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Your username links your TaxAct software with your TaxAct account. You must sign into your program with the username associated with the account you used to purchase prepaid or unlimited e-filing. Your Practice ID, which automatically populates in your program based on the username you use to sign in, is what matches the program to your account information.

If you encounter the Preparer E-File Wizard, make sure the preparer entry has the correct name, EFIN and PTIN (or SSN if not using a PTIN).

To enter the verification information for your prepaid e-filing:

  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 Preparers.
  3. In the Preparer Name list on the right, click the pencil icon to the left of the preparer's name entry.
  4. Make sure the preparer name is correct in the name fields.
  5. Enter you PTIN (or SSN if not using a PTIN)
  6. Click Electronic Filing Info. Enter your EFIN.

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

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