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This article applies to:

  • Product: Workpapers CS
  • Subject: Install

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. Select
    Help
    , then
    About
    .
  2. Select
    Download licenses
    .
  3. Enter your Firm ID and License PIN.
    note
    Refer to Manage your license PIN for more information.
  4. Select
    Next
    , then follow the prompts to install your licenses.

Downloading UltraTax licenses: Resolve missing or updated license features

Internal use only
When downloading licenses in
Help
About UltraTax CS
, mark the
Delete all previously installed UltraTax CS Product Group Licenses before installing current licenses
 checkbox.
Doing this will remove older
.dat
 license files that could have merged with newer license files during the download process, which could cause a conflict in licenses being used in the application.
note
Current all-firm UltraTax CS licenses use a different extension (such as
.123
) for terminal-server licensing.
For example, in UltraTax CS 2025, this process clears the existing files in both of the following locations before installing fresh license files:
  • WINCSI\Tools\UTLic25
  • WINCSI\Licenses\UT25
Clearing both locations prevents old license files from being retained or copied back into the active license folder, which could otherwise create a licensing conflict.
Alternative Resolution: Rename the existing license folders
If the prior licenses don't clear successfully, rename the license folders for the UltraTax year before downloading the licenses again.
For example, for UltraTax 2025, rename:
  • WINCSI\Tools\UTLic25
     to
    UTLic25.old
  • WINCSI\Licenses\UT25
     to
    UT25.old
Then open UltraTax CS and download/install licenses using the Firm ID and PIN.
This forces UltraTax to create new license folders and install only the current license files.
If installing from an EMS license disk,
 rename the
WINCSI\Licenses\UTyy
 folder first, so older license files are not combined with the license disk files. Also, renaming
WINCSI\Tools\UTLicYY
folder is recommended.
Extract the complete EMS license disk—including
Setup.exe
 and its associated files—to a new
WINCSI\Tools\UTLicYY
 folder, then run the installation. The EMS license disk contains the same license files that UltraTax CS normally downloads to the
Tools\UTLicYY
 folder before setup runs.
important
  • This issue is most likely to occur after a firm updates its existing licenses or purchases an additional product that integrates with UltraTax CS.
  • If marking the
    Delete all previously installed UltraTax CS Product Group Licenses before installing current licenses
     checkbox doesn't work, use the previously listed Alternate Resolution option.