Canadian tax preparation software
Contact |  My Account  | Français  |  Contact Us Toll Free Number: 1.800.268.4522 Canadian Flag  
Personal Taxprep
System requirements
To correctly execute Personal Taxprep Classic, your computer system must have the following:

Processor

Dual Core processor (Quad Core processor is recommended)

Supported operating systems
  • Windows 7 SP1 (32-bit and 64-bit) except for Starter and Home Editions*
    End of support: Microsoft will stop supporting Windows 7 and Windows Server 2008 R2 SP1 in January 2020. Since it is our policy to align our support of operating systems with software vendors, take note that the versions of our software applications that will be released starting in November 2019 will no longer support Windows 7 and Windows Server 2008 R2 SP1.
  • Windows 8.1 (32-bit and 64-bit) except for Basic Edition*
  • Windows 10 (32-bit and 64-bit) except for Education and Home Editions*
  • Windows Server 2008 R2 SP1
  • Windows Server 2012 SP1 and R2
  • Windows Server 2016
  • Remote Desktop Services in Windows Server 2008 R2 SP1, 2012 SP1, 2012 R2 and 2016
  • Citrix XenApp 6.5 and 7.11
* For more information on the different Windows Editions, and their respective minimum requirements, consult the Microsoft Web site:
For Windows 7 For Windows 8.1 For Windows 10

Note: RAM requirements are highly dependent on the operating system used. Please refer to the documentation provided with your operating system for minimum and recommended RAM requirements.

Important: While supported, Windows 7 SP1 and Windows Server 2008 R2 SP1 do not have SMB 3.0 encryption for data in transit and are not recommended system requirements for this product. We are strongly recommending that all customers enable the enhanced security measures available in Windows 8.1 or higher operating system, including SMB 3.0 encryption for data in transit. Since the configuration of SMB 3.0 is explicit, please consult this Microsoft article to proceed with its configuration.
Microsoft .Net Framework

Microsoft .Net Framework v.4.5.2 is required.

Network File Systems
  • NTFS
  • FAT32
  • exFAT
Internet Connection
  • An Internet connection is required to use the various electronic services provided by Personal Taxprep Classic.
  • The TLS 1.2 protocol must be enabled in the Internet Explorer 11 browser settings.
Browser configuration required to use the TaxprepConnect download service

If you can access the CRA’s Represent a Client service with your Web browser, your configuration should normally allow you to use TaxprepConnect.

The recommended configuration for Internet Explorer 11 is as follows:

  • the defined Internet security level is the default level;
  • the TLS 1.2 protocol is used;
  • the cookies are enabled; and
  • the JavaScript function is enabled.

If the above is not complied with, you might be unable to access the CRA log in services.

The CRA Represent a Client service uses persistent cookies. These persistent cookies will not log nominative data.

Integration with CCH Scan
  • Adobe Reader :
    Version 11.0 and DC
  • Adobe Acrobat Standard/Pro :
    Versions 10.0 (also titled X) or 11.0 and DC
To correctly execute Personal Taxprep, your computer system must have the following:

Processor

Dual Core processor (Quad Core processor is recommended)

Supported operating systems
  • Windows 7 SP1 (32-bit and 64-bit) except for Starter and Home Editions*
    End of support: Microsoft will stop supporting Windows 7 and Windows Server 2008 R2 SP1 in January 2020. Since it is our policy to align our support of operating systems with software vendors, take note that the versions of our software applications that will be released starting in November 2019 will no longer support Windows 7 and Windows Server 2008 R2 SP1.
  • Windows 8.1 (32-bit and 64-bit) except for Basic Edition*
  • Windows 10 (32-bit and 64-bit) except for Education and Home Editions*
  • Windows Server 2008 R2 SP1
  • Windows Server 2012 SP1 and R2
  • Windows Server 2016
  • Remote Desktop Services in Windows Server 2008 R2 SP1, 2012 SP1, 2012 R2 and 2016
  • Citrix XenApp 7.11
* For more information on the different Windows Editions, and their respective minimum requirements, consult the Microsoft Web site:
For Windows 7 For Windows 8.1 For Windows 10

Important: While supported, Windows 7 SP1 and Windows Server 2008 R2 SP1 do not have SMB 3.0 encryption for data in transit and are not recommended system requirements for this product. We are strongly recommending that all customers enable the enhanced security measures available in Windows 8.1 or higher operating system, including SMB 3.0 encryption for data in transit. Since the configuration of SMB 3.0 is explicit, please consult this Microsoft article to proceed with its configuration.

Note: Please note that in the versions 7 and 8.1 of Windows, a display size greater than 100% is not supported.
RAM

A minimum of 2 GB of RAM is required.

Note: RAM requirements are highly dependent on the operating system used. Please refer to the documentation provided with your operating system for minimum and recommended RAM requirements.

Microsoft .Net Framework

Microsoft .Net Framework v.4.6.2 is required.

Network File Systems
  • NTFS
  • FAT32
  • exFAT
Internet Connection
  • An Internet connection is required to use the various electronic services provided by Personal Taxprep.
  • The TLS 1.2 protocol must be enabled in the Internet Explorer 11 browser settings.
Taxprep is a registered trademark of Wolters Kluwer Canada Limited.
CCH is a registered trademark of CCH Incorporated.
Windows, NTFS, .NET Framework and Internet Explorer are registered trademarks of the Microsoft Corporation.
Adobe Reader and Adobe Acrobat are registered trademarks of Adobe Systems.
XenApp is a registered trademark of Citrix Systems.