New installations

1. To install Sage Taxation on your server, first download the most up to date version of the software from your MySage section of our website.
2. Once the file has downloaded, run the downloaded file from your Downloads folder.
3. Follow the on-screen prompts. The installation will prompt to install Microsoft SQL Server if it isn't already installed.
4. Now configure your firewall to allow the workstations to connect. You can find a script to configure the Windows firewall along with steps for third party firewalls in this guide.
5. To run the installation on your workstations, please see this guide.

Updating an existing installation

To update an existing installation of Sage Taxation

1. Download the most up to date version of Sage Taxation through your MySage account.
2. Ensure all users are logged out of Sage Taxation across the network.
3. Once downloaded, run the downloaded file.
4. Follow the on-screen prompts.

Once the server update has completed

1. Double-click Sage Compliance option from a workstation.
2. You'll be prompted to update your installation. To run the update, click Yes.

Repeat this process on each workstation that has an installation of Sage Taxation.

NOTE: You won't be able to access Sage Taxation until you've completed the workstation update.

Further steps

If the installation hasn't been successful you may wish to try the following before contacting Sage Technical Support:

• Make sure the Windows firewall is configured
• Temporarily disable any antivirus software or third party firewall
• Temporarily disabling User Account Control (UAC)
• Logging in as the administrator account

Please remember to re-enable your firewall and antivirus software once the installation or update is complete.