Installation and Activation Instructions

Transcription

1 ATX 2013 Installation and Activation Instructions What's Inside: New System Requirements Check How Your System Measures Up With Our System Analysis Tool New Installation and Activation instructions for ATX No Mapping Required Separate Instructions for Installing W or Payroll Compliance

2 ATX 2013 Installation and Activation Instructions 2013 CCH Small Firm Services. All rights reserved. 225 Chastain Meadows Court NW Suite 200 Kennesaw, GA No part of this manuscript may be copied, photocopied, reproduced, modified or distributed in any form or by any means without permission in writing from CCH Small Firm Services. Information in this manuscript is subject to change without notice. Any software described in this manuscript is furnished under a license agreement and may be used or copied only in accordance with the terms of the agreement. CCH Small Firm Services is not engaged in rendering legal, technical, or other professional services. Use of this manuscript or the information in this publication does not relieve the user of complete responsibility for the operation and functionality of its computers and/or network, for the maintenance and backup of all user data, or for the preparation, content, accuracy, and review of all forms. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, MADE WITH RESPECT TO THESE MATERIALS OR ANY OTHER INFORMATION PROVIDED TO THE STUDENT. All trademarks are the property of their respective owners. November 2013

3 Table of Contents 1 1 Installation and Activation 5 Locate Activation Code(s) 5 Downloading Products 5 Follow ATX Installation and Activation Instructions 5 For Payroll Forms, a Separate Install is Required 6 ATX User Guide for Tax Year 2013 Installed with Product 6 System Requirements 6 Analyze Your System's Capabilities 6 Stand-alone/Single Workstation/Network Workstations Requirements 7 Network Server Requirements 8 Upgrading Your System 9 Downloading ATX 9 What Install Type Do I Need? 11 Standalone 11 Network 11 Server Only 12 Workstation Only 12 Server and Workstation 12 Important Note for Fixed Asset Manager (FAM) Customers 12 Stand-Alone Computer - Installation and Activation 13 If ATX DVD Doesn't Start Automatically 19.NET Software 19 Activation Codes Dialog Box 19 Using the Dialog Box 19 Network Server Installation 21 Installing ATX on the Network Server 21 Using ATX on a Network 26 Customize Your Networked Workstation without Affecting Others 26 Network Users Must Login 26 Restrictions 26 Important Note for Fixed Asset Manager (FAM) Customers 26 Network Workstations - Installation and Activation 27 Finding Your Network Server 35 Server Name Appears in List 35 Server Name Does Not Appear in List 36 Adding a Server 36 Network Troubleshooting Tips 38 Unable to locate the ATX Tax Server 38 Network Server and Workstation - Installation and Activation 39 Changing Your File Storage Location 46 Starting or Stopping the ATX Server 48

4 Activating Other Products from Within ATX 50 Uninstalling ATX 51 Part 1: Uninstalling the ATX 2013 Program 51 Part 2: Uninstalling the ATX Server Installing W or Payroll Compliance 52 Installing from the Website 52 Running W-2/1099 or Payroll Compliance on a Network 57 Installing from a CD 57 Index 58

5 Chapter 1: Installation and Activation Chapter 1 Installation and Activation ATX 2013 can be installed on an individual, stand-alone computer or it can be installed on a network with a designated server and multiple workstations. If all your computers meet the System Requirements (recommended requirements give best performance), you're ready to install ATX. If not, refer to Upgrading Your System. IMPORTANT: Your ATX software will only install to the computer's primary hard drive. While the ATX application location cannot be altered, you will be able to choose where the ATX work product data files you create are stored (i.e, a secondary drive, network drive, external drive, etc.). See Changing Your File Storage Location for instructions. Locate Activation Code(s) Activation codes are printed on the Fulfillment Confirmation Slip found in the shipment you received in the mail. If you use a payroll product, it has a separate installation and activation code. See For Payroll Forms, a Separate Install is Required. Downloading Products Download ATX 2013 from See Downloading ATX. Follow ATX Installation and Activation Instructions As you're installing ATX, the Select Your Install Type dialog box helps you make the right selection for the computer on which you're installing the system. What Install Type Do I Need? Stand-Alone Computer - Installation and Activation Network Server Installation Network Workstations - Installation and Activation Network Server and Workstation - Installation and Activation 5

