If it does not start, double-click Setup. Select the Permission Key option. If this is the first time that you are installing the software for the newest year or if you have added new licensing, select Internet download and click OK. These are the same credentials that you used when logging into Software Delivery Manager. If you are updating a previously installed year to the latest version, select Use previously installed permission key and click OK.
If prompted, select Add Products and then click OK. Click OK for the pre-selected products. Verify the tax products you need to install have a check next to them and click OK. The install may ask to assign the products to a destination drive. If you install Tax to a network drive, make sure to choose the appropriate network drive letter. Click Assign to Drive and then click OK. If the install does not ask to assign the products to a destination drive, a prior installation assigned them to a drive.
The installation will select ProSystem fx Tax as the program group. Click OK. Choose Install now and click OK. The installation process begins. When the installation completes, it may prompt you to reboot your workstation. If it does, please go ahead and reboot your computer. When you sign in for the first time, you will be prompted to change your password and create security questions. If this is a network install of Tax, update your workstations if needed by running a Workstation Setup at each workstation.
Click to find out how to run a Workstation Setup. Notes You need to install the 20YY. Antivirus products and real-time backup products should exclude the Wfx32 directory. TAA may provide a system whereby members acquire points for participation on the Site. Do not game the system by creating multiple IDs or otherwise manipulate the points system.
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