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  1. UltimateTax Solution Center
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  3. 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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Professional Tax Software

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  • UltimateTax Online 1040
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  • 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

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  • Refund and Return Policy
  • Accessibility Statement
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  • Customer Agreement
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