Starting in tax year 2015, TaxAct assigns each practice a unique alphanumeric identification code called a "Practice ID" when the software is purchased. If you have multiple preparers in your practice, each preparer will have the same Practice ID.
The Practice ID – as well as your EFIN and PTIN (or SSN) – must be entered in Master Info in order to e-file. You may also be asked to sign in to your TaxAct Account the first time you e-file so that your software is synched with your TaxAct Account.
Note: If you are not the practice owner, you must ask the owner for the Practice ID.
Where to find your Practice ID
You can locate your Practice ID in two locations:
Where to enter your Practice ID in TaxAct
Your Practice ID – as well as your EFIN and PTIN (or SSN) – must be entered in Master Info in order to e-file.
In the main navigation menu, click Preparer. Select Master Information, then Practice. Look for your Practice ID under "Practice Name" at the top of the popup window.
Reminder: If you are not the practice owner, you must ask the owner for the Practice ID and enter it here.