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.
New Requirements for Tax Return Preparers
In tax year 2010, the IRS will begin implementing new regulations for paid tax return preparers. The rules will require all paid preparers to register with the IRS, pass testing, complete continuing education and e-file if filing more than 100 individual federal returns. See summary of the new requirements.
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
Helpful Articles Provided by TaxACT
- What You Need to Know About the 2010 IRS Nationwide Tax Forums
- IRS Provides Guidance on Identifying Numbers for Tax Return Preparers
- IRS Issues Proposed Regulations Adjusting Use of Some Taxpayer Information
- IRS Proposes New Registration, Testing and Continuing Education Requirements for Tax Return Preparers Not Already Subject to Oversight
- 2009 Stimulus Provisions Worth Getting to Know Now
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
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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!

