UltimateTaxReviews of ultimatetax.com

Response to UT response - Claiming to have all states while simultaneously admitting you do not have at least one state is a dishonest business practice. Your response should've been - so we didn't realize WA has filing requirements because we never looked it up. We see their threshold is much higher than most states, which could explain why we missed it. Our team will work on correcting it. But that was not your response. Your response was another false claim - you cannot claim to have all states if you do not have all states. The issue with the screen - that's a SIMPLE DEVS FIX. (Before you say it's not that easy - I've work in IT as a business systems analyst.) If I have to contact support every time I unplug from my docking station to have someone help tell the program which screen it should be on, that's a huge waste of my time and every other preparer who has to deal with it. When I did call, it took 10-15 minutes, once I got to an agent, which doesn't sound like a long time to you - but that's disrespecting my time. Practice honest business practices and people like me would be willing to actually work with you, rather than leave angry and feeling mislead, disappointed and disrespected. *Original Review* I switched from Drake to UltimateTax for the 2023 filing year. Boy oh boy did I pay for that mistake!! It looked great to start with and they even took time to help "train" me. Prior to season start, I felt good about my decision. I learned. Pros: It's cheap Cons: Does NOT include all states. WA state doesn't have a regular state return requirement, but DOES have some requirements based on investment income and has some low income credits. NO WA STATE FILES AVAILABLE IN THIS SOFTWARE. I had to take my clients to the WA state DOR page and walk them through how to file it themselves. How unprofressional did I seem to those very same clients I e-filed their WA state returns via Drake the year prior?? I had to give discounts in my service, so the monetary savings was not nearly what it should've been for this software. Additionally, information doesn't flow from one page to another unless directly linked, so you get the pleasure of duplicating entry in the same exact fields across multiple forms. One small example is the address portion of the schedule C. The software can't be bothered to have the address flow to it?!? We're talking simple stuff here, people. Complex returns - if you have any, make sure you double check the information flowed to the correct forms. Hunt and find the correct forms, add them manually and manually enter the data - cause UT won't do it for you. If you have clients with stocks and crypto - be ready to manually enter all transactions. File attachments are limited to 10mb in total, so you will not be able to e-file the return if you attach a PDF of the thousands of transactions your clients make if they enjoy trading. It also does not import the information, so it's yet another time suck Apart from the simple 1040 returns I had (not many, I specialize in small businesses), every return took at least twice as long as years prior. Most of them took even longer. At least I have learned a valuable lesson here. Edit / Add: I forgot to mention that, if you have a laptop with docking station and choose to disconnect from the dock - make sure you open UT on your laptop screen and open at least one client on there as well or the program will continue to open your client list on a phantom screen that you cannot access, so you won't be able to get into it when traveling to client sites. In state returns (I also prep a ton of Oregon returns), not all required documents will load, so make sure you double check and manually fill those out for the Portland Public School and Multnomah County taxes (the info won't flow to them)

I just called 8666-686-7211 today 09/26/2024 at 11:06 AM Eastern Time. No one responded and the male voice keeps on saying someone will be with you soon. And I waited. But decided to hang up. As an Enrolled Agent have been using Drake Software and would like to inquire about Ultimate tax. I spoke to Mike Ray last 09/09/2024. After our conversation, I asked him to email me about the 1040 NR be e-filed. I received the email 09/09/2024 at 11:41 AM. On 09/16/2024 at 3:52 PM I emailed him about the free demo for the past 2023 Ultimate tax software. Today is 09/26/2024 11:22 AM, I did not receive any response to the email. As a possible new customer, the sales representative should respond to my email or even follow up on a phone call.

I am sure you will regret using Ultimatetax.com with every return you do. They will not care, they will not refund, you will be screwed!!! Ultimatetax.com has been down for almost half of APRIL 15th 2024. On the last day of the filing season. You can imagine the nightmare and the feeling of being sick when you tell your clients you cant do their return and are unable to file an extension for them.

Software is subpar. Had an issue where I printed off a federal copy to be mailed - literally used the "federal copy to be mailed" button within their software and it did not print out everything. I mailed off all the items not realizing it was missing documents. I contacted the software personnel after the mistake happened and they said it's my fault for not using due dilligence. Okay, I take some responsibility here but I believe they should be held accountable for their product that clearly does not print "federal copy to be mailed." I already renewed my software before this issue occurred. After the incident, I called to request a refund with a guy named Mike. He told me that they don't usually do refunds but he would see what he could do. No call back from him. I did get a call from someone else saying they sent the printing presets to me - WAY after tax season has ended, which does not help me now. I called a week later to get in touch with Mike. Angie was transferring me because he just got free - got sent to voicemail. So I called back and spoke with another person that simply said no refunds. I told her that was okay, but maybe they could do something else like waive a few of my business returns in the future. She said no. They fully admit that the product was not working properly but don't care that a small business had to take a hit because of it. They also pride themselves on customer service, yet one week later no call from Mike!

I tried out the software and found it to be subpar. I requested a refund and was told all sales are final. I never downloaded anything but the trial version. There is a statement to the effect that all sales are final and unfortunately it is in the fine print which I didn't read thoroughly. My bad. Now I'm out $900. I will go back to UltraTax software.

Great customer service. Always knowledgeable!!! Professional & courteous

The program was easy to navigate and programs were up to date on the forms and instructions.

phone calls answered in timely manor