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WALK-THRU: Installing InheriTax Updates

Here's a step-by-step walk-through for updating an existing installation of InheriTax to the latest version.


Installing InheriTax updates takes between 3 and 5 minutes.  There's a 3 minute video below that shows you the process from start to finish.  


Step-by-Step Instructions

  1. Make sure you have local administrative privileges.  If you don't have your IT folks on hand.
  2. Temporarilly disable anti-virus software.
  3. Download the latest version of InheriTax here.  
  4. Launch the downloaded file which will be named something like 'pa2021-265.exe'.  Be sure to 'allow' the installation to proceed if prompted by your operating system.
  5. Step through the installation wizard.  Password:  paitax
  6. The upgrade process usually takes a minute or so.
  7. You're good to go!

Walk-Thru Video

Here's a 3 minute step-by-step guide video for installing updates for InheriTax.  We hope you find this helpful!

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