General

News

• E-File Start Date 2021
• Where to find your EFIN

Bank

• Fast Cash Advance
• Adding a Bank Product to a Return
• Signing Up for Bank Products
• ProtectionPlus With/Without Bank Product
• Prefund Denials
• PreFund Process

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Terms

• Office Hours
• Common Preparer Information Terms
• NY ERO Exclusion Codes
• My Account
• Cancel My Order / Ask For a Refund
• Meaning of DBA

Computer

• Submission Report Not Showing Returns Selected
• Non-Supported Installations
• Zoom Issues
• Preparations for Network Setup
• Program Not Displayed Fullscreen on Secondary Monitor

Tips

• Where to Enter 1099-RRB Information
• Return Statuses
• Resetting MyUltimateTax/Customer Portal Password
• Accounting & Billing Departments
• Live Chat Support
• Editing/Changing Session Timeout in UltimateTax

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Announcements

• Hello
• 2019 1040 Changes

FAQ

• Not Receiving Acknowledgements
• Software Compliance Training
• Prior Year Forms, Instructions & Publications Search
• Desktop Demo
• Who can I contact for Tax Assistance?
• 2018 States

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