UltimateTax Support Blog, including information on current known issues. Be sure to check here for the latest infor...
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Information and answers for Frequently Asked Questions (FAQ) for clients using our UltimateDR program.
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Information and answers for Frequently Asked Questions (FAQ) for clients using our W-2/1099 program.
- Two-Step Verification
- Moving Installation of UltimateTax Desktop from Windows 7 Machine to Newer OS
- Setup Assistant
- Resetting Your 2019 (2018 & 2017) Desktop Admin Password - VIDEO INCLUDED
- E-Signature Instructions
- Requesting States
- Applying Module Updates - VIDEO INCLUDED
- Applying Program Updates - VIDEO INCLUDED
- Downloading UltimateTax
- Dashboard Interactive Video
- First Time Login to UltimateTax Online - VIDEO INCLUDED
- Resetting Your Online Password
- Add/Create New Users in UltimateTax Online - VIDEO INCLUDED
- Creating a Desktop Shortcut for UltimateTax Online - VIDEO INCLUDED
- Office Hours
- Not Receiving Acknowledgements
- EFC Reject Codes