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Twice a year, the Canadian

Tax Foundation provides


TaxFind Online backup DVDs
for use when Internet access
is not available.
For the most up-to-date
information, continue to visit
TaxFind Online at ctf.ca.

Windows Installation Instructions


Typical (Local) Installation...........................................................................1
Single User Installation to Hard Drive................................................................... 1
Installation to run from Dvd.......................................................................2
Custom Install..............................................................................................3
A. Custom Local Install......................................................................................... 3
B. Custom Install to run from the DVD............................................................... 4
C. Network Installation........................................................................................ 5
Typical Workstation Setup................................................................................ 6
Custom Workstation Setup............................................................................... 7
Licensing Agreement...................................................................................8
Linking to Other Products..........................................................................8
Uninstalling Taxfind.....................................................................................8
Technical Support........................................................................................8

Click the CTF logo to return to table of contents.

TYPICAL (LOCAL) INSTALLATION


Single User Installation to Hard Drive
1. Exit all Windows programs.
2. Insert DVD in the DVD drive. The installation Welcome screen will automatically launch.
If the Welcome screen does not launch automatically, go to Windows Explorer,
right-click on the DVD drive, and select Autoplay.
3. Select language (English or French) which will take you to the Main Menu.
4. Select Begin Install. The Welcome to the InstallShield wizard screen will appear. Click Next.
5. The Licence Agreement screen will appear. Please read the agreement and accept to continue.
If you do not accept, you will have to cancel and abort the installation.
6. Select the Installation type: Typical (Local) Installation.
Recommended for most computers. This option will automatically install the necessary
components and requires the least amount of user intervention.
This will install TaxFind to a default location.
(2000/XP users will default to C:\Program Files\CTF4; Vista users will install to C:\CTF4.)
If you would like to install to a different location, select Custom Installation.
See instructions for a Custom Local Installation.
7. Click Install to begin the installation.
8. Once the installation is complete, you will be prompted to click Finish.
9. Click Exit.
Three TaxFind icons will be added to your desktop. These are:
i) TaxFind: Full-text of selected CTF publications, current and historical
ii) TaxFind Index: Cumulative and Supplementary Indexes of the CTF from 1986 to 2005
iii) TaxFind Manual: A user guide to FolioViews and special features of TaxFind
10. If you subscribe to other FolioViews products, (CCH Tax, Carswells TaxPartner, or CPA Canadas
FITAC Platinum), you can automate a link between TaxFind and these other products.
For instructions automating the link, go to the section, Linking to Other Products.

INSTALLATION TO RUN FROM DVD


1. Exit all Windows programs.
2. Insert DVD in the DVD drive. The installation Welcome screen will automatically launch.
If the Welcome screen does not launch automatically, go to Windows Explorer, right-click on the
DVD drive, and select Autoplay.
3. Select language (English or French) which will take you to the Main Menu.
4. Select Begin Install. The Welcome to the InstallShield wizard screen will appear. Click Next.
5. The Licence Agreement screen will appear. Please read the agreement and accept to continue.
If you do not accept, you will have to cancel and abort the installation.
6. Select the Installation type: Install to run from the DVD.
Run FolioViews software and infobases from the DVD. Only the required files will be copied
to the hard drive.
7. Click Install to begin the installation.
8. Once the installation is complete, you will be prompted to click Finish.
9. Click Exit.
Three TaxFind icons will be added to your desktop. These are:
i) TaxFind: Full-text of selected CTF publications, current and historical
ii) TaxFind Index: Cumulative and Supplementary Indexes of the CTF from 1986 to 2005
iii) TaxFind Manual: A user guide to FolioViews and special features of TaxFind
10. If you subscribe to other FolioViews products, (CCH Tax, Carswells TaxPartner, or CPA Canadas
FITAC Platinum), you can automate a link between TaxFind and these other products.
For instructions automating the link, go to the section, Linking to Other Products.

