Online

General

• Import Documents to the Online Software - W2 & 1099M
• 2025 UltimateTax Online User Manual
• New to 2025 UltimateTax Online - Line Guide Visual Tool
• New to 2025 UltimateTax Online - Quick Linking Depreciation Worksheets
• Client Letters in UltimateTax Online
• Linking Forms in UltimateTax Online
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Setup

• Online Prepare Return
• Resetting Your Online Password
• Add/Create New Users in UltimateTax Online - VIDEO INCLUDED
• Partner Verification for UltimateTax Online
• First Time Login for Users in Online
• Mobile App Setup
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E-Filing

• Customer Disabled
• E-Signature Status
• Using E-Signature in UltimateTax Online
• State & County Specific Codes in UltimateTax Online
• Importance of Overrides
• Forms Tree
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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)
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