Desktop

Installation & Setup

• Desktop Software Multi-Factor Authentication
• Resetting Your Desktop Admin Password - VIDEO INCLUDED
• Applying Module Updates - VIDEO INCLUDED
• Applying Program Updates - VIDEO INCLUDED
• 2022 Modules and Updates
• Unsupported Network Environments
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General

• Setting Up the Guest User in Desktop
• Importing K-1 data into an Individual (1040) return
• Custom Report Desktop
• Client Diary
• Auto-Populate Options In UltimateTax Desktop
• Seasonal Readiness with UltimateTax Desktop Software
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Printing

• Client Organizer (2021)
• Masking SSN and EFIN When Printing
• Placing watermark on forms
• "Missing laser files" message when trying to print
• Printing labels for previous year's clients
• Price sheet prints without invoice form background
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Errors

• Partner Verification is not Loading/Refreshing
• "Unable to convert the module US to the correct binding." Error when E-Filing 1040X
• Desktop Program Opening But Cannot View Window
• “List Index Out of Bounds” When Creating E-Files
• “1120 Page 6, the Schedule M-1 Requires a Statement” Diagnostics Error
• E-File Validation Error Containing "ShortDescriptionType"
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Federal Forms

• Extension - Form 4868
• Using Capital Gains Worksheet with 8949 and Sch D. in Desktop
• Rental Worksheet for Property 1C on a Sch E
• Schedule E Limit
• Estimated Tax Payment For the Next Year
• UltimateTax Should Be Calculating EIC, But is Not...
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State Forms

• Amended CA Return
• This return (XXX-XX-XXXX) cannot be printed due to an error..." When Printing a Texas Return
• CA W2 for Every Federal W2
• State County and Business Codes
• Adding a state into a 1065/1120 return
• States added in Templates not showing in new returns
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Corporate

• Mailing Information for Corporate Returns
• Starting a Business Return
• Filing consolidated returns
• "Error 56: Invalid date..." for 1120 return with prior-year data
• 990 Module is Not Installed
• CA100S 1120S line 22 not calculating
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