Getting Started

Resources for Getting Started

We've compiled information to help make downloading, installing and using TaxAct Professional Editions easier and faster, including a setup guide and FAQs. Learn More

TaxAct Product Release Dates

Preview versions of TaxAct Professional 1040, 1041, 1065, 1120S, 1120 and 990 Federal Editions are released in the fall, with final versions released in early January. State Editions are released in January as state forms are made available. See product release dates.

TaxAct Calendar

Get IRS due dates for filing tax forms and paying taxes by month, fiscal year or tax payer type.

TaxAct Professional Client Xchange User Guide

Download the User Guide to learn how to help set up your secure Client Xchange website portal, invite clients and manage files. Includes easy instructions you can provide to your clients. Download Guide


Education & Learning

Useful Articles

TaxAct Professional's articles cover a range of topics — from software and tax law news, to tips for maximizing your efficiency and revenue. Browse articles.

IRS Requirements

The IRS started implementing new regulations for paid tax return preparers in tax year 2010. The rules require all paid preparers to register with the IRS and e-file if filing more than 10 individual federal returns. Learn more.

Surgent Professional Education - EA Exam Review

TaxAct Professional's partner, Surgent Professional Education, offers an Enrolled Agent Exam Review course which provides online access to all course materials. Learn more.

Surgent Professional Education - Continuing Education

TaxAct Professional's partner, Surgent Professional Education, offers industry-leading continuing education courses. Learn more.

Helpful Links

Links to other resources for professional tax preparers.


Webinars

TaxAct Professional Webinars

Learn how to optimize efficiency and maximize your revenue in TaxAct Professional Webinars. Whether you've used TaxAct Professional Editions for several years or are researching your software options, our webinars explain how TaxAct Professional solutions help professionals accomplish more - easier, faster & more affordably. Learn more


Grow Your Practice

TaxAct Professional Client Xchange

Securely exchange tax forms, documents and returns with clients through TaxAct Professional Client Xchange. Learn more.

Taxaroo Intelligent Practice Management

Taxaroo enables you to automate your tax workflow and modernize the way you work with clients, including automated organizers, document storage, payments, e-signatures, analytics and more. Learn more.

Protection Plus Audit Assistance

Let Protection Plus audit experts help your client resolve any issues with the IRS and state agencies while you earn a revenue share. Learn more.

Give your practice a competitive edge by offering the convenience of Republic Bank's Easy Advance and Refund Transfers. An industry leader, Republic Bank has over 15 years of experience in the e-file industry and competitive program features. Learn more.

Offer your clients the advantages of Refund Transfers with River City Bank's convenient disbursement options. River City Bank's long standing reputation in the bank product industry spans nearly three decades with a focus on commitment to excellence and customer service. Learn more.

Looking for new ways to improve your practice's efficiency and profitability, or opportunities to expand your client services? Get ideas, expert tips and special offers on TaxAct ProAdvance, an online resource center for tax professionals. Learn more.

NELCO

TaxAct has partnered with Nelco as its authorized provider of compatible forms and supplies. Free samples available. Receive 15% off your first order by entering promo code 59Z. (Limited-time offer, does not apply to custom orders.) Order Nelco supplies now.


Why TaxAct Professional

More than 20,000 tax professionals and millions of individual taxpayers and business owners trust TaxAct for affordable and powerful tax preparation software solutions every year. TaxAct Professional is dedicated to helping tax professionals like you maximize efficiency, productivity and revenue. Learn more.