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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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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🖊Downloading Signed Documents from the eSignature Dashboard

It has come to our attention that some are having a hard time finding where to download signed documents once they are back from the customer in the eSignature Dashboard.  We have created a quick video that walks you through the process of downloading the files. [embed]https://www.youtube.com/watch?v=JRepFisSA9M[/embed] You can find other helpful videos here: https://www.taxact.com/professional/resources/videos  
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🚨Reminder: Refund Transfer Incentive Enrollment Required

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.  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.  [wpforms id=...
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What Preparers Need to Know: Crypto Taxation Basics and Beyond Webinar

Tax season is coming soon, and with the growth of cryptocurrencies, we want to ensure you’re well-prepared for any Bitcoin or Ethereum questions you might face. This complimentary webinar, presented by author Amy Wall, will help you understand the concepts underlying cryptocurrency so you can determine how to handle these kinds of assets on a client’s tax return. Register Here Webinar schedule 12:00 pm – 1:45 pm CST Intro to cryptocurrency 1:45 pm – 2:00 pm CST Break 2:00 pm – 4:00 pm CST Crypto taxation best practices and beyond Opinions expressed by Ms. Wall are solely her own an...
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✅ Reminder – Bank Enrollment is Open

If you have not enrolled in bank products yet, now is a great time.  Your application will be able to be processed quicker if you enroll now versus waiting till late December, as the majority of applications come in at this time. To enroll, click here. If you need more information, please reach out to our bank product experts, Melanie and Sarah.  You can find their contact information here  
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