UltimateTaxReviews of ultimatetax.com

Garbage. Yes, I am upset but want to help others avoid my mistake. I thought I would save a some money on tax software this year by using Ultimate Tax but that was a mistake. I should have checked this site for recent reviews before I bought a license to use the Ultimate Tax software. This is the worst tax software and experience I have had. I will go back to my previous software. I tried to enter a very simple tax return with one document and it took me over an hour to figure out how to use it and enter the data, even after their onboarding training. You'll have to do a Google search for State municipal codes to enter into the software! No other tax software emphasizes the need for onboarding training. Tax software is usually intuitive and easy to figure out, not this one! By the way, it took me about 10 minutes to enter the tax data on my prior tax software that I switched back to! I don't want to mention my previous tax software because this post may seem like I am promoting it over Ultimate Tax. I am just giving honest recent feedback. Also, don't pay for it before you are able to try it for yourself, otherwise there is no refund! Not even if you have not filed a single tax return. Save your money and the hassle. I lost my money, don't make the same mistake unless you actually like this software with many manual steps compared to most others. The customer service is okay. I probably would need them for every tax return. So anyway, I am happy to pay more for my prior tax software and save time, prevent filing incorrect tax returns, and avoid accidental audit flags. Good luck and happy tax season!

EDIT: After reading their reply, I take back "great support and people." Attempting to blame me...tells me all I need to know about Ultimate Tax as a company. --- Great support and people....but that's where anything great about the Ultimate Tax product ends. Horrible software. Confusing interface. You go 'round and 'round and 'round and bouncing back and forth between forms, looking for the ONE place it will allow you to enter the information (and it's not in the order the forms are listed). So here I am, the beginning of tax season....and realizing I've not only wasted hundreds of dollars, but I need to start over with another tax software. Because UT is THAT BAD. Yeah, here's an example. In the "Diagnostics" where it checks for errors, on a return with a filing status of Married Filing Separately, Diagnostics said "The spouse name, SSN, phone numbers and date of birth should only be entered if the filing status on the return is married filing joint. (398)" I clicked on the error link(which takes you to where the error is), and lo and behold....under Filing Status and Exemptions - "Married Filing Separately" asks for Spouse's first name, last name, and SSN. Several times I entered information, and had the page in the navigation tree show as green with a check mark (meaning it was complete and correct), only to have the information (like a name from a W-2, the payer name from a W-2) just disappear and Diagnostics complain about it. I wasted $600 on this. I'm not going to waste any more of my time on it.

I didn't receive emails or voicemails to renew ultimate tax by June 30 and they charged me $200 extra to pay on July 7.

The person that tried to assist me was totally incapable of understanding my question or my problem. She then transferred me to another person who also did not seem to know what I was talking about. And both of them kept telling me what I was seeing and what I was doing when I tried to explain to them they Over talking me and not paying attention to what I was telling them. It was an extremely frustrating call dealing with this situation. My problem has not yet been solved the advanced tech was supposed to call me back with further information however I have not received that call. I was totally disappointed with the assistance I received and I considered it a total waste of my time.

Some of the technical support doesn’t have any basic knowledge.

Received an email from these amateurs and thought I would evaluate. Let me say that I have 45 years experience as a CPA and have used may software tax packages, the best being Ultratax and Proseries. Drake was okay, BUT STAY AWAY FORM ULTIMATE TAX . After signup, I was supposed to get an email with a address verification and a separate email with the client id and password. After house of waiting for that info. I attempted to login with the info provided AND WAS NEVER ABLE TO EVEN LOGIN TO THE DEMO SOFTWARE. JUST THE SOFTWARE I NEED IN THE MIDDLE OF TAX SEASON WHEN I AM UP TO MY ANAL PORE DEEP IN ALLIGATORS. After sending another email requesting assistance, I finally gave up the ghost. I don't give a sh**how economical the software might be, if you can't login, what the hell !! I suspect the software is just as poorly designed as the login attempts.

worked with many different software's (HR block, drake, mytaxprep ....) purchased the software September of 2019, from the beginning It was not easy to install, tried to install it on my laptop, after almost 10 calls to technical support which are the same as the customer support was not able to do so and their replay was (we could not figure it out we will reach out to developers !! ) even software all that the answer was no we can't with out any specific reason, so i had to install it on desktop. 80% of the customer i did their return I had to double check their refund with a different software to make sure they are getting the max refund. come to find out software has bugs in it and if you modify or change number it would not reflect right away and you have to re-check the whole return in-order to get it right. customer service/tech support , now that is a whole story by it self. there are only two people that work in that department Jimmy and Thomas would describe them as rude, incompetent. it seamed they like the old selection way smack your TV to get a better picture or as they would say it (we will escalate it to the developers!!) i struggled with the software to get through the tax season but after that i said no more of this BS I'm switching to different software after the last return that i did on October 15th ( last filling day with extension) as the software would not be summited because of an error from the software and it would not batch the return. try to contact the tech team ( and sure enough no one was there so i had to leave a msg for them) I did and the return missed the dead line!! because of the dummy software!! in any case the respond that i got is please contact us so we could help you and I did. The error was generic and no indication of what it could be so the tech perform basic check of going through the return and make sure everything is okay (which it was all correct). come to find out latter, because of K-1 schedule need to be attached to the return the software would not attach it !!! and that was the reason. here come the fun part, they escalate it to developers! they said ( the max attachment is 10 to 12 mg per return!!) mean while the return had 4 K-1's all of which are PDF format and each one is around 12 mg really !!! when talking to Thomas ( robotic man) he refuse to escalate the issue to his supervisor, he refuse to bring him on the call, I insisted on him being on the call and the respond was he is busy and will not be on the call!! I asked the for owner to give me a call and I was assured that he would but never did. so at this point of time my recommendation is zero for this dummy software and stay away from it. as for now I lost my credibility with my customer and it cost me money and time !! complain filed with Better business as well.

I called and was signed up by Mike, payment was taken out immediately however, it's five days and I still haven't received an email from them. I called them yesterday and Amanda said the email with my log in information will be sent. Apparently my email address was wrongly typed by Mike during initial sign up - they said notifications emails to let me know my software is available were bouncing back. Today I called again demanding to speak to Mike at Ultimate Tax - he was out for lunch, spoke to Amanda again and was sent an email with a link, with invalid username and password - "The email and/or password is invalid!". If this isn't a red flag about Ultimate Tax, I don't know what is.... Update: Mike finally sent an email to the correct email address and with the correct log in info. The email typo wasn't on my end, it was on UTS end!