Table of Contents

How do I perform a network setup?

John Logue Updated by John Logue

The following procedure applies to most CFS programs. However, for MD Personal Property, NY Sales Tax Preparer, Schedule D Tools, and Small Business Tools, see these Installation Instructions.

Preparing for the Setup

  1. Make sure you are logged on to the computer with administrator rights.
  2. Close all programs that can be closed.
  3. Disable anti-virus software.
  4. Determine the mapped drive letter of the server. (If last year's program was the network version and is installed on this computer, look at the target line in the properties of the desktop icon.)
If the drive letter has not yet been mapped, see How do I map a network drive?

Running the Setup from Downloaded File

Step 1: Download the Setup File

  1. Open your web browser and navigate to www.taxtools.com.
  2. From the Downloads menu, select Download Software.
  3. Enter your Customer ID and ZIP code, and click Go to download page.
  4. On the Download CFS Software Page, note the yellow table with your license code. Copy it so that you can use it when you fill out the Firm Information form.
  5. Scroll down the page until you find the program you wish to install, and click the Download button to the right.
  6. If your browser gives you a "Run" option, you can click on it to automatically run the install when the download is complete, in which case you can skip Step 2 and proceed to the Setup section. Otherwise, "Download" (or "Save") the file.

Step 2: Locate and Run the Setup File

  1. Open Windows Explorer by right-clicking on the Start button.
  2. Locate the downloaded setup file. The most likely place is your "Downloads" folder. (The file will be named "xxnnnnn.exe," where "xx" is a two-letter abbreviation for the program name, and "yyyyy" is the version number.)
  3. Double-click the setup file to run it.
  4. There may be a security warning asking if you want to run the program or allow it to make changes to your system. If so, click the appropriate response to run the file.
  5. The main window of the setup indicates the name of the program being installed. The sub-window within it is the "Welcome" window. Click the "Next" button to continue with the installation.
If the "Welcome" window does not appear in two or three minutes, there may be a timing problem. Hold down the Alt key on the keyboard and tap the tab key once. This should bring up a box in the middle of the screen containing icons for all programs that are running. Continue to hold down the Alt key and click on the tab key until the "Welcome" screen icon is highlighted, then release the Alt key. If after three minutes the "Welcome" screen still has not come up, reboot the computer and start over.
  1. The "Software License Agreement" window appears. After reading the agreement, click the "Yes" button to continue with the installation.
  2. The "Information" window appears. After reading it, click "Next" to continue with the installation.
  3. The "Edit Firm Information" window appears:
    1. Client information (Customer ID, Firm Name and Address) may be filled in if there are programs already installed from this year or last year.
    2. The License Code may be filled in if there are other CFS programs for this year already installed. If there has been a recent purchase, the License Code should be verified.
    3. Fill in any missing boxes. If the License Code is not there or has changed and you copied it from the Download page, you can paste it into the field. Boxes after the ZIP code are optional; they are not required for program installation.
    4. Click "Next" to continue to the "Choose Destination Location" window. (See Choosing Destination Location below.)

Running the Setup from CD

  1. Put the CD in the CD drive tray and close it. On most computers, the CFS installer will run automatically. If the installer does not run automatically:
    1. Open Windows Explorer (right-click on Start button), and identify the drive which contains the CD by the CFS logo. Note the drive letter, and close Windows Explorer. (If you do not see the CFS logo or any files or folders listed for the CD drive, there may be a problem with the CD or with the drive. Installation cannot proceed until the problem is fixed.)
    2. Once you know the drive letter for the CD drive, click on the Start button, and in the "Search programs and files" box type, "X:\setup," where X stands for the letter of the CD drive.
  2. The "CFS Software Installer" window should appear, with a sub-window titled "Welcome."
  3. Click "Next."
  4. The "Information" window will appear. Click "Next" to continue.
  5. The "Edit Firm Information" window will appear. Fill in the form using the information from your CD mailing label or receipt. The fields after ZIP code are optional.
  6. If there are programs installed on your system which are also on the CD, the next window will be "Select Programs to Update." There will be a list of programs that are on both your computer and the CD, indicating those that should be updated. Click "Next" to update the highlighted programs. (If there are no programs on the CD that are also installed on the computer, this window will not appear.)
  7. The "Select New Programs to Install" window will appear, with a list of programs that are on the CD but not installed on the computer.
    1. Programs that are licensed by your license code are highlighted.
    2. Programs that are not licensed can be selected for installation in DEMO mode by clicking on them.
    3. Programs that are selected but should not be installed on this computer can be deselected by clicking on them.
    4. When the programs to be installed have been highlighted (either automatically or manually), click "Finish" to proceed with installations.
  8. A dialog box will appear, asking whether you wish to continue with the installations. Click "Yes" to proceed.
  9. Instead of "CFS Software Installer," the main window will now indicate the name of the program being installed. The sub-window within is the "Welcome" window. Click "Next" to continue to the "Choose Destination Location" window. (See Choosing Destination Location below.)
If the "Welcome" window does not appear in two or three minutes, there may be a timing problem. Hold down the Alt key on the keyboard and tap the tab key once. This should bring up a box in the middle of the screen containing icons for all programs that are running. Continue to hold down the Alt key and click on the tab key until the "Welcome" screen icon is highlighted, then release the Alt key. If after three minutes the "Welcome" screen still has not come up, reboot the computer and start over.

Choosing Destination Location

  1. The "Choose Destination Location" window shows the default location where the program files will be written. When a network license code is being used, this default is derived from the following conditions:
    1. If the program from the previous year is installed on this workstation, the setup will generate a default path based on the path to last year's program.
    2. In any other case, the default path will be C:\CFSLIB\xx20yy\ for this installation, where xx indicates the program and yy indicates the year.
  2. If the path shown is incorrect, click the Browse button to change the drive letter. In the Path: field, highlight only the drive letter ("C"), and change it to the appropriate drive letter, leaving the rest of the path intact. Click the OK button to accept the corrected path.
  3. Click "Next" to continue with the installation.
If the installation fails at this point, use Windows Explorer to navigate to the CFSLIB folder on the network drive and manually create the destination folder xx20yy within CFSLIB. Then, within the setup program, browse to that folder to perform the install.
If you receive the message, "You are licensed to install this program on a network...,"  you did not change the drive letter from the default C: to the network drive. Click the Yes button to get another chance at the Browse button.
  1. When the install is complete, the "Setup Complete" window will appear with the text, "InstallShield Wizard Complete." If a "Yes, I want to launch..." checkbox is available, check it if you wish to launch the program, and click Finish.
Under certain conditions, the setup is unable to replace some files during the installation procedure and must schedule the files to be replaced the next time the computer is started up. In that case, the "Setup Complete" window will allow you the choice of rebooting the machine immediately or deferring the reboot to a later time.

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How do I map a network drive?

How do I perform a workstation setup?

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