Can I get a user’s manual for CFS programs?
How do I contact CFS for technical support?
Where can I get help for Fill-N-Print?
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?
Display 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
Generic ASCII File 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 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?
Entering Data at a Client's Office
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 setup?
How do I perform a workstation setup?
Install Procedure - Add private database
Install Procedure - Continue private database next year
Installing in demo mode
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?
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?
CFS Program Interface
Calendar and Notes
Label Setup Options
Data File List
Federal/State Tax Planner
Field Details for Numeric Fields
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
1099 E-Filing: Alaska
1099 E-Filing: Arizona
1099 E-Filing: Arkansas
1099 E-Filing: California
1099 E-Filing: Colorado
1099 E-Filing: Connecticut
1099 E-Filing: Delaware
1099 E-Filing: District of Columbia
1099 E-Filing: Florida
1099 E-Filing: Georgia
1099 E-Filing: Hawaii
1099 E-Filing: Idaho
1099 E-Filing: Illinois
1099 E-Filing: Indiana
1099 E-Filing: Iowa
1099 E-Filing: Kansas
1099 E-Filing: Kentucky
1099 E-Filing: Kentucky - Louisville Metro
1099 E-Filing: Louisiana
1099 E-Filing: Maine
1099 E-Filing: Maryland
1099 E-Filing: Massachusetts
1099 E-Filing: Michigan
1099 E-Filing: Minnesota
1099 E-Filing: Mississippi
1099 E-Filing: Missouri
1099 E-Filing: Montana
1099 E-Filing: Nebraska
1099 E-Filing: Nevada
1099 E-Filing: New Hampshire
1099 E-Filing: New Jersey
1099 E-Filing: New Mexico
1099 E-Filing: New York
1099 E-Filing: North Carolina
1099 E-Filing: North Dakota
1099 E-Filing: Ohio
1099 E-Filing: Oklahoma
1099 E-Filing: Oregon
1099 E-Filing: Pennsylvania
1099 E-Filing: Rhode Island
1099 E-Filing: South Carolina
1099 E-Filing: South Dakota
1099 E-Filing: Tennessee
1099 E-Filing: Texas
1099 E-Filing: Utah
1099 E-Filing: Vermont
1099 E-Filing: Virginia
1099 E-Filing: Washington
1099 E-Filing: West Virginia
1099 E-Filing: Wisconsin
1099 E-Filing: Wyoming
1099 E-Filing Module Overview
1099 E-Filing Step 1: Inputting Transmitter Data
1099 E-Filing Step 2: Create IRS file
1099 E-Filing Step 3: IRS Submittal
1099 E-Filing Step 4: Create state file
1099 E-Filing Step 5: State Submittal
1099 E-Filing: Checking file status
1099 E-Filing: Filing Corrections
1099 E-Filing: submitting prior year files
Applying for a Transmitter Control Code (TCC)
Checking Size of Uploaded File
Creating an IRS FIRE account
E-Filing: Copying and pasting file name and path
FIRE System Upload: Navigating to your File
IRS seeks to lower e-filing threshold
Navigating the IRS FIRE System Website
Printing Summaries and Reports
Uploading 1099 files to CA SWIFT website
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
W-2 E-Filing: Alabama
W-2 E-Filing: Alaska
W-2 E-Filing: Arizona
W-2 E-Filing: Arizona - Corrected W-2C
W-2 E-Filing: Arkansas
W-2 E-Filing: California
W-2 E-Filing: Colorado
W-2 E-Filing: Connecticut
W-2 E-Filing: Delaware
W-2 E-Filing: District of Columbia
W-2 E-Filing: District of Columbia - Corrected W-2C
W-2 E-Filing: Florida
W-2 E-Filing: Georgia
W-2 E-Filing: Georgia- Corrected W-2C
W-2 E-Filing: Hawaii
W-2 E-Filing: Hawaii - Corrected W-2C
W-2 E-Filing: Idaho
W-2 E-Filing: Illinois
W-2 E-Filing: Illinois - Corrected W-2C
W-2 E-Filing: Indiana
W-2 E-Filing: Iowa
W-2 E-Filing: Kansas
W-2 E-Filing: Kentucky
W-2 E-Filing: Kentucky - Louisville Metro
W-2 E-Filing: Louisiana
