Getting started with ToolBox CS

ToolBox CS provides key utilities you need to respond to your clients' financial-related questions. In minutes, you can provide detailed information and recommendations to help your clients make important decisions, using such tools as financial, accounting, and tax calculators; calculating federal forms; tax flowcharts from the IRS; tax worksheets and organizers; client handouts; and templates to help you create internal office documents.


The primary documentation for using the application is provided in the comprehensive ToolBox CS topics in the Help & How-To Center, which is accessible from the Help menu. You can also access a variety of additional resources. See Getting help and Finding answers for ToolBox CS in the Help & How-To Center for more information.


Installing and updating the application

For standard and terminal server installation details, as well as steps for downloading and installing licenses, please see Installation information.

For information on downloading and installing updates, please see Downloading and applying updates.

Common tasks

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