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# UltimateTax

## Sitemaps

- [XML Sitemap](https://ultimatetax.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [The Future is Online—How to Make Your Tax Business Virtual](https://ultimatetax.com/blog/the-future-is-online-how-to-make-your-tax-business-virtual/) - Transform your tax practice into a virtual business with proven strategies for remote operations, digital client service, and online efficiency.
- [8 Tax Season Challenges for Preparers—and Ways to Turn Them Into Wins](https://ultimatetax.com/blog/8-tax-season-challenges-for-preparers/) - Turn tax season challenges into opportunities with 8 proven strategies. Overcome common preparer obstacles and build a stronger practice.
- [The Benefits of Getting Tax Software Early in the Season](https://ultimatetax.com/blog/the-benefits-of-getting-tax-software-early-in-the-season/) - Get competitive advantages by setting up tax software early. Maximize preparation time, reduce season stress, and serve more clients effectively.
- [Expanding Horizons With Diverse Tax Software Skills](https://ultimatetax.com/blog/expanding-horizons-with-diverse-tax-software-skills/) - Expand your tax practice with diverse software skills. Learn new features and techniques to serve more client types and increase revenue.
- [13 Factors Increasing Your Client’s Likelihood of an IRS Audit](https://ultimatetax.com/blog/13-factors-increasing-your-clients-likelihood-of-an-irs-audit/) - Identify 13 factors that increase IRS audit risk for clients. Help them avoid red flags and prepare for potential audits proactively.
- [9 Steps to Seamless Tax Software Implementation](https://ultimatetax.com/blog/9-steps-to-seamless-tax-software-implementation/) - Implement new tax software seamlessly with proven steps. Ensure smooth transitions, staff training, and operational continuity.
- [Best Practices for E-Filing Your Clients' Tax Returns](https://ultimatetax.com/blog/best-practices-for-e-filing-your-clients-tax-returns/) - Master e-filing best practices for tax professionals. Ensure accurate submissions, faster processing, and improved client satisfaction.
- [The Best Ways to Deal with Unhappy or Challenging Tax Clients](https://ultimatetax.com/blog/the-best-ways-to-deal-with-unhappy-or-challenging-tax-clients/) - Transform challenging client relationships with professional strategies. Turn conflicts into opportunities for better service and retention.
- [A Competitive Pricing Guide for Your Tax Preparation Services](https://ultimatetax.com/blog/a-competitive-pricing-guide-for-your-tax-preparation-services/) - Set competitive prices for tax services with professional guidance. Maximize profitability while staying competitive in your market.
- [Tax Preparation: The Ultimate Work From Home Opportunity](https://ultimatetax.com/blog/tax-preparation-the-ultimate-work-from-home-opportunity/) - Discover why tax preparation is the ultimate work-from-home opportunity. Learn setup requirements and success strategies for independence.
- [Why Professional Tax Preparer May Be the Job for You](https://ultimatetax.com/blog/why-professional-tax-preparer-may-be-the-job-for-you/) - Explore why professional tax preparation could be your ideal career. Learn about opportunities, requirements, and earning potential.
- [Explaining Tax Refund Delays to Your Clients](https://ultimatetax.com/blog/explaining-tax-refund-delays-to-your-clients/) - The question every tax preparer hears is, "How long till I get my tax return?" Families have plans for that money to go on vacation, make household repairs, or use it as a downpayment for a new car. Students use it to fill in their meager budgets, furnish their apartments, and get another semester's books
- [Growing Your Accounting Business In 2024](https://ultimatetax.com/blog/growing-your-accounting-business-in-2024/) - Is owning your own business living up to your expectations? Like many accountants, you may have understood the demand for accountants better than the process of carving out your piece of the market. You're great with numbers, but what about social media marketing, advertising, web design, and business management? With online tax preparation, you can't
- [Make 2024 The Year You Scale Up Your Tax Preparation Business](https://ultimatetax.com/blog/make-2024-the-year-you-scale-up-your-tax-preparation-business/) - Scale your tax preparation business in 2024 with proven growth strategies. Expand services, increase efficiency, and boost profitability.
- [5 New Year Resolutions For Tax Professionals](https://ultimatetax.com/blog/5-new-year-resolutions-for-tax-professionals/) - It’s 2024. It’s a time for family, friends, fireworks, and dazzling parties. The new year and the time-honored tradition of resolutions are opportunities to learn from old mistakes and let go, moving on with greater insight. Here are five resolutions you might include as a tax professional: 1. Balance Your Work And Home Life Will
- [7 Tips To Prep Your Office For A Calmer Tax Season](https://ultimatetax.com/blog/7-tips-to-prep-your-office-for-a-calmer-tax-season/) - Prepare your office for a calmer tax season with 7 proven tips. Reduce stress, improve organization, and enhance productivity.
- [How To Go Paperless And Keep Your Tax Clients Happy](https://ultimatetax.com/blog/how-to-go-paperless-and-keep-your-tax-clients-happy/) - Transition to paperless tax operations while maintaining client satisfaction. Learn digital strategies that improve efficiency and service.
- [How Artificial Intelligence Affects The Tax Industry](https://ultimatetax.com/blog/how-artificial-intelligence-affects-the-tax-industry/) - Understand how artificial intelligence is transforming the tax industry. Explore opportunities, challenges, and future implications.
- [Debunking 7 Tax Myths For Your Clients](https://ultimatetax.com/blog/debunking-7-tax-myths-for-your-clients/) - Let's be honest. The average taxpayer will never read the tax code. They will likely rely on a professional tax preparer like you, using good tax preparation software, to guide them. Otherwise, they're getting tax advice from family, friends, or worse, a social networking site, who may believe one of these popular tax myths. As
- [Essentials To Start Your Own Tax Preparer Business](https://ultimatetax.com/blog/essentials-to-start-your-own-tax-preparer-business/) - Launch your tax preparation business with essential requirements. Learn about licensing, software, marketing, and operational needs.
- [7 Frequently Asked Questions About EFINs](https://ultimatetax.com/blog/7-frequently-asked-questions-about-efins/) - When filing taxes, you would typically use your social security number to file your taxes as an individual. However, when preparing taxes for other people or business entities, you need a specific number to identify yourself as a tax preparer instead of a taxpayer. The IRS uses this number to safeguard your clients, track all
- [Top 10 Ways to Give Better Service than H&R Block](https://ultimatetax.com/blog/top-10-ways-to-give-better-service-than-hr-block/) - 10 proven strategies to deliver superior service versus big chains. Personal attention, year-round availability, expert knowledge, and affordable pricing win.
- [How the Big Box Preparers are Taking Your Business Right Now](https://ultimatetax.com/blog/how-the-big-box-preparers-are-taking-your-business-right-now/) - How independent tax pros can compete with big chains. Better service, personal relationships, affordable software, and marketing strategies that win clients.
- [Green Dot Buys Santa Barbara Tax Products Group](https://ultimatetax.com/blog/green-dot-buys-santa-barbara-tax-products-group/) - Green Dot acquires Santa Barbara TPG bank products. What this means for tax professionals, refund products, fee collection, and UltimateTax integration.
- [Tax Preparer Software?What, How and Why of Fee Collect](https://ultimatetax.com/blog/tax-preparer-softwarewhat-how-and-why-of-fee-collect/) - Master fee collection with bank products and refund transfers. Secure payment processing, instant fee collection, and increased revenue per return filed.
- [Using The Return Query For Up To Date Return Info](https://ultimatetax.com/blog/using-the-return-query-for-up-to-date-return-info/) - Track return status in real-time with advanced query tools. Instant acknowledgments, rejection alerts, refund tracking, and up-to-date filing information.
- [Quick Reference For Tax Professionals ? Can Clients Use Divorce Decree To Claim Child?](https://ultimatetax.com/blog/quick-reference-for-tax-professionals-can-clients-use-divorce-decree-to-claim-child/) - Navigate child dependency claims in divorce situations. Custody rules, Form 8332 requirements, divorce decree provisions, and tiebreaker rules for tax pros.
- [Lawmakers Re-Introduce Bill to Credit Enrolled Agents](https://ultimatetax.com/blog/lawmakers-re-introduce-bill-to-credit-enrolled-agents/) - Stay informed about new enrolled agent legislation and professional recognition. EA credentials, representation rights, continuing education requirements.
- [Does the Fraud Stem from Intuit TurboTax? Forbes Tax Girl Talks of Scary Possibilities](https://ultimatetax.com/blog/does-the-fraud-stem-from-intuit-turbotax-forbes-tax-girl-talks-of-scary-possibilities/) - Protect clients from tax fraud with professional-grade security. Multi-factor authentication, data encryption, secure e-filing, and identity theft protection.
- [Marketplace Tax Statement Mishap Could Benefit 50,000](https://ultimatetax.com/blog/marketplace-tax-statement-mishap-could-benefit-50000/) - How marketplace statement errors affect 50,000 taxpayers. Form 1095-A corrections, premium tax credit adjustments, and reconciliation strategies for pros.
- [Quick Reference for Tax Professionals ? Medical and Dental Deductions](https://ultimatetax.com/blog/quick-reference-for-tax-professionals-medical-and-dental-deductions/) - Complete guide to medical and dental deductions for tax professionals. Qualifying expenses, AGI thresholds, Schedule A itemization, and documentation needs.
- [Quick Reference for Tax Professionals ? Hobby or Income?](https://ultimatetax.com/blog/quick-reference-for-tax-professionals-hobby-or-income/) - Determine hobby versus business income classification for clients. IRS rules, profit motive tests, documentation requirements, and Schedule C guidance.
- [Quick Reference for Tax Professionals ? Child Care Tax Credit](https://ultimatetax.com/blog/quick-reference-for-tax-professionals-child-care-tax-credit/) - Master the Child and Dependent Care Credit with our professional guide. Eligibility rules, qualifying expenses, calculation methods, and Form 2441 instructions.
- [Quick Reference for Tax Professionals ? Casualty and Theft Loss](https://ultimatetax.com/blog/quick-reference-for-tax-professionals-casualty-and-theft-loss/) - Complete guide to casualty and theft loss deductions for tax professionals. Form 4684 instructions, documentation requirements, and calculation methods.
- [Professional Tax Software Stop Playing Price Wars](https://ultimatetax.com/blog/professional-tax-software-stop-playing-price-wars/) - Transparent pricing without hidden fees or surprise charges. UltimateTax offers unlimited e-filing, all 50 states included, and predictable annual costs.
- [Use Professional Tax Software! TurboTax Could Be In Hot Water](https://ultimatetax.com/blog/use-professional-tax-software-turbotax-could-be-in-hot-water/) - Why professional tax software matters for serious preparers. Avoid consumer software limitations with unlimited e-filing, all forms, and professional support.
- [Professional Tax Software - Don't Let Them Control You](https://ultimatetax.com/blog/professional-tax-software-dont-let-them-control-you/) - Take control of your tax practice with independent software. No vendor lock-in, transparent pricing, unlimited e-filing, and ownership of your client data.
- [Professional Tax Software Brought To You By A Tax Professional](https://ultimatetax.com/blog/professional-tax-software-brought-to-you-by-a-tax-professional/) - Software designed by tax pros for tax pros. Built with 20+ years industry experience, unlimited e-filing, all states, and expert support you can trust.
