How do I install the TaxCycle Integration?

✅ Prerequisites

Before you begin, make sure you have the following:

• An active TaxPay account.

• The latest version of TaxCycle installed on your system.

• A valid TaxPay integration product key or access credentials

• Internet access to download the integration module or plugin.

1. Download the Integration File

• Visit the official website of the TaxPay Integration or contact your account representative.

• Locate the download link for the TaxCycle integration extension.

• Download the installer package ( .msi file), and save it to your computer.

Note: Some integrations may be distributed via a shared link or company portal instead of a public webpage.

2. Run the Installer

• Double-click the downloaded file to launch the installer.

• Follow the on-screen prompts:

  • Accept the license agreement.

  • Choose the destination folder (the default is usually acceptable).

• Click Install and wait for the process to complete.

Once installed, restart your computer if prompted.

3. Launch TaxCycle and Enable the Integration

• Open TaxCycle.

• Go to the top menu bar and click Options.

• Navigate to the Integrations or Plugins tab (depending on your version).

• Click Add Integration or Configure.

You’ll be prompted to:

• Select the installed integration from a list.

• Enter a product key or API credentials (provided by TaxPay).

Click Save to finalize the setup.