Manually checking for updates
- If you have a file open and you want to manually check for updates, click the message in the status bar (in the blue or green bar at the bottom of the window when you have a return open) or the green icon on the start screen next to the Support heading.
- If there is no update available, a message appears at the bottom of the program window (in the blue or green bar) to tell you the program is up-to-date:
Planning Client Manager updates
We recommend updating the Client Manager server first.
The Client Manager server opens, reads and indexes your files as you work on them throughout the tax season. Because the server doesn’t update files, there is no harm in having a newer version of TaxCycle on the server than on each of your workstations.
If the server version falls behind, it may not be able to open, read and index files as they change (occasionally we need to update the file version when new features are added). To avoid this, plan to update your server computer first.