Windows 11, released on October 4, 2021 is the latest version of the Windows operating system from Microsoft. If you're preparing tax returns with TaxSlayer Pro on a PC using Windows 10, you will need to either update the operating system to Windows 11 or purchase a new PC with Windows 11 already installed.
If you're considering upgrading, the first step is ensuring that your computer can be upgraded. Windows 11 is supported on 8th generation or newer Intel Processors. AMD Processors have wider compatibility to support Windows 11.
Installing Windows 11 on a PC with an unsupported processor risks compatibility and performance issues, and your PCS will not be guaranteed to receive security updates or feature updates from Microsoft. While it's legal, it's not recommended by Microsoft, as you're taking on the responsibility and risk for any malfunctions or security vulnerabilities that arise from running an unsupported system.
See here for Microsoft's list of the minimum system requirements for a PC operating with Windows 11. If your current PC doesn't meet the minimum standards, you'll need to purchase a new PC. Microsoft also has an application you can download and run to help determine your PC's compatibility. See here to download the PC Health Check app.
See also our list of the minimum and recommended requirements to use TaxSlayer Pro.
Upgrading vs. Purchasing
If your PC can be upgraded to Windows 11, before deciding to upgrade you should consider purchasing a new PC rather than upgrading an older one. If your existing PC is running slow, upgrading to Windows 11 most likely won't improve the speed and may make it slower. At some point, it will have to be replaced, so the question is whether that time is now or later.
Before Upgrading
If you decide to upgrade your PC, here are a few items that you need to check before upgrading.
- Make a backup of all your business data - spreadsheets, documents, images, etc., anything you do not want to lose.
- Back up your TaxSlayer Pro data and programs for all years using the Program Backup Utility in the Utilities Menu.
- Back up the data for any other programs you use in your business.
- Take this opportunity to clean up your computer before upgrading to Windows 11:
- Check the list of programs in the Apps & Features section in Windows Settings and uninstall any programs that you are not using.
- Use the Disk Cleanup app to remove all temporary files.
- Make sure that all your hardware, e.g., printer, scanner, and signature pad, is supported in Windows 11. Check the manufacturer's website for this information. You may find that an older printer and scanner isn't supported and will need to be replaced.
- If you use TaxSlayer Pro in a networked environment and this is the PC that functions as the file server, note the PC's "Device name". This is the name specified in the TaxSlayer Pro System/Network configuration menu in each workstation PC that links the workstation to the file server. If the device name changes in the course of upgrading, you will need to update it in each workstation's configuration so it can once again communicate with the file server, or you can just change the device name on the file server back to what it was before upgrading, then update the system/network configuration menu in the program with the correct name.
After Upgrading
- Test your printer.
- Test your scanner.
- Test all other hardware, such as the signature pad.
- Test each program.
- If you use TaxSlayer Pro in a networked environment and this is the PC that functions as the file server, ensure the workstation PC(s) can communicate with it successfully. Being able to log in to the workstation generally confirms this as well as the client list mirroring the list on the file server.
As always, we suggest you consult a local tech support person if you feel uncomfortable performing these tasks.
Additionally, if you have purchased a new PC and need TaxSlayer Pro migrated to it from the old PC, give us a call to set up a tech support ticket so that we can assist you.