How can I find my MyCFS login email/password?
Reset your MyCFS password
Why do I need a MyCFS account?
Adding an item to your shopping cart
Can I be invoiced or billed for my order? Can I pay by check?
Can I have my programs delivered on CD?
Can I order prior year tax forms?
How are shipping costs for forms, folders and envelopes calculated?
How do I manage my payment, billing, or credit card info?
How do I pay by check?
How do I view my order history?
Requesting sample tax supplies
Tax Supplies minimum quantity is 150 units (checks is 500)
What shipping options are available to Alaska and Hawaii customers?
When am I supposed to renew?
When will my order be shipped?
Where's my receipt?
Why can't I order forms and envelopes over the phone?
Why can't I send CFS a fax?
Why didn’t you tell me to renew my programs?
Why does CFS no longer send renewal packets?
Can I get a user’s manual for CFS programs?
Does CFS need to know my EIN?
How can I find the status of my order?
How do I contact CFS for technical support?
How to edit my firm information in my CFS program(s)
Quick Reference Guide is discontinued
Where can I get help for Fill-N-Print?
Are CFS 1099 forms compatible with QuickBooks?
Can 1094 or 1095 ACA forms be e-filed?
Can I download my program to another computer?
Can I use your program on both my office and home computers?
Caution: most users are required to efile
Do I need to first input a client before I can use the program?
Does CFS carry the form to set up Section 125 health plan for an employer?
Does CFS have a penalty and interest calculator?
How can I find out what software is up for renewal and if I renewed?
What are the advantages of downloading software instead of ordering CDs?
What do CD version numbers mean and how long should I keep them?
What is the difference between the non-network and the network version?
When will the software be updated for a particular form?
Displaying 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
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 clients from CSV file into TaxTools
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?
Printing a list of clients
Change printers from inside the program
Change printers in Windows 10
Change printers in Windows 7
Hide/Display State Forms
Can I install CFS programs on a Mac?
Downloading the installer to a USB flash drive to transfer it to an offline computer
Entering Data at a Client's Office
Finding a downloaded file
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
Installing to a terminal server
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?
Where to Find the License Agreement Screen
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
Selecting multiple clients
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