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The Import Wizard allows you to import prior year master information that you saved locally or online. The first screen you will see upon logging into your TaxAct Professional software will give you the option to import prior year Master Information, if available.

To import prior year’s information:

  1. From within your TaxAct Professional Edition program, on the screen for importing prior year Master Information, click Import Now, then click Continue to Preparer Information.
  2. Edit, add, or remove preparers as needed, then click Continue to Master Info.
  3. Click Set Up Master Information Now to select preferences for returns, invoicing, letters, etc. You are able to set your preferences once, instead of having to set preferences for each individual client return. Update master information as needed.
  4. Continue following the on-screen instructions to finish importing.

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