UltraTax CS: Workstation setup (desktop setup)

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

If you installed UltraTax CS on a network, we recommend you run a desktop setup on each workstation to add UltraTax CS to its Start menu and to install a shortcut icon.

To run the desktop setup program from each workstation, follow the steps outlined below.

  1. Close all open programs, including non-CS applications.
  2. Open the Windows Explorer and navigate to X:\WinCSI\UTYY\Desktop, where X represents the drive on which UltraTax CS is installed and YY represents the year of the program.
  3. Right-click on the Setup.exe and choose Run as administrator.

Note: if you have problems running the desktop setup, see Desktop setup troubleshooting.

Was this article helpful?

Thank you for the feedback!