Desktop
Click here for assistance with our robust desktop tax preparation software!
Installation & Setup
- Setup Assistant
- Resetting Your 2020 to 2017 Desktop Admin Password - VIDEO INCLUDED
- E-Signature Instructions
- Requesting States
- Applying Module Updates - VIDEO INCLUDED
- Applying Program Updates - VIDEO INCLUDED
General
- Dashboard Interactive Video
- Client Diary
- Auto-Populate Options In UltimateTax Desktop
- Seasonal Readiness with UltimateTax Desktop Software
- Carry Forward From Different Drive
- Moving the Software with a Flash Drive
Printing
- Client Organizer (2018)
- 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
Errors
- “List Index Out of Bounds” When Creating E-Files
- “1120 Page 5, the Schedule M-1 Requires a Statement” Diagnostics Error
- E-File Validation Error Containing "ShortDescriptionType"
- Side-by-Side Configuration is Incorrect
- (235) Current Check Printing Control File Is Not Installed...
- Internal Error Method Not Found: 'System.String'
Federal Forms
- Using Capital Gains Worksheet with 8949 and Sch D.
- 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...
- Filing a Return After Extension
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
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