Choose the product that best fits your needs
For firms filing both Business and Individual (1040) returns
Complete Bundle
- Professional 1040, 1065, 1120, 1120S, 1041, and 990 Federal Products
- All states
- Professional 1040, 1065, 1120, 1120S, 1041, and 990 Federal Products
- All states
- Enterprise Version
- Document Manager
- Cloud Data Storage
*Retail price effective Jan. 1, 2027
Business Forty Bundle
- 40 returns, any combination of 1040, 1041, 1065, 1120, 1120S, or 990
- All states
- Document Manager
- Cloud Data Storage
- Individual returns - additional $29.99 each
- Business returns - additional $49.99 each
Business Pay-Per-Return
- All Federal Business Editions (1065, 1120, 1120S, 990, 1041) plus 1040
- Document Manager
- Cloud Data Storage
- $29.99 Per 1040 return (e-filed or printed)
- $49.99 Per business return (e-filed or printed)
- $49 Per state edition (47 states available)
For firms filing Individual (1040) returns
1040 Bundle
- Professional 1040 Federal Edition
- 1040 All states
- Professional 1040 Federal Edition
- 1040 All states
- Enterprise Version
- Document Manager
- Cloud Data Storage
*Retail price effective Jan. 1, 2027
1040 Twenty Bundle
- Twenty 1040 returns
- 1040 All states
- Document Manager
- Cloud Data Storage
- Individual returns - additional $29.99 each
1040 Pay-Per-Return
- 1040 Pay-Per-Return
- Document Manager
- Cloud Data Storage
- $29.99 Per 1040 Return (E-filed or Printed)
- $44 Per State Edition (47 States Available)
Compare Products
1040, 1040-NR, and 1040-SS returns
1120, 1120-S, 1065, 1041, and 990 returns
Return diagnostics to help ensure accuracy
Export K-1s from pass-through to individual returns
Filing status optimization
Fixed asset reports
Import 8949 transactions
Forms based data entry
Getting started resources
Customer support (phone, email)
Document Manager
Return status tracking
Prior-year data carryforward
Client organizers
Client result letters
Bank Products / Pay with Refund options*
Audit Assistance & ID Theft Restoration*
Client Portals & E-Signatures*
TheTaxBook WebLibrary Plus*
Integrated Payments*
Accounting® & Payroll*
Network-ready
Cloud file backup
File backup utility
Passkey and multi-factor authentication
Data encryption in transit and at rest
Frequently Asked Questions
State tax software is included at no additional cost with the following bundles: Complete Bundle - Single User and Multi-User Enterprise, 1040 Bundle - Single User and Multi-User Enterprise, 1040 Twenty Bundle and Business Forty Bundle.
If you purchase Pay-Per-Return (PPR), state software can be purchased separately as needed; however state return filing is still included with the federal PPR cost. To avoid purchasing state software separately, consider purchasing one of the bundles.
All TaxAct Professional business plans—Complete Bundle - Single User and Multi-User Enterprise, Business Forty Bundle, and Business Pay-Per-Return (PPR)—support key federal business returns, including 1120, 1120S, 1065, 1041, and 990, along with required forms and schedules. 1040 federal and state programs are also included. Federal 1040 returns are also supported. Bundle plans include both federal and state business return capabilities. With the PPR plan, federal returns are included, but state software must be purchased separately to file state returns.
All TaxAct Professional individual plans—1040 Bundle - Single User and Multi-User Enterprise, 1040 Twenty Bundle, and Individual Pay-Per-Return (PPR)—include Form 1040 and related tax forms and schedules, along with support for filings such as 1040-NR and 1040-SS. Bundle plans include all supported state tax programs. With the Individual PPR plan, federal return preparation is included, but state software must be purchased separately to file state returns.
No, unused returns in Business Forty and 1040 Twenty bundle plans do not roll over to the next tax year. Each bundle is designed for use within the tax year purchased, so it’s important to choose a plan that aligns with your expected filing volume.
1040 Twenty and Business Forty bundle pricing is ideal for preparers who expect to file a set number of returns and want a lower cost per return compared to pay-per-return (PPR). For example,1040 Twenty and Business Forty include 20 and 40 returns upfront, respectively, which typically reduces your per-return cost versus paying individually for each return.
PPR, on the other hand, offers maximum flexibility with a low cost commitment up front, but costs can add up quickly as volume increases. PPR works best for low or unpredictable filing volumes, while 1040 Twenty and Business Forty bundles are more cost-effective once you have a steady client base.