6 Chapter 1: System Requirements Troubleshooting Network Installation ATX is designed to identify a network server on which the product has already been installed. If this does not occur automatically, the following topics can help you manually identify the server: Finding Your Network Server Adding a Server Network Troubleshooting Tips For Payroll Forms, a Separate Install is Required If payroll products come with your product bundle, the installation and forms are free. If your package does not include a payroll product, you can download the payroll product free and obtain payroll forms on a pay-per-return basis. For payroll installation instructions, see Installing W or Payroll Compliance. Do not install the payroll product to the same folder as ATX ATX User Guide for Tax Year 2013 Installed with Product A PDF version of the guide is downloaded to your desktop as part of the installation process. Printed copies of the guide can be ordered on the ATX website by entering into your web browser. System Requirements Systems that do not meet requirements often have issues with general system performance (speed) as well as speed transmitting or downloading data a problem most tax businesses cannot afford during tax season. That s why we have System Requirements charts for stand-alone/single workstations and for network servers. ATX has both minimum and recommended system requirements recommended being the setup for optimum ATX performance. The closer you are to meeting the recommended system requirements, the better the system performance you can expect from ATX. For more information, see ATX 2013 System Requirements: Frequently-Asked Questions. Your system includes everything listed on the system requirements chart, including computers, monitors, Internet connection and browser, external drives, and printers. Account and File Backup System These items are not required to run the ATX product, but they are important tools for ATX customers: account that supports file attachments (used to transmit files to ATX Technical Support, if necessary) File backup system (such as removable hard drive, CD-R, DVD-R, or similar device) Analyze Your System's Capabilities To measure your current system against our requirements, we've developed a System Analysis Tool. This knowledgebase article contains instructions and the download for the tool. 6

7 Stand-alone/Single Workstation/Network Workstations Requirements Chapter 1: System Requirements If you're installing a network in your organization, you must first install the product on the network server before you set up your network workstations. See Network Server Requirements. Stand-Alone / Single Workstation / Network Workstation Minimum Recommended Operating System Windows XP (Service Pack 3) or Windows 7 Windows 7, 64-bit (SP1 or higher) or Windows 8 Processor 2.8 GHz (Intel Core 2 VPro) 3.4 GHz (Intel Core i5 Quad processor or higher) Memory (RAM) 4 GB 4 GB or more Available Hard Disk Space 3 GB 10 GB Computer Monitor (Display) 1024x bit 1024x bit Internet Connection Broadband Internet Access Broadband Internet Access Internet Browser Internet Explorer 8.0 (SP1) Internet Explorer 8.0 (SP1) or higher Printer Inkjet (non- W-2/ 1099 forms); Laser (W-2/1099 forms) Laser External Drive DVD DVD 7

8 Chapter 1: System Requirements Network Server Requirements These are requirements for the network server. For network workstation requirements, see Stand- Alone/Single Workstation/Network Workstation Requirements. Minimum Recommended Operating System Windows 7 or Windows Server 2008 Windows 7 or higher; Windows Server 2008 or higher Processor 2.8 GHz (Intel Core 2 VPro) 3.4 GHz (Intel Core i5 Quad processor or higher) Memory (RAM) 4 GB 4 GB or more Available Hard Disk Space 3 GB 10 GB Computer Monitor (Display) 1024x bit 1024x bit Internet Connection Broadband Internet Access Broadband Internet Access Internet Browser Internet Explorer 8.0 (SP1) or higher Internet Explorer 8.0 (SP1) or higher Printer Inkjet (non- W-2/ 1099 forms); Laser (W-2/1099 forms) Laser External Drive DVD DVD File Backup System Removable hard drive, CD-R, DVD-R, or similar Removable hard drive, CD-R, DVD-R, or similar 8

9 Upgrading Your System Chapter 1: Upgrading Your System If your current system does not meet the minimum requirements for your desired setup, you need to upgrade your system. This may involve: getting more memory, buying a new computer, or calling your Internet provider to find ways to improve your Internet speed. How much you invest is your decision. However, the closer you get to the Recommended system requirements, the faster and more efficiently ATX will perform for you. If you re unsure how to upgrade your system, contact a qualified computer technician in your area. Discontinuation of Microsoft Windows XP support: Although a Windows XP operating system is the minimum acceptable requirement for ATX 2013 on a single computer (not acting as a network server), we will only support it through the 2013 tax season. Our support of Windows XP will cease in October 2014 (after the 2013 tax season), due to Microsoft discontinuing Windows XP support in April Read The Risk of Running Windows XP After Support Ends April Downloading ATX To install ATX products from the Web site: 1. Go to in your Web browser. The MyATX Solution Center page appears: 2. Under Preparer Solutions, click Download Center. 9

10 Chapter 1: Downloading ATX The Client Login page appears: 3. Enter your Client ID, User Name and Password, and click Log In. The MyATX Support Center appears. The Download Center tab is active: 4. From the menu items on the left, select Download Tax Program, then; select the link for the product you want to install/download. 5. Follow the prompts and instructions given. After downloading the ATX installer, see Installation and Activation for an overview of the ATX installation process. 10

11 What Install Type Do I Need? Chapter 1: What Install Type Do I Need? Selecting the right ATX installation type is important. During installation, the Select Your Install Type dialog box helps you make the right selection for the computer on which you're installing the system: Standalone Select this install type if you'll be preparing taxes on this workstation (computer) and you do not need to share this tax data with any other workstations in your organization. This is the correct configuration for most single-computer, single-user offices. See Stand-Alone Computer - Installation and Activation. Network Select this install type if you are not the only person in your office, or you intend to bring additional people on during the season, and want to share data across a network. If you select Network, you'll have three installation choices for the current computer. 11

