Name: TaxAct - Tax Preparation Software
Brand: TaxAct
Rating: 4.5 (24266 reviews)

Our products are easy to use and guarantee accuracy

990 state returns for Texas and California

Your federal information automatically flows into your state tax forms so you can easily finish and file your state return.

Simple guidance for reporting activities, governance & finances

Easily prepare an informational return for tax-exempt organizations, non-profit organizations, nonexempt charitable trusts, & section 527 political organizations.

Answer easy interview questions — let TaxAct do the rest for you

Answer simple, plain-English questions, and TaxAct automatically calculates and enters your data into the appropriate tax forms.

Free IRS e-file for fast, accurate return filing & confirmation

E-file for free and get a notification via email or text as soon as the IRS has processed your return.

TaxAct Alerts

Steer clear of problems. TaxAct Alerts meticulously inspects your return for errors, omissions, and valuable tax-saving opportunities you may have missed.

Depreciation summaries

TaxAct’s depreciation reports make reviewing your current, future, and accumulated assets fast and easy. Both fiscal and short-year calculations are reported.

All the support you need

Never get stumped by a tax question. Search for the fastest answers in the Answer Center, or contact us for account and technical support when you need it.

My Taxes

The My Taxes section provides a personalized view of the make-up for your return. Quickly add copies of needed documents and view your in-progress forms.

Fast data entry options

Enter data directly into forms or use quick entry methods for specific forms.

Multiple occurrences of supporting forms

TaxAct allows you to enter multiple copies of many forms.

Custom return printing

Print individual forms or multiple copies of your return.

Loan & savings calculators

Effortlessly compute loan payments or the future value of savings deposits, then print amortization and accumulation schedules.

Security is a top priority

We utilize security technology and monitoring processes, and we partner with the IRS to protect your personal information.

100% Accuracy Guarantee

Rest assured, TaxAct guarantees the calculations on your return are 100% correct.

Money-Back Guarantee

TaxAct guarantees you are completely satisfied with your TaxAct software purchase.

*Offer Details & Disclosures

TaxAct Costs Less: “File for less” and percentage savings claims based on comparison with TurboTax federal pricing for paid consumer online 1040 filing products on 11/13/2024.

Maximum Refund Guarantee: If an error in our software causes you to receive a smaller refund or larger tax liability than you receive using the same data with another tax preparation product, we will pay you the difference in the refund or liability up to $100,000 and refund the applicable software fees you paid us. Read more about our Maximum Refund Guarantee.

$100k Accuracy Guarantee: If you pay an IRS or state penalty or interest because of a TaxAct calculation error, we'll pay you the difference in the refund or liability up to $100,000. This guarantee applies only to errors contained in our consumer prepared tax return software; it doesn't apply to errors the customer makes. Read more about our $100k Accuracy Guarantee.

100% Satisfaction Guarantee: Applies to TaxAct Online products only. If you are a registered user using the Services online and are dissatisfied with the Services prior to completing the billing steps within the program, your exclusive remedy is to immediately discontinue using the Services. If you are a registered user who completed the billing steps and have not printed or e-filed or your e-file was rejected by the IRS or State and you cannot re-file, it is your responsibility to contact us within the calendar year of the purchase to request a refund of fee(s) paid.

TaxAct Xpert Assist and TaxAct Xpert Assist for Business: TaxAct® Xpert Assist and TaxAct Xpert Assist for Business are available as an added service to users of TaxAct’s online consumer & SMB 1040 products for 1065 and 1220-S, respectively. The service is limited to a single return. Pricing may vary by product. Additional fees apply. Unlimited support refers to an unlimited quantity of expert contacts available to each customer. Service hours limited to designated business days and hours and by expert availability. Some tax topics or situations may not be included as part of this service. Review of customer return is broad, does not extend to source documents and is not intended to be comprehensive; expert is available to address specific questions raised by customer. View full TaxAct Xpert Assist Terms and Conditions.

Start Free and File Free: The TaxAct Online Free Edition makes free federal filing available for those who qualify based on income and deductions. See if you qualify for free federal filing and what is included in this year’s Free Edition. For all other online products, you can start free and pay only when you file. This means you will not be charged if you decide to stop using any product prior to printing or e-filing.

Edition Pricing: Actual prices are determined at the time of payment, print, or e-file and are subject to change without notice. Add sales tax for applicable orders. Offers may end at any time and promotional offers may not be combined.

Exceptional Customer Care: Customer care does not include tax advice.

Deduction Maximizer: TaxAct's Deduction Maximizer guides you step by step through the process of completing your return in a way that helps you uncover additional tax advantages and helps you maximize your deductions by checking dozens of additional deductions we know from experience folks don't think to look for. Each deduction you claim may reduce the amount of tax you owe, resulting in a lower IRS bill overall.

All-Inclusive Bundle: All-inclusive is a collection of select products and services that may be used to enhance your DIY 1040 tax preparation and filing experience. Additional state(s) returns are not included. If you choose to pay for your bundle using Refund Transfer, then the Refund Transfer will be included in the bundle price at no additional cost. Percent savings based on TaxAct a la carte pricing. Offer may not be combined with other offers.

Price paid, including sales tax, is determined at the time of filing and is subject to change. All TaxAct offers, products and services are subject to applicable terms and conditions.

Audit Defense: See Audit Defense provided by Tax Protection Plus (PDF) for further details of services and requirements. May not apply to certain forms and credits. Certain customers may not qualify for services based on past tax audit history, residency, or other factors. Audit Defense is not insurance. Audit Defense is subject to terms and conditions (PDF) located on Tax Protection Plus's website.

