Helpful Tax Topics - TaxAct Professional

• eSignatures Frequently Asked Questions
• 1065 Schedule K-2 and K-3 – Domestic Filing Exception
• 1120 Net Operating Loss (NOL) and Form 1139
• 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
• ACA Explanation Statement - Entry into Tax Act Online
• Data Conversion Frequently Asked Questions
• How Do I Enter a Corrected Form?
• Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
• Preparer Regulations - IRS and State Agencies Expand ID Theft Safeguards
• Reducing PDF File Size
• Request a Copy of a State Return or Transcript
• Schedule K-2 Domestic Filing Exception - Entering in Program
• Script Error at Professional Program Start Up - Reference to AltoCloudCDN
• TaxAct Mobile App Discontinued
• Troubleshooting Links for Third-Party Authenticators
• Uploading Documents with the IRS Document Upload Tool
• WebView2 Troubleshooting
• WebView2: Error When Installing

Account Maintenance

• Cancel or Modify an E-Filed Return
• Prepaid E-Filing - Practice ID and EFIN Verification
• Reducing PDF File Size
• Signing In From A New Location
• Updating Your Credit Card Information

Billing

• E-Filing - Charges for Resubmitting
• Professional Editions - E-Filing Prices
• Refund of TaxAct Product - Processing Time
• State Program Release Dates
• When Is Your Credit Card Charged?

E-file Information

• ACA Explanation Statement - Entry into Tax Act Online
• Access or Print the Application Summary from IRS e-Services
• Accuracy Guarantee Professional Editions - Overrides
• Bank Product Transmitter Fee - Professional Editions
• Cancel or Modify an E-Filed Return
• Continuing Education for Tax Professionals
• E-File Manager Time Outs
• E-Filing Prior Year Returns
• EFIN Verification
• EFIN Verification Process
• ERO Not Paid Preparer
• Form 8879 - Practitioner PIN Method
• Form 8948 - Preparer Explanation for Not Filing Electronically
• Including Attachments With Return
• IRS Reject Codes - IND-039, IND-040, and IND-041
• Notes and Explanations for E-Filing
• Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
• Prepaid E-Filing - Practice ID and EFIN Verification
• Preparer Regulations - Form W-12 Replaces Form W-7P
• Preparer Regulations - Preparer Tax Identification Number (PTIN) Mandatory
• Professional Editions - Annual PTIN Renewal
• Professional Editions - Banking Information Worksheet
• Professional Editions - E-Filing Payment Methods
• Professional Editions - EFIN Required Before Getting Started With E-Filing
• Professional Editions - IRS Requirements for Tax Return Preparers
• Professional Instruction Letter - Mailing a Paper Return
• Red Alert - AGI/PIN - Zero
• Self-Select PIN vs. Practitioner PIN
• State Program Release Dates
• Submit Your EFIN Documentation for Verification
• What is a Practice ID and Where to Find (or Enter) Yours

General Information

• ACA Explanation Statement - Entry into Tax Act Online
• Enterprise Editions: How to Set Up or Edit Your Practice, Preparer, and Master Information
• How Do I Enter a Corrected Form?
• Invalid Argument - English as Default
• Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
• Preparer - Instruction Letter for Pro Client - Mail or E-File
• Preparer Regulations - IRS and State Agencies Expand ID Theft Safeguards
• Puerto Rico – How to claim the Child Tax Credit
• Reports Printing with Columns Missing
• Request a Copy of a State Return or Transcript
• State Program Release Dates
• TaxAct Mobile App Discontinued
• Troubleshooting Links for Third-Party Authenticators
• Uploading Documents with the IRS Document Upload Tool
• WebView2: Error When Installing

Getting Started

• "Not Released" Download Message After Purchase
• Blank Data Remove Space
• Downloading and Installing TaxAct
• EFIN Verification
• Enterprise Editions: How to Set Up or Edit Your Practice, Preparer, and Master Information
• Local Network - Professional Editions
• Master Forms Master Instruction Letter
• Online Network - Professional Editions
• Options Preferences Toggling Items
• Prior Year Software No Longer Available
• Professional Editions - Importing Prior Year TaxAct Returns
• Professional Editions - Master Information General Tab
• Professional Editions - Using the Master Information Preparers Tab
• Puerto Rico – How to claim the Child Tax Credit
• Sign In Help
• System Requirements
• TaxAct Mobile App Discontinued
• Troubleshooting Links for Third-Party Authenticators
• Updating Program Will Update Client Returns
• What is a Practice ID and Where to Find (or Enter) Yours

IRS / State Filing

• 1065 Schedule K-2 and K-3 – Domestic Filing Exception
• 1120 Net Operating Loss (NOL) and Form 1139
• 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
• ACA Explanation Statement - Entry into Tax Act Online
• Form 2848 - Centralized Authorization File Number
• Form 2848 - Power of Attorney and Representative Declaration
• Form 4868 - Filing a Federal Individual Tax Return Extension
• Form 8888 - Preparer Fee Out of Refund
• How Do I Enter a Corrected Form?
• IRS Phone Support
• Mailing Addresses for Filing
• Removing Preparer Information from Client Return
• Request a Copy of a State Return or Transcript
• Schedule K-2 Domestic Filing Exception - Entering in Program
• Uploading Documents with the IRS Document Upload Tool

Log-in Issues

• Access to Download - My Account
• Clearing Browser Cache
• Look Up Username or Reset Password
• Professional Editions - Required Sign in
• Sign In Instructions - Desktop (Download/Install) or Online (Web-Based)
• TaxAct Mobile App Discontinued
• Troubleshooting Links for Third-Party Authenticators

Ordering

• "Not Released" Download Message After Purchase
• Folders Envelopes and Covers
• Placing an Order From Outside the United States
• Release Dates of TaxAct Consumer Editions
• State Program Release Dates
• TaxAct Product Guarantees
• TaxAct Software For Previous Years
• Updating Your Credit Card Information
• When Is Your Credit Card Charged?

Product Information

• eSignatures Frequently Asked Questions
• "Not Released" Download Message After Purchase
• Attaching a Document - Professional Editions
• Data Conversion Frequently Asked Questions
• Delete Client From Client Manager
• Desktop Versions - Deleting Form or Return
• Disable Notification Center Pop-Ups - Professional Editions
• Employer Reporting Requirements
• How to Access Attachment Manager
• Prepaid E-Filing - Practice ID and EFIN Verification
• Professional Editions - Backing Up Client Returns and/or Preparer Information
• Professional Editions - E-Filing Prices
• Professional Editions - Form 4868 Extension
• Professional Editions - Paid Preparer's Due Diligence Checklist
• Professional Editions - Rebuilding Client Manager Information
• Professional Editions - Restoring Backups
• Release Dates of TaxAct Consumer Editions
• State Program Release Dates
• Updating Preparer Information

TaxAct Professional Enterprise Editions

• Enterprise Editions: How to Import Last Year's TaxAct Professional Information and Returns
• Enterprise Editions: How to Set Up or Edit Your Practice, Preparer, and Master Information
• Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
• Online Backup - Locating Account - Professional Editions