Before you place your order, we want you to know the process and be sure you are qualified to purchase.
All of UltimateTax products require an EFIN (Electronic Filing Identification Number). This 6-digit number is issued to you from the IRS. Take note: this is not the same as getting an EIN. The EFIN is an ID that confirms that your tax preparation business is registered with the IRS.
The processing of EFINs takes 45 days. Before purchasing your professional tax software, your EFIN should be ready. UltimateTax does not provide EFIN numbers.
If you do not have your EFIN number, click here to see more information on how to get your EFIN.
When you’re ready with your EFIN, you can start the order process. Here are the steps:
The order processing doesn’t take that long. However, it is done manually. There is an element of human interaction and sometimes there are issues that we have to take care of.
Before clicking the Buy UltimateTax Desktop 1040 button, you need to have your EFIN ready. Submit your EFIN number. Once done, it will show an EFIN summary. It should show that your EFIN is active. Once your EFIN summary is entered, it will be inputted into the system.
Reminder: An active EFIN is required before you can get a tax preparer software. This is a requirement from the IRS; not UltimateTax. Without your EFIN summary, your order cannot be entered into the system.
The UltimateTax Desktop 1040 software includes tools such as Smart Diagnostics, Electronic Filing of Returns, and English & Spanish forms. It’s inclusive of All States forms. There is no filing fee for state forms. Plus, you get unlimited access for all users.
Corporate forms are also available as an add-on feature. E-file corporate returns with a $35 per corporate/partnership return fee. The UltimateTax corporate tax forms will be installed on your computer with a Windows Operating System should you purchase the add-on feature.
During the tax season (January to April), you will be billed every Monday. Then, the fee is set up to be auto paid every Tuesday, early morning. If the fees are not paid by the start of business on Tuesday, your access to the software will be disabled until the payment is made.
E-Signature is available with the UltimateTax Desktop 1040. You can also sign up for bank products. Also, you can withdraw your tax preparation fees directly from your client’s bank account.
If you would like to review the details of the package click here:https://www.ultimatetax.com/pay-per-return-1040-software/
If you have your EFIN and you are ready to place your order, please proceed.