Lacerte® Tax 2013 System Recommendations
(Including Add-Ons: Tax Planner, Tax Analyzer, Document Management System and eOrganizer)


Keep your system updated and achieve more productivity during tax season

Don't lose speed and productivity during tax season. Make sure your Lacerte software runs optimally and ensure compliance by checking your system against our system recommendations below. Upgrading will keep you from having unnecessary slowdowns, hassles and a less-than-optimal experience. More importantly, it will allow for further productivity during the busy tax season.

The system recommendations table lists the key system recommendations for achieving the performance needed to productively use Lacerte tax software.


Recommended system requirements for enhanced performance:

  • Windows 7 or Windows 8 (Please check to see if your computer's memory meets our system recommendations)
  • If you are using Windows XP then check to see if you have upgraded your software to Service Pack 3 (Please Note: Microsoft will end support of Windows XP on April 8, 2014. More information)
  • Go to the Microsoft Help and Support page to update your software
  • Follow the instructions on the page to install the latest service pack
  • If you are using Windows 7, XP, or Vista, check to see if your computer's memory meets our system recommendations
  • Click Start on the taskbar, Right-click My Computer or Computer, then Select Properties

What to expect for XP, Vista, Windows 7, and Windows 8

  • In certain cases where you have a system that is 3 years old or older we suggest you check to see if you have a dual-core processor:
  • Click Start on the taskbar, Right-click My Computer or Computer, then Select Properties

Common names of dual-core processors

System Recommendations

Processor:
2.4 GHz dual core processor
Memory (RAM):
Varies by operating system
3 GB RAM for 32-bit operating systems
4 GB RAM for 64-bit operating systems
Hard Disk Space:
2.5 GB of hard disk space free
Monitor:
19" with screen resolution of 1920 x 1080 or higher
Printer:
Laser printer with a print speed of at least 17 ppm and a minimum of 32 MB RAM.
CD drive:
32X CD-ROM or faster
Internet Connection:
High-speed, such as T-1, DSL, or Cable/Broadband is required to license the software, download Web release and Internet Updates, and transmit e-File, pay per return authorization or service request submissions.
Browser:
Internet Explorer 9.0 or Internet Explorer 10.0 with 128-bit encryption
Add-On Components:
Microsoft .NET Framework 4.

Note: Must be installed manually for Windows XP, Vista, 2003 and 2008 Server. Windows 7 and Windows 8 automatically ships with this component.

To download, click here.

Supported Operating Systems:

Windows XP with Service Pack 3, Vista Professional or higher (32-bit & 64-bit), Windows 7 Professional (Service Pack 1) or higher (32-bit & 64-bit) and Windows 8 Professional or higher (32-bit & 64-bit). (Please Note: Microsoft will end support of Windows XP on April 8, 2014. More information)

Supported Network Servers:

Windows Server 2008 (includes Small Business Server), Windows XP, Windows Vista and Citrix Server (on Windows Server 2008).

For more details on Network Administration and Citrix, please refer to the Lacerte resource guides.

Note:

If your firewall requires specific port configuration, configure these ports to allow outbound / inbound TCP traffic: 10010, 10020, 10030, 10040, 10050, 10051, 10052, 10060, 10070, 10099.

Please Note: If your system does not meet our system recommendations, you may incur performance issues including, but not limited to, slow running software.

While Lacerte tax software may also run on systems not meeting these system recommendations, you may incur performance slowdowns if not compliant. We strongly suggest updating your system or purchasing a new system meeting these system recommendations in order to ensure maximum productivity and avoid unnecessary slowdowns during tax season.

If you find your system does not meet our system recommendations, please go to your local technology retailer or to your trusted IT professional to get more information about purchasing a new system or upgrading your system.

For additional information, please go to our customer support site and search keywords "system recommendations".