UltimateTax
UltimateTax is professional tax preparation software for preparers, with products for individual 1040 filings and corporate returns.
What UltimateTax is
UltimateTax is professional tax preparation software for preparers, with products for individual 1040 filings and corporate returns. Its Online 1040 product lets preparers file unlimited 1040 returns in a browser. The browser version works on Mac, Windows, Chromebook, and, according to its pricing comparison, Linux computers; desktop 1040 products are installed on Windows 11. The corporate desktop product lists forms including 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990. Preparation tools include interview mode, prior-year carry-forward, e-signatures, diagnostics, and context-sensitive help. Every subscription includes ProClient, a client document management system. UltimateTax lists EPS Financial, Santa Barbara TPG, and Refund Advantage as bank product providers, and says its support team provides free data import from previous tax software. Online 1040 data is stored in an online database with regular automatic backups. Packages include year-round support, and an EFIN is required to file. The software is paid, has no free plan, and offers a free demo and a trial option with no stated duration. Online 1040 costs $188 a year; other listed plans cost 288.00 USD, 388.00 USD, and $488 a year.
Good
- Online 1040 supports unlimited browser-based filings.
- Preparation includes diagnostics and context-sensitive help.
- All subscriptions include ProClient document management.
- Support provides free imports from previous tax software.
Watch out
- There is no free plan.
- Desktop 1040 products require Windows 11.
- An EFIN is required to file with packages.
Who it suits
UltimateTax suits new or experienced tax preparers, small businesses, and enterprise owners who need tax preparation products. Preparers should note that filing with its packages requires an EFIN.
Verdict
UltimateTax offers both browser-based and Windows 11 desktop tax preparation, with tools for individual and corporate returns. Its paid plans start at $188 a year, and filing requires an EFIN.
Plans and prices
From UltimateTax's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Online 1040 | $188 a year | 2026 software; includes 2025 & 2024; 1040 forms; corporate returns $40 each; 10 users; Mac compatible · $188/per year with bank products |
| Desktop 1040 | $288 a year | 2026 software; includes 2025 & 2024; Windows 11 installed software; unlimited users; EFIN required for e-filing · $288/per year with bank products |
| 1040 Pay per return | $388 a year | 2026 software; personal returns $20 each; corporate returns $40 each; 10 users; no rebates · $388/per year |
| 1040 + Corporate | $488 a year | 2026 software; includes 2025 & 2024; corporate returns included; unlimited users; Windows 11 installed software; EFIN required for e-filing · $488/per year with bank products |
The facts
Each one read from UltimateTax's own pages, with the date it was checked.
Where it runs
- Browser compatibility
- The online 1040 software works on Mac, Windows, and Chromebook, and the pricing comparison says it is compatible with Linux computers.checked 4 Oct 2026
What it does
- Client tools
- All UltimateTax subscriptions include ProClient, described as a client document management system.checked 4 Oct 2026
- Data conversion
- UltimateTax says its support team provides free data import from previous tax software.checked 4 Oct 2026
- Desktop requirement
- The desktop 1040 products are installed software for Windows 11.checked 4 Oct 2026
- Eligibility limit
- The pricing page says an EFIN is required to file with its packages.checked 4 Oct 2026
- Integrations and bank products
- UltimateTax lists EPS Financial, Santa Barbara TPG, and Refund Advantage as bank product providers.checked 4 Oct 2026
- Intended users
- The company describes its software as serving new and experienced tax preparers, small businesses, and enterprise owners.checked 4 Oct 2026
- Online filing
- Online 1040 lets preparers file unlimited 1040 returns through a web browser.checked 4 Oct 2026
- Preparation features
- The product comparison lists interview mode, prior-year carry-forward, e-signatures, diagnostics, and context-sensitive help.checked 4 Oct 2026
- Product
- UltimateTax provides professional tax preparation software for tax preparers, including 1040 and corporate return products.checked 4 Oct 2026
- Return types
- The corporate desktop product lists 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990 forms.checked 4 Oct 2026
- Security
- The online 1040 page says regular automatic backups secure data stored in an online database.checked 4 Oct 2026
- Support
- Packages include year-round support, and the company describes its support service as available 365 days a year.checked 4 Oct 2026
The company
- Founded
- 2006checked 28 Sep 2026
Money
- Free demo
- The site offers a free demo, and product pages include a “Try For Free” option without stating a trial duration.checked 4 Oct 2026
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