TaxAct Professional is happy to announce that we are officially launching a new way for our pros to receive customer support! Our interactive chat bot can provide quick answers to common questions, or you can chat with a live agent. Checkout the new tab "Support" in our program.
Learn More: https://www.taxact.com/professional/support/chat
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Taxact Pro Support – Live Chat
We're happy to announce a new way to get support!
Our interactive chatbot can provide quick answers to common questions, or you can chat with a live agent.
https://www.taxact.com/professional/support/chat
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Print Center Changes Coming Soon!!
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 Manager:
Easily search for the client you want to print
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Enable/Disable Form Descriptions?
You can enable/disable form description in the tree view >> Options section, underneath the Search bar.
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Having issues Clearing Cache?
If you are having issues Clearing cache , See below for more details:
https://www.taxact.com/support/29436/2023/clearing-the-program-cache?hideLayout=False
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Get notified when a Form/State is available
Get Notified when a form/State is available, See Below FAQ's for more details:
https://www.taxact.com/support/25002/2023/email-notification-when-forms-become-available?hideLayout=False
https://www.taxact.com/support/25172/2023/state-program-updates?hideLayout=False
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Important Bank Product Dates to Remember
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 Incentive Program closes.
6/30 – Checks for all eligible Refund Transfer Incentives are mailed out by TaxAct.
Santa Barbara TPG bank enrollment is open year-round.
If you have any questions, please reach out to our Bank Product Speci...
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Scheduled Downtime for Software Maintenance
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 updates and enhancements to ensure the continued reliability and security of our software. These improvements are part of our ongoing efforts to provide you with a seamless and efficient experience. Please plan your tax prepa...
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TY23 – ProConnect PDF Import – Update
ProConnect PDF Import is now working as expected.
Thank you,
The TaxAct Professional Team
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TY23 – ProConnect PDF Import
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
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Important Reminder: IRS E-File Suspension on Dec 26
As we approach the end of the year, we want to remind you of an important update regarding e-filing business returns.
On December 26, the IRS will stop accepting e-filed business returns. During this period, e-files will not be processed until the IRS reopens its e-filing system in January.
TaxAct will stop accepting E-Files at 10 am (CST) to ensure we are able to send and process all received returns prior to the IRS shutdown beginning at 11:59 am (ET).
To ensure timely processing of your business returns, please plan accordingly and submit any pending e-filed returns before the dead...
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TY23 – PDF Import Update
PDF Import is now ready for you to use in the TY23 software.
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TY23 Software pre-order charge date
If you pre-ordered TY23 software your credit card will be charged for the order on 10/18.
Need to edit your credit card info contact customer success (319) 536-3571 between 8:00am and 5:00pm CST Monday through Friday. The TY23 software will be available for download on 10/25.
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Last Day to Renew before Prices Increase 7/1.
You do not need to do anything if you have already renewed your software for TaxYear 2023.
We hope that TY22 was a success for you. We appreciated working with you and are looking forward to TY23. Now’s the time to lock in your savings and pre-order before prices increase on June 30.*
There are two options for placing your order:
1) You may pre-order by June 30, 2023, and pay nothing until October.
2) You can pay by phone today and receive an additional discount.**
To take advantage of this offer and our new features like enhanced eSignature integration and Spanish client-facing d...
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Pro Tips!!!
Here are some FAQ"s for your quick reference :
Locked Data File
Form 8949 - Multiple PDF Attachments Required
Professional Editions - Form 4868 Extension
Disaster - Extensions of Time to File
Credit for Taxes Paid to Other State or Jurisdiction
If you need to purchase State Editions, you can order online or call our Professional Sales team at 319-536-3571.
Thank you for choosing TaxAct Professional. If you need assistance, please don’t hesitate to contact us:
Technical questions: professional@taxactservice.com, (319) 731-2682 option 1
Tax-related questions: protaxhelp@taxact.c...
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TaxAct is not responsible for, and expressly disclaims all liability and damages, of any kind arising out of use, reference to, or reliance on any third party information contained on this site.