Professional Tax Software & Service
For Growing Your Tax Preparation Business

$15 per return
  • 1040 Software
  • EFIN Required
  • All States Included
  • Loan Advance and Tax Products
  • 365 Customer Service
  • Mac Compatible
  • No Installing, No Updating
  • Includes 3 Users

Save on costs for your Tax Preparation Business!

See Price Compare Products
  • 1040 Software
  • EFIN Required
  • All States Included
  • Free Unlimited 1040 E-filing
  • Bank Product Rebates
  • Loan Advance and Tax Products
  • 365 Customer Service
  • Mac Compatible
  • No Installing, No Updating
  • Includes 3 Users

Your Tax Life Made Easier!

See Price Compare Products
  • 1040 Software
  • EFIN Required
  • All States Included
  • Free Unlimited 1040 E-filing
  • Bank Product Rebates
  • Loan Advance and Tax Products
  • 365 Customer Service
  • Installed Software
  • Unlimited Users
See Price Compare Products
  • 1040 & Corporate Software
  • EFIN Required
  • All States Included
  • Free Unlimited 1040 and Corporate E-filing
  • Bank Product Rebates
  • Loan Advance and Tax Products
  • 365 Customer Service
  • Installed Software
  • Unlimited Users
See Price Compare Products

UltimateTax software is used by over 50,000 preparers every year.

Are you a high-volume preparer or multi-location tax office? Learn more about UltimateTax Enterprise.
Reach out to our Sales Staff at sales@ultimatetax.com and let’s discuss your needs.

*Must use TPG with our software to qualify for Free Software and Rebate Program

Free Professional Tax Software Data Conversions

UltimateTax Seamlessly Converts Your Data From These Tax Preparer Software

The customer support team helps hundreds of preparers convert their client data to UltimateTax every year. Get free data import from your previous software to your new UltimateTax tax software.

If you do not see your program here, contact us. We convert many programs you may not see here or programs that go by different names. Don’t worry your previous data can be converted for UltimateTax.

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UltimateTax Professional Tax Software

For over 10 years, UltimateTax has been a leader in professional tax software. Not all tax software is made equally. With UltimateTax, you can expect a stable and reliable tax software environment to keep your data safe for years to come.

UltimateTax provides a wide range of products that fits every tax professional. Whether you’re a new tax preparer or a seasoned professional; a small business owner or an enterprise owner, we’ve got a product that best suits your needs.

UltimateTax PPR

The UltimateTax Pay-Per-Return is online tax software for a minimal cost of $199 per year. It has an additional fee of $15 per return. It’s the most cost-effective tax software in the market today. Tax professionals pay only what they need for each return filed for their clients. State tax forms are included with FREE e-filing of all State returns.

Since it’s online software, you can access it at any time, anywhere. You get the freedom to work from home, at the office, or at a cafe. Plus, you get real-time progress status updates for all e-filed returns.

For convenience, you can let your clients sign their returns virtually with the E-Signature feature. Keep track of your clients’ returns information using our integrated Client Notes feature.

Free Demo PPR Features


UltimateTax Online 1040

UltimateTax Online 1040 has unlimited 1040 tax return e-filing. At the minimal cost of $588, you can get all the features of UltimateTax PPR without paying additional fees per return. All State tax forms are included with unlimited e-filing, too!

Work anytime and anywhere with your Macbook, Windows PC, Chromebook, or any 7” device. Access your work anywhere as long as you have the recommended device and stable internet connection. Plus, no need for a confusing installation process!

Another advantage of online software is its automatic back-up feature. Reduce stress and frustrations for not hitting the save button. Your work is automatically saved online. Similar to UltimateTax PPR, you can let your clients sign electronically. UltimateTax Online 1040 brings convenience to another level.

Need another benefit? Fund 30 or more bank products with our partnered bank, TPG Santa-Barbara and get your next year's tax software for FREE!. Reduce the operating costs for your business.

Free Demo Online 1040 Features


UltimateTax Desktop 1040

If your tax office has more staff, then the UltimateTax Desktop 1040 is more suited for you. Equipped with unlimited user access, your tax office can work on numerous clients without any software access issues. UltimateTax Desktop is installed into your company’s server, so you have control on your clients’ data privacy.

With UltimateTax Desktop 1040 you can e-File as many returns as you want. All States included with Free State forms unlimited e-filing. Expand your tax business and meet your customers’ needs with affordable and reliable tax software.

Here’s another incentive: Fund 50 or more bank products with the partner bank, TPG Santa-Barbara and get your next year’s tax software for FREE. Reduce operating costs for your business.

