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WALK-THRU: Entering a New License Key in PA InheriTax

Here's a step-by-step walk-through for entering or updating your license key in InheriTax.

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Finally, you can get your most current license key anytime without having to call or email, right from within InheriTax!  In addition to the steps outlined here, we've made a 3 minute video (below) that shows you the process from start to finish. 

HOW TO: Archive and Restore Estates and Trusts

Basic step-by-step guidance to archive and restore Estates & Trusts in 6-in-1.

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Over time, your list of Estates and Trusts can become quite substantial.  If you're using the accounting module, your transactions database can become huge, which can slow things down.  To help keep your lists tidy and relevant, and to optimize performance, some users want to be able to archive inactive Estates & Trusts.  This article offers basic step-by-step guidance to archive and restore Estates & Trusts in 6-in-1.

HOW TO: Update 6-in-1 Server Edition for FileMaker 20 (2023) on Windows Server

Step-by-step instructions to update 6-in-1 Server Edition running on FileMaker 20 (2023) for Windows Server.

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Every year we release updates to 6-in-1 to support the latest tax forms, changes in tax law, and to enhance the product.  This article includes step-by-step instructions to install these updates for Server Edition users running the FileMaker 20 (2023) version of our product on Windows Server 2019, or 2022.  Screen shots for these instructions are based on Windows Server 2019, but can easily be adapted for users running Server 2022.

HOW TO: Update 6-in-1 Standalone Edition for FileMaker 20 (2023) on Windows 10/11

Step-by-step instructions to update 6-in-1 Standalone Edition running on FileMaker 20 (2023) for Windows.

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Every year we release updates to 6-in-1 to support the latest tax forms, changes in tax law, and to enhance the product.  This article includes step-by-step instructions to install these updates for Standalone users running the FileMaker 20 (2023) version of our product on Windows 10 or 11.  Screen shots for these instructions are based on Windows 10, but can easily be adapted for users running Windows 11.

HOW TO: Update FileMaker Pro 19 or 2023 for 6-in-1 Standalone or Server Edition on Windows 10/11

Installing incremental updates for FileMaker Pro 19 or 2023 along with plug-ins required by 6-in-1 on Windows 10/11.

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FileMaker Pro (FMP) is the engine that runs 6-in-1 on your desktop wether you are using Standalone or Server Edition.  For various reasons, you may need to apply incremental updates.  For example, when Server Edition is updated with the latest 6-in-1 database components (the usual annual update, at minimum), the client side of the equasion (FMP for 6-in-1) often also should be updated.  This guide steps through that process.  For Standalone Edition, the usual 6-in-1 updater can handle updating FMP as well as the 6-in-1 database files.  There are occasions, however, when only updating FMP is required.  This guide steps through that process.

Instructions for REV-1500

Pennsylvania Inheritance Tax Return Resident Decedent, Revised 8/2022

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The following are the latest instructions for the PA REV-1500.
 

HOW TO: Update FileMaker Server v19+ to v20.1.2 on Windows Server

Step-by-step instructions to update an existing installation of FileMaker Server 19 or greater for 6-in-1 to the latest version on Windows.

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The latest version of FileMaker Server has some important performance enhancements.  We recommend updating to the latest version when it's convenient.  This article includes step-by-step instructions to upgrade your FileMaker Server version 19.0 or greater to the latest version of FileMaker Server.  This article is based on Windows Server 2019 Datacenter edition, but is applicable for similar Windows Server editions.

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