Installation Toolkit - UltraTax CS

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Follow the steps in this guide to ensure that the UltraTax CS installation is successful and to help prevent future issues operating the program.

Update license PIN

As of November 2017, your license PIN can no longer match your firm's ZIP code. If you have not changed your PIN from your ZIP code, or if you are not sure what your license PIN is, see  Managing your license PIN for instructions on how to change your license PIN. You will not be able to install your UltraTax CS licenses if you do not update your license PIN from your ZIP code, or if you enter a PIN other than the one from your My Account page.

Downloading the installer

The installer is available on the CS Professional Suite download page. You'll need to sign in to your CS Web account to access to the download. After signing in, complete the following steps.

  1. Click the link to download the needed year of UltraTax.
  2. Click the Proceed to Download link.
  3. Click the Download Now button.

    If you are given the option to Run or Save the download, choose Save. If you attempt to run the installation file rather than saving it, the program will not install properly and you may have issues moving forward.

Preparing to install

Before installing, complete the following items to increase the likelihood of a successful install:

Consult an IT Professional before making changes to the User Account Control. If changes are made to the User Account Control settings, a reboot is required for them to properly take effect. For more information on this topic, see User Account Control Step-by-Step Guide External link . ( What's this?)

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For more information on this topic, see How to determine your user account type in Windows External link . ( What's this?)

This icon appears alongside links to resources that are not developed or maintained by Thomson Reuters. We provide access to these resources for your convenience, but we are not responsible for their accuracy. If you need additional assistance, please consult your qualified technician and/or the vendor who developed the resource.
  1. Right-click on the installation file and select Properties.
  2. In the General tab, if it exists, click the Unblock button next to Security: This file came from another computer and might be blocked to help protect this computer.
  3. Click OK on the Properties dialog.

For more information on unblocking the file, see What Causes the "File Downloaded from the Internet" Warning and How Can I Easily Remove It? External link . ( What's this?)

This icon appears alongside links to resources that are not developed or maintained by Thomson Reuters. We provide access to these resources for your convenience, but we are not responsible for their accuracy. If you need additional assistance, please consult your qualified technician and/or the vendor who developed the resource.

For more information on how to configure your antivirus software, see Antivirus guidelines for CS Professional Suite applications.

Do not temporarily disable your antivirus as an alternative to setting the recommended exceptions. Many antivirus programs continue to run after being disabled, which means that installation issues can occur. If you do have success installing with a disabled antivirus, re-enabling the antivirus could cause issues updating the program, as well as slowness operating the program and data loss.

For more information on how to configure your firewall, see Firewall guidelines for CS Professional Suite applications.

Do not temporarily disable your firewall as an alternative to setting the recommended exceptions. Many firewalls continue to run after being disabled, which means that installation issues can occur. If you do have success installing with a disabled firewall, re-enabling the antivirus could cause issues updating the program, as well as CS Connect errors and slowness.

For more information about permissions, see Permissions guidelines for the CS Professional Suite.

Running the installer

Complete the following steps to run the installation file:

  1. Navigate to the folder where the file was downloaded.

    With Internet Explorer, Google Chrome, or Mozilla Firefox open, press CTRL+J on your keyboard to open the download history.

  2. Find the downloaded file UTDownload_2017.exe.
  3. Right-click the file and select Run as Administrator.

Installation options

When the installation begins, wait for the files to extract. Then, click Next to begin the installation. You must read and accept the license agreement to proceed with the installation. After agreeing to the license agreement, you will be taken to the UltraTax CS Product Selection dialog with the following options: 

After making your selections, click the Install button. The rest of the installation process is automatic. Click the Finish button to complete the installation.

Connecting workstations to the new install

After completion of the program installation, you may need to run the desktop setup to connect any additional workstations. Use the information below to determine if a desktop setup is needed for your situation.

If you are using a standalone workstation, the Desktop Setup runs when you install the program. As such, you would only need to run the Desktop Setup again if it did not install properly. If you are having Desktop Setup issues, see UltraTax CS: Workstation setup troubleshooting tips.

To connect a workstation to a new install, the Desktop Setup will need to be run. Run the Desktop Setup on each workstation needed. For more information on running the Desktop Setup, see UltraTax CS: Workstation setup (desktop setup).

Terminal Server users do not need to run the Desktop Setup outside of the primary installation where it is already included. A proper Terminal Server install will complete the Desktop Setup for all Terminal users if executed properly. Desktop Setup related issues on a Terminal Server are a sign of a poor quality install. If you are experiencing Desktop Setup related issues for remote users on a Terminal Server, a reinstall is recommended.

If you are connecting to a Terminal Server based install via a Local Area Network connection rather than a remote session under a terminal user, see the Local Area Network section above.

Installation issues

If you receive this message, your firm's Licensee or Firm Delegate needs to log in to the My Account page and click on Manage Firm to verify or change the license PIN. For more information on changing your PIN and recent license PIN policy updates, see Managing your license PIN.

If you receive a message that the installation failed:

  • Rename the UTYY folder, where YY represents the last two digits of the year version of UltraTax CS, prior to attempting the installation again. The UTYY folder is located at X:\WinCSI\, where X represents the drive where the application is installed.
  • If the error references error logs or log files, see Reading UltraTax Installation Logs.
  • If there are no error logs, review all the recommendations in the "Preparing to install" section of this article above and verify that all preparation was completed successfully.

Trending issues and important information are posted on the UltraTax CS alerts and notices page. If you experience any problems with the installation, check the alerts and notices to see if your issue is a common one and read about possible solutions.

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