Getting Started
Resources for Getting Started
We've compiled information to help make downloading, installing and using TaxAct Professional Editions easier and faster, including a setup guide and FAQs.
View Resources for Getting StartedTaxAct Product Release Dates
Preview versions of TaxAct Professional 1040, 1041, 1065, 1120S, 1120 and 990 Federal Editions are released in the fall, with final versions released in early January. State Editions are released in January as state forms are made available.
See TaxAct Product Release DatesTax Calendar
Get IRS due dates for filing tax forms and paying taxes by month, fiscal year or tax payer type.
View the Tax CalendarTaxAct Professional Client Xchange User Guide
Download the User Guide to learn how to help set up your secure Client Xchange website portal, invite clients and manage files. Includes easy instructions you can provide to your clients.
Download the User GuideEducation & Learning
Useful Articles
TaxAct Professional's articles cover a range of topics — from software and tax law news, to tips for maximizing your efficiency and revenue.
Browse Useful ArticlesIRS Requirements
The IRS started implementing new regulations for paid tax return preparers in tax year 2010. The rules require all paid preparers to register with the IRS and e-file if filing more than 10 individual federal returns.
See RequirementsGet the most our of Bank Products
Signed up for Bank Products? Visit our resource page for a deep dive into using them to achieve the results you want. We’ve put together a selection of tutorials, guides, and FAQs to help you every step of the way.
Bank Product Usage ResourcesTaxAct Professional Videos
Learn how to optimize efficiency and maximize your revenue in TaxAct Professional Videos. Whether you've used TaxAct Professional Editions for several years or are researching your software options, our videos explain how TaxAct Professional solutions help professionals accomplish more - easier, and more affordably.
Watch TaxAct Professional VideosGrow Your Practice
Put your expertise to work by becoming a TaxAct Xpert. This is your chance to make extra money outside of your own tax practice without the hassle of onboarding new clients.
Learn More about Xpert AssistGive your practice a competitive edge by offering the convenience of Republic Bank's Easy Advance and Refund Transfers. An industry leader, Republic Bank has over 25 years of experience in the e-file industry and competitive program features.
Learn More about Bank ProductsLet Protection Plus audit experts help your client resolve any issues with the IRS and state agencies while you earn a revenue share.
Learn More about Protection PlusGive your practice a competitive edge by offering the convenience of Santa Barbara TPG’s Fast Cash Advance and Pay-by-Refund (which refers to Refund Transfers) products.
Santa Barbara TPG’s mission is to provide taxpayers with best-in-class products and to help tax professionals grow their businesses.
Learn More about Bank ProductsWhy TaxAct Professional?
More than 20,000 tax professionals and millions of individual taxpayers and business owners trust TaxAct for affordable and powerful tax preparation software solutions every year. TaxAct Professional is dedicated to helping tax professionals like you maximize efficiency, productivity and revenue.
Learn More About TaxAct Professional
Workflow Add-Ons
Get WebLibrary Plus from TheTaxBook for just $279
$349WebLibrary Plus allows you to spend more time serving your clients and less time searching for tax-related information. It helps you find answers to complex questions with well-written and easy-to-understand explanations and examples.
Learn More about WebLibrary PlusClient Xchange
A faster, more convenient and secure way to exchange documents with your clients. Plus, it’s easy to use and can be personalized to feature your practice’s name and logo.
Learn More about Client XchangeeSignatures
Our integrated solution makes it easier for you and your clients to get the signature you need to e-file. Plus, it’s backed by DocuSign®. Buy eSignature bundles today to save and receive volume pricing, or simply pay as you go, per envelope, in the product
Learn More about eSignaturesIntegrated Payments
A modern payment acceptance solution, powered by Drake Pay. Provides tax professionals the freedom to accept credit, debit, or contactless customer payments.
Learn More about Integrated PaymentsHelpful Links
Links to other resources for professional tax preparers.
The latest news and updates about taxes and filing provided by the Internal Revenue Service
Access IRS rules, regulations, & e-file account summary
Get IRS due dates for filing tax forms and paying taxes by month, fiscal year or tax payer type
Help your clients learn about the benefits of saving part of their refunds with free educational resources from the CFPB
Use the Internet, your PC or the phone to conveniently and securely pay federal taxes electronically
Complete code from the House of Representatives through January 1995
Complete text of the United States Internal Revenue Code, Title 26 for the U.S. Code
Phone numbers for state tax offices