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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 […]

Basics and Beyond of Crypto Taxation: On-Demand Webinar Crucial Knowledge Tax Preparers Need to Know Cryptocurrency, or virtual currency, is a digital representation of value currently used both as a medium of exchange and as an investment. The IRS considers virtual currency to be property; in many cases, basic property tax law works well for […]

As part of our commitment to providing you with the best possible service, we want to inform you about an upcoming scheduled downtime for essential maintenance for TaxAct Professional. Downtime Schedule: Date: Jan 16, 2023 Time: 4:30AM – 5:30AM CST Access to TaxAct Professional will be temporarily unavailable during the maintenance.  We are implementing crucial […]

ProConnect PDF Import is now working as expected. Thank you, The TaxAct Professional Team

ProConnect PDF Import is currently experiencing issues with importing a few fields from Basic Information.  Our team is working to resolve this as quickly as possible, stay tuned for an update for when this is resolved. Thank you, The TaxAct Professional Team

1099-B: Reporting Income from Securities and Bonds Recording from virtual event hosted in December of 2023. On December 7th, we hosted a 2-hour virtual event live from Savannah, GA, where Amy M. Wall presented on 1099-B. A special thanks to everyone that joined us live! Because 1099-B: Reporting Income from Securities and Bonds is such […]

Stop Chasing Paper – Start Offering eSignature Recording from webinar hosted by TaxAct Professional and DocuSign®. On December 14th, TaxAct Professional partnered with DocuSign® to host a brief 1-hour virtual event on eSignature. A special thanks to everyone that joined us live! Because we continue to grow and improve our integrated eSignature tool, we felt it […]

What’s New for TY23 and Demo Recording from virtual event hosted in August of 2023. On August 17th, we held a 2-hour virtual event, live from Los Angeles, CA, where industry experts came together to help tax professionals prepare for the upcoming tax season. A special thanks to everyone that joined us live! Because this […]

FREE Downloadable Tax Calendar May 2023 – April 2024 We know that being a tax preparer is incredibly stressful and busy, to say the least. To help you save time and energy when it comes to remembering dates and deadlines, TaxAct Professional has put together a calendar for you to download (for free) and immediately […]