Desktop 1040 Features Free Demo


UltimateTax Desktop 1040 + Corporate

Be prepared for the tax season! Get UltimateTax Desktop 1040 + Corporate. You’ll get all the features, benefits, and advantages of UltimateTax Desktop 1040 with Corporate and Partnership Tax Forms.

No need to pay additional fees for e-filing of 1040 retuns and corporate returns. Enjoy unlimited e-filing for 1040 and corporate tax returns. State forms are included. Also, filing of state returns is free.

Continue growing your tax business with UltimateTax Desktop 1040 + Corporate’s unlimited users. Hire as many tax professionals as you need to accommodate as many customers as you can.

Get your UltimateTax 1040 + Corporate for FREE in the next tax season when you fund 75 or more tax products with the partner bank, TPG Santa Barbara. Reduce operating costs and re-invest your savings back into your business.

Desktop 1040 + Corporate Features Free Demo


UltimateTax Product Features

All UltimateTax Products are equipped with tools to make tax preparation as convenient and easy as possible for tax professionals. In turn, you can provide the best quality of service you can to your clients.

Interview-Style Data Entry

Interview-Style Data Entry

Get all your clients’ pertinent information using the Interview-style Data Entry mode. Using this data entry mode can ensure you won’t miss any client data relevant to their tax returns.

Smart Diagnostics

Smart Diagnostics

Ensure accuracy in all your work. UltimateTax has Smart Diagnostics that detect missed or incorrectly inputted fields. You’ll get all the help you need to make sure data is added and returns are correct.

Context-Sensitive Help

Context-Sensitive Help

Line-by-line assistance in the returns fields is available. New and seasoned tax preparers are well-guided during tax preparation.

Launch Pad

Launch Pad

Customize your Launch Pad for a better user interface experience. Save frequently-used buttons to your dashboard for faster work processes.

365 Customer Service

365 Customer Service

Get access to premium year-round customer service. All support staff are trained professionals that can help you with your queries related to the software and tax. Reach out to UltimateTax via email, phone, or chat to get the information you need. Aside from that, UltimateTax has a decade worth of data built into an online Knowledge Base that preparers can access.

Free Data Conversions

Free Data Conversions

Using different tax software? Don’t worry! UltimateTax Support Staff is ready to help you convert your previous client data. UltimateTax is committed to easy data import of your clients’ information to ensure your business won’t be interrupted.

Compare UltimateTax Products

View all available package options in an easy to read side-by-side format.

Pay-Per-Return, Online, or Desktop* A switching fee ($99) applies after the software is released.

UltimateTax

Program Customization & First Time Users
Conversions From Other Tax Programs

By typing in your tax payer's TIN, last years tax data is automatically converted for you to start your new return.

Prior Year Tax Programs Available

The Vault Package is the desktop version for 10 prior years. A great add on you should have for your office.

Modify Color Setup

Multiple color options and complete customization allow you to style you your tax documents the way you want it.

Program Enhancements
W-2/1099 Programs
Add On
Add On
Add On

Expanding to a W-2 and 1099 preparation in your office can bring in additional revenue and clients.

Corporate Package Available
Add On
Add On

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.

Interview Mode

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.

Misc Forms

Miscellaneous Package includes forms such as 1120-H, 8609, Sch H, etc. that may not be found under a specific package.

Comprehensive Reporting

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.

Program Features
Automatic Carry-Forward Prior Year

No time is wasted with data input for clients each year. The client data will automatically roll over from year to year.

Carry Forward Prior Year Data

With the push of a button, all client data from the prior year will roll over into the current year documents.

Automatic Software Updates - Hassle Free!

To save time, your software is automatically updated to the most current version. No more time wasted each year downloading and installing updates.

All Season Software Update

Get access to all of the updates throughout the season for all of the forms, schedules and software information.

Mac Compatible

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 Software

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

Number Of Users
Includes 3 Users
Includes 3 Users
Unlimited
Unlimited

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.

Installed Desktop Software

Software installed within your office to have access to your clients and client data on your Windows PC and network.

Network Installation Available

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.

Interactive Dashboard

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

Auto Backup of Returns

All client data is automatically backed up for you every hour. No need to worry about managing data backup any longer.

Content-Sensitive Help

Get immediate help inside the return with this line by line assistance. This helpful tool will help guide you when any questions come up.

Comprehensive Diagnostics

Have your return go through extensive e-filing diagnostics that will help prevent costly errors on your returns that are submitted.

e-Signature

Allow clients to sign documents with an electronic signature on your returns. No more in office signings required. They can be signed anywhere.

Client Notes

Keep track of important information regarding your client's returns with your own notes section directly inside the return.

Client Diary

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.

Password Protected Login

Feel confident knowing your client information is protected with a password you assign to a specific user within your software.

