When you check for (and run) updates for your Preparer program, any client returns affected will automatically be updated. When the update is complete, you will be prompted to view the Update Summary Report to review which client returns have been changed due to the update. The steps below allow you to view that report at a later time; however, please note the Update Summary Report reflects only the most recent update done in the program. You cannot view which client returns were impacted by updates prior to the most recent one.
To view the Update Summary Report for the most recent update:
- Start your TaxACT Preparer’s program
- Click Preparer in the top toolbar
- Hover your mouse over Print Reports and then click Update Summary
- Click Yes to verify that you wish to generate the report
If a client return affected by the update has already been filed, you will want to compare a printed copy of the originally filed return to the new updated return in the program and use the printed return as a basis for any amendments that may need to be done. To view additional information on what is contained in any federal update:
Navigate to the directory on your computer in which the program was installed (or perform a windows search for the progupd.txt file). Once the file is located, you can click on the file to open it and read the information regarding the latest federal update.