PPT+ SETUP INSTRUCTIONS

If installing from a CD…
Insert the CD into your optical media drive… the setup menu should start automatically. If it does not, click “Start”, click “Run”, type X:\setup.exe (where X: is the drive letter of your optical media drive – eg. D:\SETUP.EXE), click “OK”. Once the setup menu loads, click the first button (“install”) to start the setup program.

If installing from the downloaded file…
Run the downloaded file to start the setup program. Setup will prompt you for a password – contact us to obtain a password to open the file.

Follow on-screen instructions. Upon installation, setup will automatically create a program group on your Start/Programs menu entitled “PPT+ Applications” and will also create a shortcut on your Windows Desktop for the PPT+ application that you’re installing.

Installing to a network for shared program access

PPT+ programs are multi-user programs. Installing for shared access is no different than installing on an individual machine – all you need to do is install the program to a shared network drive. Although you can, you don’t need to install the program from your server – you may install from any machine that has access to the shared network drive. Note that data files are located within the \data folder within the program directory. Program files and data files are both loaded to the network drive. You cannot load the program on a local drive and place data on the network drive – they must both be in the same place.

Workstation Setup

If you installed your PPT+ program to a shared network drive, the machine that you physically installed from is ready to be used – however, each workstation that will access the program will need to be setup, as well. You won’t need your CD… installation of the program itself also loaded a ‘workstation setup’ program into a folder called \wssetup within the program folder. You simply need to browse to and run that workstation setup from each workstation that will be accessing the program. Click “Start”, click “Run”, type [program path]\workstation\SETUP.EXE – or just browse to the program folder, then into the \wssetup folder, and double-click on ‘setup.exe’. Follow on-screen instructions.

PPT+ DATA CONVERSION

To convert your prior year PPT+ data into your current year PPT+ program, complete the following steps: Note: Please ensure that all other users have exited the program prior to converting or the program may not function correctly.

1.Load your new PPT+ program, following the instructions listed above.

2.Start your PPT+ program. After entering a 1 to 9 character alphanumeric user ID, if this is the first time that you have started the program, you will be asked whether you would like to run the conversion. If you select “yes,” see instructions (#3) below. If you select “no,” you may run the conversion at any time later by selecting the “Annual” menu and clicking “Convert and Update Prior Year Data”

3.A screen will be displayed prompting that you are about to convert and update data. The screen also prompts for the location of last year’s data. If PPT+ was able to automatically detect the path to your prior year data, that path will be supplied. If it was not, a default of the current drive and last year’s program default data folder name will be supplied. Change this if necessary (by typing in the path, or simply using the Browse button) to point to the path containing your prior year PPT+ program data. Click “Next”.

4.A screen will be displayed that includes a grid showing your prior year data. There is an option at the top of the grid to convert all returns, or convert individual returns, as well as configuration data. Make selections as necessary and click “Convert” to proceed with data conversion and update. Your prior year PPT+ data will be converted and updated.

5.Once conversion is complete, simply click the “Close” button in the top left corner of the screen. You will be asked whether you would like to go to the Process Returns screen. Assuming that you would like to, click “yes” and you’re ready to begin working on current year returns!