Can I get a user’s manual for CFS programs?
How do I contact CFS for technical support?
Where can I get help for Fill-N-Print?
Why can't I order forms and envelopes over the phone?
Why didn’t you tell me to renew my programs?
Why do I need a MyCFS account?
Why does CFS no longer send renewal packets?
Does CFS carry the form to set up Section 125 health plan for an employer?
Does CFS have a penalty and interest calculator?
Display additional client information in the Client List
Filter/Sort Client List
Purge Deleted Clients
Set Client Codes
CSV Import Guidelines
Can my data automatically backup to the cloud?
Data Locations (Default)
Export Client List
Generic ASCII File 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 from non-consecutive program years
Importing/Exporting Client Data
Lacerte Client List
Manually Importing Client Data From The Previous Year
ProSystem Client List
Why does Financial Planning Tools indicate restore database is being shared?
Why is the program not automatically backing up?
Entering Data at a Client's Office
How To Download And Install Software From The CFS Website
How do I download and install an update from within the program?
How do I download and install the single user version of a program?
How do I install a program or update in "safe mode?"
How do I install programs from CD?
How do I manually download and install an update?
How do I map a network drive?
How do I perform a network installation?
How do I perform a workstation setup?
Install Procedure - Add private database
Install Procedure - Continue private database next year
Installing in demo mode
Manual installation of a specific program from a CD
Reinstalling and repairing software
Where to download CFS software
Why aren't all the programs I ordered on the CD?
Why does my desktop shortcut open the installer?
Why does the setup tell me to reboot the computer?
Workstation setup locations
Do I need a network license?
How do I change my address or firm name?
How do I edit my license code/firm information?
How does my license code work?
How many computers am I licensed for?
Using a License Code to access a program
What is the purpose of a network license?
Where can I find my Customer ID number?
Where can I find my license code?
Why can't I call to update my firm name/address?
Why does my license code change?
Why does the installer tell me my license code is invalid?
Add, edit, or delete a network user
CFS Program Interface
Calendar and Notes
Label Setup Options
Data File List
Federal/State Tax Planner
Field Details for Numeric Fields
Form 2848 - Power of Attorney
Formatting a field for SSN or EIN
How do I print to a PDF?
Two ways to print from a module
Using the Editor
CA Sales Tax Preparer
MD Personal Property
NY Sales Tax Preparer
Small Business Tools
1099 E-Filing Module Overview
1099 E-Filing Step 1: Inputting Transmitter Data
1099 E-Filing Step 2: Create IRS file
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: Filing Corrections
1099 E-Filing: Navigating the IRS FIRE System Website
1099 E-Filing: submitting prior year files
Applying for a Transmitter Control Code (TCC)
Checking Size of Uploaded File
Creating an IRS FIRE account
FIRE System Upload: Navigating to your File
IRS seeks to lower e-filing threshold
Printing Summaries and Reports
Uploading 1099 files to CA SWIFT website
Payroll Return E-filing
E-filing Forms 94x with Payroll System
Modifying Your IRS E-file Application to E-file Forms 94x
Requirements to E-File Forms 94x
CA Forms DE 9 and DE 9C
Texas C3/C4 Employer's Quarterly Report
Applying for a Business Services Online Account
BSO Request access to the SSA Services Suite for Employers
W-2 E-Filing Step 1: Providing 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
W-2 E-Filing: Navigating the SSA's old Wage File Upload program (Resubmitting a W2 Wage File)
W2 E-Filing Module Overview
Creating Form 8809 Extension files
E-File Format Error W2 and 1099
E-Filing: Copying and pasting file name and path
E-Filing: Create a Cover Letter
IRS FIRE System is down for maintenance for a month every winter
Is the IRS website down?
Creating a local rate schedule file
Live Payroll Setup utility
LivePayroll vs. After-the-Fact Payroll
Opening the Payroll Data grid
Setting up a progressive or rate schedule tax
Setting up employee withholding
Setting up employers and employees in LivePayroll
Setting up hourly employees
Setting up local withholding tax
"The current license code does not allow access..."
