Downloading and applying updates

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

By default, CS Connect Background Services is enabled to download updates. You can Apply updates automatically as each user's processing permits (recommended), or at the time you specify in the Apply updates every day at [time] field in the Setup > System Configuration > CS Connect tab.

If you have modified the auto-update settings, you may need to download and apply your updates. To do so, follow these steps.

Note: If you access UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you do not need to use CS Connect to download and apply updates. Application updates are applied automatically in those environments.

  1. Choose Utilities > CS Connect.
  2. Set the Retrieve and apply available updates switch to Yes.
  3. Click the Connect button to download and apply all available updates.

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