Ultra Tax Updates

Updating Ultra Tax

Process Description:   

       Updates are occasionally needed in UltraTax.  Admin rights are needed so we typically either log in with the user via a remote session or do this for them. UltraTax login credentials are required to complete the update.

Requirements to Complete this Process:

• Access to Customer Server
• Admin access to the server
• Ultra Tax credentials
• Help with 2FA login for Ultra Tax credentials obtained

Steps and Screenshots:

1. Make sure all users are logged out of the server
2. Right-click on the UltraTax application icon and click Run as Administrator
3. Log in as an UltraTax user
   • Note: If you do not have an Ultra Tax login have a user login for you, check history in tickets, or C:\admin\licenses\ on the server for username and password
4. Click the Home button in the upper right corner (there should be a red exclamation point over it if updates are needed)
5. Click the link for UltraTax CS Updates!                                                         
6. Click the link to review updates
7. Click the slide bar so Software Updates is set to Yes
8. Leave other fields as they are
9. Run the updates
10. If you have any problems, check the folders in Help then AboutUltraTaxCS 
11. Navigate to the install folder by right-clicking on the shortcut for UltraTax and then Open file location
12. If any folders listed at the top DO NOT show under Help> About UltraTax CS, rename them to add .old to the end of the name and run the install again

Additional URLs or References (as needed): 

Ultra Tax Support line: 800-968-0600 you will need the customer phone number listed in the software