"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?
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?
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
"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...
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 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"
Error: QBXML Query Response Error [Payroll System Only]
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"
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
Troubleshooting internet connectivity
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
Using the Editor
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
Using the Editor
See also Editor for general information.
The editor is a small word processor contained within the program. It serves as a free standing editor for creating documents and as an editor for client documents created from certain modules. The editor can be loaded from the Module Library screen using the File, Editor menu item. This is referred to as the free editor mode. The editor is not associated with a module or the current client. Any document created in the free editor mode may be saved and loaded in the free editor mode only.
Some modules loaded from the Module Library use the editor to display the document for editing before printing. The document was constructed by the module from a template. When these documents are saved they are associated with that module and are displayed in the Client Folder. The program controls the document name but the user can enter a description. Some modules load the template in the editor directly on startup and other go through a setup screen first. Information entered into the setup screen is used to construct the document. In this case the setup screen information is saved separately from the editor document but the editor document is associated with the setup screen file.
If you want to create and save your own documents, load the editor from the File, Editor menu item.
The editor menu is shown above. Below is a description of some of the editor menu items.
New – Presents a new document. Also see the New toolbar button.
Open – Shows a dialog that the user may choose a file to open. Also see the Open toolbar button.
Save (As) – Saves the document to a file. If it has not been saved then a dialog is shown to allow the user to name the file. This is the same as Save As. Also see the Save toolbar button.
Export As – Same as Save As when in the free editor. When in the editor as part of a module, Save As functions to save the document as a file that the module can reload, whereas, Export As functions to save the file separately. Note that the user may choose to save the file as Text (txt), Rich Text Format (rtf), or Template (txm). Template is the native format for the program. All program templates are saved as txm files.
Customize Template – This should be used in the free editor mode. It is the same in this mode as Open except the file dialog starts in the program’s template directory. The user may load an existing program template, edit the file, and save it again. The module that uses that file will use the edited version as long as you don’t rename it. If you later decide you want the original version back, you must delete the template file and reinstall the program.
This menu contains the standard entries to Cut, Copy, Paste, etc. when editing text. Of interest when the editor has been loaded as a module is the Select Next Field item. Most editor modules have fields that the program fills in either from the client information or from a setup screen. Some documents also have fields which the user is expected to complete before printing. Select Next Field moves to the next field requiring input, if any, and selects the text in the field. The hot key combination for this menu item is <CTRL>+F.
This menu allows the user to specify which toolbars are visible, if control characters (tabs, spaces, paragraphs) are visible, and what magnification to use.
Text – Allows a text file to be inserted at the cursor.
Table – Creates a table at the cursor. The user can specify the number of rows and columns. Tables can be used to create columns in the document. Tables are created the full width of the document by default but can be resized using the table width markers (thin vertical line) on the tab stop bar directly above the ruler. The table width markers may be dragged left or right by clicking marker and holding down the mouse. Each cell in the table can be formatted separately with borders. See the Format menu below.
Character – Allows the user to specify the text formatting (font, size, bold, etc.) Note that the font, size, bold, italics, and underline attributes are also available on the formatting toolbar. Format changes affect the currently selected text and any text entered at that insertion point.
Paragraph – Allows the user to specify the line spacing, alignment (left, center, right) and indentation settings for the paragraph. Note that the alignment setting is also available on the formatting toolbar.
Paragraph Frames – Option to put lines around selected sides of the paragraph.
Table – Allows the user to specify spacing, background shading, and line borders for the selected cells in a table. This can be useful for creating a line of a fixed length.
Document – The document paper size and margins are set here.
The editor toolbars are shown above. Below is a description of the toolbar items from top to bottom, left to right.
Client List – This is a drop-down list of the same clients shown on the main Client List screen. The current client is shown. This list will only be enabled when the editor has been entered directly with a module starts. In this case the user may use the list to change clients and any point. The document will be saved in the client’s directory shown in the list. If the module loads the editor after displaying a setup screen, then the current client will be displayed in the list but cannot be changed from the editor. To change the client the user must return to the setup screen and change clients on that toolbar list. If the editor is entered in free mode then the client list is not used.
New, Open, Save buttons – These buttons perform the same tasks as the corresponding File menu entries.
Cut, Copy, Paste buttons – These buttons perform the same tasks as the corresponding Edit menu entries.
Print, Print Preview buttons – These buttons perform the same tasks as the corresponding File menu entries.
Map Client button – This button is only available for modules that load the editor directly on startup. Normally in this mode the client information is automatically mapped in the document. If the user customizes the document and wishes to save it for more than one client, the user may changes clients using the toolbar client list and then use the Map Client button to map the new client’s information to the customized document before saving.
Magnification drop-down – Same as the Zoom item on the view menu.
Font name list, Font size list, Bold (B), Italic (I), Underline (U) buttons – Same as the Character formatting that can be done from the Format menu.
Alignment buttons (left, center, right, left and right) – Same the paragraph formatting that can be done from the format menu.
Tab buttons (left, right, decimal, center aligned) – Allows the user to set tab stops for the selected lines in the document. The tab stops for the current line are shown directly above the ruler. Each line can have different tab stops. When modifying tab stops, first select all the consecutive lines for which the tab stops are to be effective by highlighting the text. To remove an existing tab stop, click the tab stop symbol above the ruler and drag it completely off the side of the screen. To move a tab stop drag it left or right to the desired location. The location of the tab stop is shown on the left edge of ruler when you click on the tab. To add a tab stop, click on the tab button for the desired alignment and then click on the tab stop bar above the ruler to add the stop.