TaxAct Pro users can download and save PDF versions of all of their clients’ tax returns.

Prior to Tax Year 2023

To download your clients’ tax return data from your TaxAct Pro account:

1. Sign in to your TaxAct Professional app.

2. In the top menu, click Preparer > Print Returns.

3. In the Client Returns tab of the Print Center popup window, either:

   • Click Select All at the top left to select all clients.

   • Check the boxes next to the names of all clients whose data you want to download.

4. In the corresponding boxes, enter the quantity of each type of document you want to download.

   Note: To download clients’ federal and state tax returns, make sure you enter a number in the boxes for:

   • Federal Filing

   • State Filing

5. In the Print Center window, click Print.

6. In the Print Client Returns popup window, click Send Output to PDF (Portable Document Format).

7. Under PDF Directory Location, click Browse to select the location on your computer where you want to save your downloaded documents. Once you have made your selection, click Select Folder at the bottom right.

8. At the bottom left of the Print Client Returns window, click OK. Your download will begin.

9. When your download is complete, open the documents to confirm you have all the information you requested. Contact TaxAct Customer Service & Support if you have any questions or problems with your download.

Tax Years 2023 and Future

To download your clients’ tax return data from your TaxAct Pro account:

1. Sign in to your TaxAct Professional app.

2. In the top menu, click Preparer > Print Returns.

3. In the Returns tab of the Print Center popup window, either:

   • At the top, click Select All to select all clients.

   • Check the boxes next to the names of every client whose data you want to download.

4. Scroll down to the Filing Copy section of the Print Center window. In the corresponding boxes, enter the quantity of each type of document you want to download.

   Note: To download clients’ federal and state tax returns, make sure you enter a number in the boxes for:

   • Federal > Return

   • State > Return

5. In the Print Center window, click Print.

6. In the Print Client Returns popup window, click Send Output to PDF (Portable Document Format).

7. Under PDF Directory Location, click Browse to select the location on your computer where you want to save your downloaded documents. Once you have made your selection, click Select Folder at the bottom right.

8. At the bottom left of the Print Client Returns window, click OK. Your download will begin.

9. When your download is complete, open the documents to confirm you have all the information you requested. Contact TaxAct Customer Service & Support if you have any questions or problems with your download.