If you are new to networking in TaxSlayer Pro, be sure to read the Network Overview article. It explains the terms File Server, Workstation Computer, and Transmitting Computer.
The System / Network Configuration Menu hides or shows settings according to your answer to the first menu question, "Are You Using a Network?". If you prepare taxes on one PC only, or you prepare taxes on more than one PC but each PC stands alone with its own client list, answer this question No and you are finished with this menu.
However, if you plan to have more than one PC within your office preparing tax returns and all working from a common client list, you will answer this question Yes.
In a TaxSlayer Pro network, one PC is designated as the File Server and any other PC is called a Workstation. The File Server is also typically given the role of the Transmitting Computer.
In an office preparing tax returns on more than one PC, the first three menu lines in the System / Network Configuration Menu are typically answered like this:
|1. Are You Using A Network?...........:||Yes||Yes|
|2. File Server?.......................:||Yes||No|
|3. Transmitting from this Computer?...:||Yes||No|
4. File Server Address
Every PC will have the same information on this line:
- On the File server, the information on this line will be identical to the information on Lines 5 and 6, the Local Computer Name and the Local IP Address.
- On a Workstation, this line will show the File Server information.
On a Workstation, if you don't see the correct File Server information on Line 4, do the following steps:
- Click "4. File Server Address".
- Type the File Server computer name in the "File Server Name" field.
- Ensure "Use IP Address for Lookup" is unchecked.
- Click "Connect to File Server".
You should see a green-colored rectangle with the message, "File Server [IP address] contacted!" If so, click "Save".
If you don't see the "contacted!" message, verify you spelled the File Server name correctly, and verify that the File Server and this Workstation are on the same network.
If you are not able to get a successful connection, contact Pro support for assistance.
5. Local Computer Name
6. Local IP Address
These two lines are for informational purposes and may be useful in diagnosing problems with the network settings.
- On a Workstation, the information on Line 4 will never match Lines 5 and 6.
- On the File Server, the information on Line 4 should always match Lines 5 and 6.