Table of Contents

Configuration Options

  1. Click Configuration from the menu bar.
  2. Make the desired changes. To keep the changes for this and all future settings, click Save Settings. See the end of this article for a description of each function.
    Preferences are saved in the INI file in the program directory.
    To keep the changes for this session only, skip this step and go to the next.
  3. Click Close.
To revert back to default settings, click Default.

Automatically check for program updates on the web

Mark this box to check for updates when the program starts using a permanent internet connection.

CFS does not normally send email notifications for updates so marking this checkbox is recommended to ensure the latest version of the program is always running.

If a permanent internet connection is not available, updates can be checked for manually. See How do I download and install an update from within the program?

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.

  1. Click Logo Setup.
  2. Click Browse 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 and is limited to TaxTools, Small Business Tools, and Financial Tools.
    Logo settings are carried over to the next year's program.

Data Options

The location (drive and directory) of the database file (e.g. 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 here.

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: the one currently being edited.

Inactive Field: those not currently being edited.

Calculation Fields: 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.


Select the tools to display on the module screens.

These may also be selected from the Options Menu on the module screens.

Tool Bar: the button bar at the top of the screen allowing quick access to certain menu items.

Help Panel: 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

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Change printers in Windows 7

Hide/Display State Forms