TaxWise install instructions
- Ensure you have the Efin and the registration number for the site.
- Uninstall prior versions of Taxwise.
- Install Taxwise 2006 from CD on “server” computer.
- Launch Taxwise 2006.
-
Complete setup form as per manual and revisised page 27
instructions. -
Go to support section to download update. See email date Jan
8 for details. - Installl update.
- Restart TaxWise
-
Download Ohio update. See email dated Jan 11 for
details. -
Set tax form defaults as per hand written revised
instruction handout (pp. 32-41). -
Set print packet defaults also noted in hand written
revised instruction handout (pg. 40). - Set administrator password.
-
If this is not a network install, the installation
is complete. Otherwise proceed. -
Ensure the C: drive is shared. Open my
computer. Right click on the C: drive.
Select sharing. Ensure “Share this folder”
is selected. Note the name of the share. -
Note the network name of this “server”.
Right click on my computer. Click the Network
Identification tab. Note the
computer’s name and domain.
On each networked computer:
-
Map a networked drive. Open My computer. From the Tools menu
select Map Network Drive. Map the shared drive (step 14) from the
server (step 15) to the the “T:” drive. Be sure to select reconnect at
login. -
Open the T: drive. Open the UTS06 folder. Open the TWTech
folder. Double click on Setup.exe. - Follow the onscreen instructions.
-
Assign the workstation a unique 3 digit number (e.g., 102, 103,104,
etc.) - Restart the workstation
- Launch TaxWise to confirm it is working.
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