UltimateTaxReviews of ultimatetax.com

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.

NEVER, EVER AGAIN WILL I USE THEM. Someone please rescue me from this nightmare! I wish there was a Zero (0) star rating!! Ultimate tax is the worst of all the software I have ever used in all my 12+ years of doing tax business. Their interface is so horrible, they change their software every often, misinterpret IRS rules and policies on things like maximum character count on taxpayer names to bank product. The direct deposit info on the state form asks you if you want to use whatever info you had on the federal (want to deposit in the same account as the federal...) and when you say yes, the state still require you to provide bank info or else you will get an error. They claim to have "interview" and "form" mode but really, it's just form mode. You begin with interview mode only for questions but are forced to return to form mode to complete your return. I could go on and on, but I have to get back to my nightmare and pray that the 2022 season is over soon so I could wake up. Sooo frustrated......

Your billing system is horrible! You should let preparers know that the billing system will change for April yet, you send out a huge bill at the end of the season! Also, I’ve been double charged for one efile and the issue has not been corrected!

I paid for the software. They did not provide me with sign on information. I need to access the software NOW. Support is unavailable.

I am a CPA and attorney and I have been using Intuit software for over 30 years. I recently purchased Ultimate Tax because the Intuit program was very expensive. It was a complete ripoff. The depreciation schedules are very difficult to use. I could not even complete the first tax return. They refused to refund my money.