Keeping your ProSeries Basic Edition tax products up‑to‑date
You can install new products and update previously‑installed products via the Internet and from any ProSeries Basic Edition Archive CDs that you receive, as explained in this section. Getting tax products and updates via the Internet helps you have the most up‑to‑date versions of the ProSeries Basic Edition tax products that you use.
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If you want to receive additional ProSeries Basic Edition CDs for this tax year after the ProSeries Basic Edition Tax 1 CD, you must request that ProSeries Basic Edition CD option and pay a fee.
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As soon as a ProSeries Basic Edition tax product or tax product update becomes available, it is posted to the ProSeries Basic Edition Tax Products Internet server. The products and product updates on a ProSeries Basic Edition CD are the same as those that are available for download via the Internet days or weeks before they are available on a ProSeries Basic Edition CD.
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Getting products and product updates via the Internet
After you install ProSeries Basic Edition software, use the Internet to get any newly‑released products and product updates.
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In HomeBase, go to the toolbar and click the Update button.
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In HomeBase or an open return, go to the Update menu and select Update Installed Products.
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Go to the Windows taskbar, click Start, select Programs, then ProSeries Basic Edition, then ProSeries Update.
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If you want to review the state products that are selected for installation or select additional state products, go to the Update menu and select Select and Download New Products to open the Product Selections dialog box. When you’re finished, click Next to start the ProSeries Update program.
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Wait while the ProSeries Update program checks for the product releases and product updates that you’re interested in. If the ProSeries Update program downloads any files, you can use your computer (including ProSeries Basic Edition) while that occurs.
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When the ProSeries Update program finishes the update process, you’ll see a dialog box that informs you either:
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Review the list of relevant products to see which are “Current” and which are “Updated,” then click Close.
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If you see the Ready to Install dialog box (because some products are “Updated”), click Install Now.
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Getting products and updates from the ProSeries Basic Edition CDs
To install ProSeries Basic Edition products and updates from a ProSeries Basic Edition CDs that you receive during the tax season (if any):
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Allow the installation program to install the appropriate ProSeries Basic Edition tax products and tax product updates from the CD.
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If you want to review the products that are selected for installation or select additional products for installation, click the Select Additional Products button.
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For information about a specific ProSeries Basic Edition tax product:
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Click the Help button to open the Help Center, select ReadMe Information in the Technical Support area, then select a product (such as Form 1040:Individual).
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Open a return for that tax product, go to the Search Help field on the Help toolbar or in the Help Center, type one or more keywords, then press ENTER. Review the list of search results in the Help Center. Click the blue, underlined title of a search result to see more information.
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