Installation Procedures

Please read all of the installation instructions carefully before proceeding with the program setup. For network installation, please refer to the "Network or Advanced Network Version Installation" section.

Downloading From the Internet

To download this version of Personal Taxprep from the Internet, proceed as follows:

1. Go to https://support.wolterskluwer.ca/en/download/.
2. Log on to your "Files Centre" by completing the “Login” section and click Log in.
3. In the “Dashboard” page, click the Files Centre button in the “Download” section.
4. Click Personal Taxprep.
5. Read and agree to the terms of the License Agreement and click Continue.

1. In the “Downloading the Program” section, click the “.exe” button.
2. Follow the instructions on the screen. Once the download has been completed, open the folder in which you saved the file. Double-click the downloaded setup file and follow the instructions.

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Installation Instructions

It is strongly recommended that you close any applications that are running prior to installing the program.

Where to install Personal Taxprep 2020 v.2.0

If a previous version of Personal Taxprep 2020 is already installed, the installation program will automatically update your program to Personal Taxprep 2020 v.2.0.

If no previous version of Personal Taxprep 2020 is installed, we recommend that you install Personal Taxprep 2020 v.2.0 in the installation program’s default folder.

Local installation

1. Insert the Personal Taxprep CD-ROM in the CD drive (the installation program will start automatically), or execute the installation program, if you have downloaded it.

       Note: When installing from a CD-ROM, the disk might not launch automatically. If so, open the Windows File Explorer and select the drive where the CD-ROM was inserted to execute the installation program.

2. Click Local version and follow the instructions on the screen.
3. When prompted, select the destination folder of the application, click the Browse button, select the folder where you want to install Personal Taxprep and click Next. If you do not modify the default folder, the program will be installed in that folder.
4. When prompted, select the transmission database, select the folder where you want to create the database and click Next. If you do not modify the default folder, that folder will be used.
5. When prompted, select the templates, click the Browse button, select the parent folder where you want to create the sub-directories required to save the templates and click Next. If you do not modify the default folder, that folder will be used.
6. When prompted, select the location of the exported data for Taxprep slips, click the Browse button, select the folder where data from slips prepared with Taxprep for Trusts or Taxprep Forms will be exported and subsequently imported into Personal Taxprep and click Next. If you do not modify the default folder, that folder will be used.

During the first launch of the program, you will be prompted to retrieve the configuration of a previous version of Personal Taxprep if version 2019 has been detected on the computer.

Activation key

An activation key is required to install Personal Taxprep. To access your activation key, go to https://support.wolterskluwer.ca/en/download/. Log on to your "Files Centre" by completing the “Login” section and click Log in. In the “Dashboard” page, click the Activation Key(s) button in the “Download” section.

If you have already installed a previous version of Personal Taxprep 2020, the activation key will not be required. However, if you waited for this version to install Personal Taxprep, you will have to enter your activation key in the Activate Product dialog box during the installation.

User directory

To find out about or modify the directories of client files and templates that you specified during the installation, access the Tools menu, select Options and Settings, and click File Locations.

Location of the database and the transmission files

The prompted default location for the database and transmission files will be My documents\Wolters Kluwer\T1 Taxprep 2020\EFILE. In the event that your firm uses EFILE in a multi-user environment, we suggest that you define a location common to all transmitters for an easier follow up of their transmissions.

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Before Network Installation

Windows: The UAC technology causes a limitation when installing a Network version with regard to mapped drives

The UAC technology (User Account Control) may possibly limit access to the network locations defined in the mapped drive (example: G:\). To bypass this limitation, you can use one of the following suggestions before proceeding with the installation:

1. Proceed with the installation of the program using the UNC format (Universal Naming Convention) network locations (example of UNC drive: \\server\folder).
2. Before proceeding with the installation, disable the UAC for all workstations from which the Taxprep Network version will be launched. To find out how to disable the UAC, consult the documents provided by Microsoft.

Define the destination folder for Network installation

A mapped drive or a UNC path can be used to define the destination folder that is required for the network installation of Personal Taxprep.

