We use cookies on this site to provide you with an informative and engaging experience and also to help us to continually improve our site for you. Without allowing cookies certain features of the site will not be available. To learn more about how we use cookies, please view our cookie policy. By clicking on ‘APPROVE’, you consent to our use of cookies on this device in accordance with our policy.

  1. Home
  2. Customer Resources

System Requirements

Get the most out of your professional tax preparation software by aligning your work environment to the recommended system requirements. View the ATX and TaxWise System Requirements below and make sure your systems meet our minimum requirements.


TaxWise Desktop 2017 System Requirements
For best performance, follow the "Best" (recommended) system requirements

2016 TaxWise System Requirements

What's the difference in "Base", "Better" and "Best" configurations?

  • Base: TaxWise will install and run correctly in this minimal configuration, but performance may not be suitable for some users
  • Better: Enhances performance and application response times to meet the needs of most TaxWise users
  • Best: Recommended for optimum performance, especially for users who prepare complex returns or large numbers of returns

Operating System Notes

What is CCH SFS's recommendation regarding Windows 10?
TaxWise is certified to run under Windows 10 with either Internet Explorer 11 or Google Chrome.

Do your products support the new Edge Browser released with Windows 10?
The Microsoft Edge browser is not certified for use with TaxWise. Microsoft also allows you to use Internet Explorer 11 rather than the new Edge browser. For more information on how to use Internet Explorer 11 on Windows 10, see Microsoft's instructions.

Note: CCH SFS follows the Microsoft Lifecycle policy for their line of products so please note the following Microsoft Internet Explorer version announcement which will take effect January 12, 2016.

Do you support Windows 10 Home or Education versions?
No, as with the Windows 7 Home version, we will not support the Home or Education versions of Windows 10.

Where should I report issues when running on a Windows 10 machine?
It is our goal to address all functional software issues with our products on new operating systems prior to our software releases. Should you encounter an issue unique to the Windows 10 operating system, please open a support ticket.

Can TaxWise be installed on a network attached storage (NAS) devices?
Due to performance and stability issues with some NAS devices, we do not support the installation of TaxWise on these devices.

DVD Installation

Installation from DVD requires a compatible optical DVD drive. If installing from a DVD, check your system's installation device:

  1. Click Windows® Start menu, right-click Computer, and select Manage
  2. Click Device Manager
  3. Under DVD/CD-ROM drives, double-click the device name. (The Device Type must include "DVD.")

Browser Support

  • Internet Explorer 11 or Edge
  • Google Chrome

Close Window

TaxWise Online

TaxWise Online 2017 System Requirements

TaxWise Online is entirely web browser based

Browsers Supported:

  • Google Chrome (54+)
  • Internet Explorer 11 (11.0+)
  • Microsoft Edge (38.0)
  • Apple Safari (10.x)

For the best experience, we recommend:

  • Google Chrome
  • Screen resolution of at least 1024x768 / 768x1024
  • Device screen size of at least 7" (tablet size)

Close Window


ATX 2017 System Requirements
For best performance, follow the "Best" (recommended) system requirements.

Close Window


We offer tools and services to help you convert from many other tax software products to ATX and TaxWise. More details available on the software conversions page.

Current ATX customers click here and current TaxWise customers click here for a list of downloadable Conversion Programs.


With over 7,000 forms available in ATX and over 3,000 forms in TaxWise, you will likely find the form you need to complete even your most complex returns. View a complete list of the forms and schedules available below.


TaxWise is designed to complete 1040s quickly and accurately, but also includes the business forms you need to complete 1120, 1120S, 1065, 1041, 990, 706, 709, and 5500 returns. View a list of forms and schedules available in TaxWise.

Close Window


ATX has of the forms you need to complete anything from a simple individual 1040 to a complex business return. View a list of forms and schedules available in ATX.

Close Window