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This guide is for customers managing their self-hosted installation of Tax Balance. If you are using hosting option, we take care of everything for you, which means you don't need to worry about upgrades.

About this guide

This guide provides various upgrade scenarios with the goal of mitigating risk.

Core concepts

Tax Balance connects to a SQL Server database, and can be hosted:

  • Windows with IIS
  • In a Linux coutainer container 

Upgrade Process

When running on Windows, the typical (manual) upgrade process is:

...