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

Operating System

Tax Balance Server can be hosted on either:

• A Microsoft Windows operating system

• In a Linux container

Windows Server

Tax Balance Server can be hosted on Windows Server 2012 R2 or higher. We automatically test Tax Balance Server on the following versions of Windows Server:

• Windows Server 2019

Windows desktop

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:

Supported editions:

• Express (free)

• Web

• Datacenter

• Standard

• Enterprise

• Microsoft Azure SQL Database

• AWS RDS SQL Database

.NET

Tax Balance Server is a .NET application distributed without the .NET runtime. 

• Tax Balance 22.0.0 and later runs on .NET 6.0. The ASP.NET 6.0 Core Hosting Bundle must be installed.

• Tax Balance 23.2.3 and later runs on .NET 7.0. However, the deployment is self-contained and therefore the runtime environment does not need to be installed anymore.

• Tax Balance 24.0.95 and later runs on .NET 8.0. However, the deployment is self-contained and therefore the runtime environment does not need to be installed anymore.

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 only supports these browsers:

• Edge

• Chrome

• Firefox

The WebSocket Protocol must be enabled. 

Hardware requirements

The size of your Tax Balance instance will be dependent on the number of users and concurrent tasks. A task includes (but not limited to):

• Import data from files

• Import data from other systems

• Create report

• Perform calculations, e.g. balance sheet

• Perform bulk operations, e.g. updating adjustments

• Create E-Balance document

A good starting point is:

• 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

Learn more

• Compatibility