In this UltimateTax demo video, you'll learn how to start a new tax return using the updated online platform. The walkthrough covers how to start individual, partnership (1065), or S corporation (1120S) returns.
The video also demonstrates the two available modes for data entry: the guided interview mode, which walks users through a step-by-step questionnaire, and the traditional forms view, which displays IRS forms in a structured layout. Additional features such as diagnostic tools, secure document uploads via the Vault, e-signature capability, and visual indicators for form completion are also highlighted. It's a great overview for new and returning users looking to get the most out of UltimateTax’s streamlined, user-friendly interface.
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