How to Back Up Data the Easy Way: A Quick Go-To List for Tax Pros

Posted on by Matthew Davis
Performing regular backups of client information, returns, and preparer information is critical — not only to the growth and success of your practice, but to your general peace of mind as well. And as we all know, that peace of mind is next to priceless at this time of year. Back Up Client Returns to Your Local Computer – Non-Enterprise Editions TaxAct recommends backing up your client files to an external hard drive or USB drive for safe keeping in a secure location. To utilize TaxAct’s backup and restore functions, follow these easy steps:  Click File > Backup > Client Return(s). ...
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Filing an Extension – Form 4868 – in TaxAct Professional Editions

Posted on by Matthew Davis
To complete Form 4868 (Automatic Extension of Time To File) within your TaxAct Professional Edition: Open the client return by double-clicking the client's name in Client Manager. Click Return in the top menu. Click Application for Extension. Choose Federal or State (choose which state if you have more than one; in some cases choose City). This will take you to the Q&A method of filing the extension, where you can follow the prompts to complete the form. If you prefer to use Forms View: Open the client return by double-clicking the client's name in Client Manager. ...
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Checking the Status of E-Filed Returns in TaxAct Professional

Posted on by Matthew Davis
As we close in on the final push before the April tax filing deadline, we want to pass along some quick tips on how to efficiently track your clients’ e-filed returns. We suggest utilizing the Fed EF Status column in Client Manager as a quick and easy way to check the status of your client’s e-filed returns. This is a more timely way to receive the status of your e-filed returns, since e-file status emails may be delayed during peak times leading up to the filing deadline. Quick Tip: If you don’t see a return status appear in the Fed EF Status column within 15 minutes of submitting a ret...
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