Adding employers and payers to the Client List
Direct Deposit in LivePayroll
Do W-2, W-3, 1099, or 1096 forms need to be printed on red forms or on plain paper in black ink?
Does CFS support WA Cares Fund for Long Term Care benefits?
Export client list to Excel
Finding a report of how many forms were prepared
Health Insurance Compensation for 2% Owners of S-Corps
Hourly rate is updated but Payroll System is still calculating at old rate
How to delete an employee
Importing CSV files into Payroll System
Mask an employee's SSN/TIN on printed payee statements
Payroll System Database Reconstruction
Payroll System QuickBooks Import
Printing SSA-approved, black scannable W-2 forms
Printing SSA-approved, black scannable W-3 forms
Repair Client Database
Setting up paycheck items
Setting up vacation & sick leave
Special Database Recovery Detail Instructions
Special Database Recovery Overview
The modules in W2/1099 are in red text instead of black text
Vacation and Sick Leave in LivePayroll
W2/1099: Transferring data between 1099-MISC form and 1099-NEC form
When will Form 940 be released?
When will my program be released (or when will it be updated)?
Where is the 4th Quarter 941 module?
Where's my W2/1099 program?
Client password protection
Customize how a Client's Files are listed
Integrated knowledge base
Managing inactive clients
Removing client password protection
Search for clients, client's files, and tools
Switching products using the Toolbox pulldown
Change screen font size
Connecting to an Existing Network Database
Creating a new network database
Firm Information Screen
How do I add email addresses or usernames for other users to grant them access to TaxTools WorkShop?
Importing clients from other CFS software into TaxTools WorkShop
Importing from Lacerte
Introduction to TaxTools WorkShop
Rolling over client data
Setting: Application Mode
Switching Between Single-User Mode and Network Mode
Using an email address to access a program
"Offline mode has expired"
Error: "An internet connection was not found"
Error: "The program cannot connect to the CFS server"
Licensed software is stuck in demo mode
Troubleshooting internet connectivity
User Account Control (UAC) message: "Do you want to allow this app to make changes to your device?"
"Download failed" error
"Error 9 Subscript Out Of Range" when trying to 'Add/Edit Payroll Data'
"Exceeded maximum amount" with respect to Social Security and CA SDI withholdings
"Not Saved" message when saving Firm Information
"Not saved" message when entering or exiting program
"OCX File Missing" or "OCX File Not Registered" error after updating Windows
"Small Fonts and Sans Serif can't be found" when Starting Program
"The feature you are trying to use..."
"Unable to open infobase"
After installation the desktop shortcut icon is wrong
An error occurred during the move data process: -214...
CD install fails with message "Previous installation not found"
CFS Setup runs another vendor's installer
CFSSTRT: Program <File Name> was not Found in Folder <Folder Name> - Install may be Necessary
Change printers in Windows 10
Change printers in Windows 7
Component Not Registered or Component Missing error
Error 1004: Error Accessing Database
Error 12007 "Name not resolved" on Update from the Web
Error 12029 "Cannot Connect" on Update from the Web
Error 12031 when Downloading
Error 16 when Printing Form
Error 1706: No valid source could be found for product ( ). The Windows Installer cannot continue.
Error 2018: Page margins are too large, can't run report
Error 2019 when Printing Report
Error 3022 in Payroll System
Error 3031 when Restoring Payroll Data
Error 3045 in Payroll System
Error 3049 in Payroll System
Error 3050 in Payroll System
Error 3051 in Payroll System Network Installation
Error 3051 when Restoring Payroll Data
Error 3051: The Microsoft Jet database engine cannot open the file...
