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How to add state updates to software


  1. Go to http://support.taxwise.com 
  2. *NOTE - If you don't know this information, you will need to make sure to log into http://surefiretaxsoftware.com and after you have logged in at the top you will need to click Get Help > Reset Admin Online Password*







  3. Click on Product Updates under the Preparer Solutions section.




  4. Log in with your Client ID, username, and password if you are prompted to.

    *NOTE - If you don't know this information, you will need to make sure to log into http://surefiretaxsoftware.com and after you have logged in at the top you will need to click Get Help > Reset Admin Online Password*





  5. Click the State Updates link in the upper-right corner.




  6. Click the Add a State link.




  7. Click the Add states to my package link.




  8. Select the states you wish to add to your software



  9. Once you have completed all this, wait about 10 minutes then in the Software go to Communications > Get PROGRAM UPDATES AND ALSO Communications > Get MODULE Updates... You must do BOTH of these!!

 

 

How do I download the program, state, federal, and business updates for my Installed Tax Software?

Anytime you need updates, simply do the following:

  1. Click on [Communications] at the top
  2. Next, click [Get Program Updates]
  3. Next, click [Get Program Module Updates]




 



Tags: install,setup,getting-started