Professional Tax Software & Service
For Growing Your Tax Preparation Business

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 1099 preparation in your office can bring in additional revenue and clients.

Corporate forms available with 1040 + Corporate and Enterprise gives you access to 1120, 1120S, 1065, 990, 706, etc. packages and is another way to add office revenue. Corporate returns can be added individually for $35 per return.

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 1120-H, 8609, Sch H, etc. that may not be found under a specific package.

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 1040 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.

1040 Module allows access to all 1040 forms and Schedule C for Self-Employment income.

1040 + Corporate and Enterprise packages have unlimited users for the desktop installed version from within your office. The Online 1040 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.

Easy to see icons allow simple and efficient navigation and workflow.

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. 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.

A convenient method to record information that would not otherwise appear in the taxpayer’s 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.

A calculator is conveniently built inside the return to easily assist you as you file.

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.

Save time by using your keyboard for some important time-saving functions within the software.

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.

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.

The MeF system from the IRS allows returns to get accepted and funded in a timely manner.

Whether it's a 1040 or a corporate extension, prepare as many as you would like, free of charge with this option.

Once you receive an acknowledgment, easily print out a report showing the tax payer information.

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.

Truly go paperless by printing your returns in a PDF format for easy storage.

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.

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! With over 100 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. Fee’s and some restrictions apply.

Have peace of mind knowing that you will have unlimited access to Ultimate Tax’s awesome service all year long. With phones, email, chat, and our DIY section, there is always a way for support 365 days a year.

With all software packages, an EFIN is required to e-file returns. The Enterprise package an EFIN is not required when traditional paper filing returns, an EFIN is still required to e-file.

This is one publication every tax preparer must read and understand. Publication 17 is available inside of the program for easy viewing.

1040 + Corporate and Enterprise packages allow you to have as many preparers as you choose. The 1040 Package package starts with 3 users and more can be added on upon request.

• Self Service
• Email Support
• Phone Support
• Dedicated 365 Service Phone Number – Enterprise
• Toll Free Phone Support
• Extended support hours
• Chat Support
• Setup Assistant
• 1 on 1 Assist – Nov – December Only
• Year-round support

• Knowledge Base
• Common Solutions to most asked questions
• Intuitive search and response

• Account Management
• Prior year downloads
• Support Channel
• Training Center
• Practice Returns
• Training Videos

• Emails on for industry
• Emails for updates
• Facebook
• Twitter

• Auto Renewal
• Low Price guarantee