How can I find my MyCFS login email/password?
Reset your MyCFS password
Why do I need a MyCFS account?
Can I be invoiced or billed for my order? Can I pay by check?
Can I have my programs delivered on CD?
How are shipping costs for forms, folders and envelopes calculated?
How do I pay by check?
What shipping options are available to Alaska and Hawaii customers?
When am I supposed to renew?
When will my order be shipped?
Where's my receipt?
Why can't I order forms and envelopes over the phone?
Why can't I send CFS a fax?
Why didn’t you tell me to renew my programs?
Why does CFS no longer send renewal packets?
Can I get a user’s manual for CFS programs?
How can I find the status of my order?
How do I contact CFS for technical support?
How to edit my firm information in my CFS program(s)
Quick Reference Guide is discontinued
Where can I get help for Fill-N-Print?
Can I download my program to another computer?
Can I use your program on both my office and home computers?
Does CFS carry the form to set up Section 125 health plan for an employer?
Does CFS have a penalty and interest calculator?
How can I find out what software is up for renewal and if I renewed?
What are the advantages of downloading software instead of ordering CDs?
What do CD version numbers mean and how long should I keep them?
What is the difference between the non-network and the network version?
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
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 clients from CSV file into TaxTools
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?
Change printers from inside the program
Change printers in Windows 10
Change printers in Windows 7
Hide/Display State Forms
Can I install CFS programs on a Mac?
Downloading the installer to a USB flash drive to transfer it to an offline computer
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 installation?
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?
Where to Find the License Agreement Screen
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?
Add, edit, or delete a network user
CFS Program Interface
Calendar and Notes
Label Setup Options
Selecting multiple clients
Data File List
Federal/State Tax Planner
Field Details for Numeric Fields
Form 2848 - Power of Attorney
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 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: Navigating the IRS FIRE System Website
1099 E-Filing: submitting prior year files
Applying for a Transmitter Control Code (TCC)
Checking Size of Uploaded File
Creating an IRS FIRE account
Does CFS support the Combined Federal/State Filing program?
FIRE System Upload: Navigating to your File
IRS seeks to lower e-filing threshold to 10 information returns of any type
Printing Summaries and Reports
Uploading 1099 files to CA SWIFT website
CA Form FTB 6274 - Waiver Request From Filing Information Returns Electronically
CA Form FTB 6274A - Extension Request to File Information Returns Electronically
Form 4419 - Application for Filing Information Returns Electronically
Form 8508 - Application for a Waiver from Electronic Filing of Information Returns
Payroll Return E-filing
Forms 941, etc.
941 E-Filing Module Overview
94x (941/940/943) E-Filing Step 1: Create Submission Files
94x (941/940/943) E-Filing Step 2: Create Transmission Files
94x (941/940/943) E-Filing Step 3: Upload File
94x (941/940/943) E-Filing Step 4: Check Ack File
94x E-Filing Common Problems (941/940/943)
Fixing rejected files
IRS migrates e-Services login to ID.me
Modifying Your IRS E-Services Application to E-file Forms 94X (Forms 941, 940, etc.)
Opening the E-File Federal Employment Tax Returns module
Requirements to E-File Forms 94x (941/940/943)
Submit a Communications Test File
When will Form 941 be released?
CA Bulk Payment Record
CA Form DE 9C - e-Services Import a CSV File
CA Forms DE 9 and DE 9C
NYS-45/NYS-1 - E-filing (Web Upload Files)
New York E-filing Overview
Online State UI Filing Support
Online UI Filing Support from the State UI Form Module
PA UC-2/2A - UCMS FTP or File Upload Support
Applying for a Business Services Online Account
BSO Request access to the SSA Services Suite for Employers
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
W-2 E-Filing: Checking the Submission Status
W-2 E-Filing: Navigating the SSA's Business Services Online Website
W-2 E-Filing: Navigating the SSA's old Wage File Upload program (Resubmitting a W2 Wage File)
W2 E-Filing Module Overview
Can 1099s be filed with IRIS (Information Returns Intake System)?
Creating Form 8809 Extension files
E-File Format Error W2 and 1099 file name .txt
E-Filing: Copying and pasting file name and path
E-Filing: Create a Cover Letter
FIRE System login changes
Handling omitted payees when 1099's or W-2's are added after transmission
IRS FIRE System is down for maintenance for a month every winter
IRS requires existing TCC holders to complete the new IR application
Is the IRS website down?
"The current license code does not allow access..."
Do I have to buy the Payroll Network license for every Payroll System program I have?
Do I have to buy the W2/1099 program even if I have LivePayroll?
Do I need to buy the W2/1099 program and W2/1099 e-file Add-on in order to electronically file W2/1099 returns?
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 support WA Cares Fund for Long Term Care benefits?
Finding a report of how many forms were prepared
Hourly rate is updated but Payroll System is still calculating at old rate
How Do I ... ?
How do I fix a duplicate reporting?
Printing SSA-approved, black scannable W-2 forms
Printing SSA-approved, black scannable W-3 forms
Prior Year Electronic Filing
The modules in W2/1099 are in red text instead of black text
What's New In Payroll System
When will Form 940 be released?
When will my program be released (or when will it be updated)?
Where is the 4th Quarter 941 module?
Where's my W2/1099 program?
Why can't I access my W-2s and 1099s?
