tax preparer invitation taxact professional

As you’re preparing and planning for tax season, you may be interested in what enhancements have been rolled out in the 2018 version of TaxAct® Professional. Here’s a high level overview on what we’ve been working on for tax year 2018 so far:

  • UltraTax CS 1040 PDF import
  • Side-by-side comparison view of prior year and current year returns for any form type
  • Client Information worksheets available within forms tree in the return
  • Federal EF Status to include Amended return information for business returns
  • An improved software sign-in experience
  • Pennsylvania 1040 local return
  • Ohio generic city return
  • E-file is being added for:
    • South Carolina 1065
    • Kentucky 1040 amended returns
    • Michigan 1041
    • Oregon 1065
    • Virginia 1041

Many of these enhancements are a result of our fine-tuning the product road map based on customer survey results and in-product feedback. We look forward to helping your practice succeed in tax year 2018!