Adding or editing a client

Client Folder

Displaying additional client information in the Client List

Filter/Sort Client List

Finding Clients

Purge Deleted Clients

Set Client Codes

Backing up data to the cloud

Backup Considerations

CSV Import Guidelines

Data Locations (Default)

Export Client List

How do I back up/restore my data?

How do I backup to and restore from a CD or DVD?

How do I configure automatic backup?

How do I find missing backup data?

How do I move CFS programs and data to a new computer?

How do I move CFS programs and data to a new server?

How do I send client data to a colleague via email?

Importing client data between certain CFS programs

Importing clients from CSV file into TaxTools

Importing from non-consecutive program years

Lacerte Client List

Manually Importing Client Data From The Previous Year

ProSystem Client List

Restore

Why does Financial Planning Tools indicate restore database is being shared?

Why is the program not automatically backing up?

1099 E-Filing Module Overview

1099 E-Filing Step 1: Inputting Transmitter Data

1099 E-Filing Step 2: Create IRS file (FIRE or IRIS)

1099 E-Filing Step 3: IRS Submittal

1099 E-Filing Step 4: Create state file

1099 E-Filing Step 5: State Submittal

1099 E-Filing: Checking file status

1099 E-Filing: IRIS CSV Portal Combined Fed/State filing

1099 E-Filing: Navigating IRIS CSV Portal Website

1099 E-Filing: Navigating the IRS FIRE System Website

1099 E-Filing: Submitting IRIS CSV Portal corrections

1099 E-Filing: Submitting corrections via FIRE

1099 E-Filing: submitting prior year files

Adding Responsible Officials to a TCC application

Applying for FIRE Transmitter Control Code (TCC)

Applying for IRIS Transmitter Control Code (TCC)

Are you sure you filed ALL your 1099's on IRS's tricky IRIS site?

Can the same TCC be used for both FIRE and IRIS?

Checking Size of Uploaded File

Correcting and re-uploading erroneous IRIS files

Creating an IRS FIRE account

Differences between E-Filing with FIRE and IRIS

Does CFS support the Combined Federal/State Filing program?

FIRE System Upload: Navigating to your File

Finding the exact Company Name for logging into IRS FIRE

Finding your FIRE TCC

Getting Started: W-2 and 1099 E-Filing

IRS lowers E-Filing threshold to 10 information returns of any type

Logging into FIRE with Internet Explorer 6

Logging into IRS FIRE with a Company Name that matches IRS records

Printing Summaries and Reports

Uploading 1099 files to CA SWIFT website

What to do when you receive your FIRE TCC

CA Form FTB 6274 - Waiver Request From Filing Information Returns Electronically

CA Form FTB 6274A - Extension Request to File Information Returns Electronically

Form 4419 - Application for Filing Information Returns Electronically

Form 8508 - Application for a Waiver from Electronic Filing of Information Returns

CA Bulk Payment Record

CA Form DE 9C - e-Services Import a CSV File

CA Forms DE 9 and DE 9C

NYS-45/NYS-1 - E-filing (Web Upload Files)

New York E-Filing Overview

Online State UI Filing Support

Online UI Filing Support from the State UI Form Module

PA UC-2/2A - UCMS FTP or File Upload Support

BSO How do I know if I need to (re-) request, “SSA’s Services Suite for Employers”?

