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TaxAct Introduces New Features, Launching New Xpert Assist Options for Consumer and Business Filers

PR Newswire · 01/16 14:00

New live, fully credentialed expert help offerings and product enhancements rolling out to simplify the 2024 tax season experience

DALLAS, Jan. 16, 2025 /PRNewswire/ -- TaxAct®, a leading provider of tax preparation software for individuals and businesses , today announced several new enhancements to its product suite. This includes updates to the individual, joint and free filer experience, which promise a more streamlined process for consumers. Additionally, TaxAct has announced expanded options of its Xpert Assist service to fit the unique needs of both consumer and business filers, with more options to become available throughout the 2024 tax season.

Expanding Xpert Assist® support options to meet tax filer's needs

  • TaxAct's Xpert Assist tool now offers an expanded range of live, one-on-one expert support options, ensuring every filer can access personalized assistance when they need it most. These new options are crafted to provide flexibility and confidence for filers, no matter the complexity of their tax situation. 100% fully credentialed tax experts: TaxAct only employs credentialed tax experts so consumers can feel confident that the tax pro answering their questions is a true expert. And with 100% of Xpert Assist tax pros based in the U.S.; help is never too far away.
  • More ways to connect: Xpert Assist now also offers the flexibility for customers to connect with experts via phone call or chat so TaxAct filers can get the help they want, the way they want it.
  • Xpress Connect launches for Individual Filers: Building on the popular Xpert Assist Unlimited Access offering, TaxAct now introduces Xpress Connect. This feature provides a focused 20-minute session with a credentialed tax professional for quick questions or concerns, with the option to upgrade to Unlimited Access for comprehensive support and pre-submission reviews.
  • Xpert Assist now available to Business Filers: TaxAct knows that business taxes can be complicated and sometimes even business owners that do it all could use help along the way. That's why TaxAct Business customers filing forms 1065 or 1120-S can now add Xpert Assist Unlimited Access for dedicated live support from TaxAct's team of business tax professionals.
  • More To Come

    Additional options to assist both consumer and business customers with more complex filing situations are in development and expected to launch in late Winter / early Spring 2025.

"Tax season often feels overwhelming, with filers navigating forms, deadlines, and the fear of errors," said Bastien Martini, Chief Product & Marketing Officer, TaxAct. "At TaxAct, we're committed to eliminating that stress. Our enhanced tools and expert support options ensure our customers can file their taxes with confidence." 

Enhanced Features for a Seamless Filing Experience

In addition to the suite of Xpert Assist offerings, TaxAct has introduced new features aimed at simplifying the DIY tax preparation process for both individual and business filers.

Individual and Joint Filers

Everyday filers anywhere in the U.S. will experience:

  • Streamlined 1099 filing process: Filers can now import from a provider or manually enter their information, with an easier review process now in place to begin filing their return.
  • Stress-free state filing: In order to speed up the process, TaxAct has consolidated the experience by reusing information from the federal return when filing a state return. 

Business Filers

Business filers can look forward to:

  • Improved Data Import Capabilities: Automatic pre-population of tax returns for returning users, reducing time and effort.
  • Schedule B Enhancements: Simplified, plain-language guidance to make completing Schedule B easier and more intuitive.
  • Federal Income and Deductions Support: Enhanced organization and sequencing of filing sections for improved clarity for Form 1065 and 1120-S filers.
  • Expanded Payment Options: Now including PayPal, providing greater flexibility in payment methods.
  • Audit Defense: Optional professional assistance for audits, offering peace of mind for small business customers filing Forms 1065, 1120 or 1120-S.
  • Digital Signature: A streamlined digital signing process to eliminate the need for physical paperwork.

Peace of Mind: Guaranteed

TaxAct doesn't just talk about accuracy and maximum refunds. They guarantee it.

  • Max Refund Guarantee: you won't find a bigger refund with any other tax filing software.
  • $100k Accuracy Guarantee: you can count on TaxAct software to be 100% correct, backed by $100,000.

Martini continued, "No one looks forward to doing their taxes, but TaxAct is committed to building solutions that help customers get them over with, more easily than ever before, no matter how complex their return."

Details about the new features and enhancements for TaxAct 2024 products can be found in the press kit with press materials and images.

About TaxAct

TaxAct is a comprehensive DIY tax software provider dedicated to making tax filing easy, accurate, and stress-free. Offering user-friendly technology, step-by-step guidance, and expert support, TaxAct empowers individuals, families, and businesses to file confidently across all 50 states. To learn more about TaxAct, visit www.taxact.com or connect with us on Facebook, LinkedIn, and Instagram.

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

TaxAct offers a range of guarantees to customers. They are Maximum Refund Guarantee, $100k Accuracy Guarantee, 100% Satisfaction Guarantee, and Money-Back 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

TaxAct offers a range of guarantees to customers. They are Maximum Refund Guarantee, $100k Accuracy Guarantee, 100% Satisfaction Guarantee, and Money-Back Guarantee

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 terms and conditions  Xpert Assist Terms and Conditions TaxAct requests its users to go through the terms of service and license agreement to get an understanding about our services. Sign up for TaxAct today!

Media Contact:

Andrea Courtney

Taxact@finnpartners.com

415-249-6760

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SOURCE TaxAct