You cannot simply copy the whole program from one computer to another because there are file associations and registry settings that are created during an install. You can download previously purchased software from your TaxAct account online. We strongly recommend using the default installation location for your TaxAct programs.
Use the Windows File Explorer to copy your return files to the correct location indicated below. Press the Windows logo key + E on the keyboard to launch a File Explorer window. You must copy the files to the same directory on the destination computer once you have installed the software there.
For best results, copy the entire contents of the Client Data folder, as it contains files for preparer information in addition to return files. You can do this by copying the folder itself or all the contents in the folder. Make sure you are following the same directory structure on the new computer.
For assistance with copying or pasting files or folders in the Windows File Explorer, please refer to Microsoft support or help pages.
TaxAct tax return files have a file extension of .taX where "X" is the last digit of the tax year. Returns for 2020 have a file extension of .ta0, 2019 returns have a file extension of .ta9, and so on.
The location of these return files depends on the tax year of the program. Please refer to the information below:
|Return files are found here:||C:\TaxAct\TaxAct 20XX Professional Edition\Client Data\[practice ID]|
|For 2013 - 2017, return files are found here: |
Note. If you used Enterprise online mode for 2017, there will be an Online subfolder.
|C:\TaxACT\TaxACT 20XX Preparer's Edition\Client Data\[Online]|
|For 2010, 2011 and 2012, return files are found here:||C:\2nd Story Software\TaxAct 20XX Preparer's Edition\Client Data|
If you do not see your client returns in the TaxAct program's Client Manager after performing the previous operation, you may need to rebuild the Client Manager by pressing Ctrl + Alt + Shift + P on the keyboard simultaneously.