"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
- Opening the Tax Planner
- Setting Up the Tax Planner
- Screens and Data Entry
Updated by John Logue
- Opening the Tax Planner
- Setting Up the Tax Planner
- Screens and Data Entry
The Federal/State Tax Planner is included in TaxTools, Small Business Tools, and Financial Planning Tools. It allows the user to calculate federal and state income taxes for up to five years or five scenarios.
Opening the Tax Planner
To open the Tax Planner, first select a client in the Client List, then either double-click on Federal/State Tax Planner in the Module Library, or select it and click the Load Module button:
The Tax Planner will open with client data from the selected client mapped in:
Setting Up the Tax Planner
This Setup Screen is where you set up the the following parameters:
- Active State (state for current calculations),
- Default State,
- Number of Projection Years (or Scenarios),
- Start Year,
- Inflation Factors, and
- Print Options.
To access the Setup Screen, click Setup on the toolbar:
In the below illustration, the Tax Planner has been set up for a two-year projection, beginning with 2019:
When you've finished with the Setup screen, click Summary to return to the Summary screen:
Here's the resulting Summary screen:
Here's the Summary screen for a three-scenario setup:
If you click the Save Default button after changing the settings in the Setup screen, the settings will be used for subsequent tax plans. Otherwise, the settings will apply to only this plan.
Fields can optionally be displayed at the top of each page, allowing you to view some calculation results without having to return to the Summary screen. This feature is controlled by options on the Tools menu:
- Fields to Display on Each Page displays a menu of fields which can be selected for display when the feature is turned on. (The menu can also be accessed by pressing Ctrl+F.)
- Toggle Display of Fields on Each Page allows you to turn the feature on and off. (This can also be done by pressing Ctrl+D.)
In the illustration below, the ADJUSTED GROSS INCOME, TAXABLE INCOME, FEDERAL TAX, and FEDERAL REFUND (-)/BALANCE DUE fields have been selected from the menu (left), and are therefore displayed at the top of each page (right):
Screens and Data Entry
The Summary Screen is the first thing you see when you open the Tax Planner:
Some data is entered on this screen, but most will be entered on Detail screens, which will be discussed next.
Note the blue, green, yellow, and gray fields:
- Blue fields are for user data input;
- Green fields display calculation results;
- The yellow field is the active field (the one your cursor is currently in);
- Gray fields are not accessible.
Access help by pressing the F1 key:
Access help for a specific field by pressing F2 when your cursor is in the field. For example, here's the help for the Filing Status field:
Field help can also optionally be displayed in a yellow Help Panel at the bottom of the screen:
In addition to the Summary Screen, there are seven Detail Screens where data is entered for calculated fields. To access the detail screen for a field, either double-click on the field or press Alt-D when the field is active. You can also cycle through the detail screens by using the PgUp and PgDn keys.
For example, double-clicking in the Wages field on the Summary Screen takes you to the Wages detail screen:
From there, pressing the PgDn key will take you to the Income - 1 detail screen...
...and so on.
Some Detail Screens have additional Detail Screens within them. For example, several fields on the Other Income (Income - 2) detail screen are marked with an asterisk, indicting that they have their own detail screens:
Double-clicking in one of these fields opens its detail screen, such as this one for the 199A Pass-through Deduction:
To return to the Income - 2 screen, click the Back button on the toolbar:
Copying from Column to Column
If you are using multiple columns, there a several options available from the Tools menu that will allow you to copy data from column to column:
- Repeat As Is copies the amount in the current field (field the cursor is in) into all columns to the right. (This can also be done by pressing CTRL+R.)
- Inflated Repeat inflates and copies the amount in the current field into all columns to the right, using the inflation factor entered on the Setup screen. (This can also be done by pressing CTRL+I.)
- Repeat Entire Column As Is copies all amounts in the current column (column the cursor is in) into all columns to the right.
- Repeat Entire Column Inflated inflates and copies all amounts in the current column to all columns to the right, using inflation factors entered on the Setup screen
- Copy Column to Another Column copies the current column to any other column.
The Charts feature, accessed from the Tools menu, allows you to plot various tax results against variable income fields. You can also use it to compare taxes in different states. Click Charts... on the Tools menu to view the Chart Options screen:
First, choose a Variable Field from the dropdown menu, and Start, End, and Increment values to determine the scale for the Variable Field:
Next, choose one of the three options available:
Select up to five Fields to plot using Tax Planner data in the Column selected
This option allows you to plot five different result fields as the Variable Field changes. Select the desired fields from the dropdown lists next to the labels Field 1, Field 2, etc. If the Tax Planner is currently displaying more than one column (projections or scenarios), you must specify the column to plot using the column selector at the top of the screen.
Plot Field 1 for each scenario or projection in the Tax Planner
If the Tax Planner is currently displaying more than one column, this option will increment the variable field in each column and plot it against the result field specified next to Field 1. This can be used to plot the tax for up to 5 scenarios as the Wages increase, for example.
Plot Field 1 for each of the STATES selected in the List
This option allows you to compare the state tax for different states as Wages increase. Check the desired states to compare from the list and select the result field next to Field 1. This should be a state field, typically State Refund/Balance Due, since you are comparing state results. If the Tax Planner is currently displaying more than one column (projections or scenarios), , you must specify the column to plot using the column selector at the top of the screen.
Alternate Legend / Title
By default, the program uses the Variable Field name and the Result Field name to create a default title and legend label for the chart. However, you can enter your own text to use as the title and legend labels, if desired.
Viewing / Printing Chart
After setting the parameters, click the Chart button to view the resulting chart:
To print the resulting chart, click the Print button in the lower left corner of the chart:
A number of print options are available from the File menu:
- Print As Marked in Setup prints according to the options you chose on the Setup Screen.
- Print Current Screen prints only the current screen.
- Print Worksheets allows you to select worksheets to be printed from a sub-menu.
- Preview Worksheets allows you to preview worksheets onscreen before printing.
- Print Field Details allows you to print detail screens.
This concludes the tutorial. For more information, please see the module Help file.