Search
Search UltraTax CS Support Help and Support.

Download and install licenses

You may need to download or re-download your licenses if your firm:
  • Does a first-time installation.
  • Purchases an extra license.
  • Changes your network configuration.
  • Changes the licensee, firm name, or firm address.
  • Finds trial licenses in your application.
Follow these steps to download and apply updated licenses:
  1. Open the application as an administrator.
  2. Select
    File
    then
    CS Connect
    .
  3. Mark
    Retrieve licenses
    .
  4. Select
    Connect Now
    and
    Retrieve Available Updates
    then select
    Call Now
    to download your licenses.
  5. Follow the prompts to install the licenses.
In some cases, you may need to follow these steps to download and apply updated licenses:
  1. In UltraTax CS, select
    Help
    About UltraTax CS
    .
  2. Select
    Download Licenses
    .
  3. Enter the Firm ID and License PIN.
    note
    Mark the
    Delete all previously installed UltraTax CS Product Group Licenses
    checkbox. If you:
    1. Already retrieved UltraTax CS licenses
    2. Don't see a newly purchased product or feature, such as
      Onvio integration
      , unlimited printing/e-filing for a state, or a change from PRP licensing
    This will remove older license files on the workstation or server that could prevent new licenses from functioning within the application.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close