Trust Ultimate Tax To Give Each Professional The Best Options.

Ultimate Tax offers a simple product option for all tax professionals. Whether you are just becoming a tax professional to the experienced and seasoned professionals, Ultimate Tax provides easiest product offerings available in this industry.

Premium

Edition

$599

* Includes all Standard Features

1040 Package (Corporate Package Available – $200)
Free UNLIMITED E-Filing
Interview Mode Included
All States Included
Desktop Or Online Versions
Bank Product Rebates & Discounts
Desktop Check Printing
Year Long Customer Support
No-Hassle Automatic Renewals


Learn More

Try It Free Order Today!

Pro

Edition

$299

* Includes all Standard Features

1040 Package (Corporate Package Available – $200)
$10.00 per each filed return
Interview Mode Included
All States Included
Desktop Or Online Versions
$19.95 Preparation Collection Product
Online Check Printing
Year Long Customer Support
No-Hassle Automatic Renewals


Learn More

Try It Free Order Today!

Standard Features

Business Reporting

Know all the details of your business by using all available reports.

Free Conversions

Easily move from any current program to Ultimate Tax.

Launch Screen

Easy to use dashboard making it fast for the most common every day tasks.

Rebates

Earn up to FREE software and money back as extra income each year.

All States Included

Have easy access to all available state forms.

Form Linking

Save time by going to the correct form the first time.

Comprehensive Diagnostics

Have complete confidence the return is valid before sending.

Online Check Printing

Print checks from any computer anytime.

1040 Individual

Easy Access to all of the forms on the 1040 return.

Year Round Support

Unlimited year round phone, email, chat, and our do it yourself solution portal.

Context-Sensitive Help

Self service solutions that saves you time with fast answers.

Networkable

10,000 returns in one office is possible, organized and seamless.

Thousands of customers can't be wrong about using Ultimate Tax. Here is what some of our professionals have to say.

Additional Product Offerings

On top of our professional line of tax software, we also over a variety of other products for your tax and accounting needs. From our W-2/1099 to our Payroll, we have you covered to any other service you plan to expand your office to offer.

Start preparing returns today!

Trust an industry leader and see what others are talking about.

Ultimate Tax Price Match Guarantee

We won’t be beat on price!

We’ll match the product prices of key online competitors.

The Details:

Our Price Match Guarantee Does NOT Cover:

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E-filing

Online Check Printing

The faster you can get checks to your customers the more referrals you can expect. Checks talk and you can get them up to 4 hours faster!

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E-filing

Networkable

The power of networking makes it easy to work like a “big” office with multiple workstations. Flexibility becomes available, such as: access returns fast from multiple locations in the office, add a new workstation in under 5 minutes, manage user security levels and monitor who gets access. If you get stuck at all let the support team help you on chat, the phone or even secure remote login.

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E-filing

Interview Mode

The interview mode is like having an extra trained professional in your office. It helps you get new preparers up to speed and protects you by asking all the right questions to keep you compliant.

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Form-Linking

Where has the been all my life!? Save time by going to the correct form the first time! Knowing where the number is supposed to go is only part of the challenge, getting it there is the rest. Save time by going to the correct form the first time!

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E-filing

Comprehensive Diagnostics

One last check to be certain that the E-File is valid can save you time and frustration. The diagnostics tool will ensure you are ready to send all at the click of a button!

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E-filing

Year-Round Technical Support

We are here when you need us with the solutions you expect. Phone support and online and our online solution center are available all year long and even during the busy tax season.

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Free Conversions

Convert your data from the current tax program to UltimateTax. You can save yourself time and worry by using our team of seasoned professionals do the conversion, FREE!

UltimateTax: Premium & Pro

Individual Conversions:

  • ATX® by CCH
  • CrossLink® by PETZ Enterprises
  • Drake®
  • Lacerte
  • ProSeries® 1040 by Intuit®
  • ProSystem FX® by CCH
  • TaxACT® by 2nd Story Software
  • UltraTax® by Creative Solutions

Business Conversions:

  • ATX® by CCH
  • CrossLink® by PETZ Enterprises
  • Drake®
  • Lacerte®
  • ProSeries® by Intuit®
  • ProSystem FX® by CCH
  • UltraTax® by Creative Solutions

