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Importing financial information into TaxACT

Pt. 4 of 10 | 1:28 |

TaxACT tax preparation software


Thursday February 25, 2010
If you keep track of your family budget using software and / or if you bank online, you can avoid repetitive data entry chores by

importing financial data into TaxACT

. Be warned though, the privilege comes with a price tag attached.

Download this episode now

Show Notes

- Before moving on to the Federal Q&A tab we want to talk about importing.

- Back on the Basic Info tab there is an Import option.

- If you click on this you'll see that TaxACT does have the ability to import data.

- In order to have the import function you'll need to upgrade to the Deluxe edition which costs $12.95.

- If you click on the "advance features and reports" link you'll see all of the other features that come along with the Deluxe edition of TaxACT.

- If you don't need to import you can just continue on.
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