Software Reseller Overview
The reseller is purchasing a limited authorization to sell a branded version of UltimateTax. No authorization is given to modify the platform or code of tax products.
Reseller Entitlements
Reseller shall be granted the following rights and access under this Agreement:
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Access to the Office Management Site (MyTaxProgram)
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Login credentials for sub-offices to the management platform, to facilitate support, bank product applications, and software deployment
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Rights to distribute Co-Branded Online Software to affiliated subsites
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Access to the customer service team for both main and sub-office support
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Utilization of the Service Bureau Fee bucket for revenue generation
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Authorization to impose software and/or transmission-related fees
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Authorization to assess charges for service-related items at the Reseller’s discretion
Bank Products and Refund Transfers
Bank products allow tax preparation fees to be withheld directly from a taxpayer’s refund, enabling a smoother payment experience for both preparers and clients.
As part of the UltimateTax Reseller Program, you have access to two integrated banking partners:
Santa Barbara Tax Products Group (SBTPG)
and
Refund Advantage
.
Each bank offers competitive refund transfer options, with associated fees determined by the bank and subject to change. These fees are separate from any Service Bureau Fees applied by the reseller. Only one banking partner can be selected per Agreement at a time. FeeCollect is currently available with TPG, see “Excluded States” section below.
The following is an example of the fees for a bank product return, excluding the Service Bureau Fee, during the 2025 tax year, fees are subject to change each season:
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Bank Fee
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$44.95
|
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Technology Fee
|
$19.00
|
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Transmission Fee
|
$10.00
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Taxpayers can choose from various disbursement methods such as direct deposit, prepaid cards, or checks. Additional fees may be associated with disbursement methods.
Software Reseller Fees
The one-time setup fee is $499.00
Monthly Reseller Fee (required): $149.00
Ongoing maintenance and software will be $149.00 per month charged monthly to the credit card on file until canceled. The monthly charge will be on the first of each month.
If automatic credit card payment is declined, there will be an administration fee of $49. The software (Management Portal & Tax Software) will be unavailable to all offices until payment has been updated and successfully processed. If payment is not cured in 30 Days, the account will be considered in Default.
Office Enrollment and Application Setup
All offices enrolled by the Reseller must be registered within the Reseller’s designated system. A dedicated Reseller Portal has been established at MyTaxProgram.com to facilitate the entry and management of these offices. Customized bank applications will be provided for both the Reseller’s main office and all associated sub-offices. A new, completed bank application is required at the commencement of each filing season.
As a Reseller, you get a branded online version for your offices. One brand per reseller. We can provide a non-branded version of MyTaxProgram desktop software upon request. We do not offer customizing the desktop software.
Service Bureau Fee Structure
The Reseller shall have sole discretion to determine the Service Bureau Fee applied per bank product for clients within their network. Pursuant to this Agreement, the Reseller is entitled to receive 100% of the Service Bureau Fees collected from their designated group, with such fees deposited directly into the Reseller’s account.
When utilizing the Excluded State product(FeeCollect), those fees are deposited to UltimateTax and settled during the standard True-Up process.
Mobile Add-On:
The online software has the ability to utilize our Mobile App. This allows your office to solicit business by using a consumer-facing application to send tax return interviews to their tax office. This great addition is customized to each individual office. The cost for this is $75 per office per tax year that chooses to add this service. The fee is added to your reseller account and charge during the True-Up process.
Annual costs:
There are no current annual costs. Ongoing costs are the monthly reseller fee.
Additional Costs: Adding mobile and offices that do not offer bank products. The ongoing cost of the Monthly Reseller fee continues, and as such, you get the next season's release when available, usually in December preceding the tax season.
Software Pricing - Software Pricing is Per Office:
Offices that file bank products - $0.00 - Offices must use an approved integrated bank partner.
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Offices that file bank products - $0.00
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Offices must use an approved integrated bank partner. Must file at least one bank product per season to not be charged.
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Offices that do not file bank products - $199.00 per office, per year.
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Offices that are entered and do not file any returns - $0.00
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Each office included 1040 and available corporate package.
Default:
In the event of default, individual offices have the right to purchase directly from UltimateTax to have their individual account turned back on. The account will not be transferred back to the Reseller under any event.
Cancellation:
To cancel your reseller contract, please notify our office to give 30-day notice of cancellation. The software and support will stop working at the cancellation date. If cancelled, all offices will then be suspended, and support will end.
Excluded States:
We do not offer our traditional bank offerings in the states of New York, Illinois, Arkansas, Connecticut, Maryland, and Maine. To sign up offices in those states, you can use our Fee Collect offering. Or offices can prepare returns without bank products. The Fee for our FeeCollect Service for $15.00 per return. You can set your Service Bureau fee in addition to the $15 fee. Maximum reseller fee is up to $60.00. Offices that use the FeeCollect Service in those states, will be charged $15.00 for every return filed, even if they do not use the FeeCollect services.
Offices in these states that are not doing bank products are still subject to the $199 per office.
Payment in Advance:
Monthly payments can be made in advance. An active credit card must be on file at all times. Once the advance payment credit is used up, the standard monthly payments will resume. If your office receives an incentive rebate towards the end of the season, this can be applied to your account in the form of an advanced payment.
Volume Incentive for Funded Bank Products does not include any returns done as Fee Collect, PS, or non-paid bank products. Ultimate Tax Service, Inc. retains all bank incentives, no additional incentives can be negotiated with approved banking partners.
Incentives are for bank products funded from January 1st, tax year through May 31st, tax year. Incentives are paid by July 31st, tax year, via ACH Direct Deposit. The incentives are based on your total funded products. (Example if you do 875 products you would get paid $7 on 875 products.)
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Volume
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Rebate Per Funded Return
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|---|
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0 - 99
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$0
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100 - 500
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$6
|
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501 - 1,000
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$7
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1,001 - 1,500
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$9
|
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1,501 - 2,000
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$10
|
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2,001 - 3,000
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$12
|
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3,001 - 4,000
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$14
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4,001 - 5,000
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$16
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5,001 +
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$18
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Office True-Up:
Each season, before incentives are paid out, we will do a True-Up of the number of bank products funded and software sold. Unpaid invoices for products added and software without bank products are calculated at this time. Any rebates based on bank-product volume from your reseller group will be put towards outstanding balances first during True-Up. Ultimate Tax Service, Inc. reserves the right to True-Up offices before rebates are released.
