Is It Time to Upgrade Your Tax Software Package?

May 25, 2022

When deciding to renew your tax software, you will want to ask yourself one important question. Should you upgrade your tax software package?

As you consider this question, you will want to reflect on your needs for the coming tax season. Do you expect your business to expand? Will you be facing a higher demand for your services? Do you want to expand your client base—offering preparation services for more types of tax returns?


If you are a new tax pro, you might be subscribed to the UltimateTax PPR package. It is the most affordable package, just right for preparers who are only starting to build a clientele. The PPR subscriber pays an annual fee of $288, plus $15 per return filed.  This package works best for tax professionals who only need to file a small number of 1040 returns.

A tax practice entering its second year may expect to file a moderate volume of returns.  When your office grows in volume, UltimateTax has plans you can grow into.

Let’s take a look at the tax software upgrade options:

UltimateTax Online 1040

UltimateTax Online 1040

This software package is practically the same as the UltimateTax PPR package. The features are very much the same, and the subscriber gains one additional benefit: no per return costs. Users can file unlimited 1040 returns without any additional costs.

All of the other features of UltimateTax PPR are available in UltimateTax Online 1040: paperless filing, templated forms for all states, interview mode, automatic software updates, automatic backups of returns, context-sensitive help, Smart Diagnostics, e-Signature support, real-time refund monitoring, and 365 customer service.

UltimateTax Desktop 1040

UltimateTax Desktop 1040

You might want to upgrade to this package if you have a team of preparers working in a networked office environment. While UltimateTax PPR and UltimateTax Online 1040 can be accessed from any web browser, this package requires software installation. Network installation is available.

One major advantage of UltimateTax Desktop 1040 is having support for unlimited user accounts. Add as many tax preparers as you want, each with their own password-protected login.

Choose this package if you want a dependable networked tax software system set up in an office space. Recommended for teams who do many returns and have a solid team who manages their network.

UltimateTax 1040 + Corporate

UltimateTax 1040 + Corporate

You have a successful business filing 1040 returns, and you’re planning to branch into filing corporate returns? You can choose between two options. If you love the mobility of UltimateTax Online 1040, then you can renew that same package and get the add-on corporate package. You’ll experience the convenience of Online 1040 with the added benefit of access to business tax forms (including states).

If you prefer to establish a networked set up within an office space, then you will want to get the UltimateTax 1040 + Corporate package. It is a direct upgrade from the UltimateTax Desktop 1040 package, including the same features and functions, plus unlimited filing of corporate returns.

UltimateTax 1040 + Corporate gives you forms for all federal and state business tax returns. The package also supports unlimited users. Expand your team as you expand your practice!

UltimateTax 1040 + Corporate is highly affordable for a professional tax software product that includes corporate tax returns. You’ll spend a lot more if you shop competing tax software products. UltimateTax is an excellent choice if you want to start filing business returns without incurring higher costs.

You can renew your tax software and upgrade to a business returns package without breaking your budget. Renew UltimateTax software and start expanding your tax business today.

Learn More Details About Renewing Your Tax Software

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