How to install PTP Spreadsheet Planners (Including Incorporation, Tax Credits and Dividend v Salary)

Introduction

The PTP Spreadsheet Planners consist of:

Click the links below to jump to a particular section:

All users

New users

Existing users

Registration

Installing on a network

 


 

Quick guide

  1. Select the PTP Spreadsheet Planners link on the Software Downloads webpage.
  2. After the installation open the PTP Spreadsheet Planners program and enter your registration details.

Detailed guide

You must have administrative access rights to install the PTP programs. If you do not have the necessary access rights you will need to seek assistance from your own IT support.

 

All users

Having programs open during installation can cause problems. Please ensure that all PTP programs are closed before you start.

From the list of programs on the page select PTP Spreadsheet Planners. You can then follow the on screen Installation Wizard.

 

New users

The Installation Wizard guides you through the process to make it as easy as possible. There are however some points to note.

The Installation Wizard will ask you for the destination folder in which to install the program. We strongly recommend that you install to the default location. If you are installing the network level software please see the notes below.

After installing, please register your software.

 

Existing users

Following on from the All users section above, the Installation Wizard will guide you through the rest of the process. The software will install in the same way as the previous updates/service packs.

You will need to install the software on each workstation in a network version separately, please see the network installation notes below. After installing, please register your software on each workstation.

 

Registration

To start PTP Spreadsheet Planners click Start, All Programs, PTP Software, Spreadsheets, PTP Spreadsheet Planners. Depending on your security settings, you may be asked if you wish to Disable or Enable Macros, select Enable. To register click the Register button in the opening window, and enter the details from your Registration Document. If you have difficulty entering your registration details see Troubleshooting below.

Installing on a network

PTP Spreadsheet Planners should be installed on each workstation. It is possible when saving new records to choose where to save the files. It is therefore possible to save the files to a shared network drive. Click on File, Save As and the choice is provided on the next screen.