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TaxAct - Client File Upload Instructions

Ken Kantzer avatar
Written by Ken Kantzer
Updated over 3 months ago

  1. Navigate to your TaxAct folder C:\TaxACT\TaxACT 2024 Professional Edition\Client Data\ in Windows File Explorer.

  2. Right click on the data folder and click "Compress to..." -> ZIP File (see Screenshots below)

  3. Upload the zip file to Truss!

Right Click + Compress to Zip - Windows 11

Right Click + Compress to Zip - legacy Windows

Upload the zip files to Truss!

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