"Recopying" your File Name and Path to the Windows Clipboard
1099 E-Filing Overview
Applying for a Transmitter Control Code (TCC)
Checking Size of Uploaded File
FIRE System Upload: Navigating to your File
Navigating the IRS FIRE System Website
Printing Summaries and Reports
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
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?
Why does Financial Planning Tools indicate restore database is being shared?
Why is the program not automatically backing up?
Change printers in Windows 10
Change printers in Windows 7
Data Locations (Default)
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 software save client data in the cloud?
How To Download And Install Software From The CFS Website
Importing from non-consecutive program years
Installing in demo mode
Software licensing and piracy protection
The top of the window is off screen
Using a License Code to access a program
Using an email address to access a program
Where to download CFS software
Workstation setup locations
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 setup?
How do I perform a workstation setup?
What is the purpose of a network license?
Why does my desktop shortcut open the installer?
Why does the setup tell me to reboot the computer?
License Code/Firm Information
How do I change my address or firm name?
How do I edit my license code/firm information?
How does my license code work?
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?
Can I get a user’s manual for CFS programs?
Do I need a network license?
How do I contact CFS for technical support?
How do I print to a PDF?
How many computers am I licensed for?
Where can I get help for Fill-N-Print?
Where's my W2/1099 program?
Why aren't all the programs I ordered on the CD?
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?
Manual installation of a specific program from a CD
Reinstalling and repairing software
Instructions and Procedures
CSV Import Guidelines
Connecting to an Existing Network Database
Creating a new network database
Entering Data at a Client's Office
Health Insurance Compensation for 2% Owners of S-Corps
Hide/Display State Forms
Install Procedure - Add private database
Install Procedure - Continue private database next year
Manually Importing Client Data From The Previous Year
Payroll System Database Reconstruction
Payroll System QuickBooks Import
Setting: Application Mode
Special Database Recovery Detail Instructions
Special Database Recovery Overview
Switching Between Single-User Mode and Network Mode
W2/1099: Transferring data between 1099-MISC form and 1099-NEC form
Where is the 4th Quarter 941 module for 2020?
CA Sales Tax Preparer
MD Personal Property
NY Sales Tax Preparer
Small Business Tools
Client password protection
Importing clients from other CFS software into TaxTools WorkShop
Integrated knowledge base
Introduction to TaxTools WorkShop
Managing inactive clients
Search for clients, client's files, and tools
After installation the desktop shortcut icon is wrong
CD install fails with message "Previous installation not found"
CFS Setup runs another vendor's installer
Error 12007 "Name not resolved" on Update from the Web
Error 12029 "Cannot Connect" on Update from the Web
Error 12031 when Downloading
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 35756 when Starting Program
Error 35761 when Attempting to Update
Error 35764 when Attempting to Update
Error 5001 on Installation
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: "Installed Version Could Not Be Determined"
Install / Uninstall: Setup Runs Another Vendor's Installer
Installer's Repair option freezes on EXE files
Mapped network drives are not visible during installation
Move Data Process Errors
Setup Stalls During Full Install
Still Running Old Version after Update
Update Setup Reports File Is Locked
Update Setup Stalls
Error 16 when Printing Form
Error 2018: Page margins are too large, can't run report
Error 2019 when Printing Report
Error 429 when Printing Form
Error 482 when Trying to Print
Error 484 when Trying to Print
Error 5003 during Print Preview
Forms print on both sides of the paper
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
When printing red forms all pages are blank
"Download failed" error
"Error 9 Subscript Out Of Range" when trying to 'Add/Edit Payroll Data'
"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
"Offline mode has expired"
"Small Fonts and Sans Serif can't be found" when Starting Program
"The feature you are trying to use..."
"Unable to open infobase"
An error occurred during the move data process: -214...
CFSSTRT: Program <File Name> was not Found in Folder <Folder Name> - Install may be Necessary
Component Not Registered or Component Missing error
Error 1004: Error Accessing Database
Error 1706: No valid source could be found for product ( ). The Windows Installer cannot continue.
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: component missing or not properly registered
Error 3421 when Restoring Data
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: 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 48: Trouble loading DLL
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 TX4OLE invalid property value 1-900
Error Using Font - There was an error using the font OCR-ACFS [Payroll System Only]
Error: "An internet connection was not found"
Error: "The program cannot connect to the CFS server"
Form is missing text and/or graphics (boxes, shading and lines)
Items "Not Saved"
MICR Font Not Installed - The MICR font necessary to print on blank check stock is not installed
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"
Program freezes after displaying Error 52: "Bad file name or number"
QBXML Query Response Error
Your Network Data Is Read-Only
Importing Data from the Prior Year: Only Client Demographic Data is Imported, No Client Folder Data is Imported
Licensed software is stuck in demo mode
Modules do not load and no error is displayed
Troubleshooting internet connectivity
User Account Control (UAC) message: "Do you want to allow this app to make changes to your device?"
Direct Deposit in LivePayroll
Importing CSV files into Payroll System
Vacation and Sick Leave in LivePayroll
CFS Program Interface
Federal/State Tax Planner
Quick Reference Guide
Calendar and Notes
Data File List
Field Details for Numeric Fields
Formatting a field for SSN or EIN
Label Setup Options
Removing client password protection
Repair Client Database
Two ways to print from a module
Using the Editor
Display additional client information in the Client List
Firm Information Screen
Importing/Exporting Client Data
Export Client List
Generic ASCII File Client List
Importing/Exporting Client Data
Lacerte Client List
ProSystem Client List
Can my data automatically backup to the cloud?
