SO10221 - Stand Alone Installation
Description:
The TaxWorks installation is easy to use and is similar to other common installation programs. The setup will place supporting files, as well as subdirectories, on your working drive.
Links:
Advanced Installation
Mapping a Network Drive
Networking Essentials
Server Installation
Workstation Installation
Worstation/Server Installation

  1. Close all running programs and insert the TaxWorks CD into your CD-ROM drive, printed side up.

  2. Wait a few seconds for the Auto Run TaxWorks menu to appear. If you receive the following message asking if you want to allow the CD to run active content on your computer, click Yes (figure 1).


    3. (figure 1)

  3. Once the Installation page is open, click the "Begin Stand Alone Installation" link (figure 2).

      4. Note: If for some reason the Auto Run menu does not appear, click on the Start button on the taskbar and select Run. Type in D:\SETUP and click the OK button. If your CD-ROM drive uses a letter other than D, substitute that letter for D.


    (figure 2)

  4. A File Download - Security Warning will then appear, click Run (figure 3).


    5. (figure 3)

  5. You may receive another Internet Explorer - Security Warning, click Run (figure 4).


    6. (figure 4)

  6. The Install Shield Wizard will appear, click Next (figure 5).


    7. (figure 5)

  7. You will then see the License Agreement. Read through the agreement and select Yes if you agree to the terms and conditions (figure 6).


    8. (figure 6)

  8. Now select the type of installation you desire. The Recommended installation will install the program to the default install path which is C:\TaxPrep\TY08\. If you wish to install to a different location, select Advanced (figure 7).

      9. Note: We encourage the Recommended install. If you select the Advanced installation please contact Technical Support for assistance at 1-800-843-1139.


    (figure 7)

  9. The next window will allow you to confirm the information you slected earlier in the setup. If something doesn't look correct you can go back and change it by clicking the Back button. Once everything looks correct, click Next (figure 8).


    10. (figure 8)

  10. The installation process will now begin (figure 9).


    11. (figure 9)

    • If TaxWorks detects that MDAC needs to be updated, a screen will appear indicating that MDAC must be installed. This is a Windows component and is required to run TaxWorks. Click OK and proceed through the installation wizard. Once completed, click Finish to continue with the TaxWorks installation.

    • You may receive a message noting that your screen display does not meet recommendations. The minimum display requirements are 800 X 600 pixels. We recommend setting your pixels to 1024 X 768. Click OK to bypass this message. You can make adjustments later by clicking the Windows Start menu, selecting Control Panel, Display, and selecting the Settings tab.

    • You may receive a message noting that the program requires Adobe Acrobat Reader version 8.0. We recommend that you install version 8.0 by clicking Yes.

  11. The Install Systems screen will then appear. Tag the systems and states you want to install. You must install System Operations, Federal Universal (Shared Forms) and at least one federal system. After tagging the systems, click Install From Internet to get the latest version of the systems or Install from CD to get the CD version of the systems (figure 10). Once you have finished installing all the systems you want installed, click Close.


    12. (figure 10)

  12. The program is now installed. Select Yes if you'd like to open the program now or select No if you want to open it later, then click Finish (figure 11).


    13. (figure 11)