1. 1 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Installing and Configuring TaxWise Objectives –In this chapter you will learn: How to Install TaxWise from the CD How to Install TaxWise from the Internet How to Install 2005 TaxWise states from the CD How to Carry Forward Setup Information from the Prior Year How to Configure TaxWise Setup Options How to Register TaxWise

2. 2 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Installing from TaxWise CD Insert your TaxWise 2006 CD into your CD drive. –If the installation program does not start automatically click the Start button on the Windows Taskbar and then click run. –Type D://startup in the Open dialog box and click OK.

3. 3 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Installing from TaxWise CD Click INSTALL on the left. Select TaxWise 2006 in the INSTALL NOW box on the right side of the window.

4. 4 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Installing from TaxWise CD Read the license agreement and click YES.

5. 5 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Installing from TaxWise CD Do one of the following: –If you already have TaxWise installed, the installation wizard displays the Select Option dialog box. –Select Re-install TaxWise and click Next.

6. 6 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Installing from TaxWise CD Select the drive to which you wish to install TaxWise, and click Next.

7. 7 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Installing from TaxWise CD Do one of the following: –If this is a stand alone installation, click NO. –Otherwise, click Yes

8. 8 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Installing from TaxWise CD Follow the on-screen directions for defining a workstation. Click OK.

9. 9 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Installing from TaxWise CD Choose one of the following: –Click Yes to launch TaxWise. –Click No to return to Windows

10. 10 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Downloading TaxWise from the Internet Double click on the icon for your web browser. Type: http://download.taxwi se.com/taxwise.zip in the address bar and press Enter. http://download.taxwi se.com/taxwise.zip Click Save.

11. 11 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Downloading TaxWise from the Internet If the Desktop does not display in the Save in box, click the Desktop icon in the left side of the Save As dialog box. Click the Save button to save the file taxwise.zip to your desktop.

12. 12 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Extracting the Download File Double-click the TaxWise Installation folder on your desktop. Double-click the file taxwise.zip Double-click the TaxWise06CD folder. Double-click the Startup.exe icon to launch the TaxWise Installation.

13. 13 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Carrying Forward Setup Setup Information EIN Database Client Letters –These options are only available the first time you enter TaxWise.

14. 14 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. TaxWise Setup Options By default TaxWise displays the Setup Options dialog box:

15. 15 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Registering TaxWise Once you have completed Setup Options, TaxWise displays the Register Software box: Verify your EFIN/Customer Number box and press the Tab Key. Enter your registration code in the Registration Code box and press the Enter key.

16. 16 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Transmit for Multiple EFINS Click Register Software on the Setup menu in TaxWise Utility. Enter the EFIN for the next site in the EFIN/Customer Number box and press the Tab key.

17. 17 /17 Installing and Configuring TaxWise © 2006, Universal Tax Systems, Inc. All Rights Reserved. Transmit for Multiple EFINS Enter the Transmit Code in the Registration Code box and press the Enter key. Repeat these steps for each EFIN for which you will transmit returns.