BSO changes login procedure and users must re-authenticate

Creating a Business Services Online (BSO) Account

Fixing a mistake made after e-filing W-2s

Requesting access to the SSA Services Suite for Employers on BSO website

W-2 E-Filing Step 1: Inputting Submitter Data

W-2 E-Filing Step 2: Creating an SSA File

W-2 E-Filing Step 3: SSA Submittal

W-2 E-Filing Step 4: Create State File

W-2 E-Filing Step 5: State Submittal

W-2 E-Filing: Checking the Submission Status

W-2 E-Filing: Navigating the SSA's Business Services Online Website

W2 E-Filing Module Overview

Copy Employee/Recipient Info to Another Form

Copy Employee/Recipient to Another Client

Export Information Returns to CSV File

Export State Employee Wage Listing

Export client list to Excel

How to move CFS program Clients to a new computer (not a network)

Import last year's 1095-B/1095-C As Is

Importing CSV files into Payroll System

Importing payroll or 1099 data from Excel

Importing prior year clients/payees/preparers/labels

Merge different employees into an employer

Move employee/recipient to another client

Payroll System QuickBooks Import

Restoring a deleted employee

Transfer Payroll Data to W-2

Transfer Vendor Payment Data to CA Form 592-B

Transfer Vendor Payment Data to Form 1099

Transfer W-2 data to W-2c from current or prior years

Payroll System Database Reconstruction

Repair Client Database

Special Database Recovery Detail Instructions

Special Database Recovery Overview

Affordable Care Act: Notice to Employee of Coverage Options

CA Form DE 1 - Commercial Employer Account Registration and Update Form

CA Form DE 1 HW - Employers of Household Workers Registration and Update Form

CA Form DE 1245W - E-File and E-Pay Mandate Waiver Request

CA Form DE 2251A - Affidavit of Mailing

CA Form DE 34 - Report of New Employee(s)

CA Form DE 4 - Employee's Withholding Allowance Certificate

CA Form DE 48 - Power of Attorney

CA Form DE 542 - Report of Independent Contractor(s)

CA Form DE 89 - Employer of Household Worker Election Notice

Cover Letter

Fax Transmission Cover Sheet

Finding 2nd Quarter Form 941 (2022 revision)

Florida Form RTS-3, Employer Account Change Form

Form 1094-B / 1095-B

Form 1094-C / 1095-C

Form 2848 - Power of Attorney and Declaration of Representative

Form 8809, Application for Extension of Time To File Information Returns

Form 8821, Tax Information Authorization

Form 8822-B - Change of Address - Business

Form 8952 - Application for Voluntary Classification Settlement Program (VCSP)

Form I-9, Employment Eligibility Verification

Form SS-4 - Application for Employer Identification Number

Form W-4 - Employee's Withholding Allowance Certificate

Form W-9 - Request for Taxpayer Identification Number and Certification

Invoice Generator

Memo

NY Form DTF-95 - Business Tax Account Update

NY Form DTF-96 - Report of Address Change for Business Tax Accounts

NY Form POA-1 - Power of Attorney

NY Form TR-2000 - E-ZRep Tax Information Access and Transaction Authorization Form

Paycheck Withholding Calculator

Statement of Account

To Do List

Withholding Tax Rate Tables

About Screen

Active/Inactive Employees/Recipients

Adding employers and payers to the Client List

Calculation Methods

Client List Options

Client Status Fields

Create a copy of a client

Deleting an employee or a form

Displaying client details in the Client List

Employee/Recipient Options

End User License Agreement (EULA) Screen

Find Client

Find Employees/Recipients

Firm/License Information Screen

Import Prior Year W-2/1099 for E-filing Purposes

Network Utilities (Network Version Only)

Payroll Client Folder

Payroll Client List

Payroll Configuration Options

Payroll Firm/License Information Screen

Payroll Label/Envelope Maker

Payroll Module Interface

Payroll Module Library

Payroll System Overview

Payroll: Getting Started

Printing a Custom Report displaying active employees

Report Viewer Screen

Restore Backed-Up Data

Restore Deleted Clients

Selecting employees

After-the-Fact Payroll is included in LivePayroll

Blank Check Setup

Can users submit tax liability payments through the direct deposit feature in CFS LivePayroll software?