Error 3075 in Payroll System
Error 3112 in Payroll System
Error 32765 when printing
Error 3343 in Payroll System
Error 339 "File is not correctly registered" During Install
Error 339: CSCMD32.OCX etc failed to self-register
Error 339: THREED32.OCX is not correctly registered
Error 339: VSSPELL6.OCX failed to self-register
Error 339: component missing or not properly registered
Error 3421 when Restoring Data
Error 35756 when Starting Program
Error 35761 when Attempting to Update
Error 35764 when Attempting to Update
Error 3633 when Starting Payroll System
Error 3800 in Payroll System
Error 380: Invalid property value
Error 381: Invalid property array index
Error 400: Form already displayed; can't show modally
Error 429 when Printing Form
Error 429: ActiveX component cannot create object
Error 429: You don't have an appropriate license to use this functionality
Error 480: Can't create AutoRedraw image
Error 482 when Trying to Print
Error 484 when Trying to Print
Error 48: Trouble loading DLL
Error 5001 on Installation
Error 5003 during Print Preview
Error 52: Bad file name or number
Error 53: File Not Found
Error 5: Invalid procedure call
Error 63 and Error 380
Error 6: Overflow
Error 7 when Starting Program
Error 70: Permission Denied
Error 75: Path/File Access Error
Error 9 and Error 381
Error 9 and Error 63
Error 94 - Invalid Use Of Null: When Trying To Add/Edit Payroll Data
Error Message: "A previous version of [program] was not found..."
Error Message: "Not a Valid Win32 Executable"
Error Message: "Version of the application could not be determined"
Error Message: "Zip file damaged"
Error TX4OLE invalid property value 1-900
Error Using Font - There was an error using the font OCR-ACFS [Payroll System Only]
Error: "Installed Version Could Not Be Determined"
Form is missing text and/or graphics (boxes, shading and lines)
Forms print on both sides of the paper
Importing Data from the Prior Year: Only Client Demographic Data is Imported, No Client Folder Data is Imported
Install / Uninstall: Setup Runs Another Vendor's Installer
Installer's Repair option freezes on EXE files
Items "Not Saved"
MICR Font Not Installed - The MICR font necessary to print on blank check stock is not installed
Mapped network drives are not visible during installation
Message During Automatic Backup: Change Backup Location - The Specified Location Cannot Be Used For The Backup
Message that something "needs to be installed" or "is on CD"
Modules do not load and no error is displayed
Move Data Process Errors
OCR-A (or OCR-ACFS) font is not properly installed
Printing paychecks freezes Payroll System
Printouts are crunched into a small area at the top of the paper
Program Crashes Without Error Message when Printing
Program freezes after displaying Error 52: "Bad file name or number"
QBXML Query Response Error
Setup Stalls During Full Install
Still Running Old Version after Update
The top of the window is off screen
Update Setup Reports File Is Locked
Update Setup Stalls
When printing red forms all pages are blank
Your Network Data Is Read-Only
Updated by Jake Forster
Following is a description of common user interface items found in form and worksheet modules.
New File - Clears existing data and fills in any default values. This does NOT map the client information.
Open File - Load the Data List screen for loading a saved file. Selecting <New File> from the list DOES map the client information as well as fill in any default values. <New File> is not available on the Data List for modules allowing only one data file per period.
Save File - Saves the file or loads the Data List screen if it is a new file.
Save File As - Loads the Data List screen to allow a different description to be used. Use this to save data to more than one file. This option is not available for modules allowing only one data file per period.
Change File Description – Allows the user to change the file description that was originally entered when the file was first saved. The file description appears in the Client Folder.
Delete File - Loads the Data List screen to allow the user to select files saved for this module to delete.
Print - Loads the Print dialog for printing. The user may select printers, copies, or pages to print. Some modules have more than one print option in the menu.
Print Field Details – Prints the fields details entered for numeric fields. The details can be entered by putting the cursor on the desired numeric field and pressing CTRL+E or the equals sign (=). The details are printed using the heading entered on the field detail screen.
Client Database – Allows editing of the current client by opening the client screen.