Choose an unlimited plan, like 1040 Bundle or Complete Bundle, if your firm files a higher volume of returns and wants no limits or overage tracking. This is typically the most cost-efficient option once you exceed 1040 Twenty or Business Forty bundle thresholds. Plans like 1040 Bundle or Complete Unlimited Bundle allow unlimited filing for a flat price. 1040 Twenty and Business Forty bundle pricing is a better fit if you fall within a predictable range (e.g., 20–40 returns) and want a lower upfront investment. If you exceed your bundle, you can continue filing with additional returns purchased in-platform at PPR pricing, making 1040 Twenty and Business Forty bundles a flexible middle ground between PPR and unlimited plans.
If you exceed your bundle’s return limit, additional returns are typically charged on a PPR basis. This allows you to continue filing without interruption, while still benefiting from the lower cost structure of your original bundle.
If you previously purchased the 1040 Enterprise Bundle, choose the Multi-User 1040 Bundle which includes the enterprise features you are familiar with such as the document manager and cloud data storage.
If you previously purchased the Complete Enterprise Bundle, choose the Multi-User Complete Bundle which includes the enterprise features you are familiar with such as the document manager and cloud data storage.
Bank Product offerings: Bank Products are offered by Republic Bank & Trust Company, Member FDIC and by Santa Barbara Tax Products Group, LLC (TPG), a Green Dot Company, through Civista Bank, Member FDIC. TaxAct, Inc. gets fees from some third parties, including Republic Bank and Santa Barbara Tax Products Group, LLC (TPG), that provide offers to its customers. This compensation may affect what and how we communicate Republic Bank or Santa Barbara Tax Products Group offers to you. TaxAct is not a party to any transactions you may choose to enter into with Republic Bank or Santa Barbara Tax Products Group; does not itself offer legal, financial, or investment advice; and disclaims any liability arising out of such transactions. Please see Republic Bank and Santa Barbara Tax Products Group’s websites for full terms and conditions.
If a customer chooses direct deposit, it may take additional time after the disbursement of the funds for their financial institution to post the funds to their account.
Pay-by-Refund: Pay-by-Refund (which refers to Refund Transfers) and Cash Advances are offered by Republic Bank & Trust Company, Member FDIC, and Santa Barbara Tax Products Group, LLC (TPG), a Green Dot Company.
Pay-by-Refund offered by Republic Bank: Pay-by-Refund refers to a Refund Transfer which is a fee-based product offered by Republic Bank & Trust, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund.
Pay-by-Refund offered by TPG: Pay-by-Refund offered by TPG, a Green Dot Company, are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Pay-by-Refunds are not loans. Tax refund and e-filing are required in order to receive Pay-by-Refund. Fees apply. Terms and conditions are subject to change without notice.
Cash Advance with Republic Bank: ERO must be enrolled for Republic Bank’s Refund Transfer (also known as Pay-by-Refund) Program to offer the Easy Advance Programs. Cost to ERO per approved Easy Advance, if any, will be deducted from ERO tax preparation fees and cannot be passed to the taxpayer. If a customer does not choose a Refund Transfer (also known as Pay-by-Refund), disbursement options are direct deposit or prepaid card. Net refund refers to the taxpayer’s expected refund amount after deduction of all fees.
Cash Advance with TPG: ERO must be enrolled for TPG’s Refund Transfer Program to offer the Fast Cash Advance Program. Cost to ERO per approved Fast Cash Advance, if any, will be deducted from ERO tax preparation fees and cannot be passed to the taxpayer. If a customer does not choose a Refund Transfer, disbursement options are direct deposit or prepaid card. Net Refund refers to the taxpayer’s expected refund amount after deduction of all fees.
Software Purchase Assistance (SPA) Program: The SPA Program is offered by Republic Bank & Trust Company, Member FDIC, and Santa Barbara TPG, Member FDIC. ERO must be eligible and approved by the bank. SPA is offered by Santa Barbara Tax Products Group LLC (TPG), Member FDIC. ERO must be eligible and approved by Santa Barbara Tax Products Group LLC (TPG).
TaxAct, LLC gets fees from some third parties, including Republic Bank and Santa Barbara Tax Products Group, LLC (TPG), that provide offers to its customers. This compensation may affect what and how we communicate Republic Bank or Santa Barbara Tax Products Group offers to you. TaxAct is not a party to any transactions you may choose to enter into with Republic Bank or Santa Barbara Tax Products Group; does not itself offer legal, financial, or investment advice; and disclaims any liability arising out of such transactions. Please see Republic Bank and Santa Barbara Tax Products Group’s websites for full terms and conditions.
Evaluation Edition: TaxAct Professional free Evaluation Edition does not include the ability to file returns with the IRS, nor does it include Enterprise features such as cloud storage or multiple users. Professionals are able to utilize the Evaluation Edition to determine whether or not they wish to purchase the full product for TY26.