UltimateCL

Individual ∓ Business Conversions

  • Drake®
  • ProSeries
  • TaxSlayer
  • TaxWise® by CCH (1040)

UltimateDR

Individual & Business Conversions

  • CrossLink (PETZ Enterprises) (1040)
  • Intellitax Windows™ and Classic™ by Orrtax (1040)
  • Lacerte® (1040, 1120, 1120S, 1065)
  • ProSeries® by Intuit® (1040, 1120, 1120S, 1065)
  • ProSystem FX® (CCH) (1040, 1120, 1120S, 1065)
  • Saber/Max® by ATX (1040, 1120, 1120S, 1065)
  • Tax Simple® (1040)
  • Tax Slayer Pro® (1040)
  • TaxAct® by 2nd Story Software (1040)
  • TaxWise® by CCH (1040,1120, 1120S, 1065)
  • UltraTax® by Creative Solutions (1040, 1120, 1120S, 1065)
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E-filing

Launch Screen

Finally – a tax program that makes life a little easier! The custom launch screen puts the most common items front and center on the dashboard. This speeds up the workflow and reduces your learning curve.

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1040 Individual

All parts of the 1040 Individual forms are all here. Including basic schedules, sole proprietor, farmer, rental owner and more.

1040 Individual Income Tax Return
1040 Schedule A Itemized Deductions
1040 Schedule B Interest and Ordinary Dividends
1040 Schedule C Profit or Loss From Business
1040 Schedule C-EZ Net Profit From Business
1040 Schedule D Capital Gains and Losses
1040 Schedule E Supplemental Income and Loss
1040 Schedule EIC Earned Income Credit
1040 Schedule F Profit or Loss From Farming
1040 Schedule H Household Employment Taxes
1040 Schedule J Income Averaging for Farmers and Fisherman
1040 Schedule L Standard Deduction for Certain Filers
1040 Schedule M Making Work Pay and Government Retiree Credits
1040 Schedule R Credit for the Elderly or the Disabled
1040 Schedule SE Self-Employment Tax
1040-ES Individual Estimated Tax Voucher
1040-PR U.S. Self-Employment Tax Return (Spanish Version)
1040-SS U.S. Self-Employment Tax Return
1040-V Payment Voucher
1040A Individual Income Tax Return
1040EZ Income Tax Return for Single and Joint Filers with No Dependents
1040NR Nonresident Alien Income Tax Return
1040NR-EZ Income Tax Return for Certain Nonresident Aliens With No Dependents
1040X Amended Individual Income Tax Return
1045 Application for Tentative Refund
1116 Foreign Tax Credit
1310 Statement of Person Claiming Refund Due a Deceased Taxpayer
13614-C Intake/Interview & Quality Review Sheet
2106 Employee Business Expenses
2106-EZ Unreimbursed Employee Business Expenses
2120 Multiple Support Declaration
2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts
2210-F Underpayment of Estimated Tax by Farmers and Fishermen
2350 Application Extension of Time to File U.S. Income Tax Return
2441 Child and Dependent Care Expenses
2555 Foreign Earned Income
2555-EZ Foreign Earned Income Exclusion
2848 Power of Attorney and Declaration of Representative
3468 Investment Credit
3800 General Business Credit
3903 Moving Expenses
4136 Credit for Federal Tax Paid on Fuels
4137 Social Security and Medicare Tax on Unreported Tip Income
4255 Recapture of Investment Credit
4562 Depreciation and Amortization (Including Information on Listed Property)
4563 Exclusion of Income for Bona Fide Residents of American Samoa
4684 Casualties and Thefts
4797 Sales of Business Property
4835 Farm Rental Income and Expenses
4852 Substitute for Form W-2, Wage and Tax Statement or Form 1099R
4868 Application for Automatic Extension of Time to File U.S. Individual Income
4952 Investment Interest Expense Deduction
4970 Tax on Accumulation Distribution of Trusts
4972 Tax on Lump-Sum Distributions
5074 Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI)
5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
5405 First-Time Homebuyer Credit and Repayment of the Credit
5695 Residential Energy Credits
5884 Work Opportunity Credit
5884-B New Hire Retention Credit
6198 At-Risk Limitations
