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How to Setup and Install the Desktop Software

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📊 Step-by-Step Installation

Step 1: Run Setup and Enter Your License Information

The setup wizard will open automatically. You'll need your EFIN and registration code to proceed.

1. Run the setup file on your computer
2. In the first dialog, enter your EFIN number
3. Enter your registration code in the field provided
4. Click Validate Code
5. Wait for the confirmation message: "You have successfully validated your registration code"
6. Click Next to continue

Step 2: Choose Your Installation Type

Select whether this is a new installation or if you want to import settings from a previous year.

For New Installations:

1. On the next screen, select New Install
2. Click Next to continue

For Recurring Customers:

1. Select Use Last Year's Configuration Data
2. Click Load Configuration Settings
3. Once complete, click Next

Step 3: Download Additional Components

The software will download necessary updates and modules.

1. Click the Download button
2. Wait for all components to download completely
3. Click Next when the download is finished

Step 4: Enter Office Information

Fill in your office details. Only enter signature and tax help login information if you're certain it's correct.

1. On the Office Information screen, fill in all required fields with your business details
2. For Signature/Tax Help Login, only complete this if you are certain the information is correct
3. If you're unsure about this information, skip it for now - you can add it later
4. Click Next

Step 5: Skip Advanced Authentication (If Unsure)

If you're not certain about advanced authentication settings, skip this step for now.

1. If you don't have authentication credentials ready, click Skip
2. Click Next to proceed

Step 6: Add Preparer Information

You can add preparers here. This information can be modified later in the software if needed.

1. On this screen, you can add preparers who will appear as default options when running the program
2. Add the names and information for your preparers
3. Click Next
4. Note: These settings can be changed anytime from within the software

Step 7: Review Printer Configuration

These settings are typically auto-filled and don't require manual changes.

1. Review the printer configuration screen
2. Most settings will be pre-filled automatically
3. Click Next to continue

Step 8: Configure General Options

Important: Make sure the screen reader option is disabled unless you need it for accessibility.

1. On the General Options screen, review all settings
2. DO NOT check the box labeled "Enable screen reader for visually impaired" unless you need it
3. This setting is specifically for blind users and can make the interface harder to read for others
4. Click Next

Step 9: Enable Carry Forward for Prior Year Data

This step imports prior year client information into the new installation.

1. On the Carry Forward screen, click Carry Forward button
2. Check the box labeled Save as workstation default - this helps with network installations
3. Wait for the carry forward process to complete
4. Click Next when finished

Step 10: Complete Installation

Save and close the setup wizard to launch the software.

1. Click Save and Close to finish the installation
2. The software will launch automatically

Step 11: Create Your Administrator Password

Set up your admin account with a strong password for security.

1. When the software launches, log in without entering a password
2. The system will prompt you to create a new password
3. Enter your desired password and confirm it
4. Click OK

Step 12: Select Prior Year Returns (If Applicable)

If you carried forward prior year data, select the returns you want to import.

1. If you completed the carry forward step, a dialog will appear showing prior year returns
2. Select the returns you need
3. Click OK to import them

Step 13: Set Up Guest Account Password

Create a password for the guest account to allow other users limited access.

1. Click on Guest Login
2. Click View/Edit to configure the guest account
3. Create a password for the guest account, just like you did for the administrator
4. Your installation is now complete!

Tags: install,setup,getting-started