Professional Tax Software & Service

For Growing Your Tax
Preparation Business

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New for our Online Software 1120S & 1065 Partnership Returns

Unlimited Package or Pay Per Return Pricing

Free Professional Tax
Software Data Conversions

UltimateTax Seamlessly Converts Your Data From
These Tax Preparer Software

The customer support team helps hundreds of preparers convert their client data to UltimateTax every year. Get free data import from your previous software to your new UltimateTax tax software.

If you do not see your program here, contact us. We convert many programs you may not see here or programs that go by different names. Don’t worry your previous data can be converted for UltimateTax.

Used by over

50,000

preparers every year.

Are you a high-volume preparer or multi-location tax office?

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Pay-Per-Return

$20 per return

2025 Software
1040 Software
EFIN Required
Included States List
Loan Advance and Tax Products
365 Customer Service
Mac Compatible
No Installing, No Updating
Includes 10 Users
Add Corporate Returns $40 each

Buy PPR Try for Free!

Learn More

Online 1040

Free w/ 30+ Bank Products

2025 Software
Includes 2023 & 2024
1040 Software
EFIN Required
Included States List
Free Unlimited E-filing
Bank Product Rebates
Loan Advance Products
365 Service
Mac Compatible
No Installing, No Updating
Includes 10 Users

Buy Online 1040 Try for Free!

Desktop 1040

Free w/ 50+ Bank Products

2025 Software
Includes 2023 & 2024
1040 Software
EFIN Required for e-filing
Included States List
Free Unlimited E-filing
Bank Product Rebates
Loan Advance Products
365 Service
Installed Software
Unlimited Users

Buy Desktop 1040 Try for Free!

1040 + Corporate

Free w/ 75+ Bank Products

2025 Software
Includes 2023 & 2024
1040 Software + Corporate
EFIN Required for e-filing
Included States list
Free Unlimited E-filing
Bank Product Rebates
Loan Advance Products
365 Service
Installed Software
Unlimited Users

Buy 1040 + Corporate Try for Free!

UltimateTax Professional
Tax Software

For over 10 years, UltimateTax has been a leader in professional tax software. Not all tax software is made equally. With UltimateTax, you can expect a stable and reliable tax software environment to keep your data safe for years to come.

UltimateTax provides a wide range of products that fits every tax professional. Whether you’re a new tax preparer or a seasoned professional; a small business owner or an enterprise owner, we’ve got a product that best suits your needs.

UltimateTax PPR

The UltimateTax Pay-Per-Return is online tax software for a minimal cost of $388 per year.

More Info

UltimateTax Online 1040

UltimateTax Online 1040 has unlimited 1040 tax return e-filing. For $888

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UltimateTax Desktop 1040

If your tax office has more staff, then the UltimateTax Desktop 1040 is more suited for you. Equipped with unlimited user access

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UltimateTax Desktop 1040 + Corporate

Be prepared for the tax season! Get UltimateTax Desktop 1040 + Corporate.

