You are only a few easy steps away from completing the installation of TaxAct. Here is a step-by-step walk-through of the installation process:
To avoid problems with Windows user account control, or rights and permissions and file relation across locations (such as other user accounts or drive designations), the default Destination Location for the TaxAct program should be used. Please be aware that if you choose a custom install location, you will be responsible for any Windows system or network settings that may entail, and it may affect our ability to provide support for the program itself.
When the TaxAct program starts it will prompt to Set Up Your Practice. Your options:
On the Cloud will save your tax return files on TaxAct’s secure servers (Enterprise only feature). You would use TaxAct servers as your network location, to work on returns from any location as long as you have an Internet connection you can use.
Locally on my computer will use your computer, or with the Enterprise program a shared drive or local area network location. Enterprise users also have the online backup feature with the local option, to save backups of returns and preparer information to TaxAct servers.
To set up on a local area network with the Enterprise Edition, choose Locally on my computer and hit Continue. A pop-up window will appear, directing you to choose a folder for the Client Data Directory. To accept the default location indicated, simply click the OK button to complete the process.
If you wish to change the location of your client data folder, then you will browse through the available folders and highlight the folder you wish to store your data to.
You may choose a location:
• On a physically connected drive.
• In a shared network location.
• Or on a mapped drive.
NOTE: If you want to share files on a local network, all computers must be connected to the same location, either a host computer or dedicated server. The TaxAct program on each computer must have the same location chosen, as in the above steps. (Whether using the network location name or a mapped drive letter on the computer, the destination must be the same.) And the return files and preparer information files must be in that shared location.