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Your TaxAct program must be matched to the account on which you have a purchase with prepaid or unlimited e-filing in order to use it. This is done with the Practice ID, which is entered in the Preparer's Master Information in the program. When filing returns, the preparer will need to supply an EFIN and PTIN (or SSN if not using a PTIN).

To enter the verification information for your prepaid efiling:

  1. In the Professional Program, choose Preparer from the menu bar.
  2. Place your mouse over Master Information and on the pop-out menu click Practice.
  3. Enter the Practice ID in the field with that label.
  4. Click on the Preparers navigation item on the left.
  5. In the Preparer Name list on the right, click the pencil icon to the left of the preparer's name entry.
  6. Click the Electronic Filing Info tab. Make sure to enter your EFIN and PTIN (or SSN if not using a PTIN).

This is for your prepaid filing and to check the status of your client's returns online.

Note: The Practice ID can be located on your order confirmation e-mail or by signing into your account on the TaxAct website and looking in the upper right corner.

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