Table of Contents
Updated by Eric
What is TaxTools WorkShop?
You might be familiar with our programs' interface—your clients and their saved files are listed on the top half of the screen, and the Module Library is on the bottom half of the screen and contains the Modules each program is capable of launching.
If you use multiple CFS programs, you probably noticed that they look almost identical except for the list of Modules in the Module Library. You probably also noticed that a copy of your client list must be migrated to each program, and each year.
If you don't use multiple CFS programs, you might not even be aware we sell over a dozen different ones, each with a unique task. Above are six titles that show how similar each program looks.
TaxTools WorkShop is a free program that unites similar CFS programs into a single, unified program. This reduces the maintenance tasks you have to perform, like copying clients to each program and running installers on workstations, and frees you up so you can get right to work.
Here are some of the time-savers that unifying the programs allows for:
- Single, unified client list. No more migrating copies of client lists each year between multiple programs. If a client's address changes, it only needs to be changed in one client list instead of in each of your CFS programs. See the work you've done for a client all at once instead of having to look in several places. Import your clients from other CFS software just once and then never do it again.
- One installation instead of many. A firm that purchases three of our programs would have to do three initial installations plus a number of update installations each year, per computer. TaxTools WorkShop requires a fraction of the maintenance.
- Spend less time switching between programs. Access hundreds of CFS modules from one place.
- No more typing in license codes. TaxTools WorkShop does not require the long 10-character license codes to know which products you are licensed for. It just needs your Customer ID, which doesn't change from year-to-year or when you purchase something like license codes do.
- Stay current. The technology used in TaxTools WorkShop allows us to keep the program updated with the latest forms, worksheets, flowcharts, and calculators before they become available in standalone programs, and without having users perform installations.
- See what you're missing out on. Since TaxTools WorkShop contains the modules from multiple CFS products, you will be able to see modules listed in your program you might not have even known existed.
While TaxTools WorkShop shares the same interface as our other programs, it has some features that can't be found in the standalone CFS programs.
- Client password protection (optional). Make the program ask for a password before opening a client. Passwords are created by you and can be set for some, all, or none of your clients. Customize how often it should ask for a password.
- Import clients from other CFS programs. Save typing by bringing your clients over from other CFS programs.
- New Knowledge Base. Access our upgraded knowledge base and search for help articles.
- Search capability. New search boxes are added for clients, modules, and saved client files.
- Tags. Organize your client list with customizable tags.
- Mark clients as inactive. Clear clutter without losing data by setting clients as inactive, so they can be shown or hidden when you want.
- Lacerte import. The Lacerte import feature is back after being gone for several years.
- Context menu. Right clicking on a client, a client's file, or a module quickly brings up common actions to save you time.
- Easy activation. No more license codes, just provide your Customer ID and email address.
- Always up-to-date. The program automatically keeps itself up-to-date without the need for routine update installations. This enables us to get the latest tax law changes into TaxTools WorkShop faster than our other programs.
How much does TaxTools WorkShop cost?
Nothing! TaxTools WorkShop is a free program that supports unlimited clients and gives you access to the CFS products you are already licensed for, all in one place. It will know what products you have and will give you full access to all your forms, worksheets, calculators, and flowcharts (and will let you demo any you aren't licensed for).
How is TaxTools WorkShop different than TaxTools, your flagship program?
TaxTools is our most recognizable standalone program and contains over 300 tax utility modules. TaxTools WorkShop can launch any of TaxTools' modules, as well as modules from other CFS products. Think of it like a super TaxTools that can launch our other products' modules.
Are the standalone versions of TaxTools and other CFS programs changing?
No. TaxTools WorkShop has no effect on the other CFS programs. They will continue to be updated and function as they always have. We made it a goal not to change anything for people who are happy with the standalone programs they've always purchased.
Since TaxTools WorkShop launches the same modules as the regular, standalone 2021 programs, do I need to uninstall those 2021 programs to use TaxTools WorkShop?
No, those programs are independent of TaxTools WorkShop. They perform the same function, but it is up to you which program you'd rather work in.
Will installing TaxTools WorkShop overwrite my existing CFS programs or files?
No, TaxTools WorkShop has no effect on other CFS programs.
Does TaxTools WorkShop look any different than your other programs?
We went to great lengths to keep the interface of TaxTools WorkShop the same as our other programs, except where some handy new features were added, like new search boxes and password protection capabilities and the like. There is zero difference between the modules opened by TaxTools WorkShop and modules opened by the standalone programs. They are the same. That being said, we might later improve the interface on some modules but you will have control over whether or not to see those changes.
Can I switch back and forth between TaxTools WorkShop and the standalone versions of the products it launches?
Importing clients from the standalone programs into TaxTools WorkShop is easily accomplished via the Utilities menu. Going the other way requires that the clients be exported as a CSV file and then imported into the standalone program. That's not quite as straightforward as importing them into TaxTools WorkShop, but still possible. Saved modules will not import between the programs. We recommend importing your clients into TaxTools WorkShop to see if you like your work unified into one program. None of the programs are designed to be switched back and forth between TaxTools WorkShop.
Can I install TaxTools WorkShop on a network?
Yes. See our Installation Instructions.
- Windows 7 or Windows 10
- An internet connection is required for initial activation. The program can subsequently run without an internet connection for up to 30 consecutive days.