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If you are hosting your Tax Balance Server yourself, these are the minimum requirements.

Operating System

Tax Balance Server can be hosted on either:

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Tax Balance Server will run on client/desktop versions of Windows, such as Windows 7 and Windows 10. This can be an easy way to trial Tax Balance Server; however, we do not support Tax Balance Server for production workloads unless it is hosted on a server operating system.

SQL Server Database

Tax Balance works with a wide range of versions and editions of SQL Server, from a local SQL Server Express instance, all the way to an Enterprise Edition SQL Server Failover Cluster or SQL Server AlwaysOn Availability Group, or even one of the hosted database-as-a-service offerings.

The following versions of SQL Server Database are supported:

Tax Balance

Minimum SQL Server version

Azure SQL

2022.0.0 → latestSQL Server 2016+Supported

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Supported Browsers

The Tax Balance Server includes the Tax Balance Web Portal user interface and we try to keep this as stable as possible:

  • Tax Balance 2022.0 and later only supports our default browsers - Internet Explorer 11 is no longer not supported.

Our default supported browsers are:

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  • Small companies or customers with 5-10 concurrent tasks:
    • 1 Tax Balance Server: 2 Cores / 4 GB of RAM
    • SQL Server Express: 2 Cores / 4 GB of RAM or Azure SQL with 25-50 DTUs
  • Small-Medium companies or customers doing with 5-20 concurrent tasks:
    • 1 Tax Balance Server: 2 Cores / 4 GB of RAM each
    • SQL Server Standard or Enterprise: 2 Cores / 8 GB of RAM or Azure SQL with 50-100 DTUs
  • Large companies doing 20+ concurrent tasks:
    • 1 Tax Balance Servers: 4 Cores / 8 GB of RAM
    • SQL Server Standard or Enterprise: 4 Cores / 16 GB of RAM or Azure SQL with 200+ DTUs
Info

These suggestions are a baseline. Monitor your Tax Balance Server and SQL Server performance on all resources including CPU, memory, disk, and network, and increase resources when needed.