Check Printing Supplies

Correcting 941 for missing ERC (Employee Retention Credit)

Creating a local rate schedule file

Direct Deposit Error code: 3

Direct Deposit in LivePayroll

Gross-up for All Taxes and Deductions

Illustrated examples of Direct Deposit scenarios

Live Payroll Setup utility

LivePayroll Overview

LivePayroll vs. After-the-Fact Payroll

NatPay Info

Paying 1099 recipients by Direct Deposit

Print Payroll Checks or stubs

Reprint, Modify or Delete a Check that has already been printed

Setting up a progressive or rate schedule tax

Setting up employee withholding

Setting up employers and employees in LivePayroll (Saving a new employee)

Setting up hourly employees

Setting up local withholding tax

Setting up vacation & sick leave

Typical Examples of Vacation/Sick Leave Policy Settings for Hourly and Salaried Employees

Vacation and Sick Leave in LivePayroll

Vacation/Sick Leave Employee Setup

Vacation/Sick Leave Overview

Vacation/Sick Leave Policy Setup

Vendor Check Utilities

Workers' Compensation Information

Workers' Compensation Report Setup

Workers' Compensation Setup

941-X - Simplest Procedure to add ERC (Employee Retention Credit)

Arizona AZFSET Web File for Withholding Return Filing

Arizona Form A1-APR - Annual Payment Withholding Tax Return

Arizona Form A1-QRT/A1-WP - Quarterly Withholding Tax Return

Arizona Form UC-018/020 Quarterly Unemployment Tax and Wage Report

Arizona Forms A1-R - Annual Withholding Reconciliation Return

CA EDD e-Services File Attachment

CA Form 592 - Resident and Nonresident Withholding Statement

CA Form 592-B - Resident and Nonresident Withholding Tax Statement

CA Form DE 3B HW - Employer of Household Worker(s) Quarterly Report of Wages and Withholdings

CA Form DE 3HW - Employer of Household Worker(s) Annual Payroll Tax Return

CA Form DE 88 - Payment Coupon

CA Form DE 9 - Quarterly Contribution Return and Report of Wages

CA Form DE 9C - Quarterly Contribution Return and Report of Wages (Continuation)

CO Form DR 1094 - Colorado W-2 Wage Withholding Tax Return

CO Form DR 1107 - 1099 Income Withholding Tax Return

CO Form UITR-1 - Your Quarterly Report of Wages Paid and Premiums Owed

CT Form CT-941 - Employer Quarterly Reconciliation of Withholding

CT Form CT-W3 – Connecticut Annual Reconciliation of Withholding

CT Form UC-2/5A/5B - Employer Contribution Return and Quarterly Earnings Report

CT UC-2/5A/5B - Bulk File Upload Support

FL Form RT-6 - Electronic Filing Instructions

FL Form RT-6 - Florida Quarterly Reemployment Compensation and Wage Report

FL Form RT-6 Electronic Filing Error Codes

Form 8453-EMP - E-file Declaration for Employment Tax Returns

Form 8655 - Reporting Agent Authorization

Form 8655 Reporting Agent List

Form 8879-EMP - E-file Authorization for Employment Tax Returns

Form 940 - Employer's Annual Federal Unemployment (FUTA) Tax Return

Form 941 - Employer's Quarterly Federal Tax Return

Form 943 - Employer's Annual Tax Return for Agricultural Employees

Form 944 - Employer's Annual Federal Tax Return

Form 945 - Annual Return of Withheld Federal Income Tax

Generic State Quarterly Unemployment Compensation and Wage Report

Georgia Form DOL-4N – Employer's Quarterly Tax and Wage Report

Georgia Form G-7 – Employer’s Quarterly Return For Monthly Payers and Voucher GA-V

Georgia Form G-7 – Employer’s Quarterly Return For Quarterly Payers

IL Form UI-3/40 - Employer's Contribution and Wage Report

IL Forms IL-941/IL-501 - Employer's Quarterly Withholding Income Tax Return

Instructions for Completing Employer Payroll Form WR-30

MD Forms DLLR/DUI 15/16 - Maryland Unemployment Insurance Quarterly Contribution and Employment Reports

