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.
Import transactions directly from Ameriprise Financial, APEX, Betterment, Capital One Investing, Fidelity, Form8949.com, GainsKeeper®, Raymond James, Raymond James Bank, Robinhood, 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.
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!
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.
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.