6251 Alternative Minimum Tax – Individuals
6252 Installment Sale Income
6478 Credit for Alcohol Used as Fuel
6765 Credit for Increasing Research Activities
6781 Gains and Losses from Section 1256 Contracts and Straddles
8082 Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
8158 Quality Review Sheet
8275 Disclosure Statement
8275-R Regulation Disclosure Statement
8283 Noncash Charitable Contributions
8332 Release of Claim to Exemption for Child of Divorced or Separated Parents
8379 Injured Spouse Allocation
8396 Mortgage Interest Credit
8453 Individual Income Tax Declaration for Electronic Filing
8582 Passive Activity Loss Limitations
8582-CR Passive Activity Credit Limitations
8586 Low-Income Housing Credit
8594 Asset Acquisition Statement Under Section 1060
8606 Nondeductible IRAs
8609-A Annual Statement for Low-Income Housing Credit
8611 Recapture of Low-Income Housing Credit
8615 Tax for Certain Children Who Have Investment Income of More Than $1,900
8689 Allocation of Individual Income Tax to the Virgin Islands
8697 Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
8801 Credit for Prior Year Minimum Tax – Individuals, Estates, and Trusts
8812 Additional Child Tax Credit
8814 Parents’ Election to Report Child’s Interest and Dividends
8815 Exclusion of Interest From Series EE and I Savings Bonds Issued After 1989
8820 Orphan Drug Credit
8824 Like – Kind Exchanges
8826 Disabled Access Credit
8828 Recapture of Federal Mortgage Subsidy
8829 Expenses for Business Use of Your Home
8834 Qualified Electric and Plug-in Electric Vehicle Credit
8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit
8839 Qualified Adoption Expenses
8843 Statement for Exempt Individuals and Individuals With a Medical Condition
8844 Empowerment Zone and Renewal Community Employment Credit
8845 Indian Employment Credit
8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain
8853 Archer MSAs and Long-Term Care Insurance Contracts
8859 District of Columbia First-Time Homebuyer Credit
8862 Information to Claim EIC After Disallowance
8863 Education Credits (American Opportunity, Hope and Lifetime Learning Credits)
8866 Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method
8867 Paid Preparers Earned Income Credit Checklist
8878 IRS e-file Signature Authorization for Form 4868 or Form 2350
8879 IRS e-file Signature Authorization
8880 Credit for Qualified Retirement Savings Contributions
8881 Credit for Small Employer Pension Plan Startup Costs
8882 Credit for Employer-Provided Childcare Facilities and Service
8885 Health Coverage Tax Credit
8888 Direct Deposit of Refund to More than One Account
8889 Health Savings Accounts (HSAs)
8903 Domestic Production Activities Deduction
8907 Nonconventional Source Fuel Credit
8908 Energy Efficient Home Credit
8910 Alternative Motor Vehicle Credit
8917 Tuition and Fees Deduction
8919 Uncollected Social Security and Medicare Tax on Wages
8930 Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
8941 Credit for Small Employer Health Insurance Premiums
8944 Preparer e-file Hardship Waiver Request
8948 Preparer Explanation for Not Filing Electronically
9325 Acknowledement and General Information for Taxpayers who File Returns Electronically
9465 Installment Agreement Request
970 Application to Use LIFO Inventory Method
982 Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment)
FACTS Universal National Bank – Facts
SPANISH 8878 IRS efile Signature Authorization-Application for Extension of Time to File – Spanish Version
SPANISH 8879 Authorization for IRS e-file form – Spanish Version
W-4 Tax Planner and W-4
W-7 Application for IRS Individual Taxpayer Identification Number
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Corporate Package

Make more money by doing corporate, partnership and trust returns. Each partnership can bring in hundreds of extra dollars in revenue. It is easy to start by completing your current customers business returns.

