To reset your UltimateTax Online password, you may use the Forgot Password button to go through the steps of resetting the password for the account.
Once the Forgot username or password option has been selected, the Client ID and username will need to be entered to continue. Your Client ID can be found in your Customer Portal at myultimatetax.com.
When you click Next, an email will be sent to the email account that was set to the user when it was created for the first time. You can select "Back to login" to head back as being on the login screen will be needed in a couple of steps.
Now, in the email account, you should see an email with the following information listed in it:
Where it states "Copy code shown here", you should see a randomly generated code that the password was reset to. You can copy/paste this code without the quotes into the password field.
With the code, type, or paste it directly into the password field. Afterward, go through the User Verification/"I'm not a robot" process and select Login when done. A screen asking for a new password will appear. Here you can enter a new password for your account.
Note: The password will need to meet the requirements shown on the right side of the window, and can not use any of the previous 10 passwords entered on the account.
Once you have entered a new password for the account, select Change Password.
A message will appear stating the password has been changed and allows you to Continue into the software.
The Admin user can reset any users of the software and automatically send the temporary password to the email. This can be done by going to Administrator>Settings>Manage Users and selecting Reset next to the username they wish to reset.
Please note that any login credentials that work for one year will work with all years for that account.
If you have any issues resetting your password, you may call our support line at 563.387.8900 and we will happily assist you with resetting your password!