Bookshelf Home | Contents | Index | Search | PDF

Siebel eSales Administration Guide > Using Third-Party Taxation Applications > Setting Up Taxware Applications on Windows >

Setting Up STEP on Windows

---

Setting up the STEP System is done in two parts. The first part of the setup is done from the Taxware installation CD-ROM.

For more information on using the STEP System, see your Taxware documentation.

To set up STEP

Run E:\STEP\toolkit\step.exe.

The STEP System launches.

Set up user names and passwords.
Check the environment variables.
Choose Utilities > Create Company ID to create several company IDs.

Use the same Company ID as for setting up the Company Nexus.

Choose Utilities > Load STEP Files to load the data files.
Choose Utilities > Load Reason Files to load the reason files.
Choose Files > Return to Certificate Screen to set up several company and customer certificates.

After you create several certificates, a transaction file called steptran is generated in C:\Taxware\STEP\stepfrnt.

Copy C:\Taxware\STEP\stepfrnt\steptran to C:\Taxware\STEP\indata.

The second part of the setup is done within the STEP System on the drive in which Taxware was installed.

To load the transaction and reason files

Run C:\Taxware\STEP\toolkit\stepwin.exe.

The STEP System launches.

Choose Load/Update > Load Transaction File to load C:\Taxware\STEP\indata\steptran into C:\Taxware\STEP\outdata.
Choose Load/Update > Load Reason File to load the reason file.

Bookshelf Home | Contents | Index | Search | PDF