More Info

Get A Free Demo

Features Comparison

Compare UltimateTax Products

UltimateTax	UltimateTax Pay-Per-Return $20 per return $388/year	UltimateTax Online 1040 Free w/ 30+ Bank Products $888/year	UltimateTax Desktop 1040 Free w/ 50+ Bank Products $988/year	UltimateTax 1040 + Corporate Free w/ 75+ Bank Products $1188/year
Program Customization & First Time Users
Conversions From Other Tax Programs
By typing in your tax payer's TIN, last years tax data is automatically converted for you to start your new return.
Prior Year Tax Programs Available
The Vault Package is the desktop version for 10 prior years. A great add on you should have for your office.
Modify Color Setup
Multiple color options and complete customization allow you to style you your tax documents the way you want it.
Program Enhancements
Corporate Package Available	Add On	1120S & 1065 forms available in our online version. Fees still apply.	Add On
Corporate forms available with 1040 + Corporate and Enterprise gives you access to 1120, 1120S, 1065, 990, 706, etc. packages and is another way to add office revenue. Corporate returns can be added individually for $40 per return.
Interview Mode
For beginners as well as seasoned professionals, interview mode allows you to prepare returns by asking important questions about your client's tax history each season.
Misc Forms
Miscellaneous Package includes forms such as 1120-H, 8609, Sch H, etc. that may not be found under a specific package.
Comprehensive Reporting
Detailed reports designed to help you capture the complete picture of your tax business. Reports range from outstanding acknowledgments to matching up your preparation fees with the refund settlement solution report.
Program Features
Automatic Carry-Forward Prior Year
No time is wasted with data input for clients each year. The client data will automatically roll over from year to year.
Carry Forward Prior Year Data
With the push of a button, all client data from the prior year will roll over into the current year documents.
Automatic Software Updates - Hassle Free!
To save time, your software is automatically updated to the most current version. No more time wasted each year downloading and installing updates.
All Season Software Update
Get access to all of the updates throughout the season for all of the forms, schedules and software information.
Mac Compatible
UltimateTax 1040 is a cloud based software package that only requires a modern web browser and an internet connection to use. The software is compatible with all Mac, Windows and Linux computers.
1040 Software
1040 Module allows access to all 1040 forms and Schedule C for Self-Employment income.
Number Of Users	Includes 10 Users	Includes 10 Users	Unlimited	Unlimited
1040 + Corporate package have unlimited users for the desktop installed version from within your office. The Online 1040 Package package Includes 10 Users but more users can be purchased separately.
Installed Desktop Software
Software installed within your office to have access to your clients and client data on your Windows PC and network.
Network Installation Available
Using one centralized database for every workstation in your office. Multiple workstations to connect together in one network. An additional fee will apply if doing a network install between January 1st and April 18th.
Interactive Dashboard
Easy to see icons allow simple and efficient navigation and workflow.
Auto Backup of Returns
All client data is automatically backed up for you every hour. No need to worry about managing data backup any longer.
Content-Sensitive Help
Get immediate help inside the return with this line by line assistance. This helpful tool will help guide you when any questions come up.
Comprehensive Diagnostics
Have your return go through extensive e-filing diagnostics that will help prevent costly errors on your returns that are submitted.
e-Signature
Allow clients to sign documents with an electronic signature on your returns. No more in office signings required. They can be signed anywhere.
Client Notes
Keep track of important information regarding your client's returns with your own notes section directly inside the return.
Client Diary
A convenient method to record information that would not otherwise appear in the taxpayer’s return. An example would be if they owe prep fees from a previous season.
Password Protected Login
Feel confident knowing your client information is protected with a password you assign to a specific user within your software.
Calculator
A calculator is conveniently built inside the return to easily assist you as you file.
EIN Database
Automatically store all Employer Identification Numbers in an existing database. This makes entering an existing EIN easy as it will pre-populate based on entering in the first few numbers.
Link Depreciation Worksheet
Easily link the depreciation worksheet straight to the return. This allows for easy access to all of your assets and the depreciation that follows them each year.
Keyboard Shortcuts
Save time by using your keyboard for some important time-saving functions within the software.
Visual Forms Tree
Seeing a list of forms throughout the return makes it easy to navigate from form to form with a simple click.
User Guide Available
An easily searchable PDF guide. Use the guide to help navigate through the software or help with setup.
Tax Form Defaults
Easily set up your preparer, ERO, pricing and all other information prior to the start of each season.
Auto-Complete With History Lists
Complete entries with help with a history list. Allow certain fields auto filled from previous year customer data within the return.
Real-Time Refund Monitor
Make any change to any return and instantly see how it affects the refund in either adding or subtracting money from your refund.
E-Filing
Return Query
Get instant access to where each return is at in the acceptance process. Know if the return is accepted and see the rejection reason.
Free Unlimited E-Filing
Have access to free unlimited e-filing. No limits on how many returns you want to E-File throughout the entire season.
State Compliant Bank Product Module
Allow you to enroll with one of our partnered banks to be able to withhold your customer's fees from their return. Easily add your state to your federal bank product for a small fee.
Modernized Filing
The MeF system from the IRS allows returns to get accepted and funded in a timely manner.
Unlimited Extension Filing
Whether it's a 1040 or a corporate extension, prepare as many as you would like, free of charge with this option.
Return Printing
Automatically Print Acknowledgements
Once you receive an acknowledgment, easily print out a report showing the tax payer information.
Customizable Print Packets
Customize and choose which forms you want to print with your return packages. Print packets are designed for the tax payer, file copy, Federal copy and much more.
PDF Printing
Truly go paperless by printing your returns in a PDF format for easy storage.
Print Returns In All Caps
Use this feature to print the return information in all capital letters for easy viewing and printing for your customers.
Auto Number Invoices
Automate your finances with your business by letting the system automatically auto number your invoices.
Online Check Printing
Get access a little sooner. Print your customer's checks online at any time from within your office.
Desktop Check Printing
When funds are available, cashier's checks can be printed easily and fast with a simple setup process.
Package Features
All States Included
All software packages contain every state to prepare state returns. Have access to all forms that are needed for all states.
Free State efile
Bank Product Rebates
Earn incentives from Ultimate Tax! With over 100 funded bank products you will earn Ultimate Cash (Rebates) from UltimateTax at the end of the tax season.
Loan Advance Products
Allow you to enroll to offer bank loans to your customers. With this, your customer can receive a certain amount before they receive their refund. Fee’s and some restrictions apply.
365 Service
Have peace of mind knowing that you will have unlimited access to Ultimate Tax’s awesome service all year long. With phones, email, chat, and our DIY section, there is always a way for support 365 days a year.
EFIN Required
With all software packages, an EFIN is required to e-file returns. The Enterprise package an EFIN is not required when traditional paper filing returns, an EFIN is still required to e-file.
Publication 17 Available
This is one publication every tax preparer must read and understand. Publication 17 is available inside of the program for easy viewing.
Unlimited Number of Preparers	Starts with 3 users	Starts with 3 users
1040 + Corporate and Enterprise packages allow you to have as many preparers as you choose. The 1040 Package package starts with 3 users and more can be added on upon request.
Ultimate Tax Benefits
Customer Support From UltimateTax Team
Self Service Email Support Phone Support Dedicated 365 Service Phone Number – Enterprise Toll Free Phone Support Extended support hours Chat Support Setup Assistant 1 on 1 Assist – Nov – December Only Year-round support
Self Service Center
Knowledge Base Common Solutions to most asked questions Intuitive search and response
UltimateTax Customer Center
Account Management Prior year downloads Support Channel Training Center Practice Returns Training Videos
Customer Communication
Emails on for industry Emails for updates Facebook Twitter
Software Renewal
Auto Renewal Low Price guarantee