12 Chapter 1: What Install Type Do I Need? Server Only Select this install type if the current computer will only be used as a server that is, to store data and transfer data to other computers on the network. Choose this setup if the current computer will not be used to prepare tax returns. See Network Server Installation. Workstation Only Select this install type if you'll be preparing taxes on this workstation (computer) but you'll need to share this tax data with other workstations and a server. See Network Workstations - Installation and Activation. IMPORTANT: You no longer need to run Netsetup on workstations. If you select the Workstation Only install type, it is assumed that you've already installed ATX on a server. Server and Workstation Select this install type if this workstation (computer) will be used as a server and you'll also be using it to prepare tax returns. See Network Server and Workstation - Installation and Activation. Important Note for Fixed Asset Manager (FAM) Customers If you also purchased the Fixed Asset Manager (FAM) program, you must select the same install type for FAM as you select for ATX tax. This is critical for integration between the programs. After installing FAM to the server, install it on workstations where you will run FAM. 12

13 Chapter 1: Stand-Alone Computer - Installation and Activation Stand-Alone Computer - Installation and Activation If you only need one computer system, or, if you do not need to share system data with other system users, a stand-alone or single workstation setup is probably fine for you. This topic gives steps to perform the Stand-Alone installation. If you're unsure of your install type, see What Install Type Do I Need? IMPORTANT! Before installing the product, make sure your computer meets the System Requirements for a stand-alone setup. See Upgrading Your System, if necessary. Setups that meet or exceed the recommended requirements will experience the best performance results. To install and activate ATX on a stand-alone or single workstation: As a precaution against losing work in other programs, you should shut down all other applications on your computer before beginning your ATX installation. An automatic system restart occurs if your system requires.net Framework software as part of the ATX install process. See.NET Software for more information. 1. Do one of the following: Install from DVD: Insert the DVD provided in your product shipment into the DVD-ROM drive. (Click here if the program doesn't start automatically.) Download from Web: You can download ATX from the Support site. Directions to the ATX Download Center are listed in the Downloading ATX topic..net Framework software is required as part of ATX installation. If you don't already have.net Software, it will be installed automatically as part of the ATX installation. After a.net installation, a message may prompt you to restart your system in order to complete configuration of ATX After the restart, ATX installation will pick up where it left off and will complete automatically. 13

14 Chapter 1: Stand-Alone Computer - Installation and Activation The ATX 2013 InstallShield Wizard appears: 2. Click Next. The License Agreement dialog box appears: 3. Click the I accept the terms in the license agreement radio button to indicate that you have read and agree to the terms of the license agreement; then, click Next. If you want to print the License Agreement, click the Print button. 14

15 The Select Your Install Type dialog box appears: Chapter 1: Stand-Alone Computer - Installation and Activation 4. Click on the Stand-Alone option. The Confirm Your Install Type dialog box appears: 5. Confirm your selection by clicking Install. 15

16 Chapter 1: Stand-Alone Computer - Installation and Activation The Installing ATX 2013 dialog box appears: Installation speed may vary depending on your operating system or Internet speed. The default location for stand-alone installations is C:\Program Files (x86)\cch Small Firm Services\ATX2013 for Windows 7; or, C:\Program Files\CCH Small Firm Services\ATX2013 for Windows XP. When the installation is complete, the InstallShield Wizard Complete dialog box appears: 6. Click Finish. 16

17 Chapter 1: Stand-Alone Computer - Installation and Activation This completes the installation process. The ATX icon is placed on the desktop. 7. Double-click the ATX 2013 icon on your desktop. The splash screen appears. Then, after a few seconds, the Activation Codes dialog box appears: The Activation Codes dialog box appears the first time you start the application after installation. 8. Enter the product Activation Code from your Fulfillment Confirmation Slip. When you enter a successful activation code, the product name appears in the Products pane. 17

18 Chapter 1: Stand-Alone Computer - Installation and Activation If you purchased a product that is bundled with a Payroll Compliance or W2/1099 product, do not enter that Activation Code in this dialog box. Instead, read the note at the bottom of the dialog box and click the link that says Click here for installation instructions. See Installing W or Payroll Compliance for these installation instructions. 9. To activate the product(s) shown in the Products pane, click Activate. The product opens and the Download Form Updates dialog box appears: 10. In the Download Form Updates dialog box, click the Adjust form update settings link. The Updates tab of the Preferences dialog box appears: 11. Select the checkbox(es) next to the package(s) you frequently work with under the Form Updates area of the dialog box. 12. Scroll down to the section with the state checkboxes; then, select the state(s) you want to include in your form updates. 13. Click OK. 14. In the Download Form Updates dialog box, click Continue. 18