Paid Advertising: TaxAct, Inc. gets fees from some third parties that provide offers to its customers. This compensation may affect what and how we communicate their services to you. TaxAct is not a party to any transactions you may choose to enter into with these third parties.

Real People. Real Reviews.: All reviews are from verified TaxAct customers. Reviews are managed by Bazaarvoice and comply with the Bazaarvoice Authenticity Policy, which is supported by anti-fraud technology and human analysis. Cumulative star rating is for all TaxAct products, and certain verified TaxAct customer reviews are incentivized.

Refund Transfer: Refund Transfers are fee-based products offered by Republic Bank & Trust Company, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund.

Refer-A-Friend: Offer valid through October 31, 2024. For each friend you refer to TaxAct who did not prepare and file using us last year, you get a $20 Amazon.com Gift Card after they file their taxes using TaxAct’s 2023 Deluxe, Premier or Self-Employed product. Even better, they get 20% off our federal tax filing products by using the share link you provide! It’s not every day you get to be somebody’s hero and make money doing it.

Amazon.com is not a sponsor of this promotion. Except as required by law, Amazon.com Gift Cards ("GCs") cannot be transferred for value or redeemed for cash. GCs may be used only for purchases of eligible goods at Amazon.com or certain of its affiliated websites. For complete terms and conditions, see www.amazon.com/gc-legal. GCs are issued by ACI Gift Cards, Inc., a Washington corporation. All Amazon ®, TM & © are IP of Amazon.com, Inc. or its affiliates. No expiration date or service fees.

This offer is for TaxAct’s consumer federal, online 1040 returns and is subject to specific terms and conditions. See terms and conditions for more information. Offer is subject to change. The value of your gift card is dependent on the offer available at the time you make the referral.

TaxAct E-File Concierge™ service provides phone calls and related support regarding federal e-file status changes using the phone number provided in My Account. Service is subject to availability and limited to federal e-filed tax returns.

Most Popular: TaxAct Deluxe is our most popular product among our online customers with more complex tax situations.

Over 94 Million Returns Filed: Based on e-filed federal returns through TaxAct Consumer and TaxAct Professional software since 2000.

Refund Amounts Shown: Actual refund amounts vary based on your tax situation. Number shown in illustrations are based on IRS published data stating that average 2023 tax refunds were more than $2812. See IRS article for more information.

Trademarks: All trademarks not owned by TaxAct, Inc. that appear on this website are the property of their respective owners, who are not affiliated with, connected to, or sponsored by or of TaxAct, Inc. TurboTax is a registered trademark of Intuit, Inc. H&R Block is a registered trademark of HRB Innovations, Inc.

	Description
Form 990	Return of Organization Exempt From Income Tax
Form 990EZ	Short Form Return of Organization Exempt From Income Tax
Form 990N	Electronic Notice ePostcard for Tax Exempt Organizations Not Required To File Form 990 or 990EZ
Form 990PF	Return of Private Foundation
Form 990T	Exempt Organization Business Income Tax Return
Form 990W	Estimated Tax on Unrelated Business Taxable Income for Tax Exempt Organizations
Form 2220	Underpayment of Estimated Tax by Corporations
Form 3115	Application for Change in Accounting Method
Form 4562	Depreciation and Amortization
Form 8453TE	Tax Exempt Entity Declaration and Signature for Electronic Filing
Form 8594	Asset Acquisition Statement Under Section 1060
Form 8821	Tax Information Authorization
Form 8822B	Change of Address or Responsible Party Business
Form 8868	Application for Automatic Extension of Time to File an Exempt Organization Return
Form 8886	Reportable Transaction Disclosure Statement
Form 8886T	Disclosure by Tax Exempt Entity Regarding Prohibited Tax Shelter Transaction
Schedule A	Public Charity Status and Public Support
Schedule A Form 990T	Unrelated Business Taxable Income From an Unrelated Trade or Business
Schedule B	Schedule of Contributors
Schedule C	Political Campaign and Lobbying Activities
Schedule D	Supplemental Financial Statements
Schedule E	Schools
Schedule F	Statement of Activities Outside the United States
Schedule G	Supplemental Information Regarding Fundraising or Gaming Activities
Schedule H	Hospitals
Schedule I	Grants and Other Assistance to Organizations Governments and Individuals in the United States
Schedule J	Compensation Information
Schedule K	Supplemental Information on Tax Exempt Bonds
Schedule L	Transactions With Interested Persons
Schedule M	Noncash Contributions
Schedule N	Liquidation Termination Dissolution or Significant Disposition of Assets
Schedule O	Supplemental Information to Form 990 or 990EZ
Schedule R	Related Organizations and Unrelated Partnerships

	Description	State
Form 100ES	Corporation Estimated Tax	California
Form 109	California Exempt Organization Business Income Tax Return	California
Form 199	California Exempt Organization Annual Information Return	California
Form 3509	Politcal or Legislative Activities by Section 23701d Organizations	California
Form 3520PIT	Individual or Fiduciary Power of Attorney Declaration	California
Form 3520RVK	Power of Attorney Declaration Revocation	California
Form 3533B	Change of Address for Businesses Exempt Organizations Estates and Trusts	California
Form 3539	Payment for Automatic Extension for Corporations and Exempt Organizations	California
Form 3586	Payment Voucher for Corporation efiled Returns	California
Form 3885F	Depreciation and Amortization	California
Form 8453EO	California efile Return Authorization for Exempt Organizations	California
Form CTTR1	Annual Treasurers Report Attorney General of California	California
Form RRF1	Annual Registration Renewal Fee Report to Attorney General of California	California
Schedule D 541	Capital Gain or Loss	California
Schedule D1	Sales of Business Property	California

TaxAct Tax-Exempt Organizations