tax preparer invitation taxact professional

As you’re preparing and planning for the next tax season, you may be interested in what enhancements are coming to the 2018 version of TaxAct Professional. With more details to come, here’s a high level overview on what we’re 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 (of 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

As we fine-tune the product road map based on customer survey results and in-product feedback, we will unveil more enhancements. We look forward to helping your practice succeed in tax year 2018!