19 Chapter 1: If ATX DVD Doesn't Start Automatically The Updating... dialog box appears, followed by the Update Results dialog box. 15. When the Update Results dialog box appears, indicating that the download was successful, click the Close button. If you have PDF viewer software, Release Notes automatically appear whenever you download a new version of the program. We recommend that you always review Release Notes for critical information about new or modified functionality. If ATX DVD Doesn't Start Automatically If you install the ATX DVD and the installation doesn't start automatically, follow these steps: 1. Click the Windows Start button and type Run in the Search field (or click Run in Windows XP). 2. In the Run dialog box, type X:\Setup.exe (X corresponds to the same letter assigned to your DVD-ROM drive). 3. Click OK..NET Software Microsoft.NET is a software framework that is required to run ATX and is included in the ATX installer. As a precaution against losing work in other programs, you should shut down all other applications on your computer before beginning your ATX installation. An automatic system restart occurs if your system requires.net Framework software as part of the ATX install process. The ATX InstallShield Wizard will appear if you already have this software, or the system will walk you through installing.net software as part of the ATX installation if you don't already have it. (The.NET install may take 10 minutes or longer, depending on your system.) The system will install the version of.net that is compatible with your operating system. A User Account Control dialog box may appear with the following message: Do you want the following program to make changes to this computer? If this appears, click Yes. After a.net installation, a message will prompt you to restart your system in order to complete configuration of ATX After the restart, ATX installation will pick up where it left off and will complete automatically. Activation Codes Dialog Box Activation code(s) are included in your initial product installation kit. They can be found on the Fulfillment Confirmation Slip. The Activation Codes dialog box is where you enter one or more codes to activate your ATX product. To install ATX, you'll use one designated activation code. If you purchased an ATX bundled with payroll functionality, you'll have a second activation code specifically for payroll. Using the Dialog Box The Activation Codes dialog box can be accessed two ways: 19

20 Chapter 1: Activation Codes Dialog Box When you first install the product, it appears automatically. See Installation and Activation. From the Activate Product(s) menu item on the Support menu. This is available if you want to activate another product from within ATX. The components of the Activation Codes dialog are described below: Item Description Enter your Activation Code Find your activation code(s) on the Fulfillment Confirmation slips that come with your Installation Kit. Products pane If you enter a successful activation code, the name of the product appears in this pane. You can enter the activation codes for multiple products and then activate all of them at once. Select States link (1040 product only) Information message (outlined in red) Help button Activate button Cancel button Opens the Select State dialog box, which allows customers installing the ATX 1040 product to select up to 3 states. For customers who use payroll forms, this message provides a link to installation instructions for payroll products. See Installing W or Payroll Compliance. Launches Program Help. Activates products listed in the Products pane. Closes the Activation Codes dialog box. 20

21 Chapter 1: Network Server Installation Network Server Installation If you want to share system data between users, and would like data stored in one central location, you should establish a network setup in your organization. A network setup involves: A designated server. One or more additional workstations. This topic only includes steps to install the server on a computer. However, a server-only install does not provide access to the ATX application as a typical tax preparer uses it, which requires a workstation installation. To install both a workstation and a server on the same machine, see Network Server and Workstation - Installation and Activation. If you're unsure of your installation type, see What Install Type Do I Need? IMPORTANT! Before installing the product, make sure your network server meets the System Requirements for a server, and that your network workstations meet requirements for standalone/single workstations. See Upgrading Your System, if necessary. Setups that meet or exceed the recommended requirements will experience the best performance results. Installing ATX on the Network Server As a precaution against losing work in other programs, you should shut down all other applications on your computer before beginning your ATX installation. An automatic system restart occurs if your system requires.net Framework software as part of the ATX install process. See.NET Software for more information. To install and activate ATX on the network server: IMPORTANT! After installing the ATX server, there will be no ATX 2013 icon on your desktop. This is because you are intending for this computer to be used ONLY as a server, and you do not intend to use the ATX application on this machine. If you also want to use this computer to open and use ATX, then you should follow installation directions in Network Server and Workstation - Installation and Activation. 1. Do one of the following: Install from DVD: Insert the DVD provided in your product shipment into the DVD-ROM drive. (Click here if the program doesn't start automatically.) Download from Web: You can download ATX from the Support site. Directions to the ATX Download Center are listed in the Downloading ATX topic..net Frameworksoftware is required as part of ATX installation. If you don't already have.net Software, it will be installed automatically as part of the ATX installation. After a.net installation, a message may prompt you to restart your system in order to complete configuration of ATX After the restart, ATX installation will pick up where it left off and will complete automatically. 21

22 Chapter 1: Network Server Installation The ATX 2013 InstallShield Wizard appears: 2. Click Next. The License Agreement dialog box appears: 3. Click I accept the terms in the license agreement radio button to indicate that you have read and agree to the terms of the license agreement; then, click Next. If you want to print the License Agreement, click the Print button. 22

23 Chapter 1: Network Server Installation The Select Your Install Type dialog box appears: 4. Select the Network option. The Select Your Install Type dialog box appears: 5. Click the Server Only option. 23

24 Chapter 1: Network Server Installation The Confirm Your Install Type dialog box appears: 6. Click Install. The Installing ATX 2013 dialog box appears: Installation speed may vary depending on your operating system or Internet speed. 24

