Step 1, Download (or Save) the Files to your USB Drive: 

The procedure to download to a USB Flash Drive is similar to the procedure the procedure ”Instructions for Downloading and Loading Update files to your system” on http://www.saxtax.com/updatepro.htm with the exceptions of selecting the USB Drive and folder as the location to download the file(s) and gives the flexibility to easily move the files to other computers that may not be connected to the internet. See “Quick Tips for USB Drives” for information about selecting a USB Drive and more detailed connecting/disconnecting information.

 1.	From the table on http://www.saxtax.com/updatepro.htm, click to select and download the "patch file" or complete installation. You must download the specified files one at a time to the USB Flash Drive. Once selected, when your browser asks, choose Save As to save the file to USB Drive location identified by drive letter and folder. Folder selection is optional.  Do not try to open or run the file from this web site.

 2.	When saving your file, note the name of the file:
•	Full installation	"SAXTAX2018Full<mody>.exe"
•	Updates	"SAXTAX2018Update<mody>.exe"
•	Note: <mody> corresponds to the date of the patch or the date of the full installation.

 3.	We virus check all files before putting them on the web, but it is a good practice for you to scan them after downloading them.

 4.	When the download is complete, eject the USB Drive to install on a different computer or proceed to Step 2, Install the Program Files to your system, to install to the current computer. 

 5.	Ejecting the USB Drive can be done in Windows Explorer by selecting/highlighting the USB Drive, right clicking and selecting eject. The Windows task bar also can be used to eject the USB Drive. See “Quick Tips for USB Drives” for more information. After the USB Drive is ejected, is can be inserted/connected to another computer and proceed to Step 2.

Step 2, Install the Program Files to your system:
The ".exe" file format is the "standard" installation used to install all SAXTAX programs. The "patch update" will only replace older or existing files, so be sure to install to the same drive and directory as your original SAXTAX Program files.

 1.	In Windows Explorer or My Computer, locate the downloaded file on the USB Flash Drive and double click it to begin the installation.

 2.	Follow the on screen prompts to complete the installation.

If you encounter any problems or have questions, please contact SAXTAX Technical Support. We will be happy to assist you with your programs.

Quick Tips for USB Drives
If you have not used a USB drive before, there are a few things to consider.

 1.	The terms USB Drive, Thumb Drive, Flash Drive and Portable Flash Drives are synonymous.

 2.	What is the difference between Black and Blue USB ports on your computer?  
•	Blue USB ports support USB 3.0 (2008 Super Speed) and USB 3.1 (2016 Super Speed+). They are faster and USB 3.0/3.1 drive cost more. Blue USB ports also support USB 2.0 and USB 1.0 drives.
•	Black USB ports support USB 2.0 (2000 High Speed).

 3.	Selection Criteria: What USB Drive size/capacity do I need? Are there features to consider?
•	SAXTAX Full install plus Help Full install is less than 0.5 GB and can easily fit on smaller capacity 4GB-16GB, in the $5-$20 range. Larger capacity USB Drives can also store customer files, correspondence and backup additional files.
•	USB Drives may have a snap on cap to keep dust out, prevent damage, but sometimes get lost. Other options include a form of twist to use, or slide/retract. Evaluate business needs and personal preference.  

 4.	Plugging the USB Drive the USB Drive.
•	When the USB Drive is inserted the first time, The Windows system will display a pop up window asking how it should be used. Select the icon that looks like a file folder with a description similar to “Open folder to View Files”. Note the Drive letter Windows assigns the Flash Drive. This letter may change and should be verified on each use. Files can be downloaded directly from the web or accessed using Windows Explorer,
•	When the USB is reconnected to the computer, the pop up window may not display. The drive letter can be verified using Windows Explorer.

 5.	Removing the USB Drive.
•	It is recommended to ALWAYS, have Windows disconnect from USB Drive before physically removing the drive. If any files are being moved (transferring data) or are open, the files can be corrupted and data permanently lost.
•	From Window Explorer, highlight the Flash Drive. Right click and select “eject flash drive”. When Windows displays the message “It is Safe to Remove the Drive”, then pull it out.
•	If the computer is powered down, it is safe to plug the Flash Drive in or out.