Specific requirements and recommendations

If you will run this application in the Virtual Office CS or SaaS environment, please refer to the Virtual Office CS and SaaS requirements, because local workstation requirements are reduced significantly.

	Minimum	Recommended
Processor	Intel or AMD 2 Ghz 64-bit processor	Intel or AMD 64-bit multi-core processor
RAM	4 GB	8 GB or more
Monitor	15” monitor with a resolution of 1024x768	Multiple monitors with a minimum resolution of 1024x768

Operating System	The 32- or 64-bit version of Windows 11, Windows 10, Server 2022, Server 2019, or Server 2016.
Disk Space	150 MB for the program files. Actual space requirements will vary based on the complexity of your plans and the amount of historical data you retain. Planner CS data is approximately 1 MB or less per client.
Internet Connection	A broadband or persistent, high-speed internet connection is required to download software installations, updates, and licenses and to access user bulletins and our Help & How-To Center. We recommend a dedicated, high-speed connection.
Browser	Any one of the following browsers. Microsoft Edge Mozilla Firefox Google Chrome
Microsoft Office	The 32-bit version of Microsoft 365 Office, 2021, 2019, or 2016 is required to take advantage of integration with Office applications and other features. Note for Office 365® users: Our applications integrate with Office 365 when the Office desktop applications are fully installed on the local computer.
Adobe® Reader®	Planner CS requires Adobe Reader DC or higher to view PDF files.
Printer	A Windows-supported printer capable of data compression and a minimum 2 MB of memory is required; we recommend 16 MB of memory. For the extensive printing requirements of tax software, we recommend that you enable the duplex printing option for your printer, if available.

Network installations: You must use a supported Windows server, and it must be a full installation. We don't support core installations, because they don't install .NET components. Additionally, we don't recommend wireless networks for use with any CS Professional Suite application.

Unless they allow for a Windows host control, we don't support network attached storage (NAS) devices as file servers, because they don't meet the requirement of using a Windows operating system. NAS devices often use proprietary operating systems that may not handle file locking properly and may cause data corruption and/or performance issues.

For Terminal Server or Citrix Server recommendations, see Terminal Server Best Practices for CS Professional Suite Applications.