Online

General

• Administrator Functions
• Exporting Returns from Online
• Importing Returns (Desktop to Online)
• Exporting Return from UltimateTax Online to Desktop
• Online Vault
• Using Ultimate Tax Online Help - VIDEO INCLUDED

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

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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

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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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