25 Chapter 1: Network Server Installation When the installation is complete, the InstallShield Wizard Complete dialog box appears: 7. Click Finish. This completes the Server only installation process. To install aworkstation only, see Network Workstations - Installation and Activation. If you receive a Network Setup Not Complete message, click the Help link for Network Troubleshooting Tips. 25

26 Chapter 1: Using ATX on a Network Using ATX on a Network Working in a networked environment is an efficient way to share data among multiple users while ensuring the security of the data in your network. Although there are a few restrictions, there are also some ways that you can customize your workstation without affecting other network users. Customize Your Networked Workstation without Affecting Others The following settings are stored on a per user basis, so you can make changes without affecting the work of other users: Marking returns in any main manager. A user can mark some returns; then, if he/she logs into a different workstation, he/she will see the same returns marked. Column sizing and re-positioning: You can change the size or position of any main or setup manager without affecting how it looks for other users. See the Customizing Managers topic in Program Help. Network Users Must Login All network users must have their own, unique user name in the system. This means several things: Each network can only have one Admin user. All network users must be set up in Security Manager (the Admin user is set up by default). All network users will now login every time they open the application. Restrictions You are restricted from doing the following if you're a networked ATX user: Users cannot login on more than one workstation at a time. Users who share a User Name will not be allowed to login to the application at the same time. Returns can only be open by one network user at a time. A Locked Return message tells you the name of the user and the workstation ID where the return is open. This prevents overwriting of information. Only one user at a time can transmit e-files or process acknowledgements (ACKS) through the EFC. A dialog box appears telling you that the name of the user who is already processing. Returns cannot be deleted if they're open by another user. Extensions. You cannot create or print an extension for an open return. Close the return and try again. Important Note for Fixed Asset Manager (FAM) Customers If you also purchased the Fixed Asset Manager (FAM) program, you must select the same install type for FAM as you select for ATX tax. This is critical for integration between the programs. After installing FAM to the server, install it on workstations where you will run FAM. 26

27 Chapter 1: Network Workstations - Installation and Activation Network Workstations - Installation and Activation NOTE FOR EXISTING ATX CUSTOMERS: You no longer need to run Netsetup on workstations. Instead, use these instructions to install your workstations. Before installing the product on network workstations, you must do the following: Install and launch the product on the server. See Network Server Installation. Accept any updates available on the server. See Downloading ATX. Set up all other network users in the Security Manager. (Admin users are set up by default). Network users must login to access the product. See Adding Users to the System in ATX Program Help. This topic gives steps to perform the Network - Workstation Only installation. If you're unsure of your install type, see What Install Type Do I Need? To setup ATX on a network workstation: As a precaution against losing work in other programs, you should shut down all other applications on your computer before beginning your ATX installation. An automatic system restart occurs if your system requires.net Framework software as part of the ATX install process. See.NET Software for more information. To install and activate an ATX workstation: You should have already installed ATX on the server before trying to install ATX on a workstation. If you have not installed the server yet, see Network Server Installation. 1. Do one of the following: Install from DVD: Insert the DVD provided in your product shipment into the DVD-ROM drive. (Click here if the program doesn't start automatically.) Download from Web: You can download ATX from the Support site. Directions to the ATX Download Center are listed in the Downloading ATX topic..net Frameworksoftware is required as part of ATX installation. If you don't already have.net Software, it will be installed automatically as part of the ATX installation. After a.net installation, a message may prompt you to restart your system in order to complete configuration of ATX After the restart, ATX installation will pick up where it left off and will complete automatically. 27

28 Chapter 1: Network Workstations - Installation and Activation The ATX 2013 InstallShield Wizard appears: 2. Click Next. The License Agreement dialog box appears: 3. Click I accept the terms in the license agreement radio button to indicate that you have read and agree to the terms of the license agreement; then, click Next. If you want to print the License Agreement, click the Print button. 28

29 The Select Your Install Type dialog box appears: Chapter 1: Network Workstations - Installation and Activation 4. Select the Network option. The Select Your Install Type dialog box appears: 5. Click the Workstation Only option. 29

30 Chapter 1: Network Workstations - Installation and Activation The Confirm Your Install Type dialog box appears: 6. Click Install. The Installing ATX 2013 dialog box appears: Installation speed may vary depending on your operating system or Internet speed. 30

31 Chapter 1: Network Workstations - Installation and Activation When the installation is complete, the InstallShield Wizard Complete dialog box appears: 7. Click Finish. This completes the installation process. The ATX icon is placed on the desktop. 31

32 Chapter 1: Network Workstations - Installation and Activation If you receive a Network Setup Not Complete message, click the Help link for Network Troubleshooting Tips. 8. Double-click the ATX 2013 icon on your desktop. Typically, the system automatically connects the network workstation with the server, and the ATX splash screen appears and remains on screen for a few seconds: If the system doesn't automatically locate the server, a Find Network Server dialog box appears. For instructions on helping the system to locate the server, see Finding Your Network Server. After a few seconds, the Activation Codes dialog box appears: The Activation Codes dialog box appears the first time you start the application after installation. 32