The transmission database default location, indicated during the installation, is the same format as the one used to define the program’s destination folder.

As for the default location of the different types of files, including the EFILE database, the format type (mapped or UNC) used for the network installation is independent from the one used by the program. As a result, if you used a mapped drive format to indicate the destination folder for the network installation, the program will still use a UNC format to specify the default location of the different types of files.

If you want to use the UNC format, as recommended, to define the destination folder necessary for the network installation, enter the desired destination folder manually when prompted for the deployment location.

If you want to use the mapped drive format to define the network location of those files, once deployment on the server is finished, you must enable the appropriate option in the Options and Settings dialog box, under Options/Advanced, then define each of the network locations to apply the change. Ensure that all workstations where the Network and Advanced Network versions are to be deployed use the same drive letters to designate the same location. For more info rmation on how to use mapped drives, consult the “Use the Mapped Drives to Define the Network Locations” help topic.

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Network Version or Advanced Network Installation

There are three steps involved in the installation of the Personal Taxprep Network or Advanced Network version: preparation for deployment, deployment on the server and installation at each workstation.

Step 1 - Prepare to deploy

This step consists in installing all the necessary Personal Taxprep installation files at a location accessible to all users. To proceed with this step, please continue as follows:

1. Insert the CD-ROM in the CD drive or download the installation file from the Taxprep Web site.
2. If you have downloaded the installation file, run the installation program (the program will start automatically from the CD-ROM).
3. Click Network version and follow the instructions on the screen.
4. Select the language used during the installation.
5. When selecting the destination folder of the application, click the Browse button, select the folder where you want to install Personal Taxprep and click Next. This folder must be read-write accessible to all users.
6. Click Finish to deploy the program.

Step 2 - Deploy the program

This step makes Personal Taxprep accessible to all users and begins immediately after the deployment preparation step. If the deployment procedure does not launch automatically, click the T1 Taxprep 2020.lnk file.

To proceed with this step, do the following:

1. Read the license agreement that displays. Click I accept the license agreements, then click Next to continue.
2. Enter the activation key and click Next.
3. In the Admin Properties, enter the admin credentials, the click Next.

1. If required, enter the credentials of a Windows account with admin rights in the Administrative Privilege dialog box. Click Next to continue.

1. When prompted, select the location of the transmission database, click the Browse button, select the folder where you want to create the database and click Next. If you do not modify the default folder, that folder will be used.
2. When prompted, select the location of the templates, click the Browse button, select the parent folder where you want to create the sub-directories required to save templates and click Next. If you do not modify the default folder, that folder will be used.
3. When prompted, select the location of the exported data for Taxprep slips, click the Browse button, select the folder where data from slips prepared with Taxprep for Trusts or Taxprep Forms will be exported and subsequently imported into Personal Taxprep and click Next. If you do not modify the default folder, that folder will be used.
4. Click the Start Personal Taxprep 2020 option to use the program from the server. During the first launch of the program, you will be prompted to retrieve the configuration of the previous Personal Taxprep version if this version has been detected on the computer.

Once the program has been deployed on the server, you will need to customize the various options and settings and define users’ rights with regard to customization.

Step 3 - Install the program on each workstation

Once the options and settings configuration has been completed and the users’ rights have been defined, you must allow each authorized user to install the required files on his or her workstation. The workstation program installation takes place as follows:

1. A link to the T1 Taxprep 2020.lnk shortcut is sent to the user by the person responsible for the installation. This shortcut is available in the root folder where the server application is deployed.
2. The user clicks the link.
3. The user enters the identification information (for the Advanced Network version installation only).
4. Files needed to run the program are installed on the workstation. The user must follow any instructions displayed on the screen at this point, if applicable.
5. A shortcut icon will appear on the desktop. The program automatically starts when installation is complete.

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Procedure for Updating the Network Version or the Advanced Network Version of a previous version of Personal Taxprep 2020 to Personal Taxprep 2020 v.2.0

To update the version, proceed as follows:

Step 1 – Server update

Ensure that there are no users (except for the administrator) connected to the program.

