The Professional Tax Software Desktop

Used by Over 50,000 Tax Preparers Every Year

Grow your tax preparation business with a professional tax software designed especially for full-time tax preparers

Add $40 per return for Corporate returns (1120, 1120S, 1065, 1041, and others).

Call 866-686-7211 to explore options.

Expand your Tax Preparation Business

Improve your offered services with:

Prepare Taxes Using Templated Forms
Including All States

Get more clients with the unlimited 1040 tax returns in UltimateTax Desktop 1040 software. File individual tax returns from any states with templated forms available.

Need to file business returns? Get the UltimateTax Desktop 1040 + Corporate.

Optimal System Requirements

Windows® 11

Intel® Core™ i7 (newer or equivalent)

8 GB Memory (RAM)

3 GB on solid state drive

1920×1080 (1080p or 1080i) Display

Google® Chrome™ or Microsoft Edge®

Laser Printer

Minimum System Requirements

Windows® 10

2.8 GHz processor

4 GB Memory (RAM)

3 GB Available Hard Disk Space

1024×768 or higher display

Google® Chrome™ or Microsoft Edge®

Inkjet (non- W-2/1099 forms);
Laser (W-2/1099 forms) Printer

Free Software Data Conversions

Save at least 6 hours more with FREE data conversions from your previous tax software to UltimateTax software. Tax preparers don’t have to worry about your clients’ past tax documents.

Software specialists are available to help you without any fuss or additional charges. Your tax office will be ready for tax season in no time!

*If you do not see your current tax preparation software here, contact us. We convert many programs you may not see here or programs that go by different names.

Free Software Data Conversions

Offer Unlimited E-Filing for your Clients


File unlimited returns electronically without additional fees. Guarantee your client 100% IRS compliance through tax e-filing. Take on more clients with a faster and more efficient way of filing tax returns.


Add convenience to your clients with the e-Signature feature. Let your clients sign their tax returns electronically in compliance with the IRS standards.

Maximize Your Earning Potential

Offer solutions to your clients by offering a bank products. Provide refund options to your clients that will save them time and reduce their wait for their refunds. The best part is that for 50 or more funded bank products, you can get UltimateTax Desktop 1040 for FREE. That’s automatic savings on your office costs.

UltimateTax provides the best negotiated, financially rewarding bank rebates in the industry. Earn more and expand your tax business! Your volume determines your rebate. To get your software for FREE, sign a contract with UltimateTax for your committed bank product volume. The signed contract benefits you for your additional fees and protects your income stream. Get an UltimateCash™ Bonus based on the volume of bank products you’ve provided to your clients!

Free Software With

50+ Funded
Bank Products

Preparing a tax return

Speed Up Your Turnaround Time
With Its Easy Software Interface

Launch Pad, Interview Mode, and Reports

Understanding UltimateTax Desktop 1040 buttons and features take up no time at all!
Designed with the simplest software interface, new users can start using professional
tax software from Day 1.

Launch Pad

Customize your buttons in your Launch Pad. Setting up to start your day will be a breeze. In a fast-paced industry, the Launch Pad is one of the best features of professional tax software. All quick links you need are in one place!


Interview Mode Data Entry

Guide your clients in providing their tax data using the Interview Mode feature. Enter your client’s basic information and fill up standard data entry fields easily. Input client data once and prepare as many tax forms needed for your client.

Detailed Reports

Generate detailed reports and be on top of everything at the office. Keep track of all tax returns’ statuses. Improve client satisfaction with data based decisions and improve your tax business!

Work Seamlessly and Get Any Question
Answered with 365 Service

Questions never go unanswered with UltimateTax’s 365 Service. Call, chat, or email for any technical and customer support needed. Need extensive help with the desktop software? Show your screen and let’s investigate how to fix any problem.

All UltimateTax agents are professionally trained and knowledgeable on both the software and the tax industry. With UltimateTax,
you can expect top-notch customer support service for your tax office.

In a hurry to get information? Refer to UltimateTax’s Knowledge Base and Training Videos. Tax professionals get all
the support they need with UltimateTax.

Ensure accuracy for all tax returns prepared
Ensure accuracy for all tax returns prepared

Add security to the tax forms you prepare with UltimateTax Desktop 1040s Smart Diagnostics. UltimateTax Desktop 1040 automatically checks calculations or fields left blank. Smart Diagnostics ensures all client information fields are filled. The professional tax software prompts you with possible errors before you file any tax returns.

Add as many users as you need in your office
Add as many users as you need in your office

Install UltimateTax Desktop 1040 for as many users in your office as needed. Hire more tax professionals and take on more clients. Have everyone at your office work in sync to improve your business’ efficiency!

Revenue Generating Add-On Products

Work more efficiently and get more out of your day

The Vault

Prior Year Software

Access to the last 10 years of
desktop software.

Prior year software of the desktop version can be purchased at a discounted price.

Available for $299