Online
Tips, tricks, and assistance with errors for using our versatile online tax preparation software!
General
- Administrator Functions
- Exporting Returns from Online
- Importing Returns (Desktop to Online)
- Exporting Return from UltimateTax Online to Desktop
- Online Vault
- Deleting Returns in UltimateTax Online
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
- Seasonal Readiness with UltimateTax Online
- Creating Mailing Labels in the Online Software
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
Online Check Printing
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)