What is client Xchange?

What is client Xchange?

Client Xchange is a secure portal website that enables you and your clients to easily and safely exchange tax documents. Your website can be personalized with your practice name and a logo (nothing will say “TaxAct”) and you can set up clients’ filing cabinets with a standard set of folders.

Is TaxAct professional cloud based?

The program takes advantage of your existing Local Area Network (local storage option) or Internet connection (cloud-based storage) and allows for a shared client list, shared tax returns, and administrator as well as user level security.

How do I import my W-2 to TaxAct?

Form W-2 – Entering in Program

1. From within your TaxAct® return (Online or Desktop), click on the Federal tab.
2. Click Wages and Salaries to expand the section and then click Wage income reported on Form W-2.
3. Click Add to create a new copy of the form or click Review to review a form already created.

Can I upload w2 on TaxAct?

In the TaxAct® program you can add multiple copies of forms, schedules, and documents received such as Forms W-2 and 1099. You can also review, edit, or delete forms already created.

How can I get my tax forms online?

Get the current filing year’s forms, instructions, and publications for free from the Internal Revenue Service (IRS).

1. Download them from IRS.gov.
2. Order by phone at 1-800-TAX-FORM (1-800-829-3676)

What is TaxAct complete?

TaxAct is an online tax prep company where you can prepare and file your tax return yourself. Like most online tax software, there are different packages that cover specific tax forms — the more complex your situation, the more you’ll pay.

How do I add a form to TaxAct?

1. Start your TaxAct Desktop program and click on the Forms icon in the toolbar.
2. Expand the Federal folder and then expand the Forms and Schedules folder.
3. Scroll down and double click on the form name you wish to access.
4. Enter the information directly on the form.

What are W-2 forms?

A W-2 tax form shows important information about the income you’ve earned from your employer, amount of taxes withheld from your paycheck, benefits provided and other information for the year. You use this form to file your federal and state taxes.

What is TaxAct professional’s client Xchange?

With TaxAct ® Professional’s Client Xchange all that and more is now within immediate reach for you and your clients. Client Xchange is a secure portal website that enables you and your clients to easily and safely exchange tax documents.

What is your review of TaxACT professional?

TaxAct has been the professional tax software I have been using since 2004. The updates are awesome, feedback and customer service skills are remarkable and you cant beat the price. I’ve been a satisfied customer since the beginning. Making tax preparation a whole lot easier! TaxAct Professional is very user-friendly and accurate.

Is TaxAct professional an on-premise application?

TaxAct Professional is designed to be installed as an on-premise application, although users can choose to have the application hosted on TaxAct Professional servers for cloud access.

Can my clients upload documents to TaxAct preparer’s edition?

If your clients upload PDFs of last year’s tax return or a CSV file of stock transactions, remember you can import them directly into TaxAct Preparer’s Editions. If you are an Enterprise Edition customer who networks online (your data is saved on TaxAct’s secure servers), you will enjoy an additional convenience.