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Online

Tips, tricks, and assistance with errors for using our versatile online tax preparation software!

General

  • Not getting emails
  • Administrator Functions
  • Exporting Returns from Online
  • Importing Returns (Desktop to Online)
  • Exporting Return from UltimateTax Online to Desktop
  • Online Vault
See all 8 articles

Setup

  • First Time Login to UltimateTax Online - VIDEO INCLUDED
  • Resetting Your Online Password
  • Add/Create New Users in UltimateTax Online - VIDEO INCLUDED
  • Creating a Desktop Shortcut for UltimateTax Online - VIDEO INCLUDED
  • Mobile App Setup
  • Seasonal Readiness with UltimateTax Online
See all 35 articles

E-Filing

  • E-Signature Status
  • Using E-Signature in UltimateTax Online
  • State & County Specific Codes in UltimateOnline
  • Online 2017 Update
  • Importance of Overrides
  • Forms Tree
See all 10 articles

Online Check Printing

  • Setting Up & Aligning Printer in Online Check Printing - VIDEO INCLUDED
  • No available printers when configuring printer for Online Check Printing in Internet Explorer.

Errors

  • Send Failed
  • UltimateTax Online freezes
  • Cannot override entries in UltimateTax Online
  • Blank PDFs printed (UltimateTax Online)
  • Forms not staying in UltimateTax Online templates
  • Unable to edit Master Template (UltimateTax Online)
See all 7 articles
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