MD MW506/MW506M - Employer's Return of Income Tax Report

MD MW508 - Annual Employer Withholding Reconciliation Return

MI Form 5080 - Sales, Use and Withholding Taxes Monthly/Quarterly Return (and Form 5095)

MI Form 5081 - Sales, Use and Withholding Taxes Annual Return

MI UIA 1028 - Employer's Quarterly Wage/Tax Report

Missouri Form MO-941 – Employer's Return of Income Taxes Withheld

Missouri Form MODES-4 – Quarterly Contribution and Wage Report

NC Web File Upload for Form NC-3

NJ-927 and WR-30 E-Filing Acknowledgement File

Nevada Form RPT3795/NEW0098 – Employer's Quarterly Contribution and Wage Report

New Jersey Form NJ-927/NJ-927-W and Form WR-30 E-Filing

New Jersey Form NJ-927/NJ-927-W/WR-30, Employer's Quarterly Report

New York Form MTA-305, Employer's Quarterly Metropolitan Commuter Transportation Mobility Tax Return

New York Form NYS-1, Return of Tax Withheld

New York Form NYS-45, Quarterly Combined Withholding, Wage Reporting and Unemployment Insurance Return

North Carolina Form NCUI-101 and NCUI-101X, Employer's Quarterly Tax and Wage Report and Amended , Employer's Quarterly Tax and Wage Report

North Carolina Withholding Forms

Payroll Deposit Records

Pennsylvania Form UC-2 – Employer's Report for Unemployment Compensation

South Carolina Form WH-1601, Withholding Tax Coupon

South Carolina Form WH-1605, SC Withholding Quarterly Tax Return

South Carolina Form WH-1606, SC Withholding Fourth Quarter/Annual Reconciliation

TN Form LB-0456/0851, Quarterly Unemployment Premium and Wage Report

Texas Forms C-3/C-4, Employer's Quarterly Report

UT Form 33H - File Upload Instructions

UT Form TC-941-E - File Upload Instructions

Utah Form 33H/33HA, Utah Employer Quarterly Wage List and Contribution Report

Utah Form TC-941-E, Utah Withholding Return

Utah Form TC-941PC, Payment Coupon for Utah Withholding Tax

VA Web Upload for Return Filing

Virginia Forms VA-5, VA-6, VA-15, VA-16

Virginia Forms VEC-FC-20/21 – Employer's Quarterly Tax Report

Washington State Form F212-055-000 - Quarterly Report for Industrial Insurance

Washington State Forms 5208A and 5208B, Employer's Quarterly Tax and Wage Detail Reports

Wisconsin Form UCT-101 and UC-7823-E, Quarterly Contribution Report and Quarterly Wage Report

Add FUTA Only Adjustment

Add State UI Adjustment

Add paycheck item for calculating NY SDI

Adding or editing vendors

Auto – Personal Use

Choose between entering Payroll Data by Date or by Payee

Cost of Employer Sponsored Health Coverage

Creating paychecks for a multi-state employee

Custom Payroll Journal

Customizing the Payroll Data Grid with the Options button

Deduction Items

Employee/Payee Reports

Entering a new client in Payroll

Entering vendor payments

Garnishments

Gross-up for Employer Paid FICA

Gross-up for Employer Paid FICA and CA SDI

Health Insurance Compensation for 2% Owners of S-Corps

Health Savings Account (HSA)

Income Items

New Jersey Payroll Setup

Opening the Payroll Data Grid

Paycheck Utilities

Payroll Data Grid shortcuts

Payroll Diagnostics

Payroll Summary Reports

Reordering the columns on the Payroll Data Grid

S Corp Paid Medical Insurance

Setting up an employer with employees in multiple states

Setting up paycheck items

Show/Hide Payee Info in Payroll Data Grid

State Roth IRA

Tax Items

CA Form DE 678 - Tax and Wage Adjustment

CA Form DE 9ADJ - Quarterly Contribution and Wage Adjustment Form

Form 941-X – Adjusted Employer's QUARTERLY Federal Tax Return or Claim for Refund

