Lacerte® Tax 2014 System Recommendations
(Including Add-Ons: Tax Planner, Tax Analyzer 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)
  • Attention Windows XP Users: In line with Microsoft's recent decision to discontinue support of Windows XP, Intuit ProTax software will also stop supporting this operating system upon the release of our TY14 tax program, which means you will not be able to install it in a Windows XP environment. You will want to upgrade your operating system to Windows 7 or higher in order to continue running your Intuit ProTax software.
  • If you are using Windows 7, Vista or 8, 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 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:
4 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 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.
Scanners (If using Lacerte Tax Scan and Import, sold separately)
Browser:
Internet Explorer 9.0 or Internet Explorer 10.0 or greater with 128-bit encryption
Add-On Components:
Microsoft .NET Framework 4.5

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

To download, click here.

Supported Operating Systems:

Windows 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).

Supported Network Servers:

Windows Server 2008 R2 (includes Small Business Server), Windows Server 2012 R2, Windows Vista and Citrix Server (on Windows Server 2008 R2).

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

Note:

If your firewall requires specific port configuration, please click here to configure these ports to allow outbound/inbound TCP traffic.

FAQs:

Why will Lacerte 2014 not install on Windows XP?
Microsoft will no longer provide operating system updates to Windows XP, which means PC's running Windows XP may become vulnerable to security flaws and other issues. Because Lacerte handles and transmits secure, sensitive taxpayer data, we have made the decision to only support operating systems that meet current security standards. Windows XP no longer meets that standard. We began communicating this change in 2013 to provide customers with enough time to upgrade.

Can I keep my Windows XP computer for prior year programs?
Yes. Microsoft will no longer provide updates for XP. After December 31, 2014, Lacerte will not update the 2013 and prior year programs. The prior year programs should continue to run as they do today. Prior years that are still open for e-File, can still be e-Filed from XP systems, but we encourage users to upgrade open years to supported operating systems.

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".