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How to add state updates to software

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1. Go to http://support.taxwise.com 
2. 
   
   
   
   
   
   
3. Click on Product Updates under the Preparer Solutions section.
   
   
   
   
   
4. Log in with your Client ID, username, and password if you are prompted to.
   *NOTE - If you don't know this information, you will need to make sure to log into http://surefiretaxsoftware.com and click on Billing/Products then you can find your Client ID#.  If you don't know your password, use the FORGOT PASSWORD option, and the username is always: admin
   
   
   
   
   
   
5. Click the State Updates link in the upper-right corner.
   
   
   
   
   
6. Click the Add a State link.
   
   
   
   
   
7. Click the Add states to my package link.
   
   
   
   
   
8. Select the states you wish to add to your software
   
   
   
   
9. Once you have completed all this, wait about 10 minutes then in the Software go to Communications > Get PROGRAM UPDATES AND ALSO Communications > Get MODULE Updates... You must do BOTH of these!!

 

 

How do I download the program, state, federal, and business updates for my Installed Tax Software?

Anytime you need updates, simply do the following:

1. Click on [Communications] at the top
2. Next, click [Get Program Updates]
3. Next, click [Get Program Module Updates]

 

Tags: install,setup,getting-started