33 Chapter 1: Network Workstations - Installation and Activation 9. Enter the product Activation Code from your Fulfillment Confirmation Slip. When you enter a successful activation code, the product name appears in the Products pane. If you purchased a product that is bundled with a Payroll Compliance or W2/1099 product, do not enter that Activation Code in this dialog box. Instead, read the note at the bottom of the dialog box and click the link that says Click here for installation instructions. See Installing W or Payroll Compliance for these installation instructions. 10. To activate the product(s) shown in the Products pane, click Activate. The Welcome To ATX dialog box appears. 11. Enter the User Name (and Password, if applicable) given to you by your system administrator; then, click Logon. If User Names are not yet created, a message will prompt your Admin user to create users in Security Manager. The product opens and the Download Form Updates dialog box appears: 12. In the Download Form Updates dialog box, click the Adjust form update settings link. 33

34 Chapter 1: Network Workstations - Installation and Activation The Updates tab of the Preferences dialog box appears: 13. Select the checkbox(es) next to the package(s) you frequently work with under the Form Updates area of the dialog box. 14. Scroll down to the section with the state checkboxes; then, select the state(s) you want to include in your form updates. 15. Click Apply, and then OK. 16. In the Download Form Updates dialog box, click Continue. The Updating... dialog box appears, followed by the Update Results dialog box. 17. When the Update Results dialog box appears, indicating that the download was successful, click the Close button. If you have PDF viewer software, Release Notes automatically appear whenever you download a new version of the program. We recommend that you always review Release Notes for critical information about new or modified functionality. 34

35 Finding Your Network Server Chapter 1: Finding Your Network Server In most cases, if you've already installed ATX on your network server, the system will automatically recognize the server's location and will link a network workstation to the server. The Find Network Server dialog box appears, however, when the system cannot find the server. If you have yet to install ATX on your server, you need to do that prior to installing to individual workstations. For step-by-step instructions on installation, see Network Server Installation. Server Name Appears in List When the server is listed in this dialog box: 1. Select the server from the list. 2. Click Next. In the background, the workstation will be connected to the server. When the connection is complete, the following dialog box appears: 3. Click Close. 35

36 Chapter 1: Adding a Server Server Name Does Not Appear in List If the server is not in the list, follow instructions for Adding a Server. Adding a Server If you are using a network environment, setting up a server is the first step in getting your network up and running. If you have already installed ATX on the server but the server is not automatically identified during the network workstation installation, you may need to add the server manually. To add the name of a server that does not automatically appear in the list: 1. From the Find Network Server dialog box, select Can't Find Network Server?. (For details on the Find Network Server dialog box, see Finding Your Network Server.) The Add ATX Tax Server dialog box appears: 2. Click Browse. 36

37 Chapter 1: Adding a Server The Browse for Computer dialog box appears: 3. Select the computer that is the server, and click OK. The Add ATX Tax Server dialog box appears with the name of the selected server. 4. Click Next. The following message appears on top of the Add ATX Tax Server dialog box: 5. Select the name of the server for which you just browsed, and click Next. Installation will continue on the network workstation, now that the server has been identified. For more on network workstations, see Network Workstations - Installation and Activation. 37

38 Chapter 1: Network Troubleshooting Tips Network Troubleshooting Tips If you received a Network Server Not Complete message, follow the tips in this topic: Unable to locate the ATX Tax Server If the system can't automatically locate the server, check the following: 1. Have you installed ATX on the server yet? If the answer is no. you must install on the server first before installing on network workstations. See Network Server Installation for complete instructions. If the answer is yes, go to Tip Did the server install successfully? If the answer is no, reinstall the server. (Check the server's Program Data and Program Files folders to ensure that no ATX 2013 folders were placed there. Delete any that might have been only partially installed, then follow instructions in Network Server Installation to reinstall the product on the server.) If the answer is yes, refer to instructions in Adding a Server. From the Add ATX Tax Server dialog box, you can search for the server by computer name. If the server is found, your network setup will continue. 3. If the server still cannot be found, stop and restart the server. See Starting or Stopping the ATX Server. Then, follow instructions for Adding a Server. If the server is found, setup will continue. If the server is still not found after the reboot, go to Tip Verify that the server and the workstation you are currently configuring are on the same network. If the answer is no, contact an IT professional to assist. If both the server and the workstation are on the same network, try instructions again for Adding a Server. 38

39 Chapter 1: Network Server and Workstation - Installation and Activation Network Server and Workstation - Installation and Activation This topic provides instruction links for the Workstation and Server selection during the installation routine. To install ATX on this machine so it can be used as both an active workstation and as the network server: 1. Do one of the following: Install from DVD: Insert the DVD provided in your product shipment into the DVD-ROM drive. (Click here if the program doesn't start automatically.) Download from Web: You can download ATX from the Support site. Directions to the ATX Download Center are listed in the Downloading ATX topic..net Frameworksoftware is required as part of ATX installation. If you don't already have.net Software, it will be installed automatically as part of the ATX installation. After a.net installation, a message may prompt you to restart your system in order to complete configuration of ATX After the restart, ATX installation will pick up where it left off and will complete automatically. The ATX 2013 InstallShield Wizard appears: 2. Click Next. 39

