TaxAct Professional Offers Trial Balance Integration

Did you know that Trial Balances can be imported into TaxAct® Professional’s software for business returns?

To import accounting records into our software, save all trial balances as CSV files and import this information into the 1065, 1120 or 1120S returns section. From here, you will be provided with step-by-step instructions on how to save your files from the accounting software.  TaxAct Professional supports integration and importing from the following platforms – QuickBooks, Sage Online, Wave and Xero.

For additional information, please take a moment to read through these links.

• Convert a Trial Balance Spreadsheet to a CSV File
• How to Import Company Accounting Records into Your Tax Return