UltimateDR

Provide Your Customers With The Service They Expect!

$995

Unsure if UltimateDR is perfect for your business? Call us before you buy!

Our UltimateDR is a great alternative if you are looking for a complete package for individual customers. It features document management and unlimited e-filing for all accomplished returns. Add $100 for extra features like corporate client write-up and record and tracking of customer invoices, shipments, payments, and balances.

UltimateTax Service Inc. sells tax software to fit your needs at the most affordable prices. UltimateTax partnered with Drake Tax to provide tax professionals with an all-in-one tax software. Get all the features and benefits of using Drake Tax Software at a lower price.

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Prepare

  • The speed you need
    1. UltimateDR helps you do everything quickly with automation. Spend less time preparing returns and more time building your client base. With just a click, you can get calculation results and a full return view.
  • Shortcut keys and macros
    1. Simplify data entry with built-in shortcut keys and macros. Improve data entry time with reduced keystrokes.
  • Automatic data flow from a federal return to state and city returns
    1. No need to input data twice! Get data from a federal return to state and city returns automatically. When not needed, switch off the automatic data flow with an override option. UltimateDR also has automatic credit for taxes paid for other jurisdictions. It also auto-fills from the ZIP Code and EIN entries.
  • Multi-state returns
    1. Inclusive of all state modules without additional fees. Create any state return you need.
  • Update prior-year data
    1. Maximize time spent on data entry with an option to update prior-year data up to the current year. You can do this all at once or only when needed.
  • Easy backups
    1. Back-up any or all client data automatically. You can even set how much data or how often with custom settings. Restore data to the same or a different computer.
  • Easy updates
    1. Updating the program just takes seconds. You can choose automatic updating and keep it out of your mind, or just update when you’re notified. Handle any type of updates based on your working style.
  • Save time with optional hardware
    1. Add a digital signature pad and let your clients e‑sign forms and bank applications. Also, add a 2D barcode scanner to import W-2s or K-1s with 2D barcodes. Data entry can be a breeze!
  • Taxpayer forms in Spanish
    1. Work easily with bilingual forms. Cater to clients who prefer to prepare taxes in Spanish. There are 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350.

Import and Export

  • Electronic W-2s
    1. UltimateTaxDR can accommodate electronic W-2s. Download and import for select employers.
  • Schedule D import
    1. Easily enter data to Schedule D forms using the import function. Load investment transactions from an Excel or text file submitted by your clients.
  • 8615 export
    1. Less manual data entry, fewer mistakes. Export all parents’ tax information to a child’s Form 8615 using a quick, two-step process.
  • K-1 export
    1. Export K-1 data from 1041, 1120S, and 1065 returns flow to 1040 returns. No need to input the same data over and over again.
  • End-of-year balance import
    1. Get end-of-year balances from Client Write-Up or QuickBooks.
  • Trial balance import
    1. Enter data from your balanced books into our trial balance spreadsheet and import the information into 1120, 1120S, or 1065 return.

Plan & Analyze

  • Tax Planner
    1. Explain tax scenarios better to your clients. Show clients how marital status, dependents, income, and other factors can affect their taxes. Save multiple scenarios, and tweak reporting options as needed.
  • Compare taxes year to year
    1. Advise your clients better with a year-on-year comparison. Analyze multiple tax years in a convenient worksheet. Easily analyze your client’s tax information and add value to your service.
  • Compare filing joint vs. separate
    1. See at a glance which filing status would be more beneficial. Maximize chances for deduction to get the most refunds for your clients.
  • Return archiving
    1. Create a version of a return for comparison and safekeeping. Revert to a version at any time with just a simple click. You can use this to test different tax scenarios.
  • Quick Estimator
    1. As soon as you’re done preparing your client’s taxes, you can immediately show their expected refund. UltimateDR displays your client’s refund with just a few clicks.
  • Amortization schedules
    1. Give financial advice and provide payment options for your clients by showing possible amortization schedules. Figure loan payment amounts, interest or loan length.

Review

  • Calculation results
    1. Display return info at a glance. You can immediately see error messages, notes, fees, refund amount, and e-file eligibility.
  • Calculation error messages
    1. Work better by knowing what errors caused the IRS to reject e-filed returns. Refer to the error message; it shows how to correct the error.
  • Calculation notes messages
    1. Create notes to that contains reminders and tips about issues. Lessen the chances of being rejected again.
  • Organized return viewing
    1. Customize return viewing to your preference. You can select which forms to print, change print order and print sets. You can even access form pricing. Choose to view forms in a tree structure or by category.
  • Print sets
    1. Control which forms and in what order they’re printed. You can make a personalized print set for clients or preparers. You can make one for paper filing, client presentation, or for any other purpose.
  • Print to PDF
    1. Export a return to a password-protected PDF so you can send it via email to your client. You can also keep it as a copy and save it to UltimateTax Documents.
  • Note screens
    1. Add a note for a form, or for the return as a reminder to yourself. Using the note screens also help inform other staff essential tips or reminders about the form or return.

E-file

  • PIN and consent screens
    1. Your clients will be relieved that their data is safe and secured with PIN and consent screens. Clients can approve the return, consent forms, and bank documents.
  • E-Sign
    1. Get an optional signature pad to bind customer signatures securely to the return. Make return filing transactions paperless.
  • E-file states
    1. File state and federal returns together or separately. You can have the option to file state returns separately if necessary and if the state allows it.
  • Attach PDFs
    1. Safely attach PDF to returns for e-filing. You can also store PDF documents in UltimateTax Documents.

UltimateDR

Provide Your Customers With The Service They Expect!

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