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For tax professionals who would rather know

Every tax return tells a story. Be the firm that knows it.

You did the hard part. The return is filed. Then it goes in a folder, and nobody looks at it again until next April.

ReturnDashboards turns the returns you have already filed into data your firm can see, check and use.

Go to the portal UltraTax 1040s today.

Before

Forms, schedules, statements, worksheets. The answers are in there somewhere.

After

Total income · Form 1040, line 9Example, made-up figures
Wages - W-2125,810
1a WagesNORTHWIND LOGISTICS INC · W-2 · TaxpayerFed W/H = $9,412, or 11% 84,210
1a WagesCEDAR VALLEY SCHOOLS · W-2 · SpouseFed W/H = $3,050, or 7% · OR W/H = $2,100, or 5% 41,600
Self-employment activities - Businesses (Schedule C) and Farming (Schedule F)71,700
8 Business incomeHARBOR LINE CONSULTING · Schedule C · Taxpayer$96,000 gross receipts − $21,500 expenses = $74,500 net profit 74,500
8 Business incomePhotography · Schedule C · Spouse$18,400 gross receipts − $11,900 expenses = $6,500 net profit 6,500
8 Farm incomeHazelnut orchard · Schedule F · Taxpayer$142,000 gross farm income − $151,300 expenses = ($9,300) net loss (9,300)
Retirement Income (IRA, Pension/Annuities, Social Security)108,800
4b IRA distributionFIDELITY INVESTMENTS · 1099-R · TaxpayerFed W/H = $1,800, or 10% 18,000
4b IRA distributionSCHWAB · 1099-R · Spouse$8,000 gross − $2,000 qualified charitable distribution = $6,000 taxableFed W/H = $600, or 10% 6,000
5b PensionOREGON PERS · 1099-R · Taxpayer$33,500 gross − $1,500 after-tax contributions recovered = $32,000 taxableFed W/H = $3,200, or 10%OR W/H = $2,100, or 7% 32,000
5b PensionNORTHWIND RETIREMENT PLAN · 1099-R · SpouseFed W/H = $1,200, or 10% 12,000
6b Social Security benefitsSSA-1099 · Taxpayer$28,800 benefits × 85% taxable = $24,480 24,480
6b Social Security benefitsSSA-1099 · Spouse$19,200 benefits × 85% taxable = $16,320 16,320
Investment Income - 1099 Reported (Interest, Dividends, Realized Gains (Losses))6,768
2b Taxable interestFIRST HARBOR BANK · 1099-INT 1,214
3b Ordinary dividendsBROADLEAF FUNDS · 1099-DIV1,120 qualified + 784 nonqualified 1,904
7a Capital gainForm 8949, Box D · 200 sh BROADLEAF GROWTH$12,000 proceeds − $8,350 cost = $3,650 gain 3,650
Sale of Property and Other Business Interests202,000
7a Installment saleLand - 40 acres, Linn County · sold 2023 · Form 6252$200,000 contract price × 30% gross profit = $60,000 total gain$20,000 received this year × 30% = $6,000 gain reported 6,000
7a Business property soldOffice building - 18 Main St · Form 4797, Part III · Section 1250$410,000 sale price − $300,000 cost + $62,000 depreciation = $172,000 gain$0 ordinary recapture + $172,000 long-term (unrecaptured 1250: $62,000) 172,000
8 Business property soldEquipment - 2019 tractor · Form 4797, Part III · Section 1245$38,000 sale price − $45,000 cost + $31,000 depreciation = $24,000 gain$24,000 1245 recapture, taxed as ordinary income (Schedule 1, line 4) 24,000
Capital Loss Carryovers(9,700)
7a Short-term capital loss carryoverSchedule D, line 6($1,200 C/O from 2024 − $1,200 used = $0 C/O to 2026) (1,200)
7a Long-term capital loss carryoverSchedule D, line 14($8,500 C/O from 2024 − $8,500 used = $0 C/O to 2026) (8,500)
Rental Real Estate(6,240)
8 Rental real estateResidential rental - Duplex - 412 Oak St (Salem, OR) - (J) (Passive) · Schedule E, line 21$24,000 rents − $18,600 expenses − $11,640 depreciation = ($6,240) lossCash flow: ($6,240) loss + $11,640 depreciation = $5,400 cash in handBasis: $360,000 cost − $46,560 depreciation to date = $313,440 adjusted basis (6,240)
Pass-through Entity Income2,875
8 Partnership K-1RIVERSTONE PARTNERS LP · 1065 · Taxpayer2025 cash distributions = $4,000 2,875
Added up502,013
9Printed on the return502,013
Difference0 ✓

Every line, every payer, every property, with where it came from. And it adds up.

The numbers are already there.

A finished 1040 is a hundred pages of answers. The W-2s, the K-1s, the carryovers, the rental that lost money again. It is all in the PDF. It just isn't anywhere you can ask it a question.

So the same questions get asked by hand, every year, one client at a time.

What happens instead.

  1. Upload the PDF. The preparer copy you already have. Nothing to re-key.
  2. Every line comes out. Down to the payer, the property, the partnership.
  3. Every total is checked. Each subtotal is added back up against what the return printed.
  4. Your whole book, on one screen. Taxable income, tax, payments, penalties, client by client.

If it doesn't add up, we say so.

Software that is sure of itself is easy to build. Software that shows its work is harder. Every figure here carries where it came from, and every total either foots or tells you by how much it doesn't.

Trust isn't a feature. It's the product.

Your clients' data stays yours.

Each firm's returns are encrypted with that firm's own key, stored in the United States, and seen only by the people you choose. When you say delete, it's deleted.

Not for everyone.

For small and mid-size firms that would rather know than guess. We're starting with UltraTax 1040s.

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