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Setup

Articles to help you with the setup of your online program

  1. UltimateTax Solution Center
  2. Online
  3. 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
  • 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)
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