To participate in this year's Refund Transfer Incentive Program, you must enroll. It is a quick and easy process and you can fill out the form below.
As a previous customer, once you enroll for TY22 and are approved through one of our participating banks to offer refund transfers, you will receive the $5 incentive after you exceed the number of funded refund transfers you completed TY21.Â
As a new customer, once you enroll for TY22 and are approved through one of our participating banks to offer refund transfers, the $5 incentive starts with your first funded refund transfer.Â
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End of Season Survey – Your Voice Matters
This is one survey that matters.
Thank you for being a loyal TaxAct Professional customer. As we do every year, we want to gain insights from you on what worked and what didn't with our end-of-season survey.
This year, we have broken the survey into two categories: 1. Those who are new to TaxAct Professional and 2. Those who have used us previously. Below you will find the links for each survey.
New to TaxAct Professional for Tax Year 21, take the survey here.
For customers who have used us for more than one year, please take the survey here.
Your responses directly affect the c...
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🚨 TaxAct Professional has partnered with The TaxBook
TaxAct Professional is now partnering with TheTaxBook to provide our customers with an easy-to-use research solution in & out of tax season. And, our rate is the lowest in the marketplace at $229.
❇️  Award-winning software
❇️  Tax information at your fingertips
❇️  Time-saving research
❇️  And more...
Extension Season is the perfect time to take advantage of this new offer!
Order TheTaxBook's WebLibrary Plus today, by giving our sales team a call at 319-536-3571. Happy researching!
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It’s not too late to add Refund Transfers to your Tax Practice!
It's not too late! Enroll today!
While tax season is in full swing, there is still much left to do. If you have been thinking about offering Refund Transfers for your clients, it's not too late. Our bank partners are still accepting enrollments.
Republic Bank Enrollment is open until 4/15 and TPG is open year-round.
Hear from one one of your fellow Tax Professionals
"After starting bank refund transfers and advances, my practice grew from 40 clients the first year, to 150 clients the next season. All because of the ease of use of TaxAct Professional and because I offered my clients ban...
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Webinar: Bank Products
Starting tomorrow at 11:00 AM CDT, Melanie Milton will kick-off hosting the weekly TaxAct Professional Bank Product Webinar Series! During these webinars, Melanie will discuss our new incentive programs, what changes have been made to the bank product program for TY21 and answer any questions you may have.
To attend one of these upcoming webinars, click here to register:Â https://proadvance.taxact.com/taxact-professional-bank-product-webinars/
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When Your Client Files Taxes Will Affect Their Stimulus Payment. Here’s How.
Turns Out, it is Not A Normal Year
In a normal year, it’s a good idea to nudge your clients to file their taxes early. It helps to reduce fraud risk, gets your clients a refund sooner, and eliminates the frantic rush mid-April.
This year things are a little different. Depending on when your client files their 2020 tax return — and when the IRS processes their third stimulus check —can affect how much money they receive as a stimulus payment.
With $1,400 checks for qualifying taxpayer and their dependent(s) going out as this third stimulus payment, filing early or later can have a big im...
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Unemployment Compensation Exclusion Worksheet – Software Update
We will have a software update the morning of 3/18 to update the TaxAct Professional for the new Unemployment Compensation Exclusion Worksheet, allowing you to file returns with this new exclusion.
State Conformity
We will be updating most states with how the state agencies plan to address the new federal tax law. After the updates, you can use this FAQ to track the latest information for your state's conformity: American Rescue Plan - Unemployment Exclusion
Previously Filed Returns with Unemployment Compensation
At this time, the IRS is strongly recommending amended returns for the Un...
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Get your Clients Ready for Tax Season
2020 is coming to an end, and with the extended tax deadline, both you and your clients haven’t had much of a chance to relax. But just because you’ve had a shorter off-season doesn’t mean you and your clients should ignore any preparation that needs to happen before tax season.
As we dive into another tax season, here are five things you’ll want to do to get your clients ready.
Review your processes
Take some time to review your previous tax season. Take stock of what worked and what didn’t and identify any bottlenecks in your process. For example, you may not have an easy and efficient way ...
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How Will the Outcome of the Election Effect the New Tax Year?
Like in most elections, taxes play a major role in the campaign policies set forth by the presidential candidates. This year, tax policy may play a more pivotal part of any economic recovery.
While it’s impossible to know exactly what future tax policy will look like, the plans set forth by President Trump and former Vice President Joe Biden give us insight as to how they expect to shape tax policy if they win the election. Here’s what we know so far.
Trump’s Tax Plan
In 2016, Trump’s campaign plan included significant tax cuts. Those tax cuts came to fruition with the Tax Cuts and Jobs A...
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Tech Corner: Using the All-new TaxAct Professional Installer
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