How do I download and install the latest Tax Grouping Update Wizard (TGUW) for CCH® ProSystem fx® Engagement or Workpaper Manager?

NOTE: Please review the following article for deploying 2021 Tax Groupings:

  • Clarification on deploying the 2021 Tax Grouping Update for CCH® ProSystem fx® Engagement & Workpaper Manager.
  • Engagement or Workpaper Manager v2019 or higher will have the available 2021 Tax Grouping Update.  However, v2018 or older will not be receiving the upcoming 2021 Tax Grouping Update which will release in the future.  Please review the article below:
  • For Engagement or Workpaper Manager v2019.4.1, v2020.3.1, v2021.2.1, or all later versions, the latest Tax Grouping update is included with the full install of the latest release available in the CCH Software Delivery Manager. 
    • Examples:
      • Engagement v2021.2.1  (Includes 2021 Tax Grouping Update)
        • Deploys 2021 Tax Grouping Update. Supports upgrade from versions 2019 and 2020
      • Engagement v2020.3.1  (Includes 2021 Tax Grouping Update)
        • Deploys 2021 Tax Grouping Update. Supports upgrade from versions 2019 and 2018
      • Engagement v2019.4.1  (Includes 2021 Tax Grouping Update)
        • Deploys 2021 Tax Grouping Update. Supports upgrade from versions 2018 and 2017
Follow these steps to install the update:
  1. Log into the Software Delivery Manager and download the update for your currently installed version of Engagement or Workpaper Manager.
  1. Double-click on the downloaded file to unzip the contents.
  2. Copy the unzipped files to a shared location on your network.
  3. From each computer, open Windows File Explorer and browse to the shared location. Then run setup.exe and select "Update to Latest Version."
  • It is recommended to copy the installer from the shared drive to the computers locally (such as Desktop or root of C: drive) and then run the install to avoid issues. 

Note:  For further information on using the Tax Grouping Update Wizard, refer to the article how to run the Tax Grouping Update Wizard.

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