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Professional Editions - E-Filing Payment Methods
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As a Professional Preparer, you can choose different options of paying for e-filing with TaxAct Professional software. If you have not already sent EFIN verification information to TaxAct, please review that information under Related Links below.

Pay-Per-Return

  1. Click Preparer on the menu bar at the top of the program.
  2. Point to Master Information and then 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. Enter the PTIN (or SSN if not using a PTIN) under the Preparer Info heading.
  5. Click Electronic Filing Info, then enter the EFIN in the appropriate field.
  6. Click Enter Credit Card, fill out the credit card information according to the form, then click Continue.

Note. This credit card will be used for each e-file that you choose to submit. It will not need to be re-entered on each e-file.

Prepaid E-Filing

To purchase prepaid e-filing, we recommend contacting our professional sales line at 319-536-3571.

Available options:

  • Purchase a professional bundle which includes unlimited e-filing.
  • Purchase increments of e-filing (available in $1 increments).

After purchasing a bundle that includes the unlimited e-filing or increments of prepaid amounts, please follow the steps listed above (under Pay-Per-Return) through Step 6.

Note. The Practice ID matches your professional program to your TaxAct account, so you must sign into your program with the correct username.

IMPORTANT! The unlimited e-filing begins after the unlimited e-filing has been paid in full. There will be no refunds given for any individual returns filed prior to purchasing the unlimited e-filing.

Related Links