W-2 E-Filing: Maine
W-2 E-Filing: Maryland
W-2 E-Filing: Massachusetts
W-2 E-Filing: Michigan
W-2 E-Filing: Minnesota
W-2 E-Filing: Minnesota - Corrected W-2C
W-2 E-Filing: Mississippi
W-2 E-Filing: Mississippi - Corrected W-2C
W-2 E-Filing: Missouri
W-2 E-Filing: Montana
W-2 E-Filing: Nebraska
W-2 E-Filing: Nevada
W-2 E-Filing: New Hampshire
W-2 E-Filing: New Jersey
W-2 E-Filing: New Mexico
W-2 E-Filing: New Mexico - Corrected W-2C
W-2 E-Filing: New York
W-2 E-Filing: North Carolina
W-2 E-Filing: North Carolina - Corrected W-2C
W-2 E-Filing: North Dakota
W-2 E-Filing: Ohio
W-2 E-Filing: Oklahoma
W-2 E-Filing: Oregon
W-2 E-Filing: Pennsylvania
W-2 E-Filing: Pennsylvania - Corrected W-2C
W-2 E-Filing: Rhode Island
W-2 E-Filing: South Carolina
W-2 E-Filing: South Carolina - Corrected W-2C
W-2 E-Filing: South Dakota
W-2 E-Filing: Tennessee
W-2 E-Filing: Texas
W-2 E-Filing: Utah
W-2 E-Filing: Utah - Corrected W-2C
W-2 E-Filing: Vermont
W-2 E-Filing: Virginia
W-2 E-Filing: Washington
W-2 E-Filing: West Virginia
W-2 E-Filing: Wisconsin
W-2 E-Filing: Wisconsin - Corrected W-2C
W-2 E-Filing: Wyoming
Applying for a Business Services Online Account
Navigating the SSA's Business Services Online Website
W-2 E-Filing Step 1: Providing Submitter Data
W-2 E-Filing Step 2: Creating an SSA File
W-2 E-Filing Step 3: SSA Submittal
W-2 E-Filing Step 4: Create State File
W-2 E-Filing Step 5: State Submittal
W2 E-Filing Module Overview
Creating Form 8809 Extension files
E-Filing: Create a Cover Letter
Adding employers and payers to the Client List
Direct Deposit in LivePayroll
Do W-2, W-3, 1099, or 1096 forms need to be printed on red forms or on plain paper in black ink?
Health Insurance Compensation for 2% Owners of S-Corps
How to delete an employee
Importing CSV files into Payroll System
Payroll System Database Reconstruction
Payroll System QuickBooks Import
Printing SSA-approved, black scannable W-2 forms
Printing SSA-approved, black scannable W-3 forms
Repair Client Database
Setting up paycheck items
Setting up vacation & sick leave
Special Database Recovery Detail Instructions
Special Database Recovery Overview
Vacation and Sick Leave in LivePayroll
W2/1099: Transferring data between 1099-MISC form and 1099-NEC form
Where is the 4th Quarter 941 module for 2020?
Where's my W2/1099 program?
Client password protection
Integrated knowledge base
Managing inactive clients
Removing client password protection
Search for clients, client's files, and tools
Switching products using the Toolbox pulldown
Connecting to an Existing Network Database
Creating a new network database
Firm Information Screen
Importing clients from other CFS software into TaxTools WorkShop
Introduction to TaxTools WorkShop
Setting: Application Mode
Switching Between Single-User Mode and Network Mode
Using an email address to access a program
"Offline mode has expired"
Error: "An internet connection was not found"
Error: "The program cannot connect to the CFS server"
Licensed software is stuck in demo mode
Troubleshooting internet connectivity
User Account Control (UAC) message: "Do you want to allow this app to make changes to your device?"
"Download failed" error
"Error 9 Subscript Out Of Range" when trying to 'Add/Edit Payroll Data'
"Exceeded maximum amount" with respect to Social Security and CA SDI withholdings
"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
"Small Fonts and Sans Serif can't be found" when Starting Program
"The feature you are trying to use..."
"Unable to open infobase"
After installation the desktop shortcut icon is wrong
An error occurred during the move data process: -214...
