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Tax Software - $399 Still $349- All States Included!
Ask about our Monthly
Special!
*Transmission fees may apply |
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Ultimate Tax Services' suite of Ultimate1040
products provides options for a new tax preparer, for the
experienced tax preparer or anyone in between. We are not a one
software fits all company. We take the time to talk to you about
your business to help fit you into the right solution.
All of our products offer unlimited preparation of
tax returns, e-filing, technical support and screen sharing so we can get on your
computer and solve your problems quickly. Our system even comes
with our quick start and organizing guide to get you ready for the
upcoming tax season.
Offer bank products and increase your profits.
We pay you a rebate for every funded bank product (25 minimum) you do through our
office. The rebates are paid to you throughout the season, to
increase your cash flow when you need it.
Traditional Desktop Install - We send you software
and you install it on your computer.
Or
Internet Based - We send you a login and you use
your current internet connection.
Typical Users:
Traditional - Preparers with experience doing more
than 50 returns.
Online - New preparers doing less than 50 returns,
looking for mobility and easy setup process.
Both programs allow for paper, e-file and bank
products.
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Traditional - Pros and
Cons |
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Pros
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Cons |
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Unlimited paper and
e-file returns |
Updating program |
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Quick preparation time |
More system
requirements |
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Customizable print |
Backup computer
required |
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Networkable - use
multiple computer in office |
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More security controls |
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Prepare returns without
internet connection |
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Interview Mode
available |
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Forms view |
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Quicker calculations
and print preview |
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Quick links to
additional forms |
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Internet Based - Pros and
Cons |
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Pros |
Cons |
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Unlimited paper and
e-file returns |
Internet goes down,
cannot prepare returns |
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Quick setup |
Need broadband internet
connection |
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Use anywhere you have
internet connection |
Program is slower for
forms view |
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Interview mode to guide
you through the return |
Less customization with
print packets |
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Easy for a new preparer
to flow through program |
Geared toward Bank
Products |
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Print checks and
returns from any computer |
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Automatic Updates |
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Automatic Backup of
Data |
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Overall:
If you are an experienced preparer you need to use
our Ultimate1040 Desktop installed version. This will allow you to
perform at the speed you require from a tax program.
If you are a new preparer looking for a solution to
guide you through, our Internet based Ultimate1040 is your right solution.
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Request More
Information |
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Tax Program Highlights and
Requirements
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Flexibility
Instant Error Checking
Automatic Fill-Ins
Color Coding
Real-time Calculations or Delayed Calculations -
It's your choice
Forms-based Data Entry or Straight Data Entry
Networking
K-1 Pass-Throughs
Intelligent Fixed Asset Manager
Customized Forms List
Comprehensive
Diagnostics
Online Help
Built-In Data
Management Reports
Database Features
Security Manager
Conversion Software
Year to Year Summary
W-4 Planner
Custom Client Letters
Automatic Billing
Married Filing Separate / Married Filing Joint
status tax optimizations
System Requirements
Flexibility
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Prepare returns without a mouse by using quick keyboard shortcuts or use
the mouse to take advantage of toolbar buttons.
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"Link" to supporting forms using the QuickLink feature OR open forms
directly from the "Find a Form" screen.
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E-file one return at a time OR multiple returns of all types
together: federal, state, and requests for extensions.
Create returns without having the SSN or ITIN, add this
information once obtained.
Instant Error Checking
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Keystroke-by-keystroke
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Entry-by-entry
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Entire return
Automatic Fill-Ins
TaxWise stores that information and automatically completes
the name and address every type you enter that EIN.
Color Coding — optional color coding identifies information required for
electronic filing
highlighted with red.
You
can't type directly in a calculated entry or delete the
calculated value unless you override the calculation.
Real-time Calculations or Delayed
Calculations - it's your choice
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Calculations are made instantly with every entry.
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There are no extra buttons to push, no need to wait for a
lengthy "re-calc" process. You enter data only once.
