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Frequently Asked Questions

Tax professionals and individuals in need of assistance preparing their returns needs often have lots of questions about the process. At Ultimate Tax Service we have put together this area on our website to provide professionals with the resources they need to succeed in the business. It also contains valuable information individuals can use to ensure they work with professionals who understand tax software inside out and backwards.

 

Why is it beneficial to purchase my software by June 30th vs. purchasing in December?

There are many benefits of purchasing your software program earlier in the season but a couple big reasons are pricing and convenience.  Early in the season our price for our program is the lowest it will be all year long.  Get the most savings by purchasing early!  Also, tax professionals usually have a stream of money flow left over from the previous tax season so it gives preparers a chance to purchase their program for less and when they have the cash flow.  We don't switch programs so you can have a piece of mind.

Does Ultimate Tax Service have a Payment Plan available?

The answer is yes!  We do have a payment plan available for those who wish to Lock in their price for their software but pay at a later date.  There is a non-refundable fee of $39.95 that is accessed to your package.  This fee is the only amount you have to put down at the time of purchase.  You will then have all the way until November 30, 2012 to pay the remaining balance!  Ask your Account Manager for more details.

Is an EFIN required to purchase your program?

No an EFIN is not required to purchase our programs.  A Non-E-filer fee of $50 will be charged if no EFIN is entered when ordered.  If the tax professional then obtains their EFIN, the $50 fee will be applied towards their first approved e-files depending on the amount of their e-file fees at the time of purchase.  Click here to get an EFIN

Can I convert my files from my previous software into your program?

Absolutely!  Our programs will have conversions from most of the other professional tax programs available.  For a full list of conversions please click here.

Will this program work on my MAC?  What are the system requirements?

No, this program is NOT compatible with MAC.  The main system requirements for our programs are as followed:

Windows XP or greater Operating System
2.0 GHz processor or higher
2 GB or more of RAM
1 GB of available hard drive space
32-speed or higher CD-ROM Drive
A high-speed Internet connection (DSL, cable modem, or T1/T3)
Ethernet network card (required for network installations only)
PCL6 Laser Printer
Internet Explorer 7.0 or greater
Adobe Reader (version 8.1 or higher)

Is your software compatible with Windows 8?

Currently our 2012 edition will be compatible with Windows 8, but any previous years, will not.  At this time, it is recommended that any installation of Windows 8 happen after the tax season has ended for the 2012 season.

What kind of training do you have available?

Here at Ultimate Tax Service we offer multiple training options.  From our one on one training sessions with our customers, an archive of training videos and sample practice returns.  You will also receive training material (Quick Start Guides and Manuals) for each program you purchase.  We also have our Ultimate Tax University that is FREE to all of our Ultimate Tax users.

Does your software have an option of being a Paperless Office?

Yes!  Our UltimateCL has the options available to make your office a new Paperless Office!  UltimateCL has the ability to have an Electronic Signature pad as well as a 2D Barcode Scanner.  These are all additional items for purchase but imagine not having any documents from your clients in folders but inside the return itself!  Use the 2D Barcode Scanner to scan in documents as well as a camera to take pictures or copies of verification (SSN cards, Drivers License) from your clients.  Visit the UltimateCL page for more information.

 

 

 
    Ultimate Tax Service Inc is a BBB Accredited Business. Click for the BBB Business Review of this Computer Software Publishers & Developers in Muscatine IA 
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