Calculator

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

EIN Database

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.

Link Depreciation Worksheet

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.

Keyboard Shortcuts

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

Visual Forms Tree

Seeing a list of forms throughout the return makes it easy to navigate from form to form with a simple click.

User Guide Available

An easily searchable PDF guide. Use the guide to help navigate through the software or help with setup.

Tax Form Defaults

Easily set up your preparer, ERO, pricing and all other information prior to the start of each season.

Auto-Complete With History Lists

Complete entries with help with a history list. Allow certain fields auto filled from previous year customer data within the return.

iTransact Merchant Services

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.

Real-Time Refund Monitor

Make any change to any return and instantly see how it affects the refund in either adding or subtracting money from your refund.

E-filing
Return Query

Get instant access to where each return is at in the acceptance process. Know if the return is accepted and see the rejection reason.

Free Unlimited E-Filing

Have access to free unlimited e-filing. No limits on how many returns you want to E-File throughout the entire season.

State Compliant Bank Product Module

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.

Modernized Filing

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

Unlimited Extension Filing

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

Return Printing
Automatically Print Acknowledgements

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

Customizable Print Packets

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.

PDF Printing

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

Print Returns In All Caps

Use this feature to print the return information in all capital letters for easy viewing and printing for your customers.

Auto Number Invoices

Automate your finances with your business by letting the system automatically auto number your invoices.

Online Check Printing

Get access a little sooner. Print your customer's checks online at any time from within your office.

Desktop Check Printing

When funds are available, cashier's checks can be printed easily and fast with a simple setup process.

Package Features
All States Included

All software packages contain every state to prepare state returns. Have access to all forms that are needed for all states.

Free State efile

Bank Product Rebates

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.

Loan Advance Products

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.

365 Service

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.

EFIN Required

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.

Publication 17 Available

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

Unlimited Number of Preparers
Starts with 3 users
Starts with 3 users

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.

Ultimate Tax Benefits
Customer Support From UltimateTax Team

  • 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

Self Service Center
  • Knowledge Base
  • Common Solutions to most asked questions
  • Intuitive search and response
UltimateTax Customer Center
  • Account Management
  • Prior year downloads
  • Support Channel
  • Training Center
  • Practice Returns
  • Training Videos
Customer Communication
  • Emails on for industry
  • Emails for updates
  • Facebook
  • Twitter
Software Renewal
  • Auto Renewal
  • Low Price guarantee

Tax Software Comparison

Compare UltimateTax with other tax software in the market today. Check the side-by-side comparison on price and features. Also, read through the in-depth review of each software to help with your decision-making on which software to purchase this tax season.

Expand Your Business and Offer Tax Products

Improve clients’ satisfaction by offering other tax products. Bank products are great options for you and your customers when it comes to handling their tax refunds.

What is a bank product?

A bank product is a disbursement option for your client’s tax refund from federal and state agencies. It’s also known as a Refund Transfer or Settlement Solution.

What’s in it for me?

  • Offer your clients faster tax refund options.
  • Earn more with UltimateCash
  • Get UltimateTax Professional Tax Software for FREE when you fund 30 tax products or more each season with TPG as a bank provider

Understand Bank Products Better

Santa Barbara TPG

TPG is also known as the Santa Barbara Tax Products Group. TPG became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced and satisfy consumer needs.


EPS

EPS, started in 2009, is one of the leading banks in the industry. Over the past 10 years, EPS has processed over $20 billion in financial transactions. EPS is known for offering the lowest cost of refund transfers.

Tax Preparer Center

UltimateTax cares for each tax professional; cultivating good working relationships with each of our clients. Need information on being a tax preparer or starting your tax business? Get the data below.

Ultimate Guide For New Tax Preparers

Want to start your own tax business, but don’t know how to start? Well, this guide is where you can start. It details what information you need to know and do from the start until the end. Find out what you need to set up your first office, what documents you need to prepare, and what outsourced services you need to get.

Ultimate Guide For New Tax Preparer

Required IRS Documents

If you’re a new tax preparer, we’ve got you covered! Before you can prepare taxes, you need to register with the IRS.

New tax preparers need to have their Preparer Tax Identification Number (PTIN). All preparers need to input their PTIN to file their clients’ taxes. The registration process is easy.

Learn more...

If you’re starting your tax preparation business, get your Electronic Filing Identification Number (EFIN). All tax preparation businesses are required to register with the IRS. Without an EFIN, you cannot purchase the core tool of your business: the tax preparation software. Getting an EFIN takes some time so make sure you process this registration first.

Learn more...

Let us help you find the right solution for your business!
Call 866-686-7211 today or request an evaluation.