Preparer's Corner - Resources & Information
Learn more about adding e-filing to your firm's list of services, available training and support options, and more.
Electronic Filing
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Electronic Filing Pricing
Generate additional revenue by filing your client's tax returns electronically.
- Check Client E-file Status
- Test E-file Returns — FREE
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Form 8633: Request to Participate in IRS E-file
An EFIN is required to electronically file using TaxACT Preparer's 1040 Edition. If you don't already have your EFIN, you must file for one now. For more information, see the IRS e-file site.
- Assistance with Form 8633
TaxACT Comprehensive Training
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TaxACT Preparer's 1040 Training
Schedule an appointment for our 1-hour Comprehensive Training by phone.
Product Release Dates
TaxACT releases a preview version of the Federal Editions in early October. Final versions are released in January. State Editions are also released in January as the state forms become available.
See the Product Release List for more specific dates. Dates are posted as they become available.
Service & Support
- Frequently Asked Questions
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Help & Support
For technical help, e-filing assistance, TaxPayer Support™ or general customer service.
- TaxACT Software Updates
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Submit Comments
We'd love to hear what you think about TaxACT Preparer's Edition.
TaxACT Bank Products
2nd Story Software, Inc. has teamed with Chase Bank, River City Bank, and Republic Bank to offer you competitively priced Electronic Refund Checks (ERCs), Electronic Refund Deposits (ERDs), and Refund Anticipation Loans (RALs).
Choose a banking partner below for more program details:
Folders, Envelopes & Covers
Order TaxACT compatible supplies for your practice.
Receive 25% off your first order! Use promo code 15M when you place your order. (Limited time offer, does not apply to custom orders.)
Free Samples Available!
