You do not need to do anything if you have already renewed your software for TaxYear 2023.
We hope that TY22 was a success for you. We appreciated working with you and are looking forward to TY23. Now’s the time to lock in your savings and pre-order before prices increase on June 30.*
There are two options for placing your order:
1) You may pre-order by June 30, 2023, and pay nothing until October.
2) You can pay by phone today and receive an additional discount.**
To take advantage of this offer and our new features like enhanced eSignature integration and Spanish client-facing d...
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IRS E-News Subscriptions
If you want to stay informed on the latest developments and hot topics from the IRS, you can subscribe to specific tax topics that interest you. You can find the link to the IRS e-News site here: https://www.irs.gov/newsroom/e-news-subscriptions
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🖊Downloading Signed Documents from the eSignature Dashboard
It has come to our attention that some are having a hard time finding where to download signed documents once they are back from the customer in the eSignature Dashboard. We have created a quick video that walks you through the process of downloading the files.
[embed]https://www.youtube.com/watch?v=JRepFisSA9M[/embed]
You can find other helpful videos here: https://www.taxact.com/professional/resources/videos
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🚨Reminder: Refund Transfer Incentive Enrollment Required
To participate in this year's Refund Transfer Incentive Program, you must enroll. It is a quick and easy process and you can fill out the form below.
As a previous customer, once you enroll for TY22 and are approved through one of our participating banks to offer refund transfers, you will receive the $5 incentive after you exceed the number of funded refund transfers you completed TY21.
As a new customer, once you enroll for TY22 and are approved through one of our participating banks to offer refund transfers, the $5 incentive starts with your first funded refund transfer.
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IRS sets January 23 as official start to 2023 tax filing season
Elementor #2645
Free DocuSign Webinar: How to Stay Compliant with eSignature
This is your opportunity to learn about our new integrated eSignature offering, backed by DocuSign®. Now you can make it easier for you and your clients to get the signature you need to e-file, while also helping you stay compliant!1
Join TaxAct Professional and DocuSign for a , where we’ll show you:
- In-product eSignature demo
- Overview of eSignature compliance from DocuSign
- Customer experience demo from DocuSign
- How to purchase eSignatures for TY22
This is a webinar you won’t want to miss. Reserve yo...
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What Preparers Need to Know: Crypto Taxation Basics and Beyond Webinar
Tax season is coming soon, and with the growth of cryptocurrencies, we want to ensure you’re well-prepared for any Bitcoin or Ethereum questions you might face. This complimentary webinar, presented by author Amy Wall, will help you understand the concepts underlying cryptocurrency so you can determine how to handle these kinds of assets on a client’s tax return.
Register Here
Webinar schedule
12:00 pm – 1:45 pm CST Intro to cryptocurrency
1:45 pm – 2:00 pm CST Break
2:00 pm – 4:00 pm CST Crypto taxation best practices and beyond
Opinions expressed by Ms. Wall are solely her own an...
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✅ Reminder – Bank Enrollment is Open
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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Welcome to TaxAct 2022 Professional Editions
We know you have options when it comes to selecting professional tax preparation software. Thank you for choosing TaxAct 2022 Professional Editions. We are continually working to improve our software to help Tax Professionals like you to be more efficient and effective and to provide a product you and your clients can trust.
Throughout the tax year, we will make information available to you using the Notification Center within TaxAct 2022 Professional. Subjects will include enhancements, updates, and form availability, among other things.
The following TaxAct 2022 Professional Editions are n...
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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.