Blog

2024 Individual & Business Tax Update! Recording and presentation materials from Education Forum hosted in October of 2024. On October 28th, we hosted a 2-hour virtual event, where A.J. Reynolds presented 2024 Individual & Business Tax Update. A special thanks to everyone that joined us live! Tax changes never rest, nor should tax professionals. In […]

Schedule E for Residential Real Estate Activities Recording and presentation materials from Education Forum hosted in August of 2024. On September 5th, we hosted a 2-hour virtual event, where Amy Walls presented Schedule E for Residential Real Estate Activities including vacation rentals. A special thanks to everyone that joined us live! Because Residential Real Estate […]

An Essential Overview on S-Corp & Partnership Basis Recording and presentation materials from Education Forum hosted in August of 2024. On August 8th, we hosted a 2-hour virtual event, where A.J. Reynolds presented on basis rules and calculations for clients who are shareholders or partners in pass-through entities and how this basis affects their individual […]

TaxAct Professional has partnered with Drake Pay to enable our customers to accept payments securely and conveniently in the TaxAct Professional software. Visit our website to enroll in Drake Pay today! https://www.taxact.com/professional/integrated-payments Once enrolled and approved, you will be able to accept payments quickly. Invoicing, client payments, and reporting are all available now. Please contact […]

The Importance of Cybersecurity & Security Plans for Tax Preparers Recording and presentation materials from Education Forum hosted in July of 2024. On July 18th, we hosted a 2-hour virtual event, where A.J. Reynolds presented on the importance of understanding the ins and outs of cybersecurity and developing an effective, well thought our Data Security […]

You Don’t Have to Choose Between Functionality and Affordability. TaxAct Professional is excited to announce that we have partnered with Drake Accounting to bring our customers an affordable, fully featured accounting and payroll product, at the discounted annual rate of $295 $795. This tool lets you manage basic client financial records with double-entry accounting. Plus, […]

How to Setup a Referral Marketing System for Your Practice Recording and presentation materials from webinar hosted in June of 2024. On June 5th, we hosted a 1-hour webinar, where Will Hamilton of SmartPath.co, presented on how to develop a referral marketing system, unique to your tax practice. A special thanks to everyone that joined us […]

The Art of Properly Pricing Your Tax Services Recording and presentation materials from virtual event hosted in May of 2024. On May 23rd, we hosted a 2-hour Education Forum virtually, where Will Hamilton of SmartPath.co, presented on how to properly price your tax services to align with today’s unique environment. A special thanks to everyone […]

Free, Downloadable Tax Calendar May 2024 – April 2025 Being a tax professional is stressful, busy, and sometimes… just downright exhausting. Especially this time of year! That’s why TaxAct Professional believes it’s so important for our team to create helpful, free content that works to save you time and energy. As you begin to prepare […]

Save the Date: 2024 Conference and Event Season With Tax Day behind us… it’s time for tax preparers to shift their attention to extension season and preparing for TY24. And with that, comes attending conferences, webinars, and training courses to gather your required allotment of continuing education credits, and ensure that you’re up to date […]

We heard your feedback regarding TaxAct Professional’s Print Center, and our team has been working hard to implement these recommendations. We’re excited to announce that these changes will officially be available to you early next week. Feature Highlights: Print all (Filing,Preparer,Client) individual Copies at one “print” click. Print Preparer and Client copies Print from Client […]

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Important Bank Product Dates to Remember: 1/15 – Santa Barbara TPG Software Purchase Assistance (SPA) enrollment closed. 1/26 – Republic Bank Software Purchase Assistance (SPA) enrollment closes. 1/31 – Last day to enroll in the Refund Transfer Incentive Program. May (exact date is TBD) – TY23 enrollment closes for Republic Bank. 5/31 – Refund Transfer […]