40 Chapter 1: Network Server and Workstation - Installation and Activation The License Agreement dialog box appears: 3. Click the I accept the terms in the license agreement radio button to indicate that you have read and agree to the terms of the license agreement; then, click Next. If you want to print the License Agreement, click the Print button. The Select Your Install Type dialog box appears: 4. Select the Network option. 40

41 Chapter 1: Network Server and Workstation - Installation and Activation Three options appear in the Select Your Install Type dialog box: 5. Click Workstation and Server. The Confirm Your Install Type dialog box appears: 6. Click Install. 41

42 Chapter 1: Network Server and Workstation - Installation and Activation The Installing ATX 2013 dialog box appears: Installation speed may vary depending on your operating system or Internet speed. When the installation is complete, the InstallShield Wizard Complete dialog box appears: 7. Click Finish.This completes the installation process. The ATX icon is placed on the desktop. If you receive a message that your network setup is not complete, click the Help link for Network Troubleshooting Tips. 42

43 Chapter 1: Network Server and Workstation - Installation and Activation 8. Double-click the ATX icon. The splash screen appears: Then, after a few seconds, the Activation Codes dialog box appears: The Activation Codes dialog box appears the first time you start the application after installation. 9. Enter the product Activation Code from your Fulfillment Confirmation Slip. When you enter a successful activation code, the product name appears in the Products pane. If you purchased a product that is bundled with a Payroll Compliance or W2/1099 product, do not enter that Activation Code in this dialog box. Instead, read the note at the bottom of the dialog box and click the link that says Click here for installation instructions. See Installing W or Payroll Compliance for these installation instructions. 43

44 Chapter 1: Network Server and Workstation - Installation and Activation 10. To activate the product(s) shown in the Products pane, click Activate. The Welcome To ATX dialog box appears. 11. If you are the Admin user, enter the Admin user name. 12. Click Logon. The product opens and the Download Form Updates dialog box appears: 13. In the Download Form Updates dialog box, click the Adjust form update settings link. 44

45 Chapter 1: Network Server and Workstation - Installation and Activation The Updates tab of the Preferences dialog box appears: 14. Select the checkbox(es) next to the package(s) you frequently work with under the Form Updates area of the dialog box. 15. Scroll down to the section with the state checkboxes; then, select the state(s) you want to include in your form updates. 16. Click Apply, and then click OK. 17. In the Download Form Updates dialog box, click Continue. The Update Progress dialog box appears, followed by the Update Results dialog box. 18. When the Update Results dialog box appears, indicating that the download was successful, click the Close button. If you have PDF viewer software, Release Notes automatically appear whenever you download a new version of the program. We recommend that you always review Release Notes for critical information about new or modified functionality. Next step: Perform Workstation Only installations and activate ATX on other computers on the network. For instructions, see Network Workstations - Installation and Activation. IMPORTANT! Network users will be required to sign in to use the ATX program. The Admin user must setup users in Security Manager in order for users to acquire their User Names. For instructions on adding users in Security Manager, see Adding Users to the System in Program Help. 45

46 Chapter 1: Changing Your File Storage Location Changing Your File Storage Location ATX stores your tax preparation files in an area on your ATX server separate from the product installation, which is loaded to each computer's hard drive. While you cannot change the installation location, you can change where your data is stored for the network or for a stand-alone system, if desired. Storage locations can be changed on the network server, server/workstation, or stand-alone machines. The network storage location cannot be modified from a network workstation. For example, if you have an extremely large number of returns, companies, payers, or billing rates, you may want to locate the storage on a larger or faster computer. The file storage location is where your actual returns and associated data will be stored and accessed by the workstations. This is not where backups of your returns are stored. Backups are stored separately under a Backup folder on your ATX server. The Admin user typically performs this task, if required. To change your file storage location: 1. From the Support menu in any main manager, select About ATX. The About ATX dialog box appears: 2. Click the Admin Console link at the bottom of the dialog box. 46

47 The Server Settings tab of the Admin Console dialog box appears: Chapter 1: Changing Your File Storage Location The Server Settings tab provides the location of your physical address of the computer that is your ATX server, and displays the server status and port numbers. 3. Click the File Settings tab. The File Settings tab appears: 4. Click the Browse button next to the File Server Storage Location field; select a new location. 5. To save, click Close. 6. Restart ATX. 47

48 Chapter 1: Starting or Stopping the ATX Server Starting or Stopping the ATX Server This topic explains how to start or stop the ATX server, which you may be asked to do by an ATX Technical Support Representative if you experience server-related issues. Typically, you would only need to do this if directed by an ATX Technical Support representative to solve an issue with the server. 1. From the Support menu in any main manager, select About ATX. The About ATX dialog box appears: 2. Click the Admin Console link at the bottom of the dialog box. The Server Settings tab of the Admin Console dialog box appears: 48

