How to download KIS Desktop

How to download KIS Desktop

Open the Software Release Email sent to you by Simple TAX and click on the link or go to https://simpletaxsupport,com

Scroll down the page and click on the purple button on the Keep It Simple icon

Click on the DOWNLOAD CENTER button on the KIS Desktop icon.

Enter the download password that is in the Software Release email you received from Simple TAX Support and click SUBMIT.

NOTE: Password in the Software Release Email looks like this

If you do not have the password, please call Simple TAX Support at 281-833-9300 option 2.
Select the year you want to download (example 2019) and click the DOWNLOAD 2019 button.

You will then choose where you want to save the software on your computer and click SAVE. (We recommend you save it to your Desktop.)

The software will then download and the KIS Desktop software icon will show on your Desktop.

How to transfer a return from Online to Desktop

The objective of this article is to walk you through on how to transfer a return from KIS Online to KIS Desktop.

Open your KIS Desktop Software and login.

Click on the last icon at the left-hand side labeled TOOLS.

You will then click on the icon at the top labeled INTEGRATE WITH SITE (sixth Icon from left to right)

You will see two options one SEND TO STS ONLINE and below that one RECEIVE FROM STS ONLINE. Under the RECEIVE FROM STS ONLINE, click on SELECT ALL.

Now go to the bottom of the screen and un-check the box labeled BLOCK THE COMPARISON AND SITE DATA.

Under CLIENT RETURNS, click on the blue hyperlink RECEIVE CLIENT RETURNS FROM ONLINE.

A box will pop up on your screen with the returns you have online, you can select one or all by clicking on the check box next to the SSN of the return you want to transfer from ONLINE to DESKTOP and click IMPORT & CONTINUE.

Once you are done transferring the return or returns you can click on the X at the top right of the box.
Now you can click on the CLIENT icon at the left side to see the return or returns you transferred to the desktop software.

How to transfer a return from Desktop to Online

The objective of this article is to walk you through on how to transfer a return from KIS Desktop to KIS Online.

Open your KIS Desktop Software and login.

Click on the last icon at the left-hand side labeled TOOLS.

You will then click on the icon at the top labeled INTEGRATE WITH SITE (sixth Icon from left to right)

You will see two options one SEND TO STS ONLINE and below that one RECEIVE FROM STS ONLINE. Under the SEND TO STS ONLINE, click on SELECT ALL.

Now go to the bottom of the screen and un-check the box labeled BLOCK THE COMPARISON AND SITE DATA.

Under CLIENT RETURNS, click on the blue hyperlink SEND CLIENT RETURNS ONLINE.

A box will pop up on your screen with the returns you have on the DESKTOP, you can select one or all by clicking on the check box next to the SSN of the return you want to transfer from DESKTOP to ONLINE, click SEND TO ONLINE.

Once you are done transferring the return or returns you can click on the CLOSE button at the bottom.
Now you can login to your KIS ONLINE software and click on the CLIENT icon and confirm the returns did transfer.

How to Install the Keep It Simple Software to a Stand Alone Computer

The objective of this article is to walk you through on how to install desktop to a stand alone computer.

Once you have downloaded the software, run it
The Keep It Simple Setup window will open, and you will click the NEXT button at the bottom of the setup window.

Accept the Terms & Conditions and click NEXT

On the Choose Destination Location it shows you that KIS Desktop will automatically save to the C: Drive, click NEXT.

Since you are installing to only one computer in your office, you will select STANDALONE COMPONENTS, and click the NEXT button at the bottom of the setup window.

Once again you will click on the NEXT button at the bottom of the setup window.

Now click on the INSTALL button at the bottom of the setup window and let the software install itself onto your main computer.

Once it installs to your computer click the button that says FINISH at the bottom of the setup window.

You will now see the InstallShield Wizard Window, please click OK.

Now look on the main screen of your computer and the Keep It Simple icon will be on there labelled STS2019 (for tax year 2019).
Click on the icon to open the software and continue the setup.

Stand Alone Computer will already be selected, now click on the button at the lower right corner labeled SAVE CONFIGURATION.

For customers with returns in the prior year software, if you would like to import them to the current year please select YES and enter your ADMIN ACCOUNT NAME and PASSWORD. If you do not have returns in the prior year or do not wish to import them, please select NO and click the blue button labeled SAVE & CONTINUE at the lower right corner.

Answer the question “Do you want to use the account information you have already setup?’ In most cases the account information has already been setup for you via the KIS Online software so please select YES and enter the LOGIN INFORMATION you used to login to the KIS ONLINE software and click on the button at the lower right side labeled DOWNLOAD SITE CONFIGURATION.

You have successfully installed the software onto your computer.

How to install desktop to Workstation

The objective of this article is to walk you through on how to install desktop to a workstation.

Once you have downloaded the software, run it.
The Keep It Simple Setup window will open, and you will click the NEXT button at the bottom of the setup window.

Accept the Terms & Conditions and click NEXT.

On the Choose Destination Location it shows you that KIS Desktop will automatically save to the C: Drive, click NEXT.

Since you are installing to a workstation in your office, you will select WORKSTATION COMPONENTS, and click the NEXT button at the bottom of the setup window.

Once again you will click on the NEXT button at the bottom of the setup window.

Now click on the INSTALL button at the bottom of the setup window and let the software install itself onto your workstation.

Once it installs to your computer click the button that says FINISH at the bottom of the setup window.

You will now see the InstallShield Wizard Window, please click OK.

Now look on the main screen of your computer and the Keep It Simple icon will be on there labelled STS2019 (for tax year 2019).
Click on the icon to open the software and continue the setup.

Stand Alone Computer will already be selected, so make sure you select Network Software instead. Now click on the icon labeled GET SERVER

In the SERVER CONFIGURATION enter the name of your Server/Main Computer and check the box that says “Check here if you do not have a Username or Password for Windows” and click OK.

Once all categories say SUCCESS, click CLOSE.

A new window will appear called the Network Location For Storage, click on tie SAVE button at the bottom of the window.

Click on the button at the lower right corner labeled SAVE CONFIGURATION.

For customers with returns in the prior year software, if you would like to import them to the current year please select YES and enter your ADMIN ACCOUNT NAME and PASSWORD. If you do not have returns in the prior year or do not wish to import them, please select NO and click the blue button labeled SAVE & CONTINUE at the lower right corner.

Answer the question “Do you want to use the account information you have already setup?’ In most cases the account information has already been setup for you via the KIS Online software so please select YES and enter the LOGIN INFORMATION you used to login to the KIS ONLINE software and click on the button at the lower right side labeled DOWNLOAD SITE CONFIGURATION.

You have successfully installed the software onto your workstation.