System requirements for

UltraTax CS

Hardware requirements

Intel or AMD 2 Ghz 64-bit processor at minimum. We recommend Intel or AMD 64-bit multi-core processor.
At least 4GB of RAM. We recommend 8 GB or more.
At least a 15" monitor with 1024x768 resolution. We recommend a 17" monitor with a minimum resolution of 1280x1024.
At least
2.25 GB
of disk space for all modules. Actual space requirements will vary based on modules you have installed, the number and complexity of clients, and the amount of historical data you retain.
You need a broadband or persistent, high-speed internet connection to download software installations, updates and licenses,
process returns,
and to access user bulletins and Help and Support. We recommend a dedicated, high-speed connection.
A Windows-supported printer capable of data compression and at least 2 MB of memory; we recommend 16 MB of memory.
For the extensive printing requirements of tax software, we recommend high-speed laser printers. We also recommend that you enable the duplex printing option for your printer, if available.
Scanning K-1 and W-2 barcodes requires a barcode scanner that is (a) connected to the computer via a serial connection (standard RS-232) or USB connection, and (b) capable of decoding two-dimensional (2D) barcodes in PDF417 format.

Software requirements

Your operating system needs to be the 32- or 64-bit version of Windows 11, Windows 10, Server 2022, Server 2019, or Server 2016.
Your default internet browser needs to be Microsoft Edge, Mozilla Firefox, or Google Chrome.
You'll need the 32-bit version of Microsoft 365 Office, 2021, 2019, or 2016 to integrate with Office applications and other features. Office 365 works when the Office desktop applications are installed on the local computer.
You'll need a MAPI-compliant email client to use email features.
You'll need Adobe Reader DC or higher to view PDF files.
You need the Thomson Reuters Authenticator mobile app to use multi-factor authentication (MFA) to transmit returns. At least one staff member needs to have MFA, the Thomson Reuters Authenticator app, and a mobile device that meets the minimum requirements.

Network requirements