You get premium year-round service. The service staff has industry experience and always up to date with the latest tax regulations. Free Evaluation. Online and Desktop. System Requirements. By typing in your tax payer's TIN, last years tax data is automatically converted for you to start your new return.
The Vault Package is the desktop version for 10 prior years.
A great add on you should have for your office. Multiple color options and complete customization allow you to style you your tax documents the way you want it. Expanding to a W-2 and preparation in your office can bring in additional revenue and clients. For beginners as well as seasoned professionals, interview mode allows you to prepare returns by asking important questions about your client's tax history each season.
Miscellaneous Package includes forms such as H, , Sch H, etc. Detailed reports designed to help you capture the complete picture of your tax business. Reports range from outstanding acknowledgments to matching up your preparation fees with the refund settlement solution report. No time is wasted with data input for clients each year. The client data will automatically roll over from year to year.
With the push of a button, all client data from the prior year will roll over into the current year documents. To save time, your software is automatically updated to the most current version. No more time wasted each year downloading and installing updates. Get access to all of the updates throughout the season for all of the forms, schedules and software information. UltimateTax is a cloud based software package that only requires a modern web browser and an internet connection to use.
The software is compatible with all Mac, Windows and Linux computers. The Online Package package includes 3 users but more users can be purchased separately. Software installed within your office to have access to your clients and client data on your Windows PC and network. Using one centralized database for every workstation in your office. Multiple workstations to connect together in one network. An additional fee will apply if doing a network install between January 1st and April 18th.
All client data is automatically backed up for you every hour. No need to worry about managing data backup any longer. Get immediate help inside the return with this line by line assistance.
Macintosh Version Availability
This helpful tool will help guide you when any questions come up. Have your return go through extensive e-filing diagnostics that will help prevent costly errors on your returns that are submitted. Allow clients to sign documents with an electronic signature on your returns.
No more in office signings required. They can be signed anywhere. Keep track of important information regarding your client's returns with your own notes section directly inside the return. An example would be if they owe prep fees from a previous season. Feel confident knowing your client information is protected with a password you assign to a specific user within your software. Automatically store all Employer Identification Numbers in an existing database. This makes entering an existing EIN easy as it will pre-populate based on entering in the first few numbers.
Easily link the depreciation worksheet straight to the return. This allows for easy access to all of your assets and the depreciation that follows them each year. Seeing a list of forms throughout the return makes it easy to navigate from form to form with a simple click. An easily searchable PDF guide. Use the guide to help navigate through the software or help with setup. Easily set up your preparer, ERO, pricing and all other information prior to the start of each season.
Complete entries with help with a history list. Allow certain fields auto filled from previous year customer data within the return.
The 7 Best Tax Software Programs of
Allow your customer to pay preparation fees with a credit card and complete your office payment options. Payments are received without the risk of insufficient funds associated with checks. Make any change to any return and instantly see how it affects the refund in either adding or subtracting money from your refund.
Get instant access to where each return is at in the acceptance process.
Know if the return is accepted and see the rejection reason. Have access to free unlimited e-filing. No limits on how many returns you want to E-File throughout the entire season. Allow you to enroll with one of our partnered banks to be able to withhold your customer's fees from their return. Easily add your state to your federal bank product for a small fee. Whether it's a or a corporate extension, prepare as many as you would like, free of charge with this option. Customize and choose which forms you want to print with your return packages.
Print packets are designed for the tax payer, file copy, Federal copy and much more. Use this feature to print the return information in all capital letters for easy viewing and printing for your customers.
Automate your finances with your business by letting the system automatically auto number your invoices. Get access a little sooner. Print your customer's checks online at any time from within your office.
Join us at a 2017 Event
When funds are available, cashier's checks can be printed easily and fast with a simple setup process. All software packages contain every state to prepare state returns. Have access to all forms that are needed for all states. Earn incentives from Ultimate Tax!
- SERVICE & SUPPORT.
- Macintosh Version Availability.
With over funded bank products you will earn Ultimate Cash Rebates from UltimateTax at the end of the tax season. Allow you to enroll to offer bank loans to your customers. With this, your customer can receive a certain amount before they receive their refund. With phones, email, chat, and our DIY section, there is always a way for support days a year. With all software packages, an EFIN is required to e-file returns. This is one publication every tax preparer must read and understand.
Publication 17 is available inside of the program for easy viewing. The Package package starts with 3 users and more can be added on upon request.
Professional Tax Software Review
A tax program that makes life a little easier. The custom launch pad puts the most common items front and center on the dashboard. This speeds up the workflow and reduces learning curve.