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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

TaxWise Desktop 2016 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

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TaxWise Online

TaxWise Online 2016 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)

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ATX

ATX 2016 System Requirements
For best performance, follow the "Best" (recommended) system requirements.

2016 ATX System Requirements

Compare your system to ATX requirements

Use our System Analysis Tool to compare your system to the 2016 ATX system requirements.

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

  • Base: ATX 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 ATX users
  • Best: Recommended for optimum performance, especially for users who prepare complex returns or large numbers of returns

Dedicated Server Requirements ("Server Only" installations):

  • Minimum Operating System - Windows® 7 (SP1) or Microsoft Windows® Server 2008 R2 (SP1)
  • Note: Microsoft Windows® Server 2003 and Microsoft Windows® Server 2008 are no longer supported for server installation.
  • Minimum Processor Intel® Core™ i5 or equivalent processor; Recommended: Intel® Core™ i7 or better and equivalent processors.
  • Note: Preparing returns on a dedicated ATX server running a Microsoft Server operating system is not recommended or supported because all required components are not installed and available on a server OS.

Operating Systems

  • Windows® Vista is no longer supported; ATX 2016 cannot be installed on a Windows Vista system.
  • Windows 8 vs. 8.1 - Microsoft recommends all Windows 8 users upgrade to Windows 8.1 or 10.
  • Windows 10 - Refer to KB 15351 for important information regarding the Windows 10 operating system upgrade.
  • Processor Note: Intel Duo core processors are supported for ATX 2016, but will not be supported in subsequent years. Please consider upgrading for improved performance.

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.")

Internet Connection Required

High-speed internet connection required for all install types (e.g. DSL, cable modem, T1/T3)

Browser Support

Internet Explorer is recommended for the most dependable browser experience, though other browsers may perform acceptably depending on user configuration. For Online Check Printing and PortalSafe™, Internet Explorer is required.


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Conversions

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.

Forms

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

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.


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ATX

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.


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