United eFile 1040+ Pro

What United eFile 1040+ Pro is

United eFile 1040+ Pro is paid tax-preparation software for businesses handling individual, business, and entity returns. It combines online preparation with desktop access on macOS and the web. The plan includes unlimited 1040 preparation, unlimited federal and state e-filing, and 50 state returns. Its desktop business software supports federal Forms 706, 709, 990, 1041, 1065, 1120, 1120-S, and 5500 for partnerships, C and S corporations, estates and trusts, exempt organizations, and employee benefit plans. Client tools include a portal, digital-signature compatibility, paperless-office features, and a retention database. TaxesToGo is included as a mobile app. Other listed tools are a refund estimator, web bank integration, cloud reporting, Tax Status Now, Spanish capability, and Mac compatibility. Bank-product providers include Santa Barbara Tax Products Group, Refund Advantage powered by Pathward, Refundo, and Truman Money; availability varies. Onboarding, training, year-round support, and email support are included. The plan is priced on request, paid one time.

Who it suits

It suits growing tax-preparation businesses needing individual and business/entity returns. It is also aimed at firms wanting online and desktop access with client-management tools.

Limits

The plan has no free tier and is priced on request as a one-time payment. Its included state allowance is 50 returns, while bank-product availability and eligibility vary by provider and season.

Getting started

1. Open the United eFile software website
2. Choose the 1040+ Pro plan
3. Pay price on request as a one-time charge
4. Use web access or install the macOS desktop software
5. Use onboarding and training support
6. Connect listed bank-product providers when eligible

Verdict

United eFile 1040+ Pro combines broad individual filing with desktop business-return support. Its one-time price and included service package are key considerations for growing tax businesses.