CUSTOM INSTALL
A. Custom Local Install
1. Exit all Windows programs.
2. Insert DVD in the DVD drive. The installation Welcome screen will automatically launch.
If the Welcome screen does not launch automatically, go to Windows Explorer, right-click
on the DVD drive, and select Autoplay.
3. Select language (English or French) which will take you to the Main Menu.
4. Select Begin Install. The Welcome to the InstallShield wizard screen will appear. Click Next.
5. The Licence Agreement screen will appear. Please read the agreement and accept to continue.
If you do not accept, you will have to cancel and abort the installation.
6. Select the Installation type: Custom Installation.
For advanced users and network administrators only. You can customize all available options.
7. Select Local. Click Next.
8. Browse to the local hard drive location where you would like to install the software. Click Next.
9. Click Install to begin the installation.
10. Once the installation is complete, you will be prompted to click Finish.
11. Click Exit.
Three TaxFind icons will be added to your desktop. These are:
i) TaxFind: Full-text of selected CTF publications from, current and historical
ii) TaxFind Index: Cumulative and Supplementary Indexes of the CTF from 1986 to 2005
iii) TaxFind Manual: A user guide to FolioViews and special features of TaxFind
12. If you subscribe to other FolioViews products, (CCH Tax, Carswells TaxPartner, or CPA Canadas
FITAC Platinum), you can automate a link between TaxFind and these other products.
For instructions automating the link, go to the section, Linking to Other Products.

CUSTOM INSTALL
B. Custom Install to run from the DVD
1. Exit all Windows programs.
2. Insert DVD in the DVD drive. The installation Welcome screen will automatically launch.
If the Welcome screen does not launch automatically, go to Windows Explorer, right-click on the
DVD drive, and select Autoplay.
3. Select language (English or French) which will take you to the Main Menu.
4. Select Begin Install. The Welcome to the InstallShield wizard screen will appear. Click Next.
5. The Licence Agreement screen will appear. Please read the agreement and accept to continue.
If you do not accept, you will have to cancel and abort the installation.
6. Select the Installation type: Custom Installation.
For advanced users only. You can customize all available options.
7. Select Custom install to run from the DVD.
Run Folio Views software and infobases from the DVD. Only the required files will be copied to
the hard drive.
8. Browse to the local hard drive location where you would like to install the required files.
Click Next.
9. Select Yes or No to the question, Would you like setup to create Desktop icons for the
infobases you install? Click Next.
10. Click Install to begin the installation.
11. Once the installation is complete, you will be prompted to click Finish.
12. Click Exit.
Three TaxFind icons will be added to your desktop. These are:
i) TaxFind: Full-text of selected CTF publications from, current and historical
ii) TaxFind Index: Cumulative and Supplementary Indexes of the CTF from 1986 to 2005
iii) TaxFind Manual: A user guide to FolioViews and special features of TaxFind
13. If you subscribe to other FolioViews products, (CCH Tax, Carswells TaxPartner, or CPA Canadas
FITAC Platinum), you can automate a link between TaxFind and these other products.
For instructions automating the link, go to the section, Linking to Other Products.

CUSTOM INSTALL
C. Network Installation
1. Exit all Windows programs.
2. Insert DVD in the DVD drive. The installation Welcome screen will automatically launch.
If the Welcome screen does not launch automatically, go to Windows Explorer, right-click on the
DVD drive, and select Autoplay.
3. Select language (English or French) which will take you to the Main Menu.
4. Select Begin Install. The Welcome to the InstallShield wizard screen will appear. Click Next.
5. The Licence Agreement screen will appear. Please read the agreement and accept to continue.
If you do not accept, you will have to cancel and abort the installation.
6. Select the Installation type: Custom Installation
For advanced users and network administrators only. You can customize all available options.
7. Select Network. Click Next.
Installs the Folio software and infobases to a network hard drive for access by other network users.
This option should only be used by the network administrator.
8. Browse to the location on the network where you would like to copy the files. Click OK.
9. Click Next.
10. Click Install to begin the installation.
11. Once the installation is complete, you will be prompted to click Finish.
12. Proceed to workstation setup for each workstation that has authorized access to TaxFind.

