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Installation and data management

Renew your applications

Renew your applications yearly to maintain access to the latest version releases, updates, and technical support. It's best to renew before your license expires to avoid potential service disruptions. To get your firm's license information, go to
Help
 then select
About
.
You can do most renewals online. If your renewal is not available online, contact customer support.
You can renew online by doing the following:
  1. Go to tax.tr.com and sign into your account.
  2. Select
    Renewals
    .
  3. Go to the application you want to renew and select
    Renew Online
    .
  4. Review the Current Products list, select the checkbox for the ones you want to renew, and then select
    Continue
    .
  5. Review the Recommended Products list, select the checkbox for the products you want to add, and then select
    Continue
    .
    note
    The products listed in the Product Breakeven Recommendation list are there because you might be meeting the point where it's cheaper to purchase an unlimited license. Review your Breakeven Report for more information on pricing.
  6. Enter your payment information or payment plan detail then select
    Place Order
     to complete your order.
  7. The Licensee will get a confirmation email with the order details.

Set up a payment plan for your renewal

If you choose a payment plan for your renewal, you'll need to set it up before you select
Process Renewal
. Do the following to set up a payment plan:
  1. Select
    Review Order
     then
    Payment Plan Terms
    .
  2. Select the checkbox for
    Check here to set up your number of payments
     and review your options.
  3. Select
    View Payment Plan Terms
     and review the payment terms and late charge terms of the payment plan.
  4. Select the number of payments you want from the
    Number of Payments
     dropdown.
    note
    This defaults to the maximum number of payments available.
  5. The
    Payment Schedule
     will update based on the number of payments you selected.
    note
    • Your first payment processes when you select
      Process Renewal
      .
    • The last payment processes on the last day of the payment plan.
    • Payments are split into even amounts for all payment dates unless you choose to pay more for your initial payment.
    • There's a minimum of $500 for all payments.
  6. Enter the amount you'd like to pay for the initial payment. You can pay more than the amount due, but if you pay less, the system will recalculate and increase your number of payments.
  7. Enter your payment information and select
    Process Renewal
     to process the initial payment and complete your order.
  8. The Licensee will get a confirmation email with the order details.

Update licenses for your applications

After we process your renewal, you'll need to verify you have the most current version of the applications installed and update the license expiration date in your applications.
  1. Go to
    Tax and Accounting products software downloads
     and sign in with your Thomson Reuters Account.
  2. To download the most current version of your applications, select
    Download
    .
    note
    This isn't required for Onvio, Accounting CS, Workpapers CS, GoFileRoom, Engagement Manager, and Virtual Office/Software as a Service customers.
  3. To update your application's license expiration date, download an updated license via CS Connect.

This article applies to:

  • Product: Account management,Checkpoint Classic,Checkpoint Edge,Checkpoint Tools,CoCounsel,Drafting Assistant,Guided Assurance,HighQ,Legal Tracker,GoSystem Tax RS,UltraTax CS,GoFileRoom,ONESOURCE Determination,ONESOURCE Indirect Tax Compliance,ONESOURCE Income Tax,ONESOURCE Tax Provision,ONESOURCE International Tax
  • Subject: Licensing

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