"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
This module prints four-line mailing addresses on labels, envelopes, or slipsheets. A list of label descriptions is displayed from one of four user chosen categories. The contents of the selected label is displayed in text boxes that the user may edit. The user may specify printing quantities for each label. A detailed description of the module follows.
Three or four label categories are available depending on the program. A Custom category is for the users own custom addresses. Labels entered by the user in "Custom" are carried forward each year. Client addresses from the client database may also be printed. All categories of labels may be edited or deleted. Client data must be edited or added from the Client List. To edit the content of client labels, see below under Labels.
To edit a label, select the label in the list and the edit the contents in the text boxes.
Click SAVE to save the label.
To add a new label, choose the category (You may not add to the Client Mailing Addresses.) and click ADD. Enter a description for the label and the four line address. Click SAVE when finished. The label lines will be sized to fit the longest line on the label.
To delete a label, select the label in the list and click DELETE.
To print labels first choose the category. Then click on the list box and type in the quantity of labels to print for the selected label. You may enter a different quantity for each label.
To enter a quantity of one for each label press CTRL+1.
To clear the quantities for all labels press CTRL+0 (CAUTION: selecting a different category will also clear all quantities).
If multiple clients are selected prior to starting the module, then those clients will be automatically marked to print one label or envelope each.
After selecting the quantities to print, select either Labels or Envelopes by clicking the appropriate option button.
If you are printing labels then choose the label size from the drop-down list.
The label size and content (client labels only) may be customized, if desired, by clicking the Edit Label button.
It may be best to test print a small batch before printing a large quantity of labels. If the labels do not align properly on the printer the user may specify offset values to use. Positive horizontal offset values shift the text to the right and negative values shift it to the left. Positive vertical offset values shift the text down and negative values shift it up. A value of 144 would shift the text on each label 0.1 inches.
You may start printing the labels in the middle of a page by entering the Starting Label. The label in the upper left corner is number 1 and the labels are counted across the page and then down.
Envelopes or Slipsheets
If you are printing envelopes or slipsheets then choose the envelope size or slipsheet from the drop-down list that is the best match.
Slipsheets are 8.5 x 11 inch inserts printed with the addresses to display through a windowed envelope or folder. You may select the source for the return address from another drop-down list. The return address may be either, no address, your firm's address, or the address of a client. If only one client is selected on the main Client List when the module is started, then only that client's address can be used for the return address.
If multiple clients are selected prior to starting the module, then the user may select "Multiple Client Addresses" for the return address. The envelope or slipsheet will print for each destination address chosen using the return address for each client originally selected on the client list. The total number of items to print will be the number of destination addresses chosen times the number of clients originally selected.
Click the Edit Envelope button.
Select the printer pickup alignment for your printer: left, center, or right. The alignment corresponds to the placement of the envelopes in the printer's pickup tray. Note that envelopes must be loaded into the default paper pickup tray. In general this means that they should be loaded in the fold down manual feed tray if your printer has one. Special envelope trays are not supported at this time. Slipsheets are printed on 8.5 x 11 inch letter sized paper and require no special loading.
Select the orientation from the drop-down list. Envelopes should be fed and printed landscape. Slipsheets may be printed portrait or landscape as needed to fit the windowed envelope.
For landscape envelopes, it is necessary to specify which edge of the envelope exits the printer first; right edge (typical of laser printers) or left edge (typical of inkjet printers).
The destination and return address position may be specified by entering the desired offsets, in inches, for the left and top edges of each address block. Default offsets are provided. If the printing does not align properly on the envelope or slipsheet the user may modify the default offset values. All offset calculations are based on an 8.5x11 inch piece of paper.
Click the Defaults button to reset the program provided default settings for the selected envelope or slipsheet. Click OK to exit the screen. Changed settings are automatically saved for each envelope or slipsheet in the list. Each user in a network environment may specify his or her own desired offsets.