UltimateTax	Learn More Try for Free!	Learn More Try for Free!	Learn More Try for Free!	Learn More Try for Free!

Pay-Per-Return

$20 per return

$388 / year

2025 Software
1040 Software
EFIN Required
All States Included
Loan Advance and Tax Products
365 Customer Service
Mac Compatible
No Installing, No Updating
Includes 10 Users
Add Corporate Returns $40 each

Buy PPR

Online 1040

Free w/ 30+ Bank Products

$888 / year

2025 Software
Includes 2024 & 2023
1040 Software
EFIN Required
All States Included
Free Unlimited E-filing
Bank Product Rebates
Loan Advance Products
365 Service
Mac Compatible
No Installing, No Updating
Includes 10 Users

Buy Online 1040

Desktop 1040

Free w/ 50+ Bank Products

$988 / year

2025 Software
Includes 2024 & 2023
1040 Software
EFIN Required for e-filing
All States Included
Free Unlimited E-filing
Bank Product Rebates
Loan Advance Products
365 Service
Installed Software
Unlimited Users

Buy Desktop 1040

1040 + Corporate

Free w/ 75+ Bank Products

$1188 / year

2025 Software
Includes 2024 & 2023
1040 Software
EFIN Required for e-filing
All States Included
Free Unlimited E-filing
Bank Product Rebates
Loan Advance Products
365 Service
Installed Software
Unlimited Users

Buy 1040 + Corporate

UltimateTax Product Features

All UltimateTax Products are equipped with tools to make tax preparation as convenient and easy as possible for tax professionals. In turn, you can provide the best quality ofservice you can to your clients.

Launch Pad

Customize your Launch Pad for a better user interface experience. Save frequently-used buttons to your dashboard for faster work processes...

365 Customer Service

Get access to premium year-round customer service. All support staff are trained professionals that can help you with your queries...

Free Data Conversions

Using different tax software? Don’t worry! UltimateTax Support Staff is ready to help you convert your previous client data...

