UltimateTaxReviews of ultimatetax.com

Please tweak your system to allow a custom message to be entered into the emails sent out to clients. Having the name "Wolters klewers" forced in there is problematic for the integrity of my business and is therefore unprofessional.

1) it would be very helpful if we received updates before the tax season starts. Email would be better than nothing. 2) this was my first yr with ultimate and 28th yr preparing taxes. I did attend my initial scheduled training and thought it was ok until the tax season started and I fumbled until I either got it, call support or messed it up thinking I had it. Here’s an example of one thing. I didn’t have a clue that the state tax returns were not sent electronically when the federal was sent. Never heard of that until I had angry customers calling. It was definitely a trying yr with many problems and concerns and it was a very frustrating year but I returned this yr because I don’t want to start over from scratch again this yr.

I am still having issue with my browser to use Ultimate tax. Microsoft is the operating app for my computer. I was getting a lot of error while processing.

We had some issues with the state forms this year. Also, some filing issues.

I am a little disappointed that I did not receive a better discount on renewal since I was one or two off from having 30 bank products to get free renewal. I almost did not renew because of it.

Error discovered which is still prevailing unresolved shouldn't be so. Good developers should be able to resolve. Instead the answer given was that your tax software is not compatible with Microsoft apps. Your competitors don't have that kind of unresolved errors. I am not satisfied with the answer given by your assigned helpers. Please look into it.

The product pricing and support is excellent. There are a couple of things that need improvement in my mind. The font appears faded and often times is difficult to read. It needs to be darker and a bit larger. Overall it needs to be a bit more intuitive. For example, it took me several returns and a support chat before I really know how to handle the EIP's and ACTC in the program. It would have been nice to have those a bit more prominent in the program because they had huge effect on most tax returns. The 1120S needs work on the Items Effecting Shareholder Basis that end up on the shareholder's K-1. For example I never did figure out where to input Shareholder Distributions on the 1040's K-1. There doesn't seem to be much fluidity going from 1120S K-1 to 1040 K-1. Entering bank info become tedious being required to enter in Main Info, ACH 1040 ES, and state return. I know it's a safety measure for accuracy, but it gets to be a real pain when doing dozens of return.

Unfortunately I did not sign up for auto renewal, however my credit card was charged a renewal fee today. When I called to get assistance, there was no answer and I had to leave a voice-mail. I am not happy about this process.