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.
How to install desktop to Server
The objective of this article is to walk you through on how to install desktop to Server.
- After downloading 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 the main computer (Server) 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.
- Before you launch and configure the software, you must share the software folders. Click here to learn how to share the software folders.
- 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 icon labeled GENERATE SERVER CONFIGURATION.
- Once all three categories say SUCCESS, click OK.
- 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 main computer
How to install the Topaz signature pad
To install the Topaz Electronic Signature Pad, follow these steps:
Important: Do not plug in the Topaz Electronic Signature Pad before following these steps:
- Inset the Topaz Systems, Inc disc that was included when with the Topaz Signature Pad into the CD or DVD drive. The installation program should begin automatically. If it does not, right-click your CD or DVD drive and then click AutoPlay.
If you do not have the disc, please click here to download the setup software. You will need to unzip it and then run the setup file.
- Click on sigplus.exe file.
- When the SigPlus Installer pop up shows on your screen click YES.
- On the Welcome screen click NEXT.
- Click Install SigPlus eSignatures (must be installed first).
- From the Welcome screen, click Next.
- On the Read Me File click Next.
- On the Choose Destination Location click Next.
- Select the Two Letters that the Tablet Model begins with and click OK..
- Select the Tablet Model and click OK.
- Click the applicable connection type and then click OK. If your Topaz Signature Pad connects to your computer via a USB connection, click HSB.
- Read the license agreement and then click Agree. Setup installs the signature pad software.
- On the Ready To Configure Software screen click OK.
- When the Demo.ocx screen appears, click No and then click OK.
- When the SigPlus Documentation Directory dialog appears, click OK.
- On the SigPlus Plug-Ins, Tools and Examples screen click OK.
- When the installation is complete, click Finish.
- Plug in the Topaz Signature Pad and Windows installs the necessary drivers.
How to install the 2D barcode scanner
Download the Motorola Symbol DS6707 drivers by clicking the appropriate link below.
Windows 10 (32-Bit and 64-Bit)
Windows 7/Vista/XP Driver (32-Bit)
Windows 7/Vista/XP Driver (64-Bit)
Install the Motorola Symbol DS6707 Drivers by running the downloaded file.
To install the document scanner, then follow these steps:
- Plug the Motorola Symbol DS6707 into the USB port on your computer.
- On the Symbol DS6707 Quick Start Guide, scan the bar code for Set Defaults. If there are no errors, you’ll hear a few, loud beeps.
- On the Symbol DS6707 Quick Start Guide, scan the bar code for SNAPI With Imaging. If there are no errors, you’ll hear a few, loud beeps. The Found New Hardware Wizard may appear.
- If the Found New Hardware Wizard, click Yes, this time only and then click Next.
- Click Install the software automatically (Recommended) and then click Next. Windows downloads and installs the drivers for the Motorola Symbol DS6707.
- When installation is complete, click Finish. The document scanner is now installed.
If you do not have the Quick Start Guide, you can get it by clicking below and printing it.
To verify the document scanner is working properly, follow these steps to scan a document:
- Open Simple Tax 1040. The document scanner is only compatible with Simple Tax 1040 2010 and above.
- Start a new tax return.
- On the Attached Forms pane, click Document Archive.
- In the Archived Documents Listing, click Scan Document.
- Click Snap.
- If you want to save the file, click Save.