Data flows automatically from supporting forms to the primary
form and from federal forms to state forms.
Forms-based Data Entry or Straight Data
Entry
replicas of the paper IRS forms.
It's easy to see what the form will look like when printed and a
cinch to teach your staff how to use the program.
Networking
K-1 Pass-Throughs
appropriate 1040 return, assuring accuracy while saving time and
keystrokes.
Intelligent Fixed Asset Manager
intelligence
Program automatically selects recommended depreciation methods
based on an asset type
Customized Forms List
the forms list.
"Use Private Forms" enables you to customize the Find a Form
screen to suit your tax practice.
Comprehensive Diagnostics
of issuance and birth date.
Warnings of possible inconsistencies in tax information.
A list of overridden entries.
Electronic filing errors - The red text is a hyperlink to the
form that needs correction.
A summary of the return, including forms to be filed, AGI, tax,
refund or balance due
Large IRAL communications dialog.
Online Help
through the forms
Help is just a hotkey away!
Built-In Data
Management Reports
returns and analyze data using spreadsheets and reports you
create with software such as:
Microsoft® Excel
Database Features
return without leaving the return you are currently working on.
Automatic Updates — Your database is updated every time you
connect to our Electronic Filing Center.
ODBC Compliant — Database information can be used directly by
database, spreadsheet, and report writing applications.
Security Manager
and check printing with Security Manager.
Control which actions each person in your office can perform
including the restriction of pricing sheet editing.
In addition, each preparer's returns can be password-protected
for security. The administrator has access to all passwords in
case a password is forgotten.
Conversion Software
TaxWise. Conversion software is available for most tax packages.
Free of charge.
Year to Year Summary
returns for comparison.
Includes gross income, AGI, itemized deductions (with comparison
to national averages), exemptions, credits, tax paid and
refunds.
A 'get organized' tool for your client and a direct-mail
promotion for your tax office.
W-4 Planner
tax and adjusting withholding.
Print a W-4 form your clients may submit to employers to change
withholding status, amounts and exemptions.
Carry Forward of Prior Year Data
Copy relevant client data from last year's return into the
current return, saving time and keystrokes.
Bring forward taxpayer name, address, dependents, Depreciation
Worksheets, capital loss carryovers, and other amounts.
Tax form defaults can also be carried forward from year to year
so you don't have to re-type information such as your name, firm
name, address, and phone.
Custom Client Letters
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Print a letter containing data from your client's return.
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Choose a standard letter from the templates provided, or
customize the text and create your own template.
Create custom organizers to mail to clients prior to the tax
season. Or convert the organizer to a PDF file and e-mail it to
the client.
Automatic Billing — Calculate your fees on the basis of:
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Time working in the return, or
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Number and type of forms and worksheets, or
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Both time and forms.
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Easily adjust the amount billed by a dollar amount or percentage
of the total.
Print the invoice with the return
"What if" Mode
Test any number of hypothetical tax scenarios for your clients.
Save test scenarios for future reference or replace data in the
current return with the new information.
Useful as a planning and advisory tool for clients who can
accelerate and delay income, deductions or capital expenditures.
Married Filing Separate / Married Filing Joint status tax optimization
using both joint and separate filing statuses.
The filing status scenario with the lowest tax is presented.
Preparers have the option to automatically generate separate tax
returns for each spouse, as desired.
System Requirements
Desktop
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Microsoft® Windows XP (with
the latest service pack) or Microsoft® Windows Vista
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800 MHz processor
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512 MB of RAM
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1 GB of available hard drive
space (per tax year)
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8X speed CD-ROM
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800 X 600 color monitor with
16-bit color video card
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Microsoft® Internet Explorer
7.0 (with the latest service pack)
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56K Internet connection
(Internet access required)
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PCL6 compatible printer
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Ethernet network card
(required for network installations only)
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Adobe Reader (version 8.1 or
higher)
Online - Broadband
internet connection
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