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On the recordRead 4 Oct 202615 facts
UltimateTax
Plans and prices
Online 1040
$188a year
2026 software; includes 2025 & 2024; 1040 forms; corporate returns $40 each; 10 users; Mac compatible
Read 4 Oct 2026 · ultimatetax.com
Desktop 1040
$288a year
2026 software; includes 2025 & 2024; Windows 11 installed software; unlimited users; EFIN required for e-filing
Read 4 Oct 2026 · ultimatetax.com
1040 Pay per return
$388a year
2026 software; personal returns $20 each; corporate returns $40 each; 10 users; no rebates
Read 4 Oct 2026 · ultimatetax.com
1040 + Corporate
$488a year
2026 software; includes 2025 & 2024; corporate returns included; unlimited users; Windows 11 installed software; EFIN required for e-filing
Read 4 Oct 2026 · ultimatetax.com
On the record
- Browser compatibility
- The online 1040 software works on Mac, Windows, and Chromebook, and the pricing comparison says it is compatible with Linux computers.ultimatetax.com · read 4 Oct 2026
- Client tools
- All UltimateTax subscriptions include ProClient, described as a client document management system.ultimatetax.com · read 4 Oct 2026
- Data conversion
- UltimateTax says its support team provides free data import from previous tax software.ultimatetax.com · read 4 Oct 2026
- Desktop requirement
- The desktop 1040 products are installed software for Windows 11.ultimatetax.com · read 4 Oct 2026
- Eligibility limit
- The pricing page says an EFIN is required to file with its packages.ultimatetax.com · read 4 Oct 2026
- Free demo
- The site offers a free demo, and product pages include a “Try For Free” option without stating a trial duration.ultimatetax.com · read 4 Oct 2026
- Integrations and bank products
- UltimateTax lists EPS Financial, Santa Barbara TPG, and Refund Advantage as bank product providers.ultimatetax.com · read 4 Oct 2026
- Intended users
- The company describes its software as serving new and experienced tax preparers, small businesses, and enterprise owners.ultimatetax.com · read 4 Oct 2026
- Online filing
- Online 1040 lets preparers file unlimited 1040 returns through a web browser.ultimatetax.com · read 4 Oct 2026
- Preparation features
- The product comparison lists interview mode, prior-year carry-forward, e-signatures, diagnostics, and context-sensitive help.ultimatetax.com · read 4 Oct 2026
- Product
- UltimateTax provides professional tax preparation software for tax preparers, including 1040 and corporate return products.ultimatetax.com · read 4 Oct 2026
- Return types
- The corporate desktop product lists 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990 forms.ultimatetax.com · read 4 Oct 2026
- Security
- The online 1040 page says regular automatic backups secure data stored in an online database.ultimatetax.com · read 4 Oct 2026
- Support
- Packages include year-round support, and the company describes its support service as available 365 days a year.ultimatetax.com · read 4 Oct 2026