Preparer/Rep Database – Allows adding or editing of the Preparer/Representative Database.
Close - Closes the current window. If only one window is open this is the same as Close All.
Close All - Closes all windows in the module. If data needs to be saved the user is prompted.
Auto Calculate - Toggles auto calculation mode on/off. With this ON (default) the module recalculates after each field is changed and the cursor moves to the next field. It is recommended to leave this feature on at all times.
Update Calculations - If Auto Calculate is turned off, then the user must select this to have the module recalculated.
Spelling – Spell checks the input fields.
Map Client - Copies client information into appropriate fields of the module.
Field Format - "Change Format/Length" allows the programmed formatting of a field to be removed. For instance, a date field could be unformatted so the user could enter the word "None" or a numeric field could be unformatted so "N/A" could be entered. Once a field is unformatted the only way to restore the original formatting is to create a new data file. The user is also given the option to change the field length (number of typed characters allowed). The new field length is temporary and only valid for the current session. If a saved data file is loaded and the user moves the cursor to the altered field, the original programmed field length will be restored, the data will be truncated and any excess characters will be lost. Certain ID fields also have menu items that allow switching between SSN, FEIN, and "Applied For" formats.
Zoom - Toggles between normal display size and a display that is about 50% larger. [Obsolete]
Auto Select - The field text will automatically be selected (highlighted) for editing when a new field becomes active.
Scroll Bars - Default set in Configuration Options. Toggles display of scroll bars to be used in moving the display screen for viewing. NOTE: The user may always move the display by pressing and holding the mouse button on an area other than an input field. The mouse cursor will change to a multi-headed arrow. Hold the mouse and move it to move the form. Release the mouse to resume normal operation.
Help Bar - Default set in Configuration Options. Toggles display of the Help panel at the bottom of the screen. This displays help for the current input field. NOTE: The same help message is displayed when the user presses <F2>.
Tool Bar - Default set in Configuration Options. Toggles display of the tool bar. The tool bar contains buttons for several menu selections (New File, Open File, Save File, Print, Zoom, Calculate and Map Client. In addition the tool bar contains a drop-down list of clients allowing the user to select the current client after the module has been loaded.
Run Calculator - Loads the Windows Calculator program, if it is found in the Windows directory.
Cascade - Cascades the loaded screens.
Tile - Tiles the loaded screens.
Window List - Allows the user to choose from the currently loaded screens.
Help - Shows several help options, including <F1> to see the current module description. The module description often explains the usage of the worksheet or contains instructions for a form.
Other Menu Items
Most modules have custom menu items that allow moving between related forms, moving to the next or previous page of multi-page modules, and performing special operations. The user should view the menu to see the available options in each module.
The worksheet or form consists of several input fields (boxes) on the screen requiring input from the user. Some fields are formatted (phone, SSN, FEIN, ZIP, date, etc.) and allow only certain input (numeric, X only, Y or N, etc.). Some fields formatted as SSN or FEIN allow switching between formats (see Field Format above). Field colors are set in the Configuration Options. Input fields are fields into which data is entered by the user. Calculation fields are fields the program fills in after doing some calculations. The user only has access to the calculation fields if Auto Calculation mode is turned off. Disabled fields are fields that the program has made off limits to further input, usually in response to some entry the user has made.
The user moves to the next field by pressing <ENTER>, <TAB> or the Down Arrow. Use SHIFT+<ENTER>, SHIFT+<TAB>, or the Up Arrow to move to the previous field. When fields appear in columns, often the arrows will move up and down the column when <ENTER> and <TAB> move across the columns. At any time the user may click a field with the mouse to move to that field. When the field is changed the program checks the validity of the entry and displays an appropriate message, if necessary, for the user to change the entry. The program also recalculates the module when the field is changed if Auto Calculation mode is on.
Some modules display Buttons on the form or worksheet to perform special operations such as access a detail screen for a particular field.