To upgrade to a different TaxAct product, follow the steps below. Steps vary depending on whether you use the Online or Desktop program.

Online

Dashboards

1. Open your TaxAct return.
2. In the navigation pane on the left, click Resources.
3. Under My Return, click the Upgrade Options tile.
4. Locate the name of the TaxAct software you'd like to use, then click Upgrade.
5. Follow the prompts to upgrade your TaxAct software.

You don't have to pay until you file, however, you may wish to process the payment now to lock in the price. See Lock In Pricing from a Special Offer for details.

Classic

1. Open your TaxAct return.
2. In the navigation pane on the left, click View Upgrade Options.
3. Locate the name of the TaxAct software you'd like to use, then click Upgrade.
4. Follow the prompts to upgrade your TaxAct software.

You don't have to pay until you file, however, you may wish to process the payment now to lock in the price. See Lock In Pricing from a Special Offer for details.

Desktop

1. Open your TaxAct return.
2. In the top menu, click Online, then Order Upgraded Program.
3. Locate the name of the TaxAct software you'd like to use, then follow the prompts to upgrade your TaxAct software.
4. After you place the order, you can download and install your new product. 

Related Links

Downloading and Installing TaxAct