UltimateTax is professional tax preparation software for preparers, with products for individual 1040 and corporate returns. Online 1040 lets preparers file unlimited 1040 returns through a browser. It works on Mac, Windows, and Chromebook, and the pricing comparison also lists Linux compatibility. Desktop 1040 products are installed software for Windows 11. The corporate desktop product lists 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990 forms. Preparation tools listed for the products include interview mode, prior-year carry-forward, e-signatures, diagnostics, and context-sensitive help. Every subscription includes ProClient, a client document management system. UltimateTax lists EPS Financial, Santa Barbara TPG, and Refund Advantage as bank product providers, and says its support team provides free data import from previous tax software. Online 1040 stores data in an online database with regular automatic backups. Packages include year-round support, described as available 365 days a year. An EFIN is required to file with the packages. The listed plans include Online 1040 at 188.00 USD per year, Desktop 1040 at 288.00 USD per year, 1040 Pay per return at 388.00 USD per year, and 1040 + Corporate at 488.00 USD per year.
Who it is for
UltimateTax suits new and experienced tax preparers, as well as small businesses and enterprise owners seeking tax preparation products. Online 1040 serves preparers who want browser access, while the desktop 1040 products are for Windows 11.
What is good
- Online 1040 supports unlimited 1040 filings.
- Preparation tools include diagnostics and e-signatures.
- Every subscription includes ProClient.
- Support team provides free import from previous tax software.
- Packages include year-round support.
- Federal and state e-file are supported.
What to know first
- There is no free plan.
- Desktop 1040 products require Windows 11.
- An EFIN is required to file with the packages.
- Listed plans cost from 188.00 USD per year.
Verdict
Choose UltimateTax if you prepare tax returns and want 1040 or corporate products, client document management, and included support. Online 1040 is the browser option; look elsewhere if you need a free plan or cannot meet the EFIN requirement for filing with its packages.
Get started with UltimateTax
- Visit the UltimateTax website and choose a listed plan.
- Use the free demo or the product page’s “Try For Free” option to explore the software.
- For Online 1040, use a browser on a compatible Mac, Windows, Chromebook, or Linux computer.
- For a desktop 1040 product, install it on Windows 11.
- Have an EFIN to file with the packages.
Limits to know first
There is no free plan. The listed Online 1040 plan costs 188.00 USD per year; the listed plans require an EFIN to file with the packages.
Questions about UltimateTax
How much does UltimateTax cost?
Listed plans are Online 1040 at 188.00 USD per year, Desktop 1040 at 288.00 USD per year, 1040 Pay per return at 388.00 USD per year, and 1040 + Corporate at 488.00 USD per year.
Is there a free plan or trial?
There is no free plan. UltimateTax offers a free demo and a “Try For Free” option without a stated trial duration.
Which platforms does UltimateTax support?
Online 1040 works on Mac, Windows, and Chromebook, and the pricing comparison lists Linux compatibility. Desktop 1040 products are installed software for Windows 11.
Which return types are supported?
Products include 1040 and corporate returns. The corporate desktop product lists 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990 forms.
Does UltimateTax include client tools and integrations?
All subscriptions include ProClient for client document management. Listed bank product providers are EPS Financial, Santa Barbara TPG, and Refund Advantage.
Is an EFIN required?
The pricing page says an EFIN is required to file with its packages.
UltimateTax plans and pricing
All plansCompared on small business tax software
- Free plan
- No
- Business entity support
- partnership, C corporation, S corporation, fiduciary, exempt organization
- Federal e-file
- Yes
- State e-file
- Yes
- Prior-year import
- Yes
