ProSeries Frequently Asked Questions

Products Affected:

• ProSeries

1. To backup your client files, follow the instructions in How do I copy or backup my client files using ProSeries?
2. After the client files have been backed up, go to your desktop and double-click My Computer.
3. Double-click the ProwinXX folder (XX = the year of ProSeries you are installing. For example, for the Tax Year 2007 version, the folder will be named Prowin07).
4. Highlight the Common folder. This folder contains personalized settings, such as printing options and preparer information.
5. Go to the Edit menu and choose Copy.
6. Click the Back button twice to go back to the list of drives.
7. Double-click the network drive where you intend to install ProSeries.
8. Right-click the folder where you backed up the client files (for example, 2007 ProSeries Data) and click Paste.

1. Select the computer you want to be the administrative workstation for ProSeries. This workstation will have access to some options that the other workstations do not, such as the administrative options for the Access Rights feature.
2. Close all programs and go to your Windows Desktop.
3. Uninstall the program. Go to Start, point to All Programs, point to ProSeries XXXX (XXXX = the year of ProSeries you are removing, for example, ProSeries 2007), and choose Uninstall. Click Select All, then click Uninstall.
4. Insert the ProSeries CD for the year of ProSeries you are installing. Use the Archive CD if it is available.
5. Go through the installation screens, choosing Network for the installation type.
   
   For the Tax Year 2004 and later versions: You will need to choose both a local installation folder (C:\ProwinXX), and a network installation folder (for example, T:\PronetXX). Refer to your network installation guide for detailed information.
   
   For versions prior to Tax Year 2004: The entire program will be installed to the network, so you do not need to choose a local installation folder.
   
   You will need a network installation access code for the Tax Year 2004 and prior versions. Network access codes can be obtained from the My ProSeries website using the Product Licensing link (requires logging in to My ProSeries).

Restore data files and copy program settings to network installation folder

1. When you are able to open the program after the network installation, go to the File menu, point to Client File Maintenance, and click Restore.
2. Click the Set Source Directory button, locate the backup folder you created in the first section of this FAQ (for example, 2007 ProSeries Data), and click OK. Select and restore the files.
3. After the files have finished restoring, go to your desktop and double-click My Computer.
4. Double-click the network drive where the program is installed, then double-click the PronetXX (or ProwinXX) folder.
5. Right-click the Common folder and choose Rename. Change the name to CommonOld and press Enter.
6. Go back to the network drive and locate the backup folder where you copied the folders in the first section of this document.
7. Highlight the Common folder.
8. Go to the Edit menu and choose Copy.
9. Locate the network installation folder (PronetXX or ProwinXX), right-click it, and choose Paste.

Download acknowledgements for electronically file returns (if applicable)

1. Go to the EF Center and highlight all the clients. You can highlight all clients by going to the HomeBase menu and choosing Select All.
2. Go to the E-file menu, point to Electronic Filing, and choose Update Acknowledgement Status of Selected Returns.
3. Choose Update only the selected returns and extensions and click Check Now.

Note: The above steps will download acknowledgements for the current year individual returns and business returns only. You will be unable to download electronic filing statuses for prior year individual returns.

• ProSeries Network Installation Guide for Tax Year 2007