Form 943-X – Adjusted Employer's ANNUAL Federal Tax Return for Agricultural Employees or Claim for Refund

Form 944-X – Adjusted Employer's ANNUAL Federal Tax Return or Claim for Refund

Form 945-X – Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund

Form W-2c and W-3c

MI Form 5082, Sales, Use and Withholding Taxes Amended Annual Return

MI Form 5092, Sales, Use and Withholding Taxes Amended Monthly/Quarterly Return

New York Form NYS-45-X, Amended Quarterly Combined W/H, Wage Reporting and UI Return

W-2c Summary Reports

AZ Form A1-T - Withholding Transmittal of Wage and Tax Statements

CFS Form Order Worksheet

CO Form DR 1093 - Annual Transmittal of State W-2 Forms

CO Form DR 1106 - Annual Transmittal of State 1099 Forms

CT Form CT-1096 – Connecticut Annual Summary and Transmittal of Information Returns

CT Form CT-W3 or CT-1096- CSV File Upload Instructions

DE WTH-REC - Annual Withholding Reconciliation Statement (for e-file only)

DE WTH-REC - CSV File Upload Instructions

Form 1096 - Annual Summary and Transmittal of US Information Returns

Form 1098 - Mortgage Interest Statement

Form 1098-T - Tuition Statement

Form 1099-A - Acquisition or Abandonment of Secured Property

Form 1099-B - Proceeds From Broker and Barter Exchange Transactions

Form 1099-C - Cancellation of Debt

Form 1099-DIV - Dividends and Distributions

Form 1099-INT - Interest Income

Form 1099-MISC - Miscellaneous Information

Form 1099-NEC - Nonemployee Compensation

Form 1099-PATR - Proceeds from Broker and Barter Exchange Transactions

Form 1099-R - Distributions From Pensions, etc.

Form 1099-S - Proceeds From Real Estate Transactions

Form 1099-SA - Distributions from an HSA, Archer MSA, or Medicare Advantage MSA

Form W-2 and W-3

Form W-2G - Certain Gambling Winnings

GA Form G-1003 - CSV File Upload Instructions

GA Form G-1003 – Income Statement Return

ID Form 967 -Idaho Annual Withholding Report

MO Form MO W-3 - Transmittal of Tax Statements

NJ Form NJ-W-3 - Reconciliation of Tax Withheld

North Carolina Form NC-3, Annual Withholding Reconciliation

OR Form OR-WR- Electronic Filing Instructions

Ohio IT 3, Transmittal of W-2 and 1099-R Statements

Oregon Form OR-WR – Annual Withholding Tax Reconciliation Report

PA Form REV-1667 - Annual Withholding Reconciliation Statement

PA Form REV-1667 - CSV File Upload Instructions

Qualified Overtime Calculator

Reporting Qualified Overtime 2025 W-2

South Carolina Form WH-1612 – Transmittal Form for W-2s or 1099s Submitted by Paper

West Virginia Form WV/IT-103 - Withholding Year End Reconciliation

What is the difference between 1099-MISC and 1099-NEC?

Can forms be printed to separate PDF files for each recipient?

Create IRS Bulk TIN Matching File

Create SSN Verification Upload File

Formatting the Recipient field on Forms 1099: How do I change from separate first, MI and last name to a single entity name?

Mask an employee's SSN/TIN on printed payee statements

Printer Alignment

Printing Information Returns

Read IRS Bulk TIN Matching Results File

W-2/1099 Summary Reports

W2/1099: Transferring data between 1099-MISC form and 1099-NEC form

OBBBA changes to Tax Planner

Dependent Care Expenses