CD install fails with message "Previous installation not found"
CFS Setup runs another vendor's installer
CFSSTRT: Program <File Name> was not Found in Folder <Folder Name> - Install may be Necessary
Change printers in Windows 10
Change printers in Windows 7
Component Not Registered or Component Missing error
Error 1004: Error Accessing Database
Error 12007 "Name not resolved" on Update from the Web
Error 12029 "Cannot Connect" on Update from the Web
Error 12031 when Downloading
Error 16 when Printing Form
Error 1706: No valid source could be found for product ( ). The Windows Installer cannot continue.
Error 2018: Page margins are too large, can't run report
Error 2019 when Printing Report
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 "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 339: component missing or not properly registered
Error 3421 when Restoring Data
Error 35756 when Starting Program
Error 35761 when Attempting to Update
Error 35764 when Attempting to Update
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 when Printing Form
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 482 when Trying to Print
Error 484 when Trying to Print
Error 48: Trouble loading DLL
Error 5001 on Installation
Error 5003 during Print Preview
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 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 TX4OLE invalid property value 1-900
Error Using Font - There was an error using the font OCR-ACFS [Payroll System Only]
Error: "Installed Version Could Not Be Determined"
Form is missing text and/or graphics (boxes, shading and lines)
Forms print on both sides of the paper
Importing Data from the Prior Year: Only Client Demographic Data is Imported, No Client Folder Data is Imported
Install / Uninstall: Setup Runs Another Vendor's Installer
Installer's Repair option freezes on EXE files
Items "Not Saved"
MICR Font Not Installed - The MICR font necessary to print on blank check stock is not installed
Mapped network drives are not visible during installation
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"
Modules do not load and no error is displayed
Move Data Process Errors
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
Program freezes after displaying Error 52: "Bad file name or number"
QBXML Query Response Error
Setup Stalls During Full Install
Still Running Old Version after Update
The top of the window is off screen
Update Setup Reports File Is Locked
Update Setup Stalls
When printing red forms all pages are blank
Your Network Data Is Read-Only
Table of Contents
Updated by Nina Tchistiakova
March 31 electronic filing.
Important: If you submit your 1099's electronically to the IRS then you MUST submit your 1099's to the state of CA electronically.
1099-NEC – Must be submitted via paper or electronically to FTB regardless if you sent it to IRS.
Paper 1099-NEC's are due February 28
E-File 1099's are due March 31
Must E-file if more than 250 OR
Mandatory if you E-filed your 1099's to the IRS
Forms to file
State requires W-2G and all 1099's.
Federal Form 1096 for the Paper File Form 1099-NEC. Located in CFS Payroll System under “W-2/1099 Information Returns”.
Contact your FTB representative at 916-845-6304 to request a SWIFT login name and password. The SWIFT login name and password is NOT the same as MyFTB Account. You will get an email with your SWIFT login name and password.
The file needs to be named useridQ2021.txt where "userid" is the User ID for the SWIFT account. Employers filing more than 250 forms must submit the files electronically by using the Secure Web Internet File Transmission Service (SWIFT) .
A paper or electronic copy of the form 1099-NEC must be filed with FTB directly, even if you filed it with the IRS. For 2021, the due date is:
February 28, 2022 for paper
March 31, 2022 for electronic submissions
You may request an extension to file electronically by submitting FTB Form 6274A. Visit our webpage, Information returns for more information including mandatory electronic filing requirements
Assistance with the SWIFT site is available at: https://www.ftb.ca.gov/help/swift/index.html
If you have questions or need assistance, please call FTB: 916-845-6304 or E-Mail: IRPhelp@ftb.ca.gov.
Note: Swift User Id is lower case. Select Binary when uploading your file.
Swift will send an email when the file is received. Usually within 5 minutes of uploading the file. If any problem with the file you will receive an email or a call within 2 weeks.
If you accidentally uploaded the file twice the FTB will automatically delete the duplicate if the file is exactly the same. The FromFTB Tab is not used for 1099 filing.
Any concerns call Swift at: 916-845-6304
California does NOT accept Prior Year Filing.
Important: If you submit your 1099's electronically to the IRS then you MUST submit your 1099's to the state of CA electronically.
If you are filing paper returns (Form 1099-NEC) with CA, attach the returns to IRS Form 1096 and mail to the following address
Franchise Tax Board
PO Box 942840
Sacramento, CA 94240-6090