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:
- Make sure all users are logged out of the server
- Right-click on the UltraTax application icon and click Run as Administrator
- 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
- Click the Home button in the upper right corner (there should be a red exclamation point over it if updates are needed)
- Click the link for UltraTax CS Updates!
- Click the link to review updates
- Click the slide bar so Software Updates is set to Yes
- Leave other fields as they are
- Run the updates
- If you have any problems, check the folders in Help then AboutUltraTaxCS
- Navigate to the install folder by right-clicking on the shortcut for UltraTax and then Open file location
- 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