General (used in all 4 program parts)
Copy Employee/Recipient Info to Another Form
Copy Employee/Recipient to Another Client
Export Information Returns to CSV File
Export State Employee Wage Listing
Export client list to Excel
How to move data from one computer to another (not a network)
Import last year's 1095-B/1095-C As Is
Import prior year clients/payees/preparers/labels
Importing CSV files into Payroll System
Importing payroll or 1099 data from Excel
Merge different employees into an employer
Move employee/recipient to another client
Payroll System QuickBooks Import
Transfer Payroll Data to W-2
Transfer Vendor Payment Data to CA Form 592-B
Transfer Vendor Payment Data to Form 1099
Transfer W-2 data to W-2c from current or prior years
Payroll System Database Reconstruction
Repair Client Database
Special Database Recovery Detail Instructions
Special Database Recovery Overview
Affordable Care Act: Notice to Employee of Coverage Options
CA Form DE 1 - Commercial Employer Account Registration and Update Form
CA Form DE 1 HW - Employers of Household Workers Registration and Update Form
CA Form DE 1245W - E-File and E-Pay Mandate Waiver Request
CA Form DE 2251A - Affidavit of Mailing
CA Form DE 34 - Report of New Employee(s)
CA Form DE 4 - Employee's Withholding Allowance Certificate
CA Form DE 48 - Power of Attorney
CA Form DE 542 - Report of Independent Contractor(s)
CA Form DE 89 - Employer of Household Worker Election Notice
Fax Transmission Cover Sheet
Finding 2nd Quarter Form 941
Florida Form RTS-3, Employer Account Change Form
Form 1094-B / 1095-B
Form 1094-C / 1095-C
Form 2848 - Power of Attorney and Declaration of Representative
Form 8809, Application for Extension of Time To File Information Returns
Form 8821, Tax Information Authorization
Form 8822-B - Change of Address - Business
Form 8952 - Application for Voluntary Classification Settlement Program (VCSP)
Form I-9, Employment Eligibility Verification
Form SS-4 - Application for Employer Identification Number
Form W-4 - Employee's Withholding Allowance Certificate
Form W-9 - Request for Taxpayer Identification Number and Certification
NY Form DTF-95 - Business Tax Account Update
NY Form DTF-96 - Report of Address Change for Business Tax Accounts
NY Form POA-1 - Power of Attorney
NY Form TR-2000 - E-ZRep Tax Information Access and Transaction Authorization Form
Paycheck Withholding Calculator
Statement of Account
To Do List
Withholding Tax Rate Tables
Program Operation and Utilities
Adding employers and payers to the Client List
Client List Options
Client Status Fields
Create a copy of a client
Deleting an employee or a form
End User License Agreement (EULA) Screen
Firm/License Information Screen
Import Prior Year W-2/1099 for E-filing Purposes
Network Utilities (Network Version Only)
Payroll Client Folder
Payroll Client List
Payroll Firm/License Information Screen
Payroll Getting Started
Payroll Label/Envelope Maker
Payroll Module Interface
Payroll Module Library
Payroll System Overview
Report Viewer Screen
Restore Backed-Up Data
Restore Deleted Clients
Components of Payroll System
Payroll (ATF and Live)
Blank Check Setup
Check Printing Supplies
Correcting 941 for missing ERC (Employee Retention Credit)
Creating a local rate schedule file
Direct Deposit in LivePayroll
Gross-up for All Taxes and Deductions
Live Payroll Setup utility
LivePayroll vs. After-the-Fact Payroll
Paying 1099 recipients by Direct Deposit
Print Payroll Checks or stubs
Setting up a progressive or rate schedule tax
Setting up employee withholding
Setting up employers and employees in LivePayroll
Setting up hourly employees
Setting up local withholding tax
Setting up vacation & sick leave
Typical Examples of Vacation/Sick Leave Policy Settings for Hourly and Salaried Employees
Vacation and Sick Leave in LivePayroll
Vacation/Sick Leave Employee Setup
Vacation/Sick Leave Overview
Vacation/Sick Leave Policy Setup
Vendor Check Utilities
Workers' Compensation Information
Workers' Compensation Report Setup
Workers' Compensation Setup
941-X - Simplest Procedure to add ERC (Employee Retention Credit)
Arizona AZFSET Web File for Withholding Return Filing
Arizona Form A1-APR - Annual Payment Withholding Tax Return
Arizona Form A1-QRT/A1-WP - Quarterly Withholding Tax Return
Arizona Form UC-018/020 Quarterly Unemployment Tax and Wage Report
Arizona Forms A1-R - Annual Withholding Reconciliation Return
CA EDD e-Services File Attachment
CA Form 592 - Resident and Nonresident Withholding Statement
CA Form 592-B - Resident and Nonresident Withholding Tax Statement
CA Form DE 3B HW - Employer of Household Worker(s) Quarterly Report of Wages and Withholdings
CA Form DE 3HW - Employer of Household Worker(s) Annual Payroll Tax Return
CA Form DE 88 - Payment Coupon
CA Form DE 9 - Quarterly Contribution Return and Report of Wages
CA Form DE 9C - Quarterly Contribution Return and Report of Wages (Continuation)
CO Form DR 1094 - Colorado W-2 Wage Withholding Tax Return
CO Form DR 1107 - 1099 Income Withholding Tax Return
CO Form UITR-1 - Your Quarterly Report of Wages Paid and Premiums Owed
CT Form CT-941 - Employer Quarterly Reconciliation of Withholding
CT Form CT-W3 – Connecticut Annual Reconciliation of Withholding
CT Form UC-2/5A/5B - Employer Contribution Return and Quarterly Earnings Report
CT UC-2/5A/5B - Bulk File Upload Support
FL Form RT-6 - Electronic Filing Instructions
FL Form RT-6 - Florida Quarterly Reemployment Compensation and Wage Report
FL Form RT-6 Electