"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?
How To Download And Install Software From The CFS Website
The top of the window is off screen
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?
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"
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
OCR-A (or OCR-ACFS) font is not properly installed
Printing paychecks freezes Payroll System
Printing: Forms are Crunched Into A Small Area At The Top Of The Paper
Program Crashes Without Error Message when Printing
"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
"Small Fonts and Sans Serif can't be found" when Starting Program
"The feature you are trying to use..."
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]
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"
Your Network Data Is Read-Only
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
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
Updated by Jake Forster
Instructional videos demonstrating program usage can be viewed from http://www.taxtools.com/videos.aspx. The instructional video website can also be accessed from the program's Help menu. Even experienced users can benefit from viewing the videos.
Also available are several productivity ideas that may be found in the Tip of the Day window. This feature is accessed from the same Help menu. CFS strongly recommends that each user take a few moments to familiarize themselves with the program by using each of these tools.
Following is a brief descriptive tutorial to help the user begin to productively use the program.
- Add a Client - In order to create and save data files that you want to be grouped by client you must first add a client to the Client List. Click the Add Client button to load the Client Information Screen.
First select whether this is an individual or business client, and then enter the appropriate profile information.
This profile information is used to automatically complete portions of the forms. Click the Close button when finished and save the record at the prompt. The client should now be listed in the Client List.
- Choose a Module - Make sure you have selected the desired client from the list.
Double-click the desired module in the Module Library list to load it or highlight it by clicking once and pressing <ENTER>.
The module will load and any pertinent client information will be automatically entered into the appropriate portions of the form.
You may change clients while in the module by selecting the desired client from the drop-down list on the toolbar.
If you want the new client's information to fill in the form, then select MAP CLIENT from the OPTIONS menu (or click the MAP CLIENT button on the toolbar).
When a file is saved it will be saved to the folder of the client displayed in the list.
NOTE: If a client's information is edited on the client input screen, the user must select MAP CLIENT in order to update any form that was PREVIOUSLY SAVED.
- 3) Complete the Module - Enter the required information for the module. For further general information on the form and worksheet interface, see Module Interface.
To obtain Help, see the HELP menu for the available options.
Pressing <F1> will usually bring up an overview of the module.
<F2> provides help in completing the current field.
If desired, print the results of the module by choosing PRINT from the menu.
When finished, choose CLOSE ALL from the FILE menu.
Answer YES to the prompt to save the data.
You must then enter a file description in the Save to Client screen. This description will be displayed the next time you load this module with the same client.
- Edit the Data - To edit the data that was just entered you may do one of two things: a) load the same module from the Module Library Menu with the same client
b) choose the desired module from the Client Folder by double clicking the entry or highlight the entry and click the EDIT FILE button.
Either way, the list of file descriptions will be displayed from which to choose. Select the desired entry. The data will be loaded into the module for editing.
Saving the data will overwrite the same data file. If you want to save the new data as a different file you must choose SAVE FILE AS from the FILE drop-down menu. SAVE FILE AS is not an option for modules allowing one file per period.