In order to e-file for the 2017 tax season, all professional preparers will need to have a TaxAct Account with a valid Practice ID, Verified EFIN, and PTIN (or SSN if not using a PTIN).
In order to be associated with a Practice ID, you will need to request an invitation from your Practice Owner (who purchased the TaxAct software, service, or unlimited or pre-paid e-filing). The Practice Owner can invite a Preparer to join their practice by:
Once the invitation is accepted, you will be joined to that Practice ID and should add that number to your Preparer Master Information in the TaxAct application.
Joining a Practice will allow you to: