Save time with import and data entry tools.

TaxAct Import

Stop rekeying the same data year after year. Save time by importing key data from last year's TaxAct returns in one simple step.

Updated! Topics Assistant

This updated version of the previous Forms and Topics lets you quickly search and navigate between areas of a client return. You can see which parts of a return have been accessed and jump to another section in a single click.

Stock Import

Import transactions directly from Ameriprise Financial, APEX, Betterment, Capital One Investing, Fidelity, Form8949.com, GainsKeeper®, Raymond James, Raymond James Bank, Scottrade, Tastyworks, TD Ameritrade™, UBS, WiseBanyan, or a (CSV) file.

Trial Balance Reports Import

Import trial balance reports and the 1065, 1120 and 1120S programs will automatically transfer data to the appropriate lines of client forms.

1040 PDF Import

Import key information from PDFs of last year's 1040 returns prepared by ATX™, CrossLink®, Drake®, Intuit® Tax Online, Lacerte®, ProSeries®, TaxSlayer Pro™, TaxWise®, and UltraTax CS.

Interview questions

For those who seek more guidance, the Q&A Interview method can guide you through the process—simply answer some questions and the software automatically inserts the data onto the appropriate form, schedule or worksheet!

W-2 Import

Import your clients' W-2s from approximately 150 of the largest U.S. companies representing nearly 10 million employees.

Enter your preparer data only once

Instead of retyping your firm's data into every client return, you decide whether you want your firm's data to seamlessly flow into all, some or none of your clients' returns.

New! Import Wizard

Import last year's TaxAct returns or PDFs of 1040 returns prepared by other professional software. If you used TaxAct last year, import and update your Preparer and Master Forms information for faster setup.

Direct Form Entry

Enter client information directly into forms. You can go back to the Q&A Interview at any time.

Stock Assistant

A time-savings tool! Quickly enter clients' investment data in one window. As you type, data is transferred directly into Form 1099-B. Includes a printable summary and option to return to the Q&A Interview any time.