1040 Schedule F Profit or Loss From Farming
1118 Foreign Tax Credit – Corporations
1118 Sch I Reduction of Foreign Oil and Gas Taxes
1118 Sch J Adjustments to Separate Limitation Income (Loss) Categories for Determining Numerators of Limitation Fractions, Year-End Recharacterization Balances, and Overall Foreign and Domestic Loss Account Balances
1120 Corporation Income Tax Return
1120 Schedule B Additional Information for Schedule M-3 Filers
1120 Schedule D Capital Gains and Losses
1120 Schedule G Information on Certain Persons Owning the Corporation’s Voting Stock
1120 Schedule H Section 280H Limitations for a Personal Service Corporation (PSC)
1120 Schedule N Foreign Operations of U.S. Corporations
1120 Schedule O Consent Plan and Apportionment Schedule for a Controlled Group
1120-W Estimated Tax for Corporations
1120X Amended Corporation Income Tax Return
1122 Authorization and Consent to be in Consolidated Return
1139 Corporation Application for Tentative Refund
2220 Underpayment of Estimated Tax by Corporations
3468 Investment Credit
3800 General Business Credit
4136 Credit for Federal Tax Paid on Fuels
4255 Recapture of Investment Credit
4466 Corporation Application for Quick Refund of Overpayment of Estimated Tax
4562 Depreciation and Amortization (Including Information on Listed Property)
4626 Alternative Minimum Tax – Corporations
4684 Casualties and Thefts
4797 Sales of Business Property
5472 Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
5884 Work Opportunity Credit
5884-B New Hire Retention Credit
6198 At-Risk Limitations
6252 Installment Sale Income
6478 Credit for Alcohol Used as Fuel
6765 Credit for Increasing Research Activities
7004 Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns
8050 Direct Deposit of Corporate Tax Refund
8082 Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
8275 Disclosure Statement
8275-R Regulation Disclosure Statement
8283 Noncash Charitable Contributions
851 Affiliations Schedule
8586 Low-Income Housing Credit
8594 Asset Acquisition Statement Under Section 1060
8609-A Annual Statement for Low-Income Housing Credit
8611 Recapture of Low-Income Housing Credit
8697 Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
8810 Corporate Passive Activity Loss and Credit Limitations
8820 Orphan Drug Credit
8824 Like – Kind Exchanges
8826 Disabled Access Credit
8827 Credit for Prior Year Minimum Tax – Corporations
8832 Entity Classification Election
8834 Qualified Electric and Plug-in Electric Vehicle Credit
8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit
8838 Consent to Extend the Time to Assess Tax Under Section 367 – Gain Recognition Agreement
8844 Empowerment Zone and Renewal Community Employment Credit
8845 Indian Employment Credit
8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain
8866 Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method
8879-C IRS e-file Signature Authorization for Form 1120
8881 Credit for Small Employer Pension Plan Startup Costs
8882 Credit for Employer-Provided Childcare Facilities and Service
8902 Alternative Tax on Qualifying Shipping Activities
8903 Domestic Production Activities Deduction
8907 Nonconventional Source Fuel Credit
8908 Energy Efficient Home Credit
8910 Alternative Motor Vehicle Credit
8916-A Supplemental Attachment to Schedule M-3
8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
8941 Credit for Small Employer Health Insurance Premiums
926 Return by a U.S. Transferor of Property to a Foreign Corporation
926 Return by a U.S. Transferor of Property to a Foreign Corporation, Foreign
970 Application to Use LIFO Inventory Method
982 Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment)
Schedule M-3 (Form 1120) Net Income (Loss) Reconciliation for Corporations With Total Assets of $10 Million or More
Schedule PH (Form 1120) Personal Holding Company (PHC) Tax
Schedule UTP (Form 1120) Uncertain Tax Position Statement
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E-filing

Context-Sensitive Help

You know that moment you just need a fast answer? Maybe you are a bit more of a DIY kind of guy (or gal). The built in help is a comprehensive, context-sensitive, mega-source of knowledge at your fingertips. Use it to find general information or use the field help for a direct reference to the field in question.

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E-filing

Rebates

How about getting paid for every bank product you do? If you have extra money we will pay it to you. That way you can apply it to your next years software or take the cash!

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E-filing

E-Filing Options

From our Unlimited E-filing to our small pay per return E-file fee, there are options for every tax professional. With the Premium Package you will have no worries and no additional invoices all year long. The Pro, only a small fee of just $10 for any federal return that is not sent as a PrepCollect product.

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Bank Products

Offer payment aid to your customers so they don’t have to pay any upfront fees. Also get involved in the rebate program based on how many products you do. This allows you to compete with the large competitors by offering the same products.

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All States Included

As you expect, all states are included. Help customers by doing returns for any state with no additional cost to you or for E-File.

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E-filing

Reporting

Great reports can help you stay on track with the business. In real time access all the reports you will ever need. You will know how many returns each preparer has done, how many fees collected and which forms are most popular. Even check to see if a return is accepted or waiting.

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