49 Chapter 1: Starting or Stopping the ATX Server The Server Settings tab provides the location of your physical address of the computer that is your ATX server, and displays the server status and port numbers. 3. Under the Status column, right-click in the row for the server you want to start/stop. 4. Select the following: Click Start to restart the server. Click Stop to stop the server. 5. Click Close. 6. Restart ATX. 49

50 Chapter 1: Activating Other Products from Within ATX Activating Other Products from Within ATX If you upgrade your ATX package, you'll need to enter your new Activation Code before the system will recognize your upgraded status and allow access to any new features you may have acquired. To activate your upgraded ATX product: 1. From the Return Manager, click the Support menu; then, select Activate Products. The Activation Codes dialog box appears: 2. Enter activation codes for any additional products you want to activate. If the activation code is successfully entered, the name of the product appears in the Products pane. 3. When you've entered codes for all the products you want to activate, click the Activate button. 50

51 Chapter 1: Uninstalling ATX Uninstalling ATX To uninstall ATX, you must uninstall both the ATX program as well as the ATX server from the Programs and Features folder in your system's Control Panel. It's important to note that your data is not removed from the system during this process; it remains intact and will be visible if you re-install ATX. If you need to perform a complete uninstall (which would include uninstalling or removing the database from your system), you should contact ATX Technical Support for assistance. Part 1: Uninstalling the ATX 2013 Program To uninstall ATX: 1. Click the Windows icon (or Start menu in Windows XP) and select Control Panel. 2. Select Programs and Features. For ATX, you'll see ATX 2013 and ATX Server Right-click ATX 2013 in the program list. 4. Click Uninstall. The Programs and Features dialog box appears: 5. Click Yes. The following progress dialog box appears while the program is being uninstalled: 51

52 Chapter 1: Installing W or Payroll Compliance Part 2: Uninstalling the ATX Server Click the Windows icon (or Start menu) and select Control Panel. 2. Select Programs and Features. 3. Right-click ATX Server 2013 in the program list. 4. Repeat Steps 4-6 above. Installing W or Payroll Compliance If your ATX product bundle includes a payroll product, the payroll product must be installed (downloaded) separately. Most customers will install it from the MyATX Support Center website. The activation code for your W-2/1099 or Payroll Compliance product is printed on your Fulfillment Confirmation Slip, along with your ATX activation code. Make sure to enter the payroll code when downloading the payroll product from the website. Installing from the Website To install either the W-2/1099 or Payroll Compliance products from the website: 1. Enter in your Web browser. The MyATX Solution Center page appears: 2. Under Preparer Solutions, click Download Center. 52

53 Chapter 1: Installing W or Payroll Compliance The Client Login page appears: 3. Enter your Client ID, User Name and Password, and click Log In. The MyATX Support Center appears. The Download Center tab is active: 4. From the menu items on the left, select Download Tax Program; then, select the link for the payroll product you want to install/download. A dialog box appears, asking you if you want to Run, Save or Cancel the installation. 5. Select Run to install the product to the current workstation. 53

54 Chapter 1: Installing W or Payroll Compliance The installation begins. The License Agreement appears. 6. Click the I Accept button. The Activation Codes dialog box appears: 7. Enter your W-2/1099 or Payroll Compliance activation code (found on your Fulfillment Confirmation Slip). The product name appears in the Products pane. 8. Click Next. 54

55 Chapter 1: Installing W or Payroll Compliance The Install Options dialog box appears: 9. Select an installation type: Standard Installation - click the Details for Standard button to see what's included. Select this for Stand-Alone installations. Custom Installation - click the Details for Custom to see what's included. Select this for Network installations. If you select Custom installation, be sure to install all files to the hard drive of your server when prompted. For Custom installations, do not install the W-2 or Payroll product to the same folder as ATX The Product Setup dialog box shows the progress of the installation. 55

56 Chapter 1: Installing W or Payroll Compliance When the product has finished installing, the Installation Complete dialog appears: To open the application, click Start. The Payroll Compliance banner appears, followed by the Automatic Update dialog box: 10. To receive the latest version of the forms as well as the program, click Update Now. The product opens. 56

57 Running W-2/1099 or Payroll Compliance on a Network To run either W-2/1099 or Payroll Compliance on a network, you'll need to: Chapter 1: Installing W or Payroll Compliance Share the product installation folder to all workstations before running NetSetup on all the workstations. For folder permission and sharing instructions, contact your network administrator. Run Netsetup on your workstations. Please refer to the W-2/1099 and Payroll Compliance Reporting Quick Start Guide that is included in your initial product shipment. Installing from a CD To install either the W-2/1099 or Payroll Compliance products from a CD: 1. Insert the CD provided in your product shipment into the CD-ROM/DVD-ROM drive. If the program doesn't start automatically: a. Click the Windows Start button and type Run in the field (or click Run in Windows XP). b. In the Run dialog box, type X:\Setup.exe (X corresponds to the same letter assigned to your CD-ROM/DVD-ROM drive). c. Click OK. 2. Follow the installation and activation information in the payroll product. 57