"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?
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?
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
"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...
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 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"
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
Troubleshooting internet connectivity
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
Using the Editor
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 John Logue
Connecting to the BSO Website
The easiest way to log in to the Social Security Administration's Business Services Online ("BSO") website is by using the Connect button in the W-2 e-file module:
Alternatively, use your browser to navigate to https://www.ssa.gov/bso/bsowelcome.htm.
Uploading Formatted Wage File
After logging in, there will be a few self-explanatory web pages. When you get to the Electronic Wage Reporting (EWR) page, click on the third tab: Upload Formatted Wage File:
To upload a file, click on Submit/Resubmit a Formatted Wage File. (Later, when you return to the BSO website to check the submission status of your upload, you will click on View Submission Status.)
The next screen will be titled, "Upload Formatted Wage File." On it, you will be cautioned regarding proper file formatting and ZIPPING. The W-2 e-file module has taken care of this for you. Continue to the next screen, where you will click the radio button next to the "best description of the wage report(s) in your file." After you have selected the correct description, click Continue.
On the next screen, click Choose File (or Browse, depending on your browser):
The dialog box you next see may vary, depending on your browser. You can either use it to navigate to your file's location, or paste the file's name and path into the File name field using Ctrl+V:
Click the Open button, and you should now see your file name next to the Choose File (or Browse) button:
Compare the file name displayed to that on the "Step 3 - SSA Submittal" tab of the W-2 e-file module. If you are confident that this is the correct file, click Submit.
After clicking Submit, be sure to print a copy of the "Confirmation - Your File Was Received" notice.
Confirming Submission Status
You must go back to the BSO site to confirm the status of your file. (See the BSO tutorial at https://www.ssa.gov/employer/bsotut.htm and "Frequently Asked Questions" in the Payroll System’s W-2 e-file module Help menu.)
Be sure to mark your file as submitted in Step 3 of the W-2 e-file module, and don't forget your state filing requirements (if any).
If Things Go Wrong
Incorrect File Name
If the file name in the Choose File field is not correct, you can click on Choose File again and try again to either navigate to your file or paste the file name/path into the File Name field. (See Recopying File Name and Path, below.)
Recopying File Name and Path
If necessary, you can go back to "Step 3 – SSA Submittal" in the W-2 e-file module and recopy the file name/path as follows:
- Make sure the file you want to upload is highlighted in blue.
- Click ONCE anywhere in the blue highlighted area.
To verify that the file name/path is on your clipboard, try pasting it into a blank document in Word or another application, using Ctrl+V.
The file name/path will remain on your clipboard until you copy something else.
If a communications disruption occurs while you are submitting a wage file, log in again and click the View Submission Status link on the EWR home page to determine whether the file transfer was successful. If the submission is not displayed, you will have to submit it again. Select the same submission type that you initially selected.
BSO technical support/information:
- (888) 772-2970
- (800) 772-6270.
CFS technical support: (800) 343-1157.