Typical Workstation Setup


From each workstation with authorized access, go to the network drive where you have copied
the files and double-click on setup.exe. This will launch the InstallShield wizard.
1. Select language (English or French). Click Next.
2. The licence agreement screen will appear. Once you have read and agree to the terms,
click Next.
3. There are two options: Typical or Custom. Select Typical. Click Next.
Recommended for most computers. This option will automatically install the necessary
components and requires the least amount of user intervention.
4. Click Install.
5. Click Finish.
Three TaxFind icons will be added to your desktop. These are:
i) TaxFind: Full-text of selected CTF publications, current and historical
ii) TaxFind Index: Cumulative and Supplementary Indexes of the CTF from 1986 to 2005
iii) TaxFind Manual: A user guide to FolioViews and special features of TaxFind
6. If you subscribe to other FolioViews products, (CCH Tax, Carswells TaxPartner, or CPA Canadas
FITAC Platinum), you can automate a link between TaxFind and these other products. For
instructions automating the link, go to the section, Linking to Other Products.

Custom Workstation Setup


From each workstation with authorized access, go to the network drive where you have copied
the files and double-click on setup.exe. This will launch the InstallShield wizard.
1. Select language (English or French). Click Next).
2. The licence agreement screen will appear. Once you have read and agree to the terms,
click Next.
3. There are two options: Typical or Custom. Select Custom. Click Next.
For advanced users only. You can customize all available options.
4. Select Local from the following two options:
i) Setup to run from local hard drive Installs Folio 4.7.1 software to local drive; access infobases
from the network
ii) Setup to run from Network Run Folio 4.7.1 software and infobases from network drive
5. If you select i), a screen to choose the Destination Location on the local hard drive will appear.
Browse to the location where you would like the Folio 4.7.1 software to install. Click Next.
If you select ii, you will skip to step 6.
6. Select Yes or No to the question, Would you like setup to create Desktop icons for the
infobases you install? Click Next.
7. Click Install.
8. Click Finish.
Three TaxFind icons will be added to your desktop. These are:
i) TaxFind: Full-text of selected CTF publications, current and historical
ii) TaxFind Index: Cumulative and Supplementary Indexes of the CTF from 1986 to 2005
iii) TaxFind Manual: A user guide to FolioViews and special features of TaxFind
9. If you subscribe to other FolioViews products, (CCH Tax, Carswells TaxPartner, or CPA Canadas
FITAC Platinum), you can automate a link between TaxFind and these other products.
For instructions automating the link, go to the section, Linking to Other Products.

LICENSING AGREEMENT
The terms and conditions of your licence can be accessed from the Main Menu.

LINKING TO OTHER PRODUCTS


TaxFind links to the following DVD products:
CCH Tax (links display as blue diamond icons)
Thomson Reuters TaxPartner (links display as pink diamond icons)
CPA Canadas FITAC Platinum (links display as green diamonds icons)
1. If you subscribe to any of these and would like to automate the links, click
Link Other Products from the Main Menu of the installer.
2. Click on the link that you would like to activate.
3. Once the linking has completed, click Main Menu.
4. Click Exit.

UNINSTALLING TAXFIND
1. The installation of TaxFind creates a Canadian Tax Foundation group in the All Programs
section of the Start menu. To uninstall TaxFind, go to the Canadian Tax Foundation group
and select Uninstall.
2. The InstallShield wizard will appear and a window will display asking if you want to remove
TaxFind and all its components. Click yes.
3. Click Finish.

TECHNICAL SUPPORT
If you require further assistance, please contact Susan Wong by phone 1.416.599.0283 ext. 223
or by email swong@ctf.ca.