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UltimateTax Solution Center
Desktop
Installation & Setup
Installation & Setup
Articles for Installing and Prior Year Modules
Help Options Not Showing
Setting Up Automatic Updates
Installing on a Workstation
Where to Download Tax Software
Resetting Your 2016 Desktop Admin Password - VIDEO INCLUDED
E-Signature Instructions - Desktop Version
Carryforward Taxpayer Data in Desktop - VIDEO INCLUDED
Printer & Network Setup - VIDEO INCLUDED
Preparer Information - VIDEO INCLUDED
Groups & Users - VIDEO INCLUDED
Partner Verification
Office Information
Configuration Settings
Where Do I Find My Registration Code?
Carry Forward Prior Year Price Sheets - Desktop
Edit Tax Form Defaults - VIDEO INCLUDED
Converting Software - VIDEO INCLUDED
Entering Taxpayer/Spouse Salutation Field in Client Letters
Aligning Checks - VIDEO INCLUDED
Performing a Backup - VIDEO INCLUDED
Editing/Adding Users in UltimateTax
Mark Estimated Entries as Diagnostic Errors
Printer Compatibility Workarounds
Charge Per Transaction or Line Item on Price Sheet
Saving commonly used RTNs in UltimateTax
Schedule B or A charged on invoice
Prior Years Install Issues/Compatibility Mode
Installing Prior Year Modules and States
Software Won't Install After Download
Downloading UltimateTax
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installation, branding, customization