Install or update Sage Taxation on a server
Description
Cause
Resolution


New installation

  1. Download the latest Sage Taxation version from your My Sage account.

  2. Run the downloaded file from your Downloads folder.

  3. Follow the on-screen prompts.

  4. Configure your firewall to allow workstation connections. 

  5. Install Sage Taxation on each workstation

Update an existing installation

  1. Download the latest Sage Taxation version from your My Sage account.

  2. Ensure all users log out of Sage Taxation across the network.

  3. Run the downloaded file.

  4. Follow the on-screen prompts.

After the server update

  1. Open Sage Compliance from a workstation.

  2. When prompted to update, select Yes.

  3. Repeat for each workstation. 

NOTE:

You won't be able to access the software until updates complete. 

 

Troubleshooting

If the installation has been unsuccessful try the following:

  • Confirm the Windows firewall configuration

  • Temporarily disable antivirus or third-party firewalls

  • Temporarily disable User Account Control (UAC)

  • Log in as an administrator

Re-enable firewall and antivirus software after completing the update.

Steps to duplicate
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