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 Taxprep for Trusts 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 Taxprep for Trusts.
  5. Click Continue.
Note: Please take note of your activation key, as you will need it during the installation.
  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 Taxprep for Trusts 2024 v.4.0

If a previous version of Taxprep for Trusts 2024 is already installed, the installation program will automatically update your program to Taxprep for Trusts 2024 v.4.0.

If no previous version of Taxprep for Trusts 2024 is installed, we recommend that you install Taxprep for Trusts 2024 v.4.0 in the installation program’s default folder.

Note
  • Windows 10 and Windows 11 apply a filter named “SmartScreen” which allows you to control the installation of certain programs. When launching the Taxprep installation program, the SmartScreen filter may display a warning indicating that the start-up of an unrecognized program has been prevented. This message is issued by Microsoft Windows. The Taxprep for Trusts installation program is signed using a digital certificate recognized by certification authorities (for more details, contact the Support Centre). If such a warning displays, click More info and then Run anyways to continue with the installation.

Local installation

  1. Execute the installation program that you have downloaded.
  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 Taxprep for Trusts and click Next. If you do not modify the default folder, the program will be installed in that folder.
  4. 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.
  5. When prompted, select the location of the exported data for Taxprep slips, click the Browse button, select the folder where data 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 Taxprep for Trusts if that version has been detected on the computer.

Activation key

An activation key is required to install Taxprep for Trusts. 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.

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.

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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 Taxprep for Trusts.

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 information 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 Taxprep for Trusts 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 Taxprep for Trusts installation files at a location accessible to all users. To proceed with this step, please continue as follows:

  1. Download the installation file from the Taxprep Web site, then run the installation program.
  2. Click Network version and follow the instructions on the screen.
  3. When selecting the destination folder of the application, click the Browse button, select the folder where you want to install Taxprep for Trusts and click Next. This folder must be read-write accessible to all users.
  4. Click Finish to deploy the program.

Step 2 - Deploy the program

This step makes Taxprep for Trusts accessible to all users and begins immediately after the deployment preparation step. If the deployment procedure does not launch automatically, click the T3 Taxprep 2024.lnk file.

To proceed with this step, do the following:

  1. Enter the activation key and click Next.
  2. Enter the requested information in the Administrator Properties dialog box and click Next.
Note: We recommend that you note the administrator credentials as they will be required to authenticate yourself as administrator when starting up the application, to update the program and to change users' settings.
  1. If required, enter the credentials of a Windows account with admin rights in the Administrative Privilege dialog box. Click Next to continue.
Note: For Windows operating systems with security measures, the programs can only be installed by users with administrative privileges. To facilitate the installation of the Network or Advanced Network version of the program in a firm where users do not have these rights, you can indicate a Windows account with administrative privileges. This user account will be temporarily used by Taxprep each time the installation is performed on a computer by a user who does not have administrative privileged. This assumption of identity will be transparent for the user.
  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, the program will be installed in that folder.
  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 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 Taxprep for Trusts 2024 option to use the program from the server.

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.

Note: In the event that you have used the previous Network or Advanced Network version of Taxprep for Trusts, you can save time allocated to this step by converting shared customized templates and retrieving the network configuration defined for the previous version. For more information on this topic, consult the “Retrieve the configuration of last year’s version” section.

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 T3 Taxprep 2024.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 Taxprep for Trusts 2024 to Taxprep for Trusts 2024 v.4.0

To update the version, proceed as follows:

Step 1 – Server update

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

  2. For the Network version: In a previous version of Taxprep for Trusts 2024, select Tools/Administrative Tools/Update server.
    For the Advanced Network version: In a previous version of Taxprep for Trusts 2024, go to the Advanced Network module.

  3. For the Network version: Click OK in the dialog box displayed on the screen.

  4. For the Advanced Network version: Click the button.

  5. 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.

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

Retrieve the configuration of last year’s version

Taxprep for Trusts 2024 offers the possibility to retrieve the network configuration and users’ customized configurations of a local or network version of Taxprep for Trusts 2023. 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 Taxprep for Trusts more rapidly. However, 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: 
  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.

Restarting Windows

Depending on the system configuration, the Install program may prompt the user to restart Windows after installing the program so that the files can be initialized. If the user plans to access Taxprep for Trusts immediately, Windows must be restarted.

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System Requirements

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

Processor

Dual Core processor (Quad Core is recommended)

Supported operating systems

  • Windows 10 (64-bit) except for Education and Home Editions*
  • Windows 11 (64-bit) except for Education and Home Editions*
  • Windows Server 2016
  • Windows Server 2019
  • Windows Server 2022
  • Remote Desktop Services in Windows Server 2016, 2019 and 2022
  • Citrix XenApp 7.2308
Note : Please note that custom scaling is not supported.

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

Important: We strongly recommend that all customers enable the enhanced security measures available in Windows 10 or higher operating system, including SMB 3.0 encryption for data in transit. Since the configuration of SMB 3.0 is explicit, please consult this Microsoft article to proceed with its configuration.

RAM

A minimum of 4 GB of RAM is required.

Note: RAM requirements are highly dependent on the operating system used. Consult the documentation provided with your operating system for minimum and recommended RAM requirements.

Microsoft .Net Framework

Microsoft .Net 6.0.2 or higher is required.

Network File Systems

  • NTFS
  • FAT32
  • exFAT

Internet connection

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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

Support Ticket

https://support.cch.com/oss/canada

Web Site

https://www.wolterskluwer.ca

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