National Association of Tax Professionals (NATP) Software Survey results: You can access the full 2025 NATP Tax Software Survey results. TaxAct Professional is independent of the National Association of Tax Professionals.
E-Signatures: In-product E-Signatures are available for tax year 2025 on tax return documents, such as e-file authorization forms (federal Form 8879 and state equivalents), applications for Bank Products, and other documents related to tax preparation services, but specifically excluding federal Forms 990 and 1041. Purchased envelopes and KBAs for tax year 2025 will activate on or after January 1, 2026 and will expire on December 31, 2026. Purchased but unused envelopes and KBAs have no monetary value, before or after their expiration.
Integrated Payments Powered by Drake Pay: Drake Pay is a fee-based product that uses Infinicept, Inc.’s Launchpay. Enrollment is subject to application, eligibility, and approval. Launchpay terms and conditions apply.
Client Portals, Powered by Drake Software: Client Portals is a subscription product that leverages Drake Portals technology. For the inaugural year, Client Portals will be available for purchase beginning in June 2026, providing early access to this service for tax year 2026. The subscription will end on October 31, 2027. Following the inaugural year, subscriptions for Client Portals will begin on November 1 and end the following year on October 31. Beginning with the tax year 2026 filing season, E-Signatures will be integrated into Client Portals and made available as a separately purchased add-on. Additional fees may apply for certain features, including but not limited to storage upgrades, E-Signatures, and payment processing. Integrated Payments account required for online payments.
Trial Subscription for Client Portals: The 14-day promotional trial subscription (“Trial Subscription”) is available to eligible TaxAct Professional customers and provides access to Client Portals without charge during the 14-day trial period beginning upon enrollment (“Trial Period”). If a valid payment method is required, the Trial Subscription will automatically convert to a paid subscription at the end of the Trial Period unless you cancel or change your subscription before the Trial Period expires. If no valid payment method is provided, access will end after the Trial Period unless you elect to continue and provide payment before expiration. Features, availability, pricing, eligibility, and data access are subject to applicable terms and conditions.
Tax Audit Defense™: Audit and identity services provided by Tax Protection Plus. Read further details of services and requirements at https://taxprotectionplus.com/taxact-online-enrollment. Audit services may not apply to certain forms and credits. Certain taxpayers may not qualify for services based on past tax audit history, residency, foreign addresses or other factors. Audit services are not insurance. $2500 may not be available in all states. Services are subject to user agreement. Learn more here.
TaxAct, LLC gets fees from some third parties, including Tax Protection Plus, that provide offers to its customers. This compensation may affect what and how we communicate offers to you. TaxAct is not a party to any transactions you may choose to enter into with Tax Protection Plus, does not itself offer legal or financial advice, and disclaims any liability arising out of such transactions. Please see Protection Plus’ website for full terms and conditions.
Community Tax: Tax debt resolution services provided by Community Tax. Read further details of services and requirements here.
TaxAct, LLC gets fees from some third parties, including Community Tax, that provide services to its customers. This compensation may affect what and how we communicate services to you. TaxAct is not a party to any transactions you may choose to enter into with Community Tax, does not itself offer legal or financial advice, and disclaims any liability arising out of such transactions. Please see Community Tax’s website for full terms and conditions.
TheTaxBook: TaxAct, LLC gets fees from some third parties that provide offers to its customers, including Tax Materials, Inc. This compensation may affect what and how we communicate offers for TheTaxBook to you. Any promotional offers described herein are subject to change or cancellation at any time and are solely intended for the recipient of this communication. TaxAct is not a party to any transactions you may choose to enter into with Tax Materials, Inc. and disclaims any liability arising out of such transactions. Please see Tax Materials, Inc.’s website for their terms and conditions.
WebLibrary Plus: WebLibrary Plus provided by Tax Materials, Inc. TaxAct, LLC gets fees from some third parties that provide offers to its customers, including Tax Materials, Inc. This compensation may affect what and how we communicate offers for TheTaxBook and WebLibrary Plus to you. Any promotional offers described herein are subject to change or cancellation at any time and are solely intended for the recipient of this communication. TaxAct is not a party to any transactions you may choose to enter into with Tax Materials, Inc. and disclaims any liability arising out of such transactions. Please see Tax Materials, Inc.’s website for their terms and conditions.
Gated content: Free offer requires submission of contact information and consent to receive marketing messages. Additional terms and conditions apply. Offer subject to change. The material and information contained in these forms is for general information purposes only. You should not rely upon the material or information as a basis for making any business, legal or any other decisions. TaxAct makes no representations or warranties of any kind, express or implied, about the completeness accuracy, reliability, suitability, or availability with respect to the forms provided for any purpose.
Trademarks: All trademarks not owned by TaxAct, LLC 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, LLC.
