How to Network and Gain Referrals During COVID-19

COVID-19 is changing the way business is done and people have found ways to adapt. Home offices and virtual meetings are now the norm. But there’s another aspect of business that needs to evolve: networking. In-person meetings are few and far between. Large events and conferences have been put on hold. Rather than seeing this […]

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PTIN User Fees Reinstated for 2021

Preparing taxes in 2021? Be prepared to pay. The Preparer Tax Identification Number (PTIN) fee is back. While the PTIN fee has been reinstated, it’s lower than it previously was. The IRS announced that the 2021 PTIN fee will be $21 plus $14.95 payable to a third-party contractor. The fee has decreased from $33 plus […]

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IRS logo
IRS logo


How to Avoid Burnout as a Tax Professional

As a tax professional, you have likely just finished one of the most challenging tax seasons of your career. And with the three-month tax extension, you’re left with less time to regroup before you need to begin preparing for the next round of deadlines. Adding to that, new legislation from the CARES Act and the […]

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Older man with glasses staring out a window.
Older man with glasses staring out a window.


Easy Ways to Show Clients Empathy and Support

2020 is taking us all for a ride that no one predicted. With uncertainty running high, your clients might be turning to you for more support than usual. You are likely one of their most trusted advisors, and maintaining and building that trust is more important than ever. Building trust with them is more than […]

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Older man with glasses smiling and working on his computer
Older man with glasses smiling and working on his computer


Top 5 Reasons You Should Attend a Virtual Trade Show

Online events aren’t new but converting a large expo into a remote event is fairly novel. Trade shows, fairs, and conferences on down to annual meetings are all happening digitally. Attending virtual trade shows is a new reality for most. And while the playbook on this topic has yet to be written, many organizations are getting creative […]

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People attend a virtual trade show.
People attend a virtual trade show.


3 COVID-19 Business Strategies for Tax Professionals

This tax season has looked drastically different than any before it with the onset of COVID-19. Between the tax filing and payment deadline extensions and the majority of American workers—including tax preparation professionals and their clients— guided to work from home, it’s become a rather complicated few months. If you’re a tax professional, you’ve likely […]

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The CARES Act and Your Small Business Clients

After some short deliberation in Congress, the Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law on March 27. At TaxAct, we spend countless hours reading the law, viewing informative webinars, digging through analysis, and making direct contact with the IRS to understand the ins and outs of the plan. While there […]

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Version 1.16 (1040), 1.11 (1065, 1120, 1041), and 1.10 (1120-S, 990) Update

Version 1.16 for 1040, 1.11 for 1065, 1120, & 1041, and 1.10 for 1120-S & 990 are now available for TaxAct 2019 Professional Federal Editions. These updates include: Minor bug fixes & optimizations

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Wondering if TaxAct Professional Has the Form You Are Looking For?

Many of the tax and accounting professionals we serve look to the Q&A portion of our software to determine whether or not a specific form is supported. If you’ve ever wondered if you can attach a particular form using TaxAct Professional products, there’s a quick and easy way to find out. Simply switch to the […]

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Wondering if TaxAct Professional Has the Form You Are Looking For?
Wondering if TaxAct Professional Has the Form You Are Looking For?


Stimulus Payments to the Deceased: Should My Client Keep It?

Q: My client received a stimulus payment on behalf of their deceased relative. Should they cash it? A: According to the IRS FAQ page on its website, families who receive a stimulus payment on behalf of a deceased loved one should send the money back to the government. The FAQ answer specifically states: A Payment […]

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Stimulus Payments to the Deceased: Should My Client Keep It?
Stimulus Payments to the Deceased: Should My Client Keep It?


How the Form W-4 Redesign Affects Your Client’s Tax Outcome

Form W-4, Employee’s Withholding Certificate, received a makeover at the start of 2020. It’s the first major redesign of the form in 33 years, dating all the way back to 1987. The adjustments simplified the form and implemented the tax code changes that went into effect as part of the Tax Cuts and Jobs Act […]

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How the Form W-4 Redesign Affects Your Client’s Tax Outcome
How the Form W-4 Redesign Affects Your Client’s Tax Outcome


Updated Hours of Business for TaxAct Professional Support

TaxAct® Professional has updated its hours of business in order to provide the practices we serve with additional support through the extended filing deadline. Support hours are now as follows: April 1 – 10 Monday – Friday: 8am – 8pm Saturday: 9am – 5pm Sunday: 10am – 5pm April 11 – 15 April 11: 9am […]

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How the Closure of Big National Tax Prep Chains May Affect Your Practice

While our country continues to come together — while staying responsibly distant — to fight COVID-19, many of us are feeling the impact of stay-at-home orders and mandated quarantine. Despite the unprecedented lengths to which we all must go to stay healthy and slow the spread of the virus, taxpayers across America must still find […]

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