes with TaxAct® Professional’s Enterprise Bundle? If you answered yes, keep reading to learn how you should store tax returns within this version of our professional tax software. Many Pros that prepare taxes with our Enterprise Bundle store their tax returns locally (on their computer), with the assumption that TaxAct Professional’s back-up […]

Tax Season 2020 has come & gone & like last year, it was full of moving pieces. Between new stimulus payments, crippling winter storms in the south & more filing extensions, tax professionals have been through the ringer keeping up with it all.  Joining us on the blog today is Brett Rosser, the President of […]

Your Guide to Creating a Data Security Plan The IRS “reminds tax preparers that protecting taxpayer information isn’t just good for clients & good for business – it’s also the law.” The FTC (Federal Trade Commission) has provided guidance that tax preparers, much like other financial institutions, are required to create & update data security […]

EFIN & PTIN – What Are They & Why Do I Need Them? While we hope you are enjoying the off-season, it is important for you to start thinking about the upcoming tax season & what you need to do to get your ducks in a row. Afterall, TY21 will be here before we know […]

Handling Client Information – The Do’s & Don’ts When running a business, there are few things more important than taking care of your clients. Think fast – what does this look like to you/your company? A few that come to mind for us are… providing great customer service, listening/being proactive based on their needs & […]

Minimize Tax Liability In 10 Simple Steps We understand that planning for the upcoming tax year can be difficult, especially during the off-season. However, we also know that planning is crucial when it comes to helping your clients minimize their tax liability. That’s where TaxAct Professional comes in… Our team has created an easy-to-follow guide, […]

Let’s Talk About ARPA Updates for TY21 What is ARPA? ARPA, also known as the American Rescue Plan Act of 2021, is an economic stimulus bill that was passed by the US Congress in March of 2021. The goal of this bill is to expedite recovery, specifically from the economic & health effects of the […]