Tax Preparer Blog

UltimateTax Blog

Extensions

Extensions

If you are filing corporate returns with our desktop package, here are a few pointers: If you need to file an extension, here is our solution article Your Program should be updated to 35.03 (will be updating to 35.04 this coming week) Packages should be updated to the...

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Stimulus Payment

Stimulus Payment

This is information was provided from the IRS. IRS begins delivering third round of Economic Impact Payments to Americans WASHINGTON – The Internal Revenue Service announced today that the third round of Economic Impact Payments will begin reaching Americans over the...

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American Rescue Plan Act

American Rescue Plan Act

The American Rescue Plan was signed today. What does that mean to us preparing tax returns? Here is the bill full text. You can use the links in the site to go to sections. https://www.congress.gov/bill/117th-congress/house-bill/1319/text Included is the unemployment...

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Tax Software Current Versions 35.03

Tax Software Current Versions 35.03

This applies to - Desktop Version Please be sure to Update Program and Update your Modules. On the desktop version you have to get Acks to have the most recent version of the tax return. You can click Get Acks & Forms as much as you would like through out the day....

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Tax Software Current Versions 35.03

[Update] ? Software Online Acks

This evening the program was updated so that the current status of acknowledgements have been posted to your accounts. We apologize for any inconvenience this may have caused you. We do appreciate your patience over the last couple of days. At this point the returns...

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Per Return Billing Starts Now

Per Return Billing Starts Now

Product: PPR and 1040 Packages Just a reminder that we are going to start our billing process for 2020 returns. We actually held off our billing by a couple weeks due to the late start of the season. If you have billable items, you will receive an invoice today or...

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Tax Software Current Versions

Tax Software Current Versions

This applies to: Desktop Version Online users - If you use the Desktop Version for corporate returns. Please be sure to Update Program and Update your Modules. On the desktop version you have to get Acks to have the most recent version of the tax return. You can click...

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1099R – 10% Penalty – 3 Year Averaging

1099R – 10% Penalty – 3 Year Averaging

We have gotten a few questions with the tax code change this year. (There are many.) Cashed out Retirement they receive a 1099R. They can avoid the 10% penalty if they took the money out because of the pandemic. Also they can choose to average the tax treatment over...

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Tax Software Update

Tax Software Update

We are just a couple days away from the IRS opening e-file for everyone. Though you may have started seeing acks yesterday. The IRS is Hub testing now. Acks will be slow in coming. Pre-Acks are now just regular advances now. You must get an IRS ack before you can get...

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Software Update – 1/23/2021

Software Update – 1/23/2021

Now that season is going. We would like to update you on some additional helpful hints: - We do support by Calls, Tickets, Emails and Chat. During our business hours, the chat feature of our support widget gets directly to our customer support. After business hours we...

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Recent Posts

Becoming a Tax Preparer in California: Requirements and Steps

As the tax season approaches, the importance of knowledgeable and skilled tax preparers cannot be overstated. The state of California, which boasts the fifth-largest economy in the world, has a unique tax code that can be intimidating for even the most experienced tax...

Getting a Copy of Your W2: What to Do If You’ve Lost It

The W2 form is a crucial piece of paperwork necessary for accurately filing taxes. It contains important information about an individual's yearly wages and taxes withheld by their employer. Unfortunately, losing this document can cause a lot of problems during tax...