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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TY21 Refund Transfer End Date
The Tax Year 2o21 Refund Transfers Season came to a close on October 31st.
Enrollment for Tax Year 2022 is open.
The Tax Year 2022 season will open with Pre-Ack in January.
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Bank Product User Survey – Your Input Matters!
If you used Bank Products this tax season, we want to say thank you.
We’re sure that you and your clients both benefited from them.
As we’re constantly looking to improve our offerings, we’d love to hear about your experience.
Your responses are important and will affect what bank products we offer in the future. We look forward to hearing from you and continuing to work with you in TY22.
Take the Survey
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Reserve now before TY22 Software prices go up.
Save now before prices increase July 1st
We hope that TY21 was a success for you. We appreciated working with you and are looking forward to TY22.
Now’s the time to lock in your savings and pre-order before prices go up on June 30.*
There are two options for placing your order:
1) You may pre-order by June 30, 2022 and pay nothing until November.
2) You can pay by phone today and receive an additional discount.**
To take advantage of this offer, visit our website by clicking here, or call our sales team at (319) 536-3571.
Don't miss this chance to get the lowest price of the...
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Now is your chance to lock in the savings and check out the Highlights for TY22
Great updates. Great Value.New features that you'll love.
Pre-Order Now
Now that TY21 is in the books, it’s not too soon to start thinking about TY22. We’ve been planning ahead and working to make our tax software even better. Now is your chance to lock in the savings* and check out the Highlights for TY22:E-signature Integration – Use electronic tax signing software to get everything signed and tracked.Bank products & Incentives – Get money for Refund Transfers and offer clients CashAdvance for TY22¹Expanded forms and efile coverage – Over 100 new forms to our curr...
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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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TaxAct Professional Customer Data Update 2022
Let’s get your TaxAct Professional information up to date.
2022 is going to be a big year for us all. And with so many changes over the last few years, now’s the perfect time to double-check that we still have your most current information.
We don’t want you to miss out on any important news, account notifications, or product enhancements coming this year and beyond.
To update your information, please follow this link.
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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: https://proadvance.taxact.com/taxact-professional-bank-product-webinars/
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Lock In Your Discount Now
On behalf of myself and the entire TaxAct Professional Team, it would be our honor to continue being your tax preparation software of choice in Tax Year ‘20. You can now order your software or reach out to our sales and support team at 319-536-3571 to answer any questions you may have. You can also send us an email at prosales@taxact.com.
We know there are many options you can choose from, and we look forward to serving you next season and beyond. If there is anything my team or I can do, please reach out.
Sean Taylor
Head of Professional Sales
TaxAct Professional Sales and Su...
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Additional TaxAct Professional 2018 State Editions Available as of 1/16/2019
The following TaxAct Professional 2018 States are now available since our last State release notification on 01/09/2019:
1040
AL
AR
AZ
DE
HI
IA
LA
MA
ME
MN
MO
MS
MT
ND
NE
NJ
NM
OH
PA
RI
SC
1065
AR
HI
NE
RI
1120
AR
HI
MT
NM
1120S
AR
HI
MT
NE
RI
See the State Program Release Dates page for the entire list of available states and anticipated release dates.
If you’ve already purchased your 2018 State Edition(s), you will be able to install all available ...
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Updated: Scheduled Maintenance for 01/17/2019 and 01/22/2019
In order to get our systems ready for peak filing season, TaxAct will be performing scheduled maintenance on the following days and times:
Thursday, January 17, 2019, from 4 AM - 6 AM CT
Tuesday, January 22, 2019, early morning – time to be determined
During these times, you will not be able to access TaxAct Professional software or website.
Watch for an update regarding next Tuesday's scheduled maintenance. Thank you for your patience as we get our systems ready to support your successful filing season.
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TaxAct 2018 Professional Editions Version 1.02 Update
Version 1.02 is now available for all TaxAct 2018 Professional Federal Editions. This update includes:
Minor bug fix
For more information on additional changes made available on 1/15, view the earlier notification titled TaxAct 2018 Professional Editions Version 1.01 Update.
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TaxAct 2018 Professional Editions Version 1.01 Update
Version 1.01 is now available for all TaxAct 2018 Professional Federal Editions. This update includes:
E-filing for the following
1065 Federal
1120 Federal
1120S Federal
Printing for the following main forms
1120 Federal
Note: Not all federal forms are finalized and/or approved, so not all returns can be printed or filed at this time.
Minor bug fixes
With Version 1.01, you will be required to have the latest update installed for all federal and state returns prior to e-filing. For more information on this change, view the notification from 1/14 titled N...
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New Requirement: Must Have Latest Version to e-file Returns
Starting with version 1.01 of all TaxAct Professional Editions (available on 1/15/2019), you will be required to update your federal and state software to the most current version prior to e-filing returns. This ensures returns are e-filed with accurate calculations and meet all compliance requirements.
When selecting which federal and/or state returns to e-file, you will be prompted if any require an update before continuing.
For more information on how to access updates, view this Help Topic.
If you need assistance with updating your software, please contact our Professional Support...
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IRS Announces Filing Season Open Dates
The IRS has announced the filing season will officially open on Monday, January 28. At that time, the IRS will start processing all submitted returns and providing acknowledgements.
We will begin Controlled Launch testing with the IRS today and continue over the next two weeks. This involves sending batches of submitted e-filed returns for processing. We cannot guarantee which returns will be sent, however if your e-filed returns fall into this testing, you will see acknowledgements for those returns.
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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.