How do I install federal, state, and bank modules for TaxWise®?
To download and install federal, state, and bank modules for TaxWise:
- Navigate to the TaxWise Solution Center.
- Log in using your Client ID, Username, and Password.
- Click Downloads at the top of the page.
- Do one of the following:
- For federal modules, click Product Updates.
- For state modules, click State Updates.
- For bank modules, click Bank Updates.
- By default, the current year will be selected on the next page. To download modules for a prior year, select the appropriate year from the dropdown list as seen below:
Note: When switching between pages, the year will always default to the current tax year. For example, if you are downloading 2019 Federal Updates and navigate to the State Updates page, you will need to select 2019 again in the dropdown list.
- Locate the module that you wish to install and click the download icon beside it.
Note: The release notes icon contains the release notes for the adjacent module. Release notes document important information about the module update, including addressed issues and form changes.
- Click Save File.
Depending on which web browser you are using, the download should be displayed either along the bottom of your browser or towards the top-right, as seen below:
- Make sure TaxWise is closed on all workstations.
- Run the file that was downloaded in steps 6 and 7.
- If prompted with a security warning, click Yes.
- Click Next in the Welcome window.
- Click Install [module] to this computer.
- Click Next.
- Select the drive letter on which TaxWise is installed.
- Click Next.
- Click Exit on the Setup window.
- In the Confirm Window, do one of the following:
- Click Yes to view the ReadMe file.
- Click No to exit.
Additional Information
Para obtener la versión en español de este artículo de Knowledge Base, haga clic aquí: ¿Cómo instalo módulos federales, estatales y bancarios para TaxWise®?
| Solution Id | 000201348/000041962 |
|---|---|
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