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  1. Close all programs. We also recommend disabling any virus checkers during the install.

  2. Insert the installation CD-ROM into your CD-ROM drive. (If the menu does not appear, click on the Start button and choose Run and type D:\Setup.exe). Vista and Windows 7 & 8 users: If presented with an AUTORUN question, choose “Run Setup.exe”. If User Account Control informs you that the Setup program wants to access your computer, choose “Continue” to proceed with the installation.

  3. The Installation Wizard will prompt you through the install routine.

  4. When prompted, enter your Activation Code which begins with a letter. If you do not have an Activation Code, then type in the word “DEMO.”

  5. ROLL FORWARD OPTION: You will be prompted to copy your Filer, Recipient, Security, Transmitter, and/or Import Map information from your 20XX software. Make the appropriate selections and click NEXT.

  6. Once Install is complete and if you selected the Roll Forward Option in Step 5, your Tax Year 20XX Filers may be selected at the Select Filer Screen. Tax Year 20XX Recipients may be browsed when your cursor is in the TIN field of any blank form being entered onscreen. Simply press the <F2> Key or right click your mouse to view your Recipients.