Tax Planning & Tax Return Checklists

TaxAct Costs Less: “File for less” and percentage savings claims based on comparison with TurboTax federal pricing for paid consumer online 1040 filing products on 04/01/2025.

Maximum Refund Guarantee: We guarantee you’ll get your maximum tax refund if you use one of TaxAct’s individual 1040 products to e-file your return. If you are a registered user of TaxAct’s individual 1040 products and you receive a larger refund amount or pay a smaller tax due amount on your federal and/or state tax return using an online tax preparation software other than the TaxAct software, then we will refund to you the applicable federal and/or state purchase price paid by you for the TaxAct software. All other fees are excluded. Read more about our Maximum Refund Guarantee.

$100k Accuracy Guarantee: We guarantee our software is 100% accurate and will calculate your maximum refund under applicable law. If an error in our software results in you ultimately receiving a smaller refund or larger tax liability than you receive using the same data with another tax preparation product, we will: (1) refund the applicable software fees you paid us, (2) pay you the difference in the tax refund or liability, (3) cover any penalties and interest levied against you and (4) any reasonably documented legal and audit costs you incur. In no event will our total, cumulative obligation under (1)-(4) above to any customer under this guarantee exceed $100,000. This guarantee only extends to returns that are e-filed by taxpayers preparing their own tax returns using our Consumer 1040 products.  Read more about our $100k Accuracy Guarantee.

100% Satisfaction Guarantee: Applies to TaxAct Online products only. If you are a registered user using the Services online and are dissatisfied with the Services prior to completing the billing steps within the program, your exclusive remedy is to immediately discontinue using the Services. If you are a registered user who completed the billing steps and have not printed or e-filed or your e-file was rejected by the IRS or State and you cannot re-file, it is your responsibility to contact us within the calendar year of the purchase to request a refund of fee(s) paid.

Xpert Assist Suite of Offerings: Tax Experts are available with TaxAct® Xpert Assist®, which encompasses a suite of services designed to provide varying levels of support and assistance for your tax filing needs. These services are available at an additional cost and are subject to limitations and restrictions. Service availability, features, and pricing may vary and are subject to change without notice. For more details, visit TaxAct Xpert Assist Terms.

Start Free and File Free: The TaxAct Online Free Edition makes free federal filing available for those who qualify based on income and deductions. See if you qualify for free federal filing and what is included in this year’s Free Edition.  For all other online products, you can start free and pay when you file. This means you will not be charged if you decide to stop using any product prior to printing or e-filing your return.

Edition Pricing: Actual prices are determined at the time of payment, print, or e-file and are subject to change without notice. Add sales tax for applicable orders. Offers may end at any time and promotional offers may not be combined.

Exceptional Customer Care: Customer care does not include tax advice.

All-Inclusive Bundle: Percent savings based on TaxAct Self Employed edition and a la carte pricing when you qualify for Refund Transfer. All-inclusive is a collection of select products and services that may be used to enhance your DIY 1040 tax preparation and filing experience. Additional state(s) returns are not included. In order to use Refund Transfer, you must qualify and choose to pay for your bundle using Refund Transfer. Offer may not be combined with other offers.

Audit Defense: See Audit Defense provided by Tax Protection Plus (PDF) for further details of services and requirements. May not apply to certain forms and credits. Certain customers may not qualify for services based on past tax audit history, residency, or other factors. Audit Defense is not insurance. Audit Defense is subject to terms and conditions (PDF) located on Tax Protection Plus's website.

Partners:  TaxAct gets fees from some third parties that provide offers to its customers. This compensation may affect what and how we communicate their services to you. TaxAct is not a party to any transactions you may choose to enter into with these third parties.

Real People. Real Reviews.: All reviews are from verified TaxAct customers. Reviews are managed by Bazaarvoice and comply with the Bazaarvoice Authenticity Policy. Cumulative star rating is for all TaxAct products.

Refund Transfer: Refund Transfers are fee-based products offered by Republic Bank & Trust Company, Member FDIC.  A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund.

Refer-A-Friend: Offer valid through October 31, 2025. For each friend you refer to TaxAct who did not prepare and file using us last year, you get a $20 Amazon.com Gift Card after they file their taxes using TaxAct’s 2024 Deluxe, Premier or Self-Employed product. Even better, they get 20% off our federal tax filing products by using the share link you receive from us. The total maximum reward payout per calendar year you may receive is $599.

Amazon.com is not a sponsor of this promotion. Except as required by law, Amazon.com Gift Cards ("GCs") cannot be transferred for value or redeemed for cash. GCs may be used only for purchases of eligible goods at Amazon.com or certain of its affiliated websites. For complete terms and conditions, see Amazon.com Gift Card Terms and Conditions. GCs are issued by ACI Gift Cards, Inc., a Washington corporation. All Amazon ®, TM & © are IP of Amazon.com, Inc. or its affiliates. No expiration date or service fees.

This offer is for TaxAct’s consumer federal, online 1040 returns and is subject to specific terms and conditions. See terms and conditions for more information. Offer is subject to change.

E-File Concierge: TaxAct E-File Concierge service provides phone calls and related support regarding federal e-file status changes using the phone number provided in My Account. Service is subject to availability and limited to federal e-filed tax returns.

Most Popular: TaxAct Deluxe is our most popular product among our online customers with more complex tax situations.

Over 105 Million Returns Filed: Based on e-filed federal returns through TaxAct Consumer and TaxAct Professional software since 2000.

Refund Amounts Shown: Actual refund amounts vary based on your tax situation. Number shown in illustrations are based on IRS published data stating that average 2023 tax refunds were more than $2812. See IRS article for more information.

Trademarks: All trademarks not owned by TaxAct, Inc. that appear on this website are the property of their respective owners, who are not affiliated with, connected to, or sponsored by or of TaxAct, Inc. TurboTax is a registered trademark of Intuit, Inc. H&R Block is a registered trademark of HRB Innovations, Inc.