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Download and install

Updated: 2016-11-22

TaxCycle and DoxCycle are desktop software. You must download the installation program and install it on each computer. TaxCycle and DoxCycle are also separate programs. You must run each installation program separately.

Download and run the install programs

  1. Check the system requirements.
  2. To sign up for a free trial, go to www.taxcycle.com/trynow.
  3. If you already purchased, go to www.taxcycle.com/support/download
  4. Download the setup programs you need: TaxCycleSetup.exe installs all tax modules and years in one program. DoxCycleSetup.exe installs the DoxCycle source document management software.
  5. When the download completes, double-click on each setup file to start the install process.
  6. Follow the on-screen instructions to complete the installation.
  7. Start TaxCycle and activate your license.

First-time activation (trial or purchase)

When you first open TaxCycle or DoxCycle, you will be prompted to activate your software.

  1. Enter the Email address you used to purchase your software.
  2. Enter the Password you created when requesting a trial, or that you used when purchasing software from our website.
  3. If you can't remember your password, click Forgot your password? You will be asked to enter your email address to request a link for resetting your password. Once you receive that message, click the link in it to go back to the website and enter your new password. 
  4. If you prefer to enter a license code rather than a password, check the I have a license code box and then enter the code instead. (You can find your license code in your purchase receipt email, or under your account on this website.)
  5. After entering your password or license code, click OKThe program retrieves your license from our website and activates your software.

As long as DoxCycle and TaxCycle are installed on the same computer, they will share license information, so you should only have to do the above steps once for each computer.

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See a trial license message?

If you see a trial message like this one when you start TaxCycle or DoxCycle, click the Login link then enter your Email address and the Password you created when requesting a trial, or that you used to purchase software from our website, www.taxcycle.com.

Or click the link to manually enter your license code. (Scroll down for instructions.)

Once you activate a valid, purchased license, this trial message will disappear.

Trial license message

Manually enter a license code

If you choose to manually enter your license code in Help under the File menu, you'll be asked for your email address and the license code instead of your email address and password.

You license code appears at the bottom of your receipt, or, you can find it by logging into your account on this website and clicking the My Account link, then clicking on Purchase History.

Check your license status

You can check the status of your license at any time by going back to the My TaxCycle (or My DoxCycle) screen. Look at the list under Installed Products to see the status of your licenses. The most recent license appears at the top. The older licenses, including expired, appear below.

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