TaxAct Preparer's Editions - What's New for Tax Year 2015

By Lisa Rhatigan

How Identity Theft Can Affect an Individual’s Tax Situation – TaxAct Professional

Dedicated Support – All TaxAct Professional customers now get answers directly from our expert Professional Support Team at no additional fee. Whether you have a tax, technical or other question, our team is here to help via email and phone!

ALL Business State Editions – TaxAct is supporting ALL 1065, 1120 and 1120S states in tax year 2015! Order the 2015 Business State Editions you need today.

Additional 1041 State Editions – We have added several additional 1041 State Editions, bringing the total number of supported states to nearly 30.

New Form 990 Federal Editions – By request, we now offer Form 990 Tax-Exempt Organizations Federal Editions. Order your Preparer's Edition or Preparer's Enterprise Edition today!

Easier Installation and Setup – Among the many efficiency improvements this year is the streamlined, step-by-step installation process and improved setup guide. The Setup Wizard makes it easy to import last year’s TaxAct data, set up your Master Information and get started.

Streamlined E-filing Steps – You asked and we’ve delivered a streamlined e-filing process with fewer screens and clicks so you can e-file more returns faster and easier. Plus, you can now easily navigate to specific topics that are personalized to each client’s return. Learn more in the setup guide.

Professional Reports – This year, you have a new convenient way to track the status of all e-filed returns submitted by your practice. Interactive charts and graphs allow you to filter information by EFIN, PTIN, status, date, form (1040, 1041, 1065, etc.) and more.

Access Professional Reports in your software by clicking on the Electronic Filing Manager tab or by signing in to your secure TaxAct Account on any browser. Download the Professional Reports User Guide for more information.

Optional Cloud Enterprise Networking – Enterprise Edition owners can set up account, practice & client info on the cloud, giving you secure access to your information anywhere you have internet access.

Client Xchange for Secure Document Exchange – Client Exchange is a new online portal that enables you to securely exchange tax forms, documents and returns with clients. Customize with your practice name and logo, then exchange client organizers, Form W-2s, receipts, CSV files of stock transactions and PDFs of final tax returns. Learn more about Client Xchange and purchase at the introductory price here.

PrivacyArmor Select Identity Protection Services – TaxAct has partnered with industry leader InfoArmor to enable you to offer identity protection services to your clients in the e-filing steps. InfoArmor protects against tax, identity, credit and cyber fraud by monitoring for suspicious activity that could result in misuse of a taxpayer’s personal information. If fraud does occur, InfoArmor’s Privacy Advocates will guide the victim through the identity restoration process. Learn about pricing and revenue share, and download informational flyers for you and your clients here.

Protection Plus Audit Assistance – TaxAct has partnered with Protection Plus to provide comprehensive audit assistance services and Identity Theft restoration services for your clients. If a client receives an inquiry, the audit experts at Protection Plus will work directly with your client, the IRS and state agency (if applicable) to resolve the issues. You’ll receive correspondence as the case is processed. Returns are covered for three full years. Learn more about Protection Plus pricing and revenue share here.

Enhanced Account Experience & Security – Now you can access all of your downloads, Professional Reports and helpful Resources and manage your practice information from one, secure location – Practice Manager. To access, simply sign in to your secure TaxAct Account, which is now protected by additional cutting-edge security technology.

Power & Reliability – 2015 TaxAct Preparer’s Editions still include the same valuable features you count on to maximize your efficiency and productivity, including:

  • An easy toggle for entering data directly onto tax forms and a comprehensive Q&A interview
  • Time-saving imports and quick entry tools for last year returns, investments, trial balance reports, W-2s and more
  • Affordable, integrated e-filing – pay per return or get unlimited with our money-saving bundles
  • Powerful practice management tools in Enterprise Editions, including Document Manager, data backup on TaxAct’s secure servers and multi-user networking
About Lisa Rhatigan

Lisa is Vice President of Business-to-Business Marketing at TaxAct. Prior to joining TaxAct, Lisa was a principal in a business development consulting firm that helped CPA firms and other professional service firms grow their businesses.

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