UltraTax CS Installation Toolkit

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Follow this guide to ensure the successful installation and operation of UltraTax CS.

Installing another application? Check out the Installation toolkits for the CS Professional Suite.

Before you install

Recommended pre-installation steps

Taking care of these items now will save you time throughout the year. Otherwise, you're more likely to run into slowness and errors during tax season.

  1. Turn the Windows User Account control to "Never Notify".* Reboot your computer after making this change.
  2. Confirm you are an Admin-level user.*
  3. Create antivirus exceptions. Do not temporarily disable your antivirus as a workaround.
  4. Create firewall exceptions. Do not temporarily disable your firewall as a workaround.
  5. Set Windows permissions.
  6. For terminal server installations, review the Terminal server best practices for CS Professional Suite applications.

    *These links do not mention Windows 10 in their instructions, but the Windows 7 instructions are identical and will work.

Installation instructions

Go to the right computer

  • Non-network: Sit at the computer where you want to install UltraTax CS.
  • Local Area Network (LAN) or server: Sit at one of the workstations on the network OR at the server.
  • Terminal Server: Sit at the terminal server console.

Decide which drive or network location to install to

  • Standalone installation: We recommend installing directly to the C: drive.
  • Local Area Network (LAN) or server: Do not install on the C: drive of the server. Instead, map a drive to the server and install there. You can map a drive to the C: drive if you like.
  • Terminal Server: Install to a local drive on the terminal server.

Download the installer

  1. Go to the CS Professional Suite download page.
  2. Sign in to your account.
  3. Click the link to download UltraTax CS.
  4. Click Proceed to Download.
  5. Click Download Now.
  6. If you are given the option to Run or Save the download, choose Save.

If the file won't download, there's something interfering. This could be a browser setting, a Windows permissions issue, or an antivirus or firewall issue. You'll need to do some research or contact your IT professional, since these kinds of issues are outside the scope of UltraTax CS support.

Run the installer

  1. Find the downloaded file UTDownload_2020.exe. If you can't find it:
    • Check your download folder. You can click the Start menu and type "downloads". You can also go to My Computer or click the folder icon at the bottom of your screen, if you have it.
    • Look in C:\Users\[windows-profile-name]\Downloads and X:\Downloads (X is the mapped drive or network location for the server).
    • Download the file again from cs.tr.com/support/downloads. Make sure to save the file.
  2. Right-click UTDownload_2020.exe.
  3. Choose Run as Administrator.
  4. When the installation begins, wait for the files to extract. If the installer doesn't start, there's likely a permissions issue. Try using the Hidden Administrator account to run the installation. If Hidden Admin works, there's a bigger permissions issue that your IT professional needs to address.
  5. Click Next to begin the installation. You must read and accept the license agreement to proceed with the installation.
  6. You'll see the UltraTax CS Product Selection dialog with these options:
    • Installing to: This is where the program will install.
    • Licensing information: Enter your Firm ID and PIN. If you don't know your PIN, see Managing your license PIN.
    • Install products: Mark this box. We recommend that you choose the Install available licensed UltraTax CS products option. If you don't have your licenses in order yet or you want to skip the license installation for any reason, just unmark the Install UltraTax CS Product Group licenses option. The license installation will be skipped and the program will be installed without any entities. You can add entities later.
    • Install UltraTax CS Product Group licenses: We recommend marking this box.
    • Add desktop shortcut icons: We recommend marking this.
  7. Click Install. The rest of the installation process is automatic. If you run into any trouble, see Troubleshooting UltraTax CS installation issues.
  8. Click Finish.

Run the desktop or workstation setup

  • Non-network: The desktop setup for your workstation is already complete. If you don't see your desktop icon, you can run the setup to get one.
  • Local Area Network (LAN) or server: You need to run the desktop setup on each machine that needs access to the program.
  • Terminal Server: The server should already have a desktop icon once the full program installation is finished. If there is no icon, run the desktop setup on the server. If users aren't remoting in to the server to use UltraTax CS, run the desktop setup on each workstation.

Troubleshooting

Troubleshooting UltraTax CS installation issues

After installation

Once the installation is complete, you can open the program.

Install licenses

If you haven't installed licenses yet, open UltraTax CS and choose Help > About UltraTax CS, then click the Download Licenses button.

Install states and updates

Annual or first-time setup

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