Introduced in 2014 and when stating the UltimateTax desktop software for the first time, you will be greeted with a screen known as the Setup Assistant. With this, you will be able to fill in and setup all the basics needed to get the UltimateTax software up and running!
This includes registering your copy of the software with the code provided by UltimateTax in your UltimateTax Customer Portal. There are many other sections of the Setup Assistant that will walk you through getting the most out of the UltimateTax software! If you are getting setup for the first time or installing a new year of the software, check out the video above for a complete walk-through!
Please check out the rest of the articles in this section of our Solution Center regarding each section listed below!
*CCH iFirm is not supported by UltimateTax.
Preparer Information - VIDEO INCLUDED
Printer & Network Setup - VIDEO INCLUDED
Carryforward Taxpayer Data - VIDEO INCLUDED
This information applies to the 2014 and newer versions of UltimateTax desktop software.
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