1. For the Network version: In a previous version of Personal Taxprep 2020, select Tools/Administrative Tools/Update server.
   For the Advanced Network version: In a previous version of Personal Taxprep 2020, go to the Advanced Network module.
2. For the Network version: Click OK in the dialog box displayed on the screen.
   For the Advanced Network version: Click the button.
3. For the Network version: Enter the administrator’s user name and password, if applicable.
   For the Advanced Network version: Click OK in the dialog box displayed on the screen.
4. Follow the instructions that are displayed on the screen. Once the update is completed, the program will deploy the file to the administrator’s workstation and restart automatically.

Step 2 – Update of client workstations

1. The user double-clicks the program shortcut on the desktop or on the Start menu.
2. The files necessary to use the program are installed on the workstation following the update.

The user must follow the instructions that are displayed on the screen, if applicable. The program starts up automatically when the update is completed.

After Installation of Personal Taxprep

Retrieve the configuration of last year’s version

Personal Taxprep 2020 offers the possibility to retrieve the network configuration and users’ customized configurations of a local or network version of Personal Taxprep 2019. Retrieving the network configuration and the configuration customized by each user, combined with the conversion of the shared customized templates allow the administrator to deploy Personal Taxprep more rapidly. To fully benefit from all of the advantages offered by those functionalities, administrators of a network version should proceed as follows:

1. Once deployment of the program is complete, convert the shared customized templates (client filters, print formats, letters and labels as well as preparer profiles). For more information on how to convert the different customized templates, consult the following help topics: 

   • About Filters and Diagnostics

   • About Print Formats
   • About Letter, Invoices and Labels Templates
   • About Preparer Profiles
2. Once the templates are converted, retrieve the network configuration. To retrieve the network configuration of a Network version, click the Retrieve Configuration command available on the Tools/Administrative Tools menu (Network version) or the taskpad on the Advanced Network view (Advanced Network version). The wizard will guide you through the steps to retrieve the network configuration.
3. Once the program is installed, each user will be able to retrieve the customized configuration during the first launch of the program, if the user has the necessary rights.

For more information about retrieving the configuration, consult the Retrieve the Configuration of Last Year's Version help topic.

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System Requirements

To correctly execute Personal Taxprep, your computer system must have the following:

Processor

Dual Core processor (Quad Core is recommended)

Supported operating systems

• Windows 8.1 (32-bit and 64-bit) except for Basic Edition*

• Windows 10 (32-bit and 64-bit) except for Education and Home Editions*
• Windows Server 2012 SP1 and R2
• Windows Server 2016
• Remote Desktop Services in Windows Server 2012 SP1, 2012 R2 and 2016
• Citrix XenApp 7.11

* For more information on the different Windows Editions, and their respective minimum requirements, consult the Microsoft Web site:

• For Windows 8.1: https://windows.microsoft.com/en-CA/windows-8/system-requirements
• For Windows 10: https://www.microsoft.com/en-ca/windows/windows-10-specifications#sysreqs

RAM

A minimum of 2 GB of RAM is required.

Microsoft .Net Framework

Microsoft .Net Framework v.4.7.2 or higher is required.

Network File Systems

• NTFS
• FAT32
• exFAT

Internet connection

• An Internet connection is required to use the various electronic services provided by Personal Taxprep.
• The TLS 1.2 protocol must be enabled in the Internet Explorer 11 browser settings.

Browser configuration required to use the TaxprepConnect download service

If you can access the CRA’s Represent a client service with your Web browser, you should be able to use TaxprepConnect with your configuration.

If you are using the Microsoft Edge Web browser, make sure that you are using version 80 or more recent to open a new window when authenticating to the CRA’s Represent a client service in Taxprep. Otherwise, the window will open in a new tab.

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Where to Find Help

If you are in the program and need help, press F1 to get help on a specific topic.

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How to Reach Us

E-mail

Customer Service:

cservice@wolterskluwer.com

Tax and Technical support:

csupport@wolterskluwer.com

Telephone

1-800-268-4522

Web Site

https://www.wolterskluwer.ca

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