TaxAct Review 2025: Pricing, Features, Ease of Use

TaxAct is less well known among tax software providers, but it offers quality online software that generally costs less than TurboTax or H&R Block.

It may not be as fancy in some ways, but you can add screen-sharing access with a tax pro, and the data-entry process is similar to other providers. And TaxAct’s prices are competitive.

TaxAct's prices

TaxAct’s products are generally less expensive than similar products from TurboTax and H&R Block. Advanced tax software that gives you access to all the forms, deductions and credits you need tends to be more expensive — so comparing prices is an important factor in deciding which provider to choose.

All filers can also upgrade to Xpert Assist, TaxAct’s tax help service, for an additional fee.

TaxAct's free version

TaxAct offers a free version that lets you file Form 1040 and some popular tax credits, but it can’t handle many common forms, which means it probably won’t work for you if you plan to itemize deductions or report investment income.

Also, "free" isn't necessarily free: filing a state return carries a charge.

TaxAct’s paid packages

For those with more complicated tax situations — for example, if you sold your home, earned investment income, or own a small business — TaxAct offers three paid packages to choose from.

One note about prices: Providers frequently change them. Discounted services and packages may be available toward the beginning of the tax filing season, but these markdowns tend to be replaced with surge pricing closer to the tax filing deadline. You can verify the latest price by clicking through to TaxAct’s site.

TaxAct's ease of use

How it works

If you’ve filed with TaxAct before, you’ll start by importing last year’s return to reduce errors. Otherwise, you’ll fill out a questionnaire asking basic questions about your relationship status and your dependents. Then you’ll proceed to the tax forms where you’ll add information about your W-2s and any other tax-related situations.

Questions are phrased simply, and tax jargon is kept at a minimum. This makes the process of filing your taxes generally seamless. You simply answer questions and your return gets filled in behind the scenes.

Like with other tax software, you’ll answer questions about your income, deductions and credits.

What it looks like

TaxAct has a similar look and feel to competitors’ products, with an interview process guiding you through it. You’re able to easily skip around.

Embedded links throughout offer tips, explainers and other resources, and the help center links to a searchable knowledge base.

A shopping cart icon at the top tells you which package you’re buying, whether you’ve also selected add-ons, and how much your total software bill is so far.

TaxAct's features

• You can switch from another provider: TaxAct will import last year’s return from TurboTax or H&R Block via a PDF of your 1040 return.

• Auto-import of certain tax documents: You can import your W-2 from the institution managing the W2 (such as the payroll company) if it's partnered with TaxAct, upload a file or photo of your W-2, or key it in manually. TaxAct partners with over a dozen financial institutions to give filers the option to directly import a variety of 1099 forms. You also have the option to upload 1099-B information from your broker if you have it in a CSV file.

• Donation calculator: The Deluxe, Premier and Self-Employed packages all feature TaxAct’s Donation Assistant, which is helpful for quickly finding the deduction value of donated clothes, household items and other objects.

• Platform mobility: You can work on your tax return from multiple devices, meaning if you start your return on your laptop and want to finish it on your tablet, you’re able to do so.  However, it’s worth noting that TaxAct no longer offers a mobile app.

TaxAct's human tax help

Xpert Assist

All TaxAct filers can add access to live, on-screen tax advice from a tax pro with TaxAct’s Xpert Assist service for an additional $60. To use Xpert Assist, you can either chat with an expert or book a call with one. When talking with the expert, you can share your screen. TaxAct says its tax pros are CPAs, enrolled agents or lawyers.

What the Nerds think 🤓

TaxAct's customer support

Here's a look at the various ways you can find answers and get guidance when filing your return with TaxAct.

General guidance: Searchable knowledge base.

Tech support: Free tech support by phone for all filers, with weekend and after-hours support during the tax filing season.

TaxAct's audit support

Getting audited is scary, so it’s important to know what kind of support you’re getting from your tax software. First, be sure you know the difference between “support” and “defense.” With most providers, audit support (or “assistance”) typically means guidance about what to expect and how to prepare — that’s it. Audit defense, on the other hand, gets you full representation before the IRS from a tax professional.

TaxAct encourages filers to reach out to its customer service team for free audit assistance. Customers can also buy audit defense from ProtectionPlus for $49.99. Coverage includes three years of audit services for this year’s return, and TaxAct says the product will guide you through the audit process, handle IRS and state correspondence on your behalf, help with tax debt and provide tax fraud assistance. TaxAct says that if there is an issue with its calculations, it will pay up to $100,000 to cover audit and legal costs.

TaxAct refund options

No matter how you file, you can choose between several ways to receive your refund:

A direct deposit to a bank account is the fastest option. You can also have it loaded onto an American Express Serve prepaid debit card or sent as a paper check.

Other options include applying the refund to next year’s taxes or buying U.S. savings bonds with your refund.

You have the option of paying for the software out of your refund — but there’s a $54.99 charge to do that.

How TaxAct compares

These star ratings are based on a tax provider's free tier score. For more detailed scoring, see the full product details above. Providers frequently change pricing. You can verify the latest price by clicking through to each provider's site.

» Want all the details? Read our reviews of TurboTax, H&R Block and TaxSlayer.

Bottom line: Is TaxAct right for you?

Across the board, TaxAct’s offerings are less expensive than similar products from competing providers. That’s a nice score — especially for filers who value function over form and want affordable human help if necessary.