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
Forms W-2G, Certain Gambling Winnings, are mandated to be electronically filed.
Forms 1099 are currently electronically filed on a voluntary basis starting with tax year 2017.
Forms to file
State requires W2G is mandatory and all other 1099's are optional
Required file name
Specifications do not specify a file name.
Electronic Commerce Division (866) 440-8680, (217) 524-4767
If you already have an existing Logon ID and passwords for Illinois for other programs, you may use those for the W-2 and 1099 program as well.
Note: You must be registered to file at least one business day before sending a file. Click here to register as a W-2/1099 Transmitter.
Logon ID (ETIN) and Passwords for Transmissions: Logon ID (ETIN) and Passwords for Transmissions Registration is required to register a Logon ID (ETIN) and receive test and production passwords. If a transmitter registered in the past and has an ETIN/Logon ID and password combination, those credentials are valid year to year. An IRS-assigned ETIN may be used for Logon ID. If no IR ETIN is available, an Illinois only Logon ID will be assigned upon completion of the online registration. Transmitters will be assigned test and production passwords. The Logon ID and password combination will allow the transmitter to access the Illinois Gateway to send transmissions and retrieve acknowledgments.
Note: If you already have an existing Logon ID and passwords for Illinois for other programs, you may use those for the W-2 and 1099 program as well.
Register: Obtain your Filing transmitter ID and test and production passwords https://www.revenue.state.il.us/app/wtri/
Transmitting the file: Transmissions can use the HttpsPost utility program. The HttpsPost Utility Program transfers files to and from the Illinois Department of Revenue.
Bulk filers and third-party payroll programs and services may prefer to transmit W-2G and 1099 files by interfacing directly with Illinois Department of Revenue's (IDOR) Gateway.
HttpsPost utility program: https://www2.illinois.gov/rev/taxprofessionals/updatedsslcertificate/Pages/default.aspx.
Copy the executable file, HttpsPost.exe, to an empty directory or folder. Complete instructions for how to operate the utility program will be provided with the downloaded file.
Test data: We will begin accepting test transmissions of the current year’s W‐2/1099 data on November 2. When online registration was completed, a W‐2/1099 transmitter ID, test password, and production password were provided to you. Use the test password to transmit your test file to IDOR. Any information transmitted using the test password will be treated as test data and is not considered “live” data. To obtain your test results, you must reenter the system at least 30 minutes after your transmission to retrieve the message.
Production data:Use the production password provided to you during registration. To obtain your transmission results, you must reenter the system at least 30 minutes after your transmission to retrieve the message. IDOR will begin accepting electronic transmissions of W]2G and 1099 data on January 4, 2021, (the first business day of the calendar year).
Note: Please be sure to use the correct password (test or production) for the file type you are transmitting.
Upload a file
- To upload a file from within the HttpsPost program, click on the Upload tab and enter a DocID of your choosing (something simple to identify the file).
- Click the Browse button to find the file created in CFS Payroll to upload, or if you are familiar with our process of placing the filename on the Windows clipboard, then click in the Filename box and paste the filename and path (CTRL+V if the file was just created in CFS Payroll).
- Click the Transmit button.
Retrieve an acknowledgment file
- Wait at least 30 minutes after uploading the file.
- To download the acknowledgment file from within the HttpsPost program, click on the Download tab and choose the "Download the next available acknowledgement file" option, then click "Transmit".
- The status will be displayed on screen and a file, Response.Ack, will be written to the same directory as the HttpsPost program. This is the acknowledgement file. You must examine it to see the results.
- Response.Ack will be overwritten each time a transmission is made so you should rename it by adding some appropriate text (a sequential number, an employer name, etc.)
Examine the Response.Ack file
- Open the Response.Ack file in Notepad or your text editor of choice.
- The 1099 acknowledgement file is a copy of the uploaded file with results added for each record starting in column 776 (each record of the original 1099 file had 750 columns).
- For an accepted file, EVERY record must have the record number in columns 776-782 and the letter "A" in column 783. Example of what would be in the 1st record in columns 776-783: "0000001A"
- For a rejected file, ANY record would have the letter "R" in column 783 followed by error information. An example would be "0000004R0067400675016INVALID STATE".
- Please try to evaluate the acknowledgement file on your own. If you see an error of any kind in your file then call CFS and we will help you determine what the error means.
*Important note about proof of filing: You must retrieve your transmission acknowledgement within 60 days. The Illinois Department of Revenue will not send the acknowledgement to you. Your filing requirements are not met until you receive an “Accepted” transmission acknowledgement from Illinois.