Do You Prepare Taxes with TaxAct® Professional’s Enterprise Bundle?

If you answered yes, keep reading to learn how you should store tax returns within this version of our professional tax software.

Many Pros that prepare taxes with our Enterprise Bundle store their tax returns locally (on their computer), with the assumption that TaxAct Professional’s back-up process is automatic. However, that is not the case! When using Enterprise locally, you must choose the back-up option on our menu & then select each individual tax return you wish to back-up on our servers. Once this has been completed, we will store those returns for 7 years, at no additional charge.

The only time that this back-up process is automatic, is if you have our Enterprise Bundle online with us. Otherwise, if you are utilizing Enterprise locally, this process must always be initiated on your end.

For any additional questions you may have about this process, please do not hesitate to reach out to us at 319-536-3571 or Our sales team is always happy to assist!

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