"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?
Updated by Jake Forster
The configuration options screen is accessed from the menu selection on the main screen. Selections made on this screen may be saved by selecting the Save Settings button. If you do not save the settings any changes will be in effect for the current session only. Preferences are saved in the program. INI file in the program directory. Default settings for the Display options may be retrieved at any time with the Defaults button.
Automatically check for program updates on the web
If the computer is permanently connected to the internet (cable modem, DSL, LAN, etc.) then the user can check this option to automatically check the internet for updates each time the program starts. The user can always check for updates by selecting Update from the Web on the Module Library Help menu.
Worksheets and Flowcharts may be printed with or without your company's Firm Information printed at the bottom. Some worksheets have their own checkbox for controlling this option. The Firm Information may be printed in bold or normal text.
Logo Printing: Users may print their own logo on most worksheets. Click the Logo Setup button to access the setup screen. Click the browse button on the setup screen to locate the graphical logo file. Only files with one of the displayed file extensions may be used (.bmp, .emf, .gif, .jpg, .wmf). The selected file will be copied to the program's \INIS\ folder and that copy will be used during printing. The logo may be printed in any of the four corners of the worksheet. The user can adjust the position and change the default size using the provided fields, however, making changes may result in the logo overprinting lines or text on certain worksheets. Note that the logo does not print on certain worksheet due to space limitations. Logo printing on worksheets is limited to TaxTools, Small Business Tools, and Financial Tools. Logo settings are carried over to the next year's program.
The location (drive and directory) of the database file (CLIENT20.DBF) may be set from the Configuration Options screen. Select the desired drive and directory of the data to use. Presence of a valid database file on the selected path is indicated above the path name. This option can be used to switch between multiple database files. If you do not intend to use multiple databases, it is recommended that the data reside in the default data directory, which is '\programDB' off of the program directory.
Automatically Backup Data On Exit
This option allows the user to have the program automatically backup the database and all data files when the program is exited. The program will prompt you for a backup directory which can be any empty directory or one which contains only a previous backup. The backup directory can be on a network drive even if the user is not licensed for the network version of the program.
Form Display Options
Various options for controlling the display of the Forms and Worksheets can be set from the Configuration Options screen. Display options may be reset to the original settings at any time by choosing the Defaults button.
Field Entry Options
Auto Select Text - The field text will automatically be selected (highlighted) for editing when a new field becomes active.
Field Colors - Click the button to choose the desired background color.
Active Field is the one currently being edited.
Inactive Fields are those not currently being edited.
Calculation Fields are those that the program calculates for the user. Typically the user does not have access to these fields, although some modules allow the user to turn off the Auto Calculation mode and override the field value. When Auto Calculation is off the Calculation Fields may be recalculated by selecting Update Calculations (CTRL+U) from the modules Options menu.
Disabled Fields are those that the user no longer has access to due to entries in other fields. The program automatically disables these fields so the user doesn't enter invalid data.
Tools - Select the tools to display on the module screens. These may also be selected from the Options Menu on the module screens.
Tool Bar is the button bar at the top of the screen allowing quick access to certain menu items.
Help Panel is the panel at the bottom of the screen displaying a short description of the current field. Often times this same help is available as an information box by pressing F2.
Scroll Bars may be used to move forms whose size is larger than the display screen. The user may always use the mouse to click and push the form to view other areas whether scroll bars are on or not.
Module Library Display Options
Display Calendar on startup if note is within this many days - The calendar and associated notes are displayed when the program starts if a note has been entered by the user for a date that is within this many days of the current date. See the Calendar and Notes for more information.
Font size for lists in Module Library - The font size of the lists in the Module Library may be customized for easier reading by setting the size here. The font size can also be controlled by pressing and holding the CTRL key and either the plus (+) or minus (-) key while on the Module Library screen