Installing your Digital Certificate
Please follow the instructions below carefully to save your certificate correctly.
1.1- From your browser please select TOOLS, INTERNET OPTIONS, and then CONTENT.
Then on the screen below select CERTIFICATES.
1.2- From there select your old certificate and click on REMOVE.
1.3- Right click on the attached file and save it in your computer.
1.4- Then click on the file and select “Install PFX.”
1.5- You will see the screen below and click on NEXT.
1.6- Click on NEXT.
2. Enter you EFIN as the password. Then make sure the same boxes that are checked on the screen are also checked in your computer. Click on NEXT.
1.7- Click on NEXT.
1.8- Click on FINISH.
1.9- Your certificate will be saved. You just have to select it when you e-file and pay for printing.
Adding Taxsoftware.com to your Trusted Sites List
2.1- From your I.E. browser, please select TOOLS, and then INTERNET OPTIONS.
2.2- You will see this page.
2.3- Then you need to select the Security tab. Select TRUSTED SITES and press the SITES button:
2.4- Add the www.taxsoftware.com and www.taxsoft.com web sites to you Web Sites list make sure to uncheck the box shown below. You cannot press the ADD button if you do not uncheck the box.
2.5- Then press OK to continue.
Installing Microsoft.NET
3.1- Go to this page and click on the appropriate link. http://www.taxsoftware.com/jsinstall.html
3.2- Click on RUN.
3.3- Click on NEXT.
3.4- Check to accept the agreement and click on NEXT.
3.5- You will see this screen.
3.6- Click on FINISH.
Installing Taxsoftware.com Base Class
4.1- Go to http://www.taxsoftware.com and click on the bar that says “Click here to start your tax return.”
4.2- Wait until the ACCEPT button shows up and click on it.
4.3- Click on the UPGRADE/INSTALL TAXSOFTWARE.MSI link.
4.4- Click on RUN.
4.5- Click on RUN.
4.6- Click on NEXT.
4.7- Click on CLOSE.
4.8- Close your browser.
Installing TaxDBC
5.1- Please go to https://www.taxsoftware.com/secure2/taxdbc.msi
5.2- Accept your digital certificate.
5.3- Click on RUN.
5.4- Click on RUN.
5.5- Click on NEXT.
5.6- Select EVERYONE and click on NEXT.
5.7- Click on NEXT.
5.8- You will see the screen below.
5.9- Click on CLOSE.
Setting Up your ODBC Connection
6.1- To setup the database you need to be a system administrator and go to the "Administrative Tools" directory. To manage a data source that connects with 64-bit platform, use c:\windows\sysWOW64\odbcad32.exe to launch the ODBC data source manager.
6.1- Select "Data Sources (ODBC)". Then Select "System DSN."
Press the "Add" button to add a new ODBC connection.
6.2- Select "SQL Server" and press "Finish"
6.3- Enter the ODBC "Name", "Description" and "Server" as per below:
6.4- Make the selections as shown below and click on NEXT.
6.5- Make the selections as shown below and click on NEXT.
6.6- Make the selections as shown below and click on FINISH.
6.7- Click OK.
6.8- Got o http://www.taxsoftware.com and click on the bar that says “Click here to start your tax return.”
6.9- Wait until the ACCEPT button shows up and click on it.
6.10- Click on the SETTINGS button at the bottom of the page.
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6.11- You will be prompted to accept your digital certificate. Click OK. |
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6.12- You will see this page. The connection name needs to be same on both places. Also the schema needs to be blank for SQL Server 2008 R2 with the default database below set to the schema name. Use the e-mail address on the certificate, which is irsefile@prsoft.com When you are done, click on the TEST CONNECTION button. |
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6.13- Go back to http://www.taxsoftware.com/startj.html This is the page you will see now as your Home Page.
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6.14- Upon first connection the TAXDBC will create all of the tables in the schema when the first tax return is created using NEW. To navigate through the first return please use instructions on doc4a.
6.15- After the data is entered the return will show with your signature on the main page.
Managing your Tables directly from the Database using SQL Server Management Studio
7.1- Select SQL Server Management Studio from your Programs folder.
7.2- Enter the information as shown below and click on CONNECT.
7.3- Select DATABASES, TAXDBC, and then TABLES.
7.3b- You will see all the tables you created by entering data on a form from the Taxsoftware.com program.
7.4- You can manage your data directly from SQL Server.
The codes on the columns correspond to the codes on a form.
For each form that you access from TaxDBC, a table is created in your SQL Server. We can send you all the templates with the codes but a version of each form you access will also be placed in your local computer with all the codes you need.