This article will help you install ProSeries Professional or ProSeries Basic as a standalone.
Before you start:
- If you need to install the network version of ProSeries Professional, click here.
- If you purchased a new computer and need to transfer files from your prior computer, click here.
Download and install from My Account:
You must be an account administrator to download the program. Click here for more information about role management in My Account.- Sign to My Account.
- To download the current year's program, select Download.
- For prior tax years, select Previous Years and select on the year you need to download.
- If the dropdown doesn't show the current tax year, you may need to use Renew Now to renew your software license.
- When asked, Do you want to run or save this file? select Save.
- Select Save again to finish saving the file.
- Press CTRL + J on your keyboard to open your Downloads.
- Run the downloaded file.
- If installing ProSeries Professional it'll be CoreInstallerTY23.exe.
- If installing ProSeries Basic, it'll be BasicInstallerTY23.exe.
- The install wizard will start.
- Follow the on-screen instructions to walk you through the setup.
I'm not seeing the downloads page
If you don't see the downloads page on MyAccount, you've likely defaulted to a Learn & Support role. Your firm administrator will need to update your role to Employee so you'll have the minimum permissions required. If you're a firm administrator, click here to see how to use role management.
Installing ProSeries from a DVD
To install ProSeries software from the ProSeries DVD or CD:
- Close all open applications and temporarily turn off any virus protection utilities on your computer.
- Insert the ProSeries DVD or CD into the computer.
- Windows should automatically start the installer, but if it doesn't:
- Go to the Windows taskbar, select Start, and then choose Run.
- Type D:\CDSETUP in the Run window and select OK.
- Windows should automatically start the installer, but if it doesn't:
- Select Install ProSeries, and then OK.
- Review the information on the welcome screen and select Next.
- Read the software license agreement, and then select I accept the terms of the license agreement and select Next.
- Select Stand Alone as your installation type, and then select Next.
- Select Next to accept the default destination.
- C:\ProWinYY is the ProSeries Professional default destination.
- C:\BasWinYY is the ProSeries Basic default installation.
- Select all the products that you plan to use and select Next.
- Review the list of products that will be installed later and select OK.
- Review the information. Select Next to continue or Back to change your selections.
- When the installation process is completed, make sure that the Launch ProSeries box is checked and select Finish.
- If you don't want to proceed with the setup at this time, uncheck the Launch ProSeries checkbox and select Finish.
- ProSeries will now license your program and import your firm's information. When the tasks are complete, select Next to continue.
- Follow the on-screen instructions to complete the setup process.
- After installing your ProSeries tax software, turn on your virus protection software again.
If a Restart Windows message generates, restart your computer to update the Windows system files before using ProSeries again.
