Skip to main content
UltimateTax
  • Sign in
  • Sign in
  1. UltimateTax Solution Center
  2. Online
  3. Setup

Setup

Articles to help you with the setup of your online program
  • 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
  • Seasonal Readiness with UltimateTax Online
  • Log in using 2-Step Verification
  • Creating Mailing Labels in the Online Software
  • Using Return List for Customized Reports
  • Online User Guide
  • First Time Login to UltimateTax Online - VIDEO INCLUDED
  • Online Pricing Defaults
  • Accessing Prior Years of UltimateTax Online - VIDEO INCLUDED
  • Custom Admin Message
  • User Functions in Online
  • Making Prep Use Fields required in UltimateTax Online
  • UltimateTax Online Print Sets - VIDEO INCLUDED
  • Keyboard Shortcuts in UltimateTax Online
  • Enabling compatibility mode in IE
  • Turning off Internet Explorer Protected Mode
  • Adding interest and dividend statements to UltimateTax Online templates
  • System Requirements for UltimateTax Online
  • Clearing Sent e-files (UltimateTax Online)
  • Entering punctuation in UltimateTax Online
  • Carryforward for Online - VIDEO INCLUDED
  • Creating a Desktop Shortcut for UltimateTax Online - VIDEO INCLUDED
  • Restoring Deleted Returns (UltimateTax Online) - VIDEO INCLUDED
  • Preparer Information for Online - VIDEO INCLUDED
  • Message Center information (UltimateTax Online)
  • Next ›
  • Last »
Tax Preparer Software
UltimateTax
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
Inc 5000

About

  • Our Story
  • Our Team
  • Blog
  • Contact
  • Our Story
  • Our Team
  • Blog
  • Contact

Tax Preparer Center

  • MyUTS Support
  • Show My Screen
  • New Tax Preparers
  • IRS Information
  • FAQ
  • MyUTS Support
  • Show My Screen
  • New Tax Preparers
  • IRS Information
  • FAQ

Professional Tax Software

  • Features
  • UltimateTax Online 1040
  • UltimateTax Desktop 1040
  • UltimateTax 1040+ Corporate
  • UltimateTax PPR
  • Compare UltimateTax Versions and Software Pricing
  • Features
  • UltimateTax Online 1040
  • UltimateTax Desktop 1040
  • UltimateTax 1040+ Corporate
  • UltimateTax PPR
  • Compare UltimateTax Versions and Software Pricing

Sales Support

  • 866-686-7211
  • Sales@UltimateTax.com
  • Terms of Use
  • 866-686-7211
  • Sales@UltimateTax.com
  • Terms of Use
  • Privacy Policy
  • Refund and Return Policy
  • Accessibility Statement
  • Terms & Conditions
  • Customer Agreement
  • Privacy Policy
  • Refund and Return Policy
  • Accessibility Statement
  • Terms & Conditions
  • Customer Agreement
installation, branding, customization