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CUSTOMER SERVICE MEMO CSTP1501

for 2015 Edition of HowardSoft's Tax Preparer®


How to ensure proper installation and on-line updating of Tax Preparer


Background. Starting with the 2015 Edition of Tax Preparer, installation and updating are performed by a powerful Windows installation program with file types not found in prior editions of Tax Preparer. As a result, you may encounter problems never seen with prior editions. Most of these problems are caused by overly aggressive security measures on your computer, usually enforced by anti-virus or anti-malware software. One example is the popular Avast Anti-Virus software, which includes DeepScan and Hardened Mode options that provide especially aggressive protection. However, the problems can be averted with the proper management of these security products.


Symptoms. Some symptoms are obvious when you first try to install Tax Preparer, but others are more subtle:

  •   Installation will not start. The installer is prevented from executing. This symptom is caused by software that will not allow you to run unauthorized .exe program files.
  •   Tax Preparer will not start. Installation is trouble-free, but when you try to start Tax Preparer you are unable to reach the Main Menu (in the Main Window). This symptom may be caused by software that will not allow you to run unauthorized .exe program files. (Another possible cause is described in Customer Service Memo CSTP1502.)
  •   Tax data outside of the program folder cannot be accessed. Returns in the Tax Preparer program folder or a sub-folder thereof are fully accessible, but you cannot access data in other folders or drives. This symptom can be caused by software that blocks our program TPDRIVES.exe from determining the available drives on your computer.
  •   e-file output is not recognized by EFI2014. All other functions appear to work properly, but the files generated for the E-FILE folder are .IRS files instead of the proper .XML files. This symptom can be caused by software that prevents previously installed HSPrnTax.exe or TP15IUS.dll files from being changed by the on-line updating program or prevents IRS2XML.exe from being executed while Tax Preparer is running. After reading the below Best Practices sections, be sure to read the special CAUTION FOR E-FILE at the bottom of this web page.

Best Practices for installation and on-line updating. The problems are generally caused by security products that protect you from running unauthorized program files or changing program files once installed. However, installation and updating requiring the execution of program files that are unknown to the security product, and updating further requires that all previously installed program files can be changed. It is therefore necessary to temporarily turn off aggressive security products while installation or updating are performed. You do not have to turn off protection while you are downloading one of our files from the web. However, before you run the downloaded file (whether for installing or updating) you must turn off protection for the duration of the execution of that program. Most security products allow you do to this conveniently. You do not have to turn off on-line protection (such as Mail Shield or Web Shield). You only have to turn off file protection. For example, in Avast's Settings for Active Protection, you can click the ON switch for File System Shield, and a pop-up menu gives you the choice of Stop for 10 minutes, Stop for 1 hour, Stop until restart of computer, or Stop permanently. (We recommend the first choice because installation is very fast.) Once installation is complete, you can turn your protection back on. However, be sure to read the next paragraph for steps to take before starting Tax Preparer.


Best Practices for start-up. In order for Tax Preparer to start and run properly, it must be allowed to run various program files in its program folder, not just the initial HSPrnTax.exe program. For some functions, it must also be allowed to alter some of these program files. It is therefore important to let your security software know that these operations are normal and not a threat. The best way to do this with most security software is to add the Tax Preparer program folder to its list of exclusions (folders to omit from aggressive protection). For example, for Avast Anti-Virus click Settings, then General, then scroll down to Exclusions and click it to view your choices. Click the File paths tab, then click Add. You can either enter the path to the program folder or click the browse button and navigate to it (then click it). For default installations the proper entry is:

  •   For 64-bit installations:
      C:\Program Files (x86)\HowardSoft Tax Preparer\
  •   For 32-bit installations:
      C:\Program Files\HowardSoft Tax Preparer\

Avast will add an asterisk to the end of the path to indicate that all files in the folder are excluded. Once you are done, be sure to click OK to approve the addition.


How to correct prior installations. If you experienced ANY of the symptoms described above, we recommend that you reinstall the latest on-line update using the above Best Practices for installing and on-line updating, because of the possibility that some files may not have been installed due to aggressive security protection. Then, once the update is installed anew, perform the steps described in Best Practices for start-up before trying to use the newly reinstalled Tax Preparer.

CAUTION FOR E-FILE: May need to download 2015.01b anew.

If you run into the described e-file problem for ALL of your e-file returns, the anti-virus steps may not be enough to correct your installation. If you downloaded updates from the web before 2:00 PM PST pm February 2, whether to 2015.01a or 2015.01b, you must update to 2015.01b again to correct your installation. New updates for 2015.01b were posted at that time to specifically handle your situation.