Interview-Style Data Entry

Get all your clients’ pertinent information using the Interview-style Data Entry mode. Using this data entry mode can ensure...

Smart Diagnostics

Ensure accuracy in all your work. UltimateTax has Smart Diagnostics that detect missed or incorrectly inputted fields...

Context-Sensitive Help

Line-by-line assistance in the returns fields is available. New and seasoned tax preparers are well-guided during tax preparation...

Launch Pad

Customize your Launch Pad for a better user interface experience. Save frequently-used buttons to your dashboard for faster work processes...

365 Customer Service

Get access to premium year-round customer service. All support staff are trained professionals that can help you with your queries...

Free Data Conversions

Using different tax software? Don’t worry! UltimateTax Support Staff is ready to help you convert your previous client data...

Interview-Style Data Entry

Get all your clients’ pertinent information using the Interview-style Data Entry mode. Using this data entry mode can ensure...

Smart Diagnostics

Ensure accuracy in all your work. UltimateTax has Smart Diagnostics that detect missed or incorrectly inputted fields...

Context-Sensitive Help

Line-by-line assistance in the returns fields is available. New and seasoned tax preparers are well-guided during tax preparation...

See All Features

Testimonials

What Client’s Say

"This software is very easy to navigate through. The customer support is amazing. I would recommend this software company to a beginner and to a novice. They are A+ in my book."

Keep Moving Ministries

"As a new tax preparer, I needed a program that was fairly simple and had an affordable start-up cost. This is my second season using Ultimate Tax and I’m looking forward to learning even more! Customer support has always been 100% willing to help and I feel that I will be a customer for many more tax seasons to come!"

Chris Brandi

"I love using Ultimate Tax software, as it is user friendly and easy to use. The company is very efficient in keeping you updated when changes happen and fast at getting the updates to the software out."

Gini White

"This software's been great. The customer support is excellent and it's been a great option for my small practice."

Dylan Thomas

"They have excellent customer service. I have been using Ultimate Tax for five years and it just great. They answer all your question. Its a great software."

Mary Shingles

"I’ve been using this software now for 4 seasons and it can’t get any better. Easy to use and customer service is great! Highly recommended"

Kenia Rodriguez

Tax Preparer Center

UltimateTax cares for each tax professional; cultivating good working relationships with each of our clients. Need information on being a tax preparer or starting your tax business? Get the data below.

Ultimate Guide For New Tax Preparers

Want to start your own tax business, but don’t know how to start? Well, this guide is where you can start. It details what information you need to know and do from the start until the end. Find out what you need to set up your first office, what documents you need to prepare, and what outsourced services you need to get.

Ultimate Guide For New Tax Preparers

Required IRS Documents

If you’re a new tax preparer, we’ve got you covered! Before you can prepare taxes, you need to register with the IRS.

Learn More About PTIN

Learn More About EFIN

Professional Tax Software & Service

For Growing Your Tax Preparation Business

New for our Online Software 1120S & 1065 Partnership Returns

Free Professional TaxSoftware Data Conversions

Used by over

50,000

Pay-Per-Return

Online 1040

Desktop 1040

1040 + Corporate

UltimateTax Professional Tax Software

UltimateTax PPR

UltimateTax Online 1040

UltimateTax Desktop 1040

UltimateTax Desktop 1040 + Corporate

Compare UltimateTax Products

Pay-Per-Return

$388/year

Online 1040

$888/year

Desktop 1040

$988/year

1040 + Corporate

$1188/year

Pay-Per-Return

Online 1040

Desktop 1040

1040 + Corporate

UltimateTax Product Features

Launch Pad

365 Customer Service

Free Data Conversions

Interview-Style Data Entry

Smart Diagnostics

Context-Sensitive Help

Launch Pad

365 Customer Service

Free Data Conversions

Interview-Style Data Entry

Smart Diagnostics

Context-Sensitive Help

Testimonials

What Client’s Say

Keep Moving Ministries

Chris Brandi

Gini White

Dylan Thomas

Mary Shingles

Kenia Rodriguez

Tax Preparer Center

Ultimate Guide For New Tax Preparers

Required IRS Documents

For Growing Your Tax
Preparation Business

Free Professional Tax
Software Data Conversions

UltimateTax Professional
Tax Software