Online
Tips, tricks, and assistance with errors for using our versatile online tax preparation software!
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
- Exporting Returns from Online
- Importing Returns (Desktop to Online)
E-Filing
- State & County Specific Codes in UltimateOnline
- Online 2017 Update
- Importance of Overrides
- Forms Tree
- E-Filing in UltimateTax Online - VIDEO INCLUDED
- Checking the status of e-filed returns
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)