Ordering Custom Folders

Michael Toney Updated by Michael Toney

If you want a unique tax folder with special features, order a custom made folder. Choose color, windows, pockets, staple tabs, etc. You can also have your firm name/address—and even your logo—printed on your folders.

To order custom folders

  1. Go to www.taxtools.com.
Like tax forms and envelopes, custom folders must be ordered online in order to avoid confusion regarding specifics. Call (800) 343-1157 if you have questions.
  1. It is best to log into your MyCFS account. Logging in allows you to view your order history and ensures that your order is processed efficiently.
  1. If you log into your MyCFS account, expect to be directed to your renewal notice screen. You can then use the Products menu to get to Custom Folders.
If you do not log into your MyCFS account, you can still order custom folders. Go to the Product Lines menu > Paper Supplies > click on Custom Folders.
  1. Complete the 5 steps on the custom folder order wizard.
Notice the blue Next button (bottom left).
  1. At Step 5, click the blue Add to Cart button (bottom left).
    Notice the helpful information about custom folders below the blue Add to Cart button.
After clicking Add to Cart, you'll see your custom folders listed under a green Custom Tax Return Folders tab.
  1. Complete the 5 steps for placing an order online. Notice the blue Continue to Checkout buttons (at the bottom).
When you are ready to place your order, make sure to click the blue Place Your Order button once you reach Step 5.
After you submit your order, expect to receive a "confirmation" email that CFS has received your order. This does not mean your order was charged. The confirmation email is not a receipt. It simply confirms that your order was submitted. After your order is charged, then we'll email you a receipt.

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