- [Professional Tax Software ? Here We Go?More IRS Budget Cuts Could Be Coming](https://ultimatetax.com/blog/professional-tax-software-here-we-gomore-irs-budget-cuts-could-be-coming/) - How IRS budget cuts affect tax professionals and software requirements. Stay compliant with professional tax software featuring automatic updates and support.
- [Professional Tax Software ? Power To The Tax Professionals](https://ultimatetax.com/blog/professional-tax-software-power-to-the-tax-professionals/) - Professional tax software that empowers preparers with advanced tools. Unlimited e-filing, all states included, 365-day support, and affordable pricing.
- [Professional Tax Software ? This Is How We Do It](https://ultimatetax.com/blog/professional-tax-software-this-is-how-we-do-it/) - Professional tax software keeps pace with IRS changes and requirements. Automatic updates, regulation compliance, and seamless e-filing integration.
- [IRS Takes Another Swing At Regulating Tax Preparers](https://ultimatetax.com/blog/irs-takes-another-swing-at-regulating-tax-preparers/) - Discover how professional tax software streamlines your workflow. Complete guide from client intake to e-filing with smart diagnostics and real-time tracking.
- [Professional Tax Software ? Annual Filing Season Program](https://ultimatetax.com/blog/professional-tax-software-annual-filing-season-program/) - Complete the IRS Annual Filing Season Program for professional credentials. Continuing education requirements, certification benefits, and enrollment details.
- [Professional Tax Software ? IRS Withheld FOIA Information](https://ultimatetax.com/blog/professional-tax-software-irs-withheld-foia-information/) - Navigate IRS FOIA withheld information and disclosure rules. UltimateTax helps manage transparency issues and client information requests properly.
- [Professional Tax Software ? When the IRS Sends Letters](https://ultimatetax.com/blog/professional-tax-software-when-the-irs-sends-letters/) - Help clients respond to IRS letters and notices effectively. Professional guidance on CP notices, audit letters, payment requests, and resolution strategies.
- [Health Care Basics For Preparing Your Clients Returns](https://ultimatetax.com/blog/health-care-basics-for-preparing-your-clients-returns/) - Master health care tax provisions for accurate client returns. ACA requirements, premium tax credits, individual mandate, and health coverage reporting.
- [Refund Timing for Earned Income Tax Credit and Additional Tax Credit Filers](https://ultimatetax.com/blog/refund-timing-for-earned-income-tax-credit-and-additional-tax-credit-filers/) - Understand EITC and Additional Tax Credit refund schedules. Help clients know when to expect refunds with PATH Act timing and IRS processing guidelines.
- [Tax Professionals, Here Are The 2020 Deadlines You Need To Keep Track](https://ultimatetax.com/blog/tax-professionals-here-are-the-2020-deadlines-you-need-to-keep-track/) - Don't make costly errors when selecting tax software. Learn the 5 most common mistakes preparers make and how to choose the right solution for your practice.
- [Tips On How To Market Your New Tax Preparation Business](https://ultimatetax.com/blog/tips-on-how-to-market-your-new-tax-preparation-business/) - Never miss critical tax deadlines with our comprehensive calendar. Federal, state, extension, and quarterly deadlines for tax professionals and preparers.
- [Essential Tools For Your New Tax Preparation Business](https://ultimatetax.com/blog/essential-tools-for-your-new-tax-preparation-business/) - Grow your tax practice with proven marketing strategies. Digital marketing, local advertising, referral programs, and client acquisition tactics that work.
- [Yes, You Can Start a Tax Business While Working Full-time!](https://ultimatetax.com/blog/yes-you-can-start-a-tax-business-while-working-full-time/) - Equip your new tax practice with must-have tools and software. Everything you need from professional software to client management and marketing resources.
- [After 24 years I switched my tax office from a desktop tax program to an online tax program](https://ultimatetax.com/blog/after-24-years-i-switched-my-tax-office-from-a-desktop-tax-program-to-an-online-tax-program/) - Discover why tax professionals are switching from desktop to cloud-based software. Access anywhere, automatic updates, better collaboration, lower costs.
- [Get Early Tax Refunds for Your Clients with Bank Products](https://ultimatetax.com/blog/get-early-tax-refunds-for-your-clients-with-bank-products/) - Offer clients instant refunds with bank products and refund advances. Increase revenue, improve satisfaction, and qualify for free UltimateTax software.
- [Learn the Best Practices for Keeping Client Data Safe](https://ultimatetax.com/blog/learn-the-best-practices-for-keeping-client-data-safe/) - Protect sensitive client data with proven security best practices. Encryption, compliance standards, and data protection strategies for tax pros.
- [How to Prep Clients Using Handy Resources from the IRS](https://ultimatetax.com/blog/how-to-prep-clients-using-handy-resources-from-the-irs/) - Prepare clients efficiently using official IRS resources and tools. Access forms, publications, tax guides, and planning materials to serve clients better.
- [Prepare for Disaster: Important Tips for Your Financial Safety](https://ultimatetax.com/blog/prepare-for-disaster-important-tips-for-your-financial-safety/) - Protect your tax practice from disasters with financial safety planning. Emergency preparedness tips, backup strategies, and business continuity solutions.
- [Is It Time to Upgrade Your Tax Software Package?](https://ultimatetax.com/blog/is-it-time-to-upgrade-your-tax-software-package/) - Recognize the signs it's time to upgrade your tax software. Discover better features, unlimited e-filing, superior support, and transparent pricing options.
- [Drake vs. Ultimatetax UltimateTax: In Search of the Best Professional Tax Software](https://ultimatetax.com/blog/drake-vs-ultimatetax-ultimatetax-in-search-of-the-best-professional-tax-software/) - Side-by-side comparison of Drake and UltimateTax features, pricing, and customer support. Find the best professional tax software solution for your practice.
- [UltimateTax or ProSeries as the Best Corporate Tax Software in 2022](https://ultimatetax.com/blog/ultimatetax-or-proseries-as-the-best-corporate-tax-software-in-2022/) - Compare corporate tax software features and total costs. UltimateTax offers unlimited e-filing at $1,188 annually versus ProSeries at $3,191 per year.
- [Ultimatetax Software from Eps What Advantages Will It Offer Your Tax Preparation?](https://ultimatetax.com/blog/ultimatetax-software-from-eps-what-advantages-will-it-offer-your-tax-preparation/) - Combine software with EPS bank products for maximum profit. Earn additional revenue per return and qualify for free software with minimum funded returns.
- [The Comprehensive Tax Guide for Starting a Tax Preparation Business - Ultimate Tax](https://ultimatetax.com/blog/the-comprehensive-tax-guide-for-starting-a-tax-preparation-business-ultimate-tax/) - Complete guide to launching your successful tax practice. Learn about licensing, software selection, marketing strategies, and proven client acquisition tactics.
- [Ultimatetax Software's Advantages for Tax Preparers](https://ultimatetax.com/blog/ultimatetax-softwares-advantages-for-tax-preparers/) - Affordable pricing, unlimited e-filing, 365-day expert support, all 50 states included. Trusted by thousands of tax professionals nationwide since 2006.
- [Why Is Software Like UltimateTax Necessary for Tax Preparation?](https://ultimatetax.com/blog/why-is-software-like-ultimatetax-necessary-for-tax-preparation/) - Professional software eliminates costly manual errors and saves time. Get unlimited e-filing, all 50 states included, expert support, and transparent pricing.
- [Why Is Tax Preparation Software Such as UltimateTax Required?](https://ultimatetax.com/blog/why-is-tax-preparation-software-such-as-ultimatetax-required/) - Discover why professional tax software is essential for success. Save time, eliminate errors, and deliver superior client service efficiently.
- [How Can TPG Aid You in Providing Superior Service? Ultimate Tax](https://ultimatetax.com/blog/how-can-tpg-aid-you-in-providing-superior-service-ultimate-tax/) - Enhance client service with TPG bank products and refund solutions. Offer refund advances, fee collection services, and qualify for free software today.
- [The Comprehensive Guide to Choosing the Most Efficient Professional Tax Software](https://ultimatetax.com/blog/the-comprehensive-guide-to-choosing-the-most-efficient-professional-tax-software/) - Find the most efficient tax software for your practice. Compare features, pricing, support quality, and performance metrics for maximum return on investment.
- [How to Manage Your Tax Business Like a Boss with UltimateTax](https://ultimatetax.com/blog/how-to-manage-your-tax-business-like-a-boss-with-ultimatetax/) - Run your tax practice like a pro with powerful management tools. Streamline client management, efficient filing, tracking, and accelerate business growth.
- [UltimateTax's Step-by-Step Process for Professional Tax Preparation](https://ultimatetax.com/blog/ultimatetaxs-step-by-step-process-for-professional-tax-preparation/) - File returns efficiently with our step-by-step professional workflow. Includes Smart Diagnostics, unlimited e-filing, real-time tracking, and 365-day support.
- [How does Refund Advantage help tax professionals](https://ultimatetax.com/blog/how-does-refund-advantage-help-tax-professionals/) - Offer instant refunds and increase revenue with Refund Advantage. Discover how refund transfer products boost client satisfaction and practice income.
- [How to choose the Best professional Tax Software](https://ultimatetax.com/blog/how-to-choose-the-best-professional-tax-software/) - Select the right tax software for your practice needs. Compare features, pricing, customer support, and unlimited e-filing options from top providers today.
- [Running a Successful Tax Practice - What does it take?](https://ultimatetax.com/blog/running-a-successful-tax-practice-what-does-it-take/) - Build a thriving tax practice with proven strategies. Expert guidance on growth, client retention, efficient operations, and maximizing profitability.
- [EPS Program and How is it advantageous for your Tax Preparation Business](https://ultimatetax.com/blog/eps-program-and-how-is-it-advantageous-for-your-tax-preparation-business/) - Boost revenue with EPS refund products and bank services. Learn how bank products increase profits, improve cash flow, and qualify for free software.
- [Tips Before, and While Using a Professional Tax Software](https://ultimatetax.com/blog/tips-before-and-while-using-a-professional-tax-software/) - Maximize software efficiency with proven strategies. Essential tips for using professional tax software before and during tax season to boost productivity.
- [8 Things Everyone Should Know About Tax Preparation](https://ultimatetax.com/blog/8-things-everyone-should-know-about-tax-preparation/) - Master tax prep fundamentals with 8 essential tips. Every tax professional needs these strategies to file accurate returns efficiently and grow revenue.
- [How to Start a Successful Tax Preparation Business?](https://ultimatetax.com/blog/how-to-start-a-successful-tax-preparation-business/) - Launch your tax business successfully with our complete startup guide. Get software, licensing guidance, marketing tips, and tools to serve clients now.
- [Tips for Choosing the Right Professional Tax Software](https://ultimatetax.com/blog/tips-for-choosing-the-right-professional-tax-software/) - Compare features, pricing, and support to find the right fit. Expert tips for selecting tax software that grows with your practice and client base.
- [Checking the Status of Your Amended Tax Return: A Step-by-Step Guide](https://ultimatetax.com/blog/the-status-of-your-amended-tax-return/) - Track amended returns easily. Step-by-step guide for tax professionals using real-time status tracking tools. Find out more at UltimateTax.com
- [Cloud-Based Tax Preparation Software: The Future of Tax Filing](https://ultimatetax.com/blog/cloud-based-tax-preparation-software/) - File from anywhere with cloud-based tax software. Access returns 24/7 with bank-level security and unlimited e-filing. Find out more at UltimateTax.com
- [Top Tax Preparation Software for Accountants: Streamline Your Tax Season](https://ultimatetax.com/blog/top-tax-preparation-software-for-accountants/) - Streamline tax season with professional software. Unlimited e-filing, all 50 states included, and top-rated support. Find out more at UltimateTax
- [Finding Your Business Activity Code: A Quick and Easy Guide](https://ultimatetax.com/blog/finding-your-business-activity-code/) - Find the right business activity code fast. Complete guide for tax professionals using UltimateTax software.
- [Understanding Tax Garnishment: How to Check If Your Tax Return Will Be Affected](https://ultimatetax.com/blog/understanding-tax-garnishment/) - Understand tax garnishment and return impacts with comprehensive guidance. Help clients check status and protect refunds from government actions.
- [Determining the Right Number of Tax Exemptions to Claim](https://ultimatetax.com/blog/right-number-of-tax-exemptions-to-claim/) - Determine optimal tax exemptions for clients with professional guidance. Calculate withholdings and exemptions for accurate tax planning success.
- [Using Last Year's Earned Income Credit: Maximize Your Tax Refund](https://ultimatetax.com/blog/using-last-years-earned-income-credit/) - Maximize Earned Income Credit using last year's income strategically. Help clients optimize refunds with professional tax planning techniques.
- [Contacting the IRS: How to Reach a Person for Assistance](https://ultimatetax.com/blog/contacting-the-irs/) - Contact the IRS effectively and reach real assistance with proven methods. Learn strategies to connect with IRS representatives for client support.
- [Checking Child Tax Credit Payments: A Guide to Understanding Your Benefits](https://ultimatetax.com/blog/checking-child-tax-credit-payments/) - Track and understand Child Tax Credit payments with professional guidance and expert insights. Help clients manage advance payments effectively.
- [Verifying Identity with the IRS: How to Do It Without a Credit Card](https://ultimatetax.com/blog/verifying-identity-with-the-irs/) - Verify identity with the IRS using alternative methods and proven strategies. Help clients access accounts without credit card requirements.
- [Tax Preparation Software for Professionals: Streamline Your Tax Season](https://ultimatetax.com/blog/tax-preparation-software-for-professionals/) - Streamline tax season with professional software solutions and advanced features. Compare benefits and efficiency improvements for practices.
- [Getting a Copy of Your W2: What to Do If You've Lost It](https://ultimatetax.com/blog/getting-a-copy-of-your-w2/) - Replace lost W-2 forms with proven methods and professional guidance. Help clients obtain necessary documents for accurate tax preparation.
- [Filing an Extension for Massachusetts Taxes: Everything You Need to Know](https://ultimatetax.com/blog/filing-an-extension-for-massachusetts-taxes/) - File Massachusetts tax extensions efficiently with complete guidance and expert tips. Understand state requirements, deadlines, and penalties.
- [Becoming a Tax Preparer in California: Requirements and Steps](https://ultimatetax.com/blog/becoming-a-tax-preparer-in-california/) - Meet California tax preparer requirements with comprehensive step-by-step guidance. Learn licensing, education, and professional obligations.
- [Why Your Amended Return is Not Showing: Common Reasons and Solutions](https://ultimatetax.com/blog/why-your-amended-return-is-not-showing/) - Resolve amended return status issues with common solutions and expert guidance. Understand processing delays and tracking methods effectively.
- [What Is My EFIN Number and Application Summary?](https://ultimatetax.com/blog/what-is-my-efin-number-and-application-summary/) - Understand your EFIN number and application status with comprehensive guidance. Learn about electronic filing identification and requirements.
- [How to Get an Extension From the IRS, NY: All You Need To Know!](https://ultimatetax.com/blog/how-to-get-an-extension-from-the-irs-ny/) - Get IRS tax extensions in New York with complete guidance and expert assistance. Learn state and federal requirements for successful filing.
- [How to File a Tax Extension for a Nonprofit: What You Need to Know](https://ultimatetax.com/blog/how-to-file-a-tax-extension-for-a-nonprofit/) - File tax extensions for nonprofits with professional guidance and expert tips. Understand requirements, deadlines, and compliance obligations.
- [4 Ways to Find Out How Much You Will Owe the IRS](https://ultimatetax.com/blog/4-ways-to-find-out-how-much-you-will-owe-the-irs/) - Discover 4 proven methods to calculate how much you'll owe the IRS. Help clients estimate taxes and plan payments with accurate calculations.
- [How to Become a Tax Preparer in Texas in 4 Easy Steps](https://ultimatetax.com/blog/how-to-become-a-tax-preparer-in-texas-in-4-easy-steps/) - Learn how to become a licensed tax preparer in Texas with 4 simple steps. Get state requirements, licensing process, and professional guidance.
- [Here’s How to Opt-Out of the Child Tax Credit Payments](https://ultimatetax.com/blog/heres-how-to-opt-out-of-the-child-tax-credit-payments/) - Help clients opt-out of advance Child Tax Credit payments effectively. Understand the complete process and implications for tax planning strategies.
- [The Essential Guide to Bank Products for Tax Preparers](https://ultimatetax.com/blog/essential-guide-to-bank-products-for-tax-preparers/) - Maximize revenue with bank products designed for tax preparers. Learn about refund advances, loans, and integrated financial service options.
- [Understanding 1041 Distributions to Beneficiaries: The Role of Form K-1](https://ultimatetax.com/blog/understanding-1041-distributions-to-beneficiaries/) - Master Form 1041 distributions and K-1 reporting for beneficiaries. Understand trust and estate tax requirements for professional preparers.
- [What Do You Need to Be a Tax Preparer? Essential Qualities and Top Traits](https://ultimatetax.com/blog/what-do-you-need-to-be-a-tax-prepare/) - Discover essential requirements and traits for successful tax preparers. Learn about education, skills, and professional qualities needed for success.
- [Small Business Tax Preparation Checklist: Simplifying Your Tax Management](https://ultimatetax.com/blog/small-business-tax-preparation-checklist/) - Simplify small business tax preparation with comprehensive checklists and guides. Ensure accuracy, compliance, and maximize available deductions.
- [Can I Get an EFIN with Bad Credit? A Comprehensive Guide to Application](https://ultimatetax.com/blog/can-i-get-an-efin-with-bad-credit/) - Apply for an EFIN with bad credit using proven strategies and alternatives. Understand requirements, improve chances, and get application tips.
- [Why Is It Necessary to Have a W-2 or 1099 Form When Using Tax Preparation Software?](https://ultimatetax.com/blog/why-is-it-necessary-to-have-a-w-2-or-1099-form-when-using-tax-preparation-software/) - Understand why W-2 and 1099 forms are essential for tax software accuracy. Learn about data requirements and IRS compliance obligations.
- [Tax Software for Easy At-Home Preparation & Filing](https://ultimatetax.com/blog/tax-software-for-easy-at-home-preparation-and-filling/) - Simplify at-home tax preparation with professional software solutions. Get accurate results with user-friendly tools and comprehensive support.
- [Learn How to Do Taxes: Easy Steps for Beginners](https://ultimatetax.com/blog/learn-how-to-do-taxes/) - Learn tax preparation basics with easy step-by-step guidance for beginners. Build foundational knowledge and confidence in tax filing processes.
- [The Pros and Cons of Professional Tax Preparation](https://ultimatetax.com/blog/the-pros-and-cons-of-professional-tax-preparation/) - Weigh the pros and cons of professional tax preparation services. Help clients understand value and make informed decisions about tax services.
- [How to Get a PTIN: Requirements for Tax Return Preparers](https://ultimatetax.com/blog/how-to-get-a-ptin/) - Get your PTIN with complete requirements guide for tax preparers. Understand application process, renewals, and compliance obligations thoroughly.
- [How Much Does Tax Software Cost? A Detailed Cost-Benefit Analysis for Businesses](https://ultimatetax.com/blog/how-much-does-tax-software-cost/) - Analyze tax software costs and benefits for informed business decisions. Compare pricing models, calculate ROI, and find cost-effective solutions.
- [Filing an Amended Tax Return: Adding Deductions and Credits for a Better Refund](https://ultimatetax.com/blog/filing-an-amended-tax-return/) - File amended tax returns to add missed deductions and credits. Maximize client refunds with professional amendment strategies and expert guidance.
- [A Beginner's Guide to Filing Taxes: Tips and Tricks for First-Time Filers](https://ultimatetax.com/blog/a-beginners-guide-to-filing-taxes/) - Helping first-time tax filers with essential tips and guidance. Simplify the process and build confidence in new taxpayers with UltimateTax
- [What Is the IRS 1040-X Form? All You Need To Know](https://ultimatetax.com/blog/what-is-the-irs-1040-x-form/) - Master IRS Form 1040-X for amended tax returns. Learn when to use it, how to complete it, and common scenarios requiring amendments.
- [Adding Dependents to Your Tax Return: Why and How to File an Amended Return](https://ultimatetax.com/blog/adding-dependents-to-your-tax-return/) - Learn when and how to file amended returns for adding dependents. Understand qualification rules and maximize client tax benefits.
- [Safeguard Your Clients And Business By Monitoring Your EFIN](https://ultimatetax.com/blog/safeguard-your-clients-and-business-by-monitoring-your-efin/) - Protect your tax business by monitoring your EFIN status. Learn security protocols and compliance requirements for professional preparers.
- [5 Key Features You Want For Your Tax Business Software](https://ultimatetax.com/blog/5-key-features-you-want-for-your-tax-business-software/) - Discover 5 essential features for professional tax software. Choose solutions that enhance efficiency, accuracy, and client satisfaction.
- [Explaining Refund Advance Loans to Your Tax Clients](https://ultimatetax.com/blog/explaining-refund-advance-loans-to-your-tax-clients/) - Explain refund advance loans to clients clearly and professionally. Understand benefits, risks, and alternatives for informed decisions.
- [Considering Making The Switch To New Pro Tax Software?](https://ultimatetax.com/blog/considering-making-the-switch-to-new-pro-tax-software/) - Consider switching to new professional tax software with confidence. Compare features, benefits, and migration strategies for success.
- [Digital Signatures: The Ultimate Timesaver For Tax Preparers](https://ultimatetax.com/blog/digital-signatures-the-ultimate-timesaver-for-tax-preparers/) - Save time with digital signatures in tax preparation. Streamline workflows, improve client experience, and reduce paperwork delays.
- [Will Software Replace Professional Tax Preparers?](https://ultimatetax.com/blog/will-software-replace-professional-tax-preparers/) - Explore whether software will replace professional tax preparers. Understand technology's role and the enduring value of human expertise.
- [Educating Your Clients: How To Detect Fraudulent Tax Preparers](https://ultimatetax.com/blog/educating-your-clients-how-to-detect-fraudulent-tax-preparers/) - Help clients identify fraudulent tax preparers with warning signs and red flags. Protect them from scams and build trust in your services.
- [Seize the Opportunity: How to Launch a Home Tax Prep Business](https://ultimatetax.com/blog/seize-the-opportunity-how-to-launch-a-home-tax-prep-business/) - Launch a successful home-based tax preparation business with expert guidance on setup, licensing, marketing, and growth strategies.
- [9 Ways Tax Preparers Can Support Small Businesses in Tax Season Readiness](https://ultimatetax.com/blog/tax-preparers-can-support-small-businesses-in-tax-season/) - Help small businesses prepare for tax season with proven strategies. Build stronger relationships and increase service opportunities.
- [Tax Software Pricing Models: Pay-Per-Return Made Simple](https://ultimatetax.com/blog/tax-software-pricing-models-pay-per-return-made-simple/) - Understand tax software pricing models including pay-per-return options. Compare costs and find the most cost-effective solution.
- [13 Successful Data Migration Tips for Professional Tax Software](https://ultimatetax.com/blog/13-successful-data-migration-tips-for-professional-tax-software/) - Successfully migrate tax data with 13 professional tips. Ensure smooth transitions, data integrity, and minimal business disruption.
- [Tips For Managing Client Concerns About Tax Data Leaks](https://ultimatetax.com/blog/tips-for-managing-client-concerns-about-tax-data-leaks/) - Address client data security concerns professionally. Build trust through transparency and proven protection measures for tax practices.
- [Dispelling Myths Around Cloud-Based Tax Preparation Software](https://ultimatetax.com/blog/dispelling-myths-around-cloud-based-tax-preparation-software/) - Separate fact from fiction about cloud-based tax software. Learn the truth about security, reliability, and benefits for tax professionals.
- [11 Tax Professional Strategies to Reclaim Your Time This Tax Season](https://ultimatetax.com/blog/tax-professional-strategies-to-reclaim-your-time-this-tax-season/) - Reclaim your time during tax season with 11 professional strategies. Improve efficiency, reduce stress, and serve more clients effectively.
- [Boost Your Tax Practice with 9 Smart Ways to Stay Current on Rules](https://ultimatetax.com/blog/tax-practice-with-9-smart-ways-to-stay-current-on-rules/) - Stay current with tax law changes using 9 proven strategies. Learn efficient methods to track IRS updates and regulations without overwhelming your practice.
- [Understanding Why Small Tax Businesses Falter—And How to Avoid the Same Mistakes](https://ultimatetax.com/blog/understanding-why-small-tax-businesses-falter/) - Learn the top reasons small tax businesses fail and actionable solutions to prevent failure. Expert insights for building a thriving tax practice.
- [What Challenges do Tax Software Providers Face with the Evolving Needs of Tax Professionals?](https://ultimatetax.com/blog/challenges-do-tax-software-providers-in-an-evolving-landscape/) - Explore challenges tax software providers face meeting evolving professional needs and how leading solutions adapt to industry changes.
- [How Do you Stay Up-to-Date on the Latest Tax Laws and Regulations?](https://ultimatetax.com/blog/how-do-you-stay-up-to-date-on-the-latest-tax-laws-and-regulations/) - Stay updated on the latest tax laws and regulations with proven strategies, resources, and tools for tax professionals.
- [How Crucial is Customer Support and Training in Tax Software Utilization?](https://ultimatetax.com/blog/customer-support-and-training-in-tax-software-utilization/) - Learn why customer support and training are crucial for tax software success. Get insights on maximizing your software investment.
- [What Strategies can You Share for Fully Leveraging Tax Software to Enhance Client Experience?](https://ultimatetax.com/blog/leveraging-tax-software-to-enhance-client-experience/) - Maximize client satisfaction with proven tax software strategies. Learn efficiency tips and tools that enhance the client experience.
- [Why Do Professional Tax Preparers Hold Significance in the Current Tax Landscape?](https://ultimatetax.com/blog/significance-of-professional-tax-preparers-tax-landscape/) - Discover why professional tax preparers are essential in today's complex tax landscape and how they add value for clients and businesses.
- [What Are Some Costly Mistakes Tax Preparers Can Make?](https://ultimatetax.com/blog/what-are-some-costly-mistakes-tax-preparers-can-make/) - Avoid costly mistakes that can damage your tax practice. Learn common errors and prevention strategies from experienced professionals.
- [How Can I Determine if my Current Tax Software Suits my Tax Services Business?](https://ultimatetax.com/blog/determining-tax-software-for-your-tax-services-business/) - Evaluate if your current tax software meets your business needs. Compare features, costs, and efficiency metrics for better decision-making.
- [What are The Necessary Qualifications and Steps to Become a Tax Preparer?](https://ultimatetax.com/blog/what-qualification-to-be-a-tax-preparer/) - Learn the essential qualifications, licensing requirements, and steps to become a professional tax preparer with our comprehensive guide.
- [What Are the Biggest Challenges That You Face as a Tax Professional?](https://ultimatetax.com/blog/biggest-challenges-that-you-face-as-a-tax-professional/) - Discover the biggest challenges facing tax professionals and proven solutions to overcome them with professional tax software and expert strategies.
- [How to Start a Tax Preparation Business: Get Tips and Advice Here!](https://ultimatetax.com/blog/how-to-start-a-tax-preparation-business-get-tips-and-advice-here/) - Tax season can be stressful. Between managing your tax return, the ever-changing tax laws, and preparing your taxes for each new year, it can be daunting to tackle as a small business owner. Luckily, starting your own business can help you manage these challenges and more. In addition to being your boss and having control
- [From CPA to Tax Preparer: A Seamless Transition Into Retirement](https://ultimatetax.com/blog/from-cpa-to-tax-preparer-a-seamless-transition-into-retirement/) - After years of crunching numbers, advising businesses, and ensuring compliance, you're looking ahead to a new chapter: retirement. But, like many CPAs, stepping away completely feels like too big of a leap. What if there were a way to ease into retirement while still putting your expertise to use on your own terms? That's where
- [Tax Preparation Resources for Small Business](https://ultimatetax.com/blog/tax-preparation-resources-for-small-business/) - Tax preparation can be a complex and time-consuming process, especially for small businesses. Understanding the intricacies of tax regulations and properly managing financial records are crucial for maintaining compliance and optimizing financial health. In this article, we will learn the importance of tax preparation for small businesses and explore valuable resources that can simplify this
- [E-file Software for Tax Professionals in 2023](https://ultimatetax.com/blog/e-file-software-for-tax-professionals-in-2023/) - In today's digital era, the landscape of tax services is undergoing a significant transformation. The advent of electronic tax filing, facilitated by e-file software, has revolutionized tax practices for professionals. This article explores the increasing importance of e-file software for tax professionals, highlighting its advantages and discussing key features. Additionally, it provides an overview of
- [Retrieve Your Identity Protection PIN (IP PIN)](https://ultimatetax.com/blog/retrieve-your-identity-protection-pin/) - Protecting your identity during tax-filing season is of paramount importance. One crucial piece of information that plays a vital role in safeguarding your personal data is the Identity Protection PIN (IP PIN). In this article, we will delve into the significance of the IP PIN and explain how you can retrieve it if you've lost
- [How do I get an IP PIN from the IRS?](https://ultimatetax.com/blog/how-do-i-get-an-ip-pin-from-the-irs/) - In today's increasingly digital world, protecting personal information is of utmost importance, especially regarding financial and tax-related matters. The Internal Revenue Service (IRS) has implemented an effective tool known as an Identity Protection Personal Identification Number (IP PIN) to combat the growing threat of tax-related identity theft. An IP PIN is a six-digit number that
- [Best Tax Software for Accountants in 2023](https://ultimatetax.com/blog/best-tax-software-for-accountants-in-2023/) - As we usher in yet another tax season, tax software has become an indispensable tool for accountants in facilitating efficient and accurate tax preparations. In today's fast-paced world, where clients demand quick and reliable financial solutions, a good tax software can save accountants from hours of tedious computations and intricate tax laws. But with so
- [Advantages of a Tax Software for Tax Preparers](https://ultimatetax.com/blog/advantages-of-a-tax-software-for-tax-preparers/) - ‍If you are a tax preparer and you are getting tired of manually recording all your transactions then it’s high time you get yourself tax software for tax preparers. Tax software is an online program that helps you manage and organize the data from your business, accounting, and tax returns. Your tax software will help
- [Best Corporate Tax Software for 2022](https://ultimatetax.com/blog/best-corporate-tax-software-for-2022/) - Are you looking for the best accounting and tax software? We frequently have too many options now that there are numerous tax preparation tools on the market. Each of these instruments has its own set of features and benefits that make it useful. So, how do you pick the best tax preparation software for your
- [Understanding Tax Software with Bank Products](https://ultimatetax.com/blog/understanding-tax-software-with-bank-products/) - As a tax preparer, you may have noticed that some professional tax software products support bank products. Should this feature affect your decision of which tax software subscription to get? How important are bank products? What are bank products? To put it simply, bank products are pay-by-refund solutions that let clients get their taxes done
- [IRS Common Mistakes - 2022](https://ultimatetax.com/blog/irs-common-mistakes-2022/) - UltimateTax is Reposting a good email from the IRS: Common tax return mistakes that can cost taxpayers Tax laws are complicated but the most common tax return errors are surprisingly simple. Many mistakes can be avoided by filing electronically. Tax software does the math, flags common errors and prompts taxpayers for missing information. It can
- [Efile Start Date for 2021 Returns](https://ultimatetax.com/blog/efile-start-date-for-2021-returns/) - We are announcing that the IRS will be accepting 2021 returns starting on Monday January 24, 2022. As expected the IRS will begin accepting returns for the 2021 season about the normal time they do each year. As with any start date, we anticipate the first day to be extremely busy and we will see
- [Start a Tax Preparation Business Now](https://ultimatetax.com/blog/start-a-tax-preparation-business-now/) - The 2022 tax season will begin less than a month from now. If you are going to set up your own tax practice, now is the time to do it! But how do you start a tax preparation business? You've done your research, you've made a plan… what more do you need to do? Here's
- [Pre Ack Loans Available Now](https://ultimatetax.com/blog/pre-ack-loans-available-now/) - If you have applied for bank products and pre ack loans, they are available now. In our online program, the forms are now available. No updates are required. If you have our desktop program you will have to update your program and get module updates. Program Update: Communication, Get Program Updates Module Updates: Communication, Get
- [Keep an Eye on These Expiring Tax Breaks](https://ultimatetax.com/blog/keep-an-eye-on-these-expiring-tax-breaks/) - As 2021 draws to a close, a number of tax breaks are set to expire. Tax preparers need to be aware of which tax breaks will be going away—but also keep in mind the possibility that they could come back. The expiring provisions could be renewed through legislation. Also expiring is the temporary provision allowing
- [IRS Child Tax Credit Payments - Letter 6419](https://ultimatetax.com/blog/irs-child-tax-credit-payments-letter-6419/) - The IRS will be sending taxpayers who received Advanced Child Tax credit payment/s in 2021, the letter will be sent out January 2022, Notice 6419. This letter will show the total amount of payments received. The client can also see their payments in their CTCUp Portal. IRS General Information on Child Tax Credit UltimateTax recommends
- [Tips to Improve Client Experience This Year](https://ultimatetax.com/blog/tips-to-improve-client-experience-this-year/) - Tips to Improve Client Experience This Year Every customer counts for your business. Tax preparation is all about delivering a service. You have the tools and the knowledge to do so. But you've got to do more. You've got to set yourself apart from the competition. How can you do that? By providing more than
- [Stimulus Payment](https://ultimatetax.com/blog/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 next week. Following approval of the American Rescue Plan Act, the first batch of
- [IRS Announced e-file start date](https://ultimatetax.com/blog/irs-announced-e-file-start-date/) - IRS announced today, that e-file will start on February 12th to accept 2020 tax returns. The start of the season has been delayed due to the tax law changes on Dec. 27th. You can transmit returns now. They will be held until February 12th and assuming the volume will be large it will take some
- [Tax Season Starts Jan 20th, 2014](https://ultimatetax.com/blog/tax-season-starts-jan-20th-2014/) - Tax Season Opens As Planned Following Extenders Legislation Following the passage of the extenders legislation, the Internal Revenue Service announced today it anticipates opening the 2015 filing season as scheduled in January. The IRS will begin accepting tax returns electronically on Jan. 20. Paper tax returns will begin processing at the same time. The decision
- [Professional Tax Software ? Pay Per Return](https://ultimatetax.com/blog/professional-tax-software-pay-per-return/) - What in the world does pay per return actually mean? It depends on who you ask. Our competitors offer different packages that aren’t nearly as cool as ours. Here is what we offer in our package: Low cost software. Your license to drive. A low cost per return, E-file fee. We don’t charge you for 20
- [Tax Zombies](https://ultimatetax.com/blog/tax-zombies/) - Unlike The Walking Dead Zombies wondering the streets starving for flesh, these zombies are hungry for tax refunds. They are attempting to bring the dead back to life financially. NBC News reports – “During tax years 2006 to 2011, 66,920 people filed using a Social Security number for someone born before June 16,1901 – that
- [It's PTIN Time!](https://ultimatetax.com/blog/its-ptin-time/) - The IRS has announced that you can now renew and apply for your 2015 Preparer Tax Identification Number (PTIN)! You may login to the IRS Online System here and renew, apply or update your current account information. Will also have the ability to receive alerts from the IRS Return Preparer Office and view your credits
- [Direct Deposit Limits](https://ultimatetax.com/blog/direct-deposit-limits/) - It is no secret (we hope) that there have been so many victims of fraud the past year that something needs to be done. The IRS has come up with a way to help fight back against these scammers. Effective January 2015, there will be a limit of three refunds that can be electronically deposited
- [How to Get an EFIN Number](https://ultimatetax.com/blog/how-to-get-an-efin-number/) - Obtaining an EFIN is a step you can’t miss. It’s not exactly fun, but it’s extremely necessary to be a successful tax preparer. We have all of the information EFIN for you right here! What is an EFIN (Electronic Filing Identification Number)? The Internal Revenue Service assigns EFIN numbers when a preparer is approved by
- [Using Tax Software When You Don't Have an EFIN](https://ultimatetax.com/blog/using-tax-software-when-you-dont-have-an-efin/) - Starting a tax preparation business? Maybe you're exploring software options while your EFIN application processes, or perhaps you haven't started the application yet. Either way, you need to understand how your software experience changes without this vital IRS credential. The Basic Preparation Process Most business tax software offers complete preparation features regardless of your EFIN
- [6 Skills That Every Tax Preparer Should Have](https://ultimatetax.com/blog/6-skills-that-every-tax-preparer-should-have/) - Tax preparation is a good choice of business for a motivated entrepreneur. You can be successful without too great of an investment! You can run a tax preparation business as a sole proprietor and even do it from a home office, if you choose. But if you want to increase your chances of success, you've
- [What Is a Refund Transfer?](https://ultimatetax.com/blog/what-is-a-refund-transfer/) - The refund transfer is a deposit product that allows clients to settle their preparation fees or accounting fees without making an upfront payment. Instead of paying you directly for services, the clients agree to have your fee deducted from their tax refund. A refund transfer is also known as a bank product or settlement solution.
- [The Best Bank Products for Tax Professionals](https://ultimatetax.com/blog/the-best-bank-products-for-tax-professionals/) - Bank products are client solutions that all tax offices should offer. This benefits the tax office so that you can get paid for your services. They benefit clients as well since you offer a solution for your clients to not pay when they have you do their tax returns. They can also be a way
- [How to Do a Great Tax Client Interview](https://ultimatetax.com/blog/how-to-do-a-great-tax-client-interview/) - The tax preparation profession involves more than the processing of income tax returns. This is a client-facing profession, where one's reputation can depend on successful client interactions. Always strive to leave a good impression when you are dealing with clients personally. The client interview is one of the key interactions that every tax preparer will
- [Cost-Cutting Tips for Your Tax Office Startup](https://ultimatetax.com/blog/cost-cutting-tips-for-your-tax-office-startup/) - Are you considering a career as a tax preparer? It's a great option for the self-starter who's looking for a small business to manage. Tax preparation has a lot of advantages, including the ability to run a business without too many operating costs. No inventory, no high-cost equipment, no expensive travel… the list goes on.
- [The Virtual Tax Office](https://ultimatetax.com/blog/the-virtual-tax-office/) - How to work together as team in a virtual tax office The idea of a virtual tax office has become a popular one in recent years. Indeed, months of lockdowns and limited face-to-face interactions have broadened the acceptance of remote office work. We may be seeing now what the future looks like. You may have
- [What Are Common Triggers for an IRS Audit?](https://ultimatetax.com/blog/what-are-common-triggers-for-an-irs-audit/) - As a tax preparer, you want to be aware of the most common scenarios that trigger an IRS audit to avoid the pitfalls. An audit examines tax return data to verify it’s correct. As long as you have documentation to support the numbers and are honest in your report, you should be good, but some
- [Tax Pro's Only](https://ultimatetax.com/blog/tax-pros-only/) - With tax season finally drawing to a close the IRS EPSS e-help Desk is lighting up with phone calls. Unfortunately taxpayers are tying up those lines too, claiming that their tax preparer referred them for assistance resolving issues like rejected returns, tax law and tax account matters. Taxpayers will get turned away from this line,
- [EFC Shut Down](https://ultimatetax.com/blog/efc-shut-down/) - IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all business tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Sunday, December 26, 2021, at 11:59 a.m. Eastern time. Electronic Filing Center (EFC) Maintenance/Shutdown
- [Making Ends Meet Between Tax Seasons](https://ultimatetax.com/blog/making-ends-meet-between-tax-seasons/) - When considering a job as a tax preparer, you may wonder what tax professionals do when it's not tax season. How do they keep the money rolling in? For some, they've always had two jobs. Tax preparation is a side gig that gives them a hefty financial boost once a year. For others, they learn
- [ACA Give Your Clients A Heads Up](https://ultimatetax.com/blog/aca-give-your-clients-a-heads-up/) - It’s no secret that a many tax payers are confused about ACA (Affordable Care Act). Not only that, but it seems like everyone is. When tax season 2014 hits, there is a good chance that you will have to bare some bad news to your clients. As a professional tax service here is some info
- [IRS Bitter About Budget](https://ultimatetax.com/blog/irs-bitter-about-budget/) - It seems that IRS Commissioner John Koskinen is too busy steaming over the IRS budget cuts to worry about the Republicans and Democrats battling over the tax extenders. He states “Our (The IRS) job is tax administration; we’re not the tax policy people.” Koskinen adds “I don’t know who got our $500 million but I’ll
- [Anthem Admits Being Hacked](https://ultimatetax.com/blog/anthem-admits-being-hacked/) - UltimateTax loves to share information that can help you help your clients. We want to be more than your professional tax software provider, we want to be your go-to for everything your tax business needs! On Thursday, February 26th Anthem, Inc. Communications sent notifications to its customers confirming that “On January 29, 2015 Anthem, Inc.
- [How Do Your Fees Compare?](https://ultimatetax.com/blog/how-do-your-fees-compare/) - Tax preparers sure have their work cut out for them. The thing that most clients don’t realize is just how complex the tax code really is. When they balk at your fees, you may need to remind them, there are over 4 million words in the U.S. tax code, not to mention there have been
- [Add a Mobile option to your office](https://ultimatetax.com/blog/add-a-mobile-option-to-your-office/) - Mobile is Here! With the new operating environment changes constantly, utilize our new mobile app to retain and grow your business. Now you can prepare returns without in-office visits. The new Mobile interface is all about convenience – for you and your clients. The mobile application interview interface allows you to prepare returns quickly and
- [Program Update 3/18/21](https://ultimatetax.com/blog/program-update-3-18-21/) - Your Program should be updated to 35.04 Packages should be updated to the following: 1040 Indirect Ver 6 1120 "C" Corporation Ver 2 1120S "S" Corporation Ver 2 1065 Partnership Ver 2 1041 Fiduciary Ver 3 706 Estate Tax Ver 0 709 Gift Tax Ver 1 990 Exempt Organizations Ver 2 5500 Employee Benefits Ver
- [Why You Need a Tax Preparation Software](https://ultimatetax.com/blog/why-you-need-a-tax-preparation-software/) - Whether you own a large tax firm or work as an independent tax preparer, you want to use the best tax software for professionals. There are numerous tax preparation tools on the market today, but it is critical to choose one that meets the needs of your clients. A good tax preparation software will help
- [Obama Threatens to Veto Tax Extenders](https://ultimatetax.com/blog/obama-threatens-to-veto-tax-extenders/) - As attempts to wrap up permanent tax-break extensions for corporations, college students and residents of states without income taxes were in progress. Obama stepped in and voiced his concern that these proposed tax extensions would not benefit low-income families at all and left out a permanent expansion of earned income and child tax credits for
- [Update ? Unemployment & Tax Due](https://ultimatetax.com/blog/update-unemployment-tax-due/) - UNEMPLOYMENT The prior guidance on using worksheet 7 to put the unemployment is it not what the IRS wants at this time. We have heard that other software companies are "updated" but the IRS has not issued official guidance yet, so that cannot be true yet. So by the direction of the IRS, any return
- [Tax Preparers Could Receive Restitution](https://ultimatetax.com/blog/tax-preparers-could-receive-restitution/) - Two CPA’s have slapped the IRS with a class action lawsuit. The IRS has required anyone who prepares or assists in preparing tax returns for payment to have a PTIN, and to renew that PTIN each year. The fees that the IRS collects for PTIN registration and renewal are paid to a 3rd party, however
- [Ebola Chartity and Expense Tax Breaks](https://ultimatetax.com/blog/ebola-chartity-and-expense-tax-breaks/) - President Obama finally addressed the public stating that the Ebola Virus outbreak in West Africa is a public health emergency,a humanitarian crisis, and a national security priority. His belief is in order to keep us safe here at home, we need to stop it at the source. Due to the urgent need of charitable donations
- [Tax Pros Can Learn From IRS Mistakes](https://ultimatetax.com/blog/tax-pros-can-learn-from-irs-mistakes/) - John Koskinen has been talking about the effects of the IRS budget cuts since they started in 2010. It sounds like the biggest cut of all is the most important – morale. Poor morale at that IRS is worse than I thought. The Bloomberg article on Miserable IRS Workers miserable IRS workers , really opened
- [IRS Customer Service Angers Taxpayers](https://ultimatetax.com/blog/irs-customer-service-angers-taxpayers/) - Part of our service of providing professional tax software is also providing you with information that will be helpful to your clients and prospective clients. Forbes reported that during the 2015 tax season approximately 83.2 million taxpayers contacted the IRS by calling Customer Account Services toll-free telephone assistance lines. While some of those calls were
- [[UltimateTax] - E-Filing Shutdown](https://ultimatetax.com/blog/ultimatetax-e-filing-shutdown/) - We are informing you that the IRS intends to shut e-filing on November 21st. We will stop accepting returns on November 18th. This includes individual returns for all years. No returns will be accepted until the IRS turns e-file back on in early January 2021. This is normal each season so that the IRS can get
- [Extensions](https://ultimatetax.com/blog/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 following: 1040 Indirect Ver 6 1120 "C" Corporation
- [Tip Areas Hit By Scam Calls](https://ultimatetax.com/blog/tip-areas-hit-by-scam-calls/) - Even if the caller ID shows the call is from the Internal Revenue Service, don’t believe it! These con artists that are targeting innocent taxpayers have spoofed the IRS phone numbers which can actually be routed from anywhere in the US. The crooks will either call pretending to be the IRS and threaten taxpayers that
- [Affordable Care Act at Risk](https://ultimatetax.com/blog/affordable-care-act-at-risk/) - It sounds like the Affordable Care Act is in serious jeopardy. The fate of health insurance for an estimated 9.6 million people lies in the hands of the Supreme Court. This lawsuit, King v. Burwell, is challenging a new angle that we have yet to hear about. It all boils down to these few words
- [Software Update 1/4/21](https://ultimatetax.com/blog/software-update-1-4-21/) - We would like to give you a couple reminders for the season: The links for all software is at online.ultimatetax.com. Pre-Ack loans are have started if you are offering them. This year the system is emailing codes and password resets. The email comes from noreply@wolterskluwer.com. Please make sure you check your spam folders and you can
- [2015 ? American Opportunity Credits ? DELAYED](https://ultimatetax.com/blog/2015-american-opportunity-credits-delayed/) - From our inside sources we are hearing that the IRS will be holding refunds with the American Opportunity Tax Credit. The word is that the IRS is going to wait till mid May so they can verify the information on the 1098-T form with with institution. This day and age we would like to think
- [IRS Sending Many ID Theft Letters](https://ultimatetax.com/blog/irs-sending-many-id-theft-letters/) - Our sources at the IRS sent us some important information we would like to share with you, our professional tax software friends. There are 3 identity theft letters that you need to know about. It seems that the Identity Theft Filters at the IRS are working hard on issuing Letter 5071C ID Theft Letter –
- [Professional Tax Software and BBQ Burgers](https://ultimatetax.com/blog/professional-tax-software-and-bbq-burgers/) - May Your Burgers Be Delicious! You are well aware that we love our professional tax software, you know what else we love….FOOD. It is now halfway through the month of May and we just now realize it is National Burger Month! At least there is still time to celebrate. Apparently I am not the only one
- [Urgent Electronic Filing Center Information](https://ultimatetax.com/blog/urgent-electronic-filing-center-information/) - The Electronic Filing Center stops sending E-files at 6pm EST on Friday November 20th. This includes 2014, 2013, and 2012 efiles The IRS shuts down at 11:59am Saturday November 21st Acks not retrieved by 11:59am Saturday November 21st will be unavailable until IRS reopens in January 1040 efile is tentatively scheduled for January 19, 2016.
- [From Tax Preparer To Business Owner](https://ultimatetax.com/blog/from-tax-preparer-to-business-owner/) - So, you're ready to strike out on your own. Maybe you just graduated with your accounting degree. Perhaps you've worked for years for another company, gaining experience. Either way, there are some things you should know about starting your own accounting business. Here are some things to keep in mind. EFIN The IRS assigns an
- [Tax Software 2023 Released](https://ultimatetax.com/blog/tax-software-2023-released/) - December 6, 2022 UltimateTax service has issued software to all customers who have already purchased for the 2023 season. This season we have seen many tax offices who are ready to get their office setup. Even though there have not been many changes to the desktop tax software, getting set up and ready for the
- [Goals for Your First Year as a Tax Preparer](https://ultimatetax.com/blog/goals-for-your-first-year-as-a-tax-preparer/) - Goals for Your First Year as a Tax Preparer Setting goals is part and parcel of your job as a tax professional. It is part of the service you offer your clients. They'll come to your office and ask you to help them with reducing the next year's tax payments. You get tasked to help
- [Tax Software Current Versions](https://ultimatetax.com/blog/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 Get Acks & Forms as much
- [Tax Software Current Versions 35.03](https://ultimatetax.com/blog/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. After you click get
- [1099R - 10% Penalty - 3 Year Averaging](https://ultimatetax.com/blog/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 three years. On the 1099R, you
- [The Pros And Cons Of Bundling Tax Services](https://ultimatetax.com/blog/the-pros-and-cons-of-bundling-tax-services/) - New trends in the tax industry sometimes give the companies at the forefront an advantage over their competitors. However, blindly following trends can get you in over your head and ruin your business if you don’t consider the ramifications and go about it correctly. Bundling tax services is a trend that could make or break
- [11 Steps To Help Your Client Through An Audit](https://ultimatetax.com/blog/11-steps-to-help-your-client-through-an-audit/) - Every year, the IRS audits thousands of people. This can be an intimidating process for your clients, but there are things you can do to prepare them for the auditing process and protect them through it. Hopefully, your office filed the disputed return, and you have all the information you need in your cloud-based tax
- [Tax Loans Are Beneficial](https://ultimatetax.com/blog/tax-loans-are-beneficial/) - The word is out that Tax Loans are back! We’ve seen some negative comments regarding them, and it’s time to clear the water. We are strong believers that these will increase your business and also that they are worth the small lender fee it will cost you to offer the service for FREE to your
- [Tax Loans Are Back! And FREE!](https://ultimatetax.com/blog/tax-loans-are-back-and-free/) - WOULD YOU LIKE TO OFFER FREE TAX LOANS TO YOUR CLIENTS? Yes, you read right. FREE. UltimateTax premium professional tax software customers that use TPG can now offer tax loans up to $600 for no charge to your clients. THIS IS AMAZING NEWS! There is NO FEE to your clients, and a small office fee to you.
- [Professional Tax Software ? Home Sweet Home](https://ultimatetax.com/blog/professional-tax-software-home-sweet-home/) - Every professional tax software company has a home base. Ours is Muscatine, Iowa, right in the heart of the Midwest. It’s a small but diverse town with a population around 22,880. For the most part folks here are super friendly. You never know if the person next to you in line at the supermarket is
- [Professional Tax Software ? IRS, Please Pass The Pudding](https://ultimatetax.com/blog/professional-tax-software-irs-please-pass-the-pudding/) - Sure, we are a professional tax software company, but we are also human and sometimes we need protection too. One of our Account Managers, Mike, was feeling the weekend closing in fast. He told himself – I worked hard all week long! I’ll swing by and get some gourmet pudding – a reward for a
- [Online Professional Tax Software](https://ultimatetax.com/blog/online-professional-tax-software/) - Have you asked yourself, “Self, should I buy online or desktop professional tax software? I’m not sure which is best for me.” Well, now you can give yourself a break from all that pressure. We are here to help talk you through it. If you are not a very tech savvy person, this will help
- [More Reasons for Your Clients to Love You](https://ultimatetax.com/blog/more-reasons-for-your-clients-to-love-you/) - Not that you really need another reason, but we have a pretty good one. When a potential client balks at your prep fees, remind them that filing mistakes can add up to costly penalties for taxpayers! Just because they haven’t heard from the IRS doesn’t mean they should be free from worry. In most cases
- [Tax Professionals Meet The Gambler Scam](https://ultimatetax.com/blog/tax-professionals-meet-the-gambler-scam/) - I’m sure as a tax professional you’ve heard a few tall tales that made you chuckle. Well wait until you hear about the new scam aimed at the IRS involving losing lotto tickets. Those creative gamblers have come up with a way to avoid paying taxes. A winning gambler can purchase thousands of dollars’ worth
- [Hackers Easily Create IRS Accounts](https://ultimatetax.com/blog/hackers-easily-create-irs-accounts/) - We have another reason for your clients to value their favorite tax professional! We are always looking to build our relationship with you by helping you help your clients. The latest hacker news – It’s eerie how simple it is for hackers to create an IRS account. It is very important to create an IRS.gov
- [The College Student Tax Scam](https://ultimatetax.com/blog/the-college-student-tax-scam/) - The IRS is warning college students and other taxpayers to be aware of a new federal tax refund scam luring students to give their personal information to file tax returns claiming fraudulent refunds. In the southeast region of the US the American Opportunity Education Tax Credit has been popping up on erroneous returns around college
- [Pros and Cons of Refund Anticipation Checks](https://ultimatetax.com/blog/pros-and-cons-of-refund-anticipation-checks/) - We all know that there are some crooked tax preparers out there. Heck there are crooked people in every profession. It seems like these bad preparers are giving refund anticipation checks a bad name for everyone. If you don’t know what they are, they are similar to a cash advance, so people who want their
- [No IRS Shutdown, Tax Professionals Exhale](https://ultimatetax.com/blog/no-irs-shutdown-tax-professionals-exhale/) - With less than a month before the April 15th filing deadline, it turns out the IRS budget cuts won’t cause the Internal Revenue Service to shut down for two days as they had previously predicted. Back in January, IRS Commissioner John Koskinen had warned that the spending reductions could force a temporary shutdown later this
- [More DIY Taxpayers This Year?](https://ultimatetax.com/blog/more-diy-taxpayers-this-year/) - As reported by CPA Trendlines , as of February 27, 2015 total tax refunds are down 1.8%, which is 882,000 fewer refunds than this time last year. Tax professionals have submitted 4.4% fewer e-files year over year with just 28,733,000 e-file receipts versus 30,053,000 in 2014. On the other hand self-prepared e-files are up 6%, with an
- [Snow and Professional Tax Software](https://ultimatetax.com/blog/snow-and-professional-tax-software/) - We are taking a quick break from professional tax software to tell you about the most popular topic here in Iowa today – SNOW! Here are 10 Fun Facts that you probably didn’t know about snow: An average snowflake is made up of 180 billion molecules of water. Around 12% of the Earth’s land surface
- [ACA Special Enrollment Period](https://ultimatetax.com/blog/aca-special-enrollment-period/) - As Tax preparers, your clients may expect you to be their go-to-person for everything ACA (Affordable Care Act) related. You are the only live person they can physically sit with face to face and ask questions to, otherwise everything is done online. Especially now that the Marketplace sent incorrect tax statements to 800,000 tax payers,
- [Scam Targets Tax Preparers](https://ultimatetax.com/blog/scam-targets-tax-preparers/) - The IRS has issued a warning to alert tax preparers about fraudulent emails that are being sent to target tax preparers specifically. The email asks you to update your e-Services information and the links included are to a phishing scam which will capture your e-Services usernames and passwords. E-Services DID NOT SEND THIS EMAIL! If
- [800,000 Incorrect Tax Statements](https://ultimatetax.com/blog/800000-incorrect-tax-statements/) - The 1095-A is the tax statement in question and anyone who purchased a health care plan through the Marketplace will receive one. Included in this tax statement is the amount paid in monthly premiums, which is where the mistake was made. Some of the premiums figured for the Marketplace Silver plan were calculated based on
- [Tax Tools for Your Clients](https://ultimatetax.com/blog/tax-tools-for-your-clients/) - Here are a few tools that your clients may or may not fully comprehend. If you can help them understand the possible benefits then they may be able to do some of this research themselves and know what to do to better their tax future. Contributions to 401K – There is a good chance that most
- [Clarification from IRS on Mass Transit Passes](https://ultimatetax.com/blog/clarification-from-irs-on-mass-transit-passes/) - The Internal Revenue Service has released a new revenue ruling on mass transit passes provided as fringe benefits to employees, how they are paid for and/or reimbursed. Reveue Ruling changes what the IRS’s earlier guidance on employee qualified transportation fringe benefits such as smartcards, debit or credit cards, or other electronic media. This new revenue ruling
- [IRS 1040 E-File Shutdown/Cutover Schedule](https://ultimatetax.com/blog/irs-1040-e-file-shutdown-cutover-schedule/) - The shutdown is coming earlier this year in order to make preparations for reprogramming the 2015 tax season. Note that acknowledgments may be delayed slightly, so you will want to watch these dates to make sure you receive them before they are no longer available. Through November 21st: Proceed E-filing individual returns for tax years
- [Possible Delay to Tax Season Looms](https://ultimatetax.com/blog/possible-delay-to-tax-season-looms/) - Oh no, not another possible delay coming for the 2015 tax year. The IRS commissioner John Koskinen has warned congress that if they don’t make decisions on how to proceed with more than 50 expired tax provisions there could be a delay the soon to come tax season, as well delays in taxpayer refunds and
- [Tax Preparers Ain?t Got Time For That!](https://ultimatetax.com/blog/tax-preparers-aint-got-time-for-that/) - Remember the phrase “Ain’t nobody got time for that?” Well, once tax season starts, one thing tax preparers really don’t have time for is getting sick! How many times have your clients come into your office in a less than healthy state? If you are anything like me you will wash your hands 5 times
- [Excitement Stirs Over Green Dot ? TPG Binding](https://ultimatetax.com/blog/excitement-stirs-over-green-dot-tpg-binding/) - Due to the Green Dot merger TPG will now be able to give it’s clients industry leading financial products. The feedback from both existing and new customers has been very positive as they are excited to take advantage of all of the new benefits that will be available in he near future. TPG has been
- [The IRS Annual Filing Season Program (AFSP)](https://ultimatetax.com/blog/the-irs-annual-filing-season-program-afsp/) - The IRS designed this program to allow tax preparers to voluntarily take this program which will give them knowledge and skills that will be valuable to their clients. This will prove to taxpayers that you took the time to broaden your knowledge to meet their needs. You will also be eligible to be listed in
- [Why Professional Tax Software](https://ultimatetax.com/blog/why-professional-tax-software/) - The quality that you will receive with a professional tax software is far above the “do it yourself software” that you can purchase. It was created specifically for tax professionals to maintain efficiency, productivity and stay in compliance with the tax law. Another perk is that it will update if there is a change in
- [Introducing Our UTS Blog!](https://ultimatetax.com/blog/introducing-our-uts-blog/) - Yes - It's Easier than Eavesdropping. Greetings! Thank you for stopping in to check out our new UTS Blog. Here at UltimateTax we offer high quality tax software at the lowest price possible. We are able to do this because of our great reputation with our transmitters and customers. We have been a resident of the tax
- [IRS Hub Testing what is it?](https://ultimatetax.com/blog/irs-hub-testing-what-is-it/) - Each year the IRS will shut down and do a switchover. Usually, at the end of the year, late November, the IRS will shut down its e-file systems. They do this to switch over from year to year. You might think with technology today, that they would not have to shut down. Running something the
- [2023 E-File to start January 23rd, 2023](https://ultimatetax.com/blog/2023-e-file-to-start-january-23rd-2023/) - The IRS has announced that it will start accepting 1040 returns for the 2022 tax season on January 23rd, 2023. They also announced April 18th is the deadline for individual returns. By law, Washington, D.C., holidays impact tax deadlines for everyone in the same way as federal holidays. The due date is April 18, instead
- [Tax Software Update](https://ultimatetax.com/blog/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 an advance on the
- [8839 Qualified Adoption Expenses](https://ultimatetax.com/blog/8839-qualified-adoption-expenses/) - We are aware of an issue with the IRS schema concerning the maximum adoption credit allowed on Form 8839 Qualified Adoption Expenses. Per the form and instructions, the maximum allowable credit is $14,440; however, the IRS schema has this value set as $14,400. Any e-filed return that includes the maximum $14,440 will receive IRS Rejection
- [State and Module Release Dates](https://ultimatetax.com/blog/state-and-module-release-dates/) - We have published a solution article to are module and state release dates. This article will be updated around 11am central. This article is the latest information we have available to publish. Form Readiness
- [CA e-File - Resolved](https://ultimatetax.com/blog/ca-e-file-resolved/) - [UPDATE] - as of 2/2/22 this is resolved. We have identified a minor issue with the State of California eFiles returns. We expect a fix by end of day on Tuesday, February 1, 2022. Please hold on efiling CA State returns until a resolution is announced. If already created, CA State eFiles will need to
- [American Rescue Plan Act](https://ultimatetax.com/blog/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 exemption for 2020. The first 10,200 is not taxable based on tax payer income. Premium Tax Credit
- [[Update] ? Software Online Acks](https://ultimatetax.com/blog/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 are still being updated and should be updated by Monday
- [Per Return Billing Starts Now](https://ultimatetax.com/blog/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 tomorrow, then every Monday through
- [Software Update - 1/23/2021](https://ultimatetax.com/blog/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 try to answer our emails and tickets. Please
- [Stimulus Payments EIP payments and forms](https://ultimatetax.com/blog/stimulus-payments-eip-payments-and-forms/) - Looks like this season is going to get off to a crazy start. The Economic Recovery Payment 2 paid end of December 2020 / First of January 2021. WILL BE reconciled on their 2020 tax return. So the "$600" payment will be paid on their tax return as a refundable credit if they have not
- [EPS Bank Update ? Cards and Checks](https://ultimatetax.com/blog/eps-bank-update-cards-and-checks/) - As a notice for EPS Checks and Cards - Only use cards and checks issued to your office this season. Do not use prior season checks and cards for 2021. Card Number Issue: There is an card issue that you have get the correct card number from your EPS portal. Click on reports, then click
- [Afternoon Feb. 13th - IRS Funding](https://ultimatetax.com/blog/afternoon-feb-13th-irs-funding/) - So far this year, as of 4pm Eastern, the IRS has released almost no refunds. Current estimates are that the IRS has released refunds for fewer than 1% of returns filed in the first week of the e-file, and virtually no refunds from the second week. Many of the refunds that have been released are
- [Tax Preparer Education Requirements](https://ultimatetax.com/blog/tax-preparer-education-requirements/) - Thought that maybe the required continuing education hours might change this year? Well they have not. The requirements for 2016 continuing education are still here. I would say that, the hour requirement, if left to the last two weeks of the year, can be a bit daunting. The requirement for continuing education is really a
- [IRS Announces Tax Refund Delays For 2017](https://ultimatetax.com/blog/irs-announces-tax-refund-delays-for-2017/) - Expecting to spend that tax refund early? IRS has announced Tax Refund – Delays for 2017 What You Need To Know Mike Steele, owner of Ultimate Tax says that this year is going to be different. The people that need the money the most are going to be waiting the longest. The unintended consequence of
- [5 Mistakes Preparers Make When Buying Tax Software](https://ultimatetax.com/blog/5-mistakes-preparers-make-when-buying-tax-software/) - 1. Refusing To Adopt Cloud-based Software The tax preparation software industry is probably one of the slowest industries to embrace cloud technology for software needs. There are items to be concerned about, however, if banking, finance, trading, healthcare and other sensitive data can reside in the cloud, isn’t it time to change thinking on this?
- [Services New Tax Preparers Can Offer](https://ultimatetax.com/blog/services-new-tax-preparers-can-offer/) - It’s tax season once again! Are you a new tax preparer? Do you plan on starting your own business? Well, now is the perfect time to start your business. The best feature about starting your own tax preparation business is how easy it is. You don’t have to rent out an office or buy expensive equipment
- [E-file Shut down for 2022 for Years 2019-2021](https://ultimatetax.com/blog/e-file-shut-down-for-2022-for-years-2019-2021/) - Last Day to e-File - November 22, 2022 IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all Form 1040 tax returns e-filed through the MeF system are processed promptly, submissions must occur before IRS shuts down the system on Saturday, November 26, 2022, at 11:59 p.m. Eastern
- [The Benefits of Using the Right Tax Software](https://ultimatetax.com/blog/the-benefits-of-using-the-right-tax-software/) - Tax season can be daunting, even for someone who files their taxes every year. The complexity of the tax code and the ever-changing tax laws make it difficult to keep everything straight. If you own your own business or plan on doing so in the coming year, you’ll need an accounting package that can help

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- [Pricing](https://ultimatetax.com/pricing/) - Compare UltimateTax pricing: Pay-Per-Return, Online, Desktop, and Corporate 1040 plans. Transparent fees, unlimited e-file, bank rebates & 365 support for pros.
- [Home](https://ultimatetax.com/launch/) - [et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” background_image=”https://ultimatetax.com/wp-content/uploads/2025/10/friendly-customer-support-man-ultimatetax.jpg” background_size=”contain” background_position=”top_right” overflow-x=”hidden” custom_margin=”||-1px||false|false” custom_padding=”64px||132px||false|false” background_last_edited=”on|desktop” background_enable_image_tablet=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row column_structure=”2_3,1_3″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” module_class=”home-hero-row” _builder_version=”4.27.4″ _module_preset=”default” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|phone” custom_margin=”||||false|false” custom_padding=”0px||0px||false|false” custom_css_main_element=”align-items: center;” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_3″ module_class=”de-inline-buttons” _builder_version=”4.22.1″ _module_preset=”default” z_index=”3″ custom_padding=”100px||||false|false” custom_padding_tablet=”30px||||false|false” custom_padding_phone=”30px||||false|false” custom_padding_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text admin_label=”Professional Tax Software & Service” _builder_version=”4.27.4″ _module_preset=”default” text_text_color=”#1FAF9C” text_font_size=”18px” global_colors_info=”{}” theme_builder_area=”post_content”] Simple pricing. Real
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- [Reseller Contract](https://ultimatetax.com/reseller-contract/) - Review the UltimateTax reseller contract—transparent terms, white‑label licensing, pricing autonomy & full U.S. support for professional 1040 software resellers.
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- [Available State Tax Forms in UltimateTax Software](https://ultimatetax.com/tax-preparer-center/available-state-forms-ultimatetax/) - Find the complete list of available state tax forms in UltimateTax—covering all supported states and packages. Simplify filings and maximize returns today.
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- [About UltimateTax Service, Inc.](https://ultimatetax.com/our-story/) - Learn the story behind UltimateTax—trusted professional tax software built by industry experts. Discover our mission, values, and commitment to preparers' success.
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- [Feedback thank you](https://ultimatetax.com/feedback-thank-you/) - Thank you for your feedback! UltimateTax values your input and strives to improve professional 1040 tax software with expert support, training, and updates.
- [Thank you for your submission](https://ultimatetax.com/thank-you/) - Thank you for contacting UltimateTax! Your message has been received—expect prompt U.S.-based support. We’re here to help with your professional 1040 software needs.
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- [Privacy Policy | UltimateTax](https://ultimatetax.com/privacy-policy/) - UltimateTax Privacy Policy: Learn how we collect, use & protect personal information in compliance with ADA, IRS, and B2B standards—secure and transparent.
- [Accessibility Statement | UltimateTax](https://ultimatetax.com/accessibility-statement-ultimatetax/) - UltimateTax is committed to digital accessibility for all users. Learn how our tax software and website meet ADA standards and support inclusive user access.
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- [W2/1099 Order Complete](https://ultimatetax.com/order-complete-old/w2-1099/) - Thank you for ordering UltimateTax W‑2 & 1099 services! Your forms are now ready — enjoy secure e‑filing, unlimited access & expert U.S.-based support.
- [Helpful Resources](https://ultimatetax.com/tax-preparer-center/tax-industry-links/) - UltimateTax Tax Industry Links—quick access to IRS forms, state resources, tax law updates, EFTPS, refund hotlines & prep tools to streamline your 1040 practice.
- [EPS](https://ultimatetax.com/bank-products/eps/) - Partner with EPS through UltimateTax to offer refund transfers, cash advances & prepaid cards. Streamline tax season and enhance client payment options.
- [Terms and Conditions](https://ultimatetax.com/terms-and-conditions/) - UltimateTax Terms & Conditions: review professional tax software licensing, user obligations, data usage, compliance policies, and legal agreements for 1040 preparers.
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- [Chapter 1 - Ultimate Guide for New Tax Preparers](https://ultimatetax.com/new-tax-preparer-guide/introduction/) - Start your tax prep career with UltimateTax’s New Tax Preparer Guide Intro—overview of PTIN/EFIN, practice setup, tools, workflow and pro prep essentials.
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- [Thank You](https://ultimatetax.com/reseller/thank-you/) - Thank you for becoming an UltimateTax reseller! You’re now set to offer white-label 1040 software with unlimited e‑filing, pricing control & full U.S. support.
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- [Compare UltraTax Software vs UltimateTax](https://ultimatetax.com/ultratax/) - Compare UltraTax and UltimateTax—discover a seamless, cost-effective alternative for 1040 tax software with unlimited e‑filing, fast onboarding & U.S. support.
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- [UltimateTax Customer Service](https://ultimatetax.com/software-service/) - UltimateTax software service: get expert U.S.-based support, training, installation help & troubleshooting for Desktop, Online, PPR & Corporate 1040 tax solutions.

## Did You Know

- [Your state returns do not send at the same time your federal returns do!](https://ultimatetax.com/did-you-know/your-state-returns-do-not-send-at-the-same-time-your-federal-returns-do/) - Have you ever sent a return and wondered why you haven’t received an acknowledgement from the state? It’s important to know that when you submit a return, the federal return sends first, then once you have received the acceptance acknowledgement for the federal return, you may then go to your e-Filing screen and submit the
- [You can view the list of supported federal and state forms in the Online software!](https://ultimatetax.com/did-you-know/you-can-view-the-list-of-supported-federal-and-state-forms-in-the-online-software/) - With so many forms it is hard to keep track. Fortunately, you can access our entire list of supported federal and state forms by clicking the Forms Library button on the Dashboard screen of your Online software. This button will take you to a fully searchable list of each form we have available. This will
- [You can view detailed and up-to-date return status information in your Online software!](https://ultimatetax.com/did-you-know/you-can-view-detailed-and-up-to-date-return-status-information-in-your-online-software/) - No one likes to wait for important information, so why should you? In the Online software you can find the Check Return Status button on your Dashboard screen or Return Status from within a return. Here you can enter the SSN of a return you have filed and find current information on acceptance status, refund
- [You can use your phone number to securely log into your Online software!](https://ultimatetax.com/did-you-know/you-can-use-your-phone-number-to-securely-log-into-your-online-software/) - We’ve all seen the 2-Step Verification process where you are e-mailed a short numbered code to log into your software. What if you cannot access your e-mail? Not a problem! You can use your phone number to receive your authentication number for logging in. You can set this up by first logging in as Admin,
- [You can use key combinations to perform quick functions in the software!](https://ultimatetax.com/did-you-know/you-can-use-key-combinations-to-perform-quick-functions-in-the-software/) - Get ready to jump right into lightning-fast workflows—keyboard shortcuts! They're not just for speeding up tasks; they're game-changers! Ever wonder how to maximize your workflow with just a keystroke? Let's unveil the power of hotkeys in our Desktop software! Need help? Hit F1. Saving your work for later? It's as easy as F2. Quickly estimate
- [You can see detailed Return Status information in your Desktop software!](https://ultimatetax.com/did-you-know/you-can-see-detailed-return-status-information-in-your-desktop-software/) - Information is power, and having the correct information about your tax returns is so important to keeping your business efficient. In the Desktop software you can see this information by simply opening the return and pressing F7 on your keyboard to open the Return Status window. This screen shows you vital information like acceptance date
- [You can save a shortcut to your desktop to quickly access the Online software!](https://ultimatetax.com/did-you-know/you-can-save-a-shortcut-to-your-desktop-to-quickly-access-the-online-software/) - To do this you can right-click a blank spot on your desktop screen and select New -> Shortcut from the pop-up menu. Now you will enter the location, in this case it will be the website https://ultimatetax.com/online/ and click Next. In the next screen you will name the shortcut, we suggest “UltimateTax Online”. Now you
- [You can choose to print one form or many forms for each print job?](https://ultimatetax.com/did-you-know/you-can-choose-to-print-one-form-or-many-forms-for-each-print-job/) - In the Online software while in a return you should see a printer icon at the top of your Loaded Forms list on the left. Clicking this icon will open the Print Forms window where you can select specific forms and decide how many of each form you wish to print. This will only affect
- [You can check when edits were made to returns in your Online system!](https://ultimatetax.com/did-you-know/you-can-check-when-edits-were-made-to-returns-in-your-online-system/) - Have you ever had a situation where you noticed a change to a return you’ve been working in but you don’t remember making the change? In the Online software you can view when edits were made, forms were added, and even which user made the changes using the Audit Log feature. View this by logging
- [You can always access Desktop downloads and software information!](https://ultimatetax.com/did-you-know/you-can-always-access-desktop-downloads-and-software-information/) - There may be times where you need to access your Desktop download links, the software information needed to register the Desktop software, or even get the information required to reset your Online password. All of this and more can be found in the UltimateTax Customer Portal (https://myultimatetax.com) You can also access other important account functions
- [The Online software has a wealth of information at your fingertips!](https://ultimatetax.com/did-you-know/the-online-software-has-a-wealth-of-information-at-your-fingertips/) - Have you ever come across an error that was specific to a state, but you couldn’t find out what the issue was? In the Online software you can click the ? symbol at any time to access the Help dropdown menu. Here you can find information on how to navigate the program, understand federal tax
- [You can customize your print sets in Online!](https://ultimatetax.com/did-you-know/you-can-customize-your-print-sets-in-online/) - [et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text] In the Online software you are able to customize your print settings so the forms you want to print are always present. Find this by logging in as Admin, then go to Administrator -> Settings in the top right corner, then click General Settings from the following page to see the below menu.
- [In Desktop you can compare two different tax scenarios!](https://ultimatetax.com/did-you-know/in-desktop-you-can-compare-two-different-tax-scenarios/) - Using Desktop’s What If mode you can compare two scenarios such as Married Filing Joint vs Married Filing Separate. Find this option by opening a return, then go to File -> “What If” Mode. You will know you are in “What If” mode if the return background is dark green. Once you finish creating your
- [What the underline colors represent in the Online software?](https://ultimatetax.com/did-you-know/what-the-underline-colors-represent-in-the-online-software/) - Those different colored underlines in the Online software actually have some significance! The different underlines will tell you important things about those fields, such as: Red – A missing required entry. Black – An empty field that you may manually enter information on. Green – An empty field that is filled in from another form/entry,
- [Return Templates for Online](https://ultimatetax.com/did-you-know/return-templates-for-online/) - You can easily create return templates that fill your personal and office information every time you create a new return. This also includes any forms that you want to be included in each return. Find this option by signing in as Admin, then go to Administrator -> Settings in the top right corner. Find Return
- [You can change the form/text size in the Desktop software!](https://ultimatetax.com/did-you-know/you-can-change-the-form-text-size-in-the-desktop-software/) - Have you ever opened a return in the Desktop software and squinted at tiny text? Fear not! Navigate to the View menu to resize your Form Tax Size. Choose from sizes like 14, 16, 18, 19, and 20 to find your perfect readability sweet spot—no need to fuss with your computer's display settings. Customize your
- [Where to find Show My Screen](https://ultimatetax.com/did-you-know/where-to-find-show-my-screen/) - Have you seen this symbol in your software or on one of our webpages? This represents our Show My Screen software that allows our support technicians to remote into your system and take a closer look at any software complications you are running into. You can find this in many places including the support site
- [Your Online login information is shared across every year!](https://ultimatetax.com/did-you-know/your-online-login-information-is-shared-across-every-year/) - When taking advantage of the Online software your Admin login will use the same password in any previous year you owned as your current year. Worry not about mixing up your logins across multiple years! Please note that this means if you reset an account password and change the password for one year this will
- [You can compare MFJ/MFS returns in a single form!](https://ultimatetax.com/did-you-know/you-can-compare-mfj-mfs-returns-in-a-single-form/) - While in a return you can add the MFJ/MFS Form to compare amounts between these two filing statuses. Simply find this form either by (Desktop) going to Form -> Add Form or by (Online) clicking the + add form button at the top of your loaded forms list. Then search for “MFJ/MFS” to show the
- [You can access error information and support at any time!](https://ultimatetax.com/did-you-know/you-can-access-error-information-and-support-at-any-time/) - While we are unable to be open 24/7 we can provide you with the information you need at any time to resolve errors you run into or answer questions you have about the software. Check out our knowledgebase at https://support.ultimatetax.com to access a wealth of information. From form explanations to rejection guidance, this database is
- [You can create customized reports in both Online and Desktop!](https://ultimatetax.com/did-you-know/you-can-create-customized-reports-in-both-online-and-desktop/) - You can export a list of your customers that contain the same information that is listed in the Tax Returns screen of both the Online and Desktop software. In Online, from your Tax Returns screen click View More Actions and select Export Client List. This will prepare an Excel sheet of your customers with those
- [You can get field-specific guidance in the Desktop software!](https://ultimatetax.com/did-you-know/you-can-get-field-specific-guidance-in-the-desktop-software/) - In our Desktop software, there's a handy feature called Context Sensitive Help, tucked away under View. Just click any line on a form to unveil detailed info about its purpose and how to use it. Stuck on a line? This tool is your go-to for instant clarity and guidance. Once enabled you will see the
- [Your Online returns aren’t just disappearing!](https://ultimatetax.com/did-you-know/your-online-returns-arent-just-disappearing/) - If your returns seem to vanish from the Tax Return list in our Online software, fear not! It's likely just filters hiding them away. Simply click on the cog icon at the list's right-hand side and choose "Clear Filters." Voila! All your returns will magically reappear, ready for action. Keep calm, clear those filters, and
- [You can check the RTN and DAN for your bank product returns!](https://ultimatetax.com/did-you-know/you-can-check-the-rtn-and-dan-for-your-bank-product-returns/) - If you are taking advantage of the bank products program, sometimes your taxpayer may need the RTN and DAN for the bank partner to which the return is being filed with. This information can be found in both the Return Query (Click Check Return Status in the Tax Returns screen) in the Online software and
- [You can bookmark the Online software to access it quickly!](https://ultimatetax.com/did-you-know/you-can-bookmark-the-online-software-to-access-it-quickly/) - You don’t have to keep entering the web address for the Online software to log in. To bookmark it, simply right-click a blank area on your bookmarks bar and click Add Page…, this will open the window for you to name the link. Make sure you are on the page you wish to navigate to

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