In your TaxAct Professional preparer's edition you may import a return in a number of ways. We have listed the options available below:

Importing when creating the return

1. Click on File on the main menu bar.
2. On the dropdown menu hover your mouse on Import, then on the pop-out menu, click on "TaxAct 20XX Client Return(s)..." (where XX represents tax year).
3. On the next box that appears, you will choose where to import from. Unless you used the Enterprise online to save your returns on TaxAct servers the previous year, you will choose "Locally on my PC or network."
4. Choose the return(s) you wish to import and then click the Open button. You will get a Windows open dialog to select return files. You can pick multiple returns by clicking one, then holding down the shift key and clicking another as the end of a range. If you are using the Enterprise Online option, and you choose "On TaxAct's Secure Servers" in the previous step, you will get a TaxAct window showing online returns. You can select returns by checking the box next to them, and you can use the controls at the top for selecting groups, viewing pages or screens and how many to view per page (you will have to scroll down if you show more returns than the can display in the window).

Importing after return is created

1. From the Client Manager list, double-click on the client for which you wish to import.
2. Click on the Q&A button and then on the Basic Info tab.
3. Click on Import (located directly below the Basic Info tab).
4. Follow the on-screen instructions.

Note. Importing will remove all previously entered data. If you open a return that already has data and you then import, the imported data will replace what's already there.