Save time, increase efficiency and decrease errors with TaxAct's import options.
Please refer to the minimum and recommended system requirements for TaxAct Professional below. For the best performance, especially for users with large client lists or very complex returns, we suggest exceeding the recommended system requirements where possible.
While TaxAct Professional may run on systems not meeting these standards, system performance will be sub-optimal.
|Operating System:||Windows 8.1||Windows 10|
After January 14, 2020, Microsoft will no longer provide security updates or support for PCs running Windows 7. For the best experience and security of your data, you will need to update your system to Windows 8.1 or 10.
Macintosh users: We're sorry. TaxAct Professional Editions are not available for Macintosh.
|Computer Processor:||Intel® Core™ i3 or equivalent AMD processors||Intel® Core™ i5 or better and equivalent AMD processors|
|Memory:||4 GB of RAM||8 GB of RAM or more|
|Disk Space:||600 MB per tax year||2 GB per tax year|
|Display Resolution (in pixels):||1024x768||1920x1080 or higher|
|Web Browser:||Internet Explorer 11 installed with latest updates, but does not need to be the default browser.|
|Internet Access:||High-speed internet connection such as DSL, Cable/Broadband.|
File share and sync services (such as OneDrive and Dropbox) are not supported for data storage, backup, or sharing purposes.
We recommend having your IT resource ensure all systems you’re using are properly installed and mapped to the correct drives for all users for proper functionality prior to contacting TaxAct Support.
Stop rekeying the same data year after year. Save time by importing key data from last year's TaxAct returns in one simple step.
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.
This easy tool streamlines the steps to import last year's TaxAct returns or PDFs of 1040 returns prepared by other professional software. If you used TaxAct last year, the Import Wizard also helps you import and update your Preparer and Master Forms information for faster setup.
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.
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!
Enter client information directly into forms. You can go back to the Q&A Interview at any time.
Import transactions directly from Ameriprise Financial, APEX, Betterment, Capital One Investing, Fidelity Investments, Form8949.com, GainsKeeper®, Raymond James, Raymond James Bank, Robinhood, Scottrade, Tastyworks, TD Ameritrade™, UBS, WiseBanyan, or a Comma Separated Values (CSV) file provided by your brokerage or TradeLog® into Form 8949 and Schedule D.
Import your clients' W-2s from approximately 150 of the largest U.S. companies representing nearly 10 million employees.
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.
Import trial balance reports and the 1065, 1120 and 1120S programs will automatically transfer data to the appropriate lines of client forms.
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.
1041, 1065 & 1120S programs automatically generate Schedule K-1s for beneficiaries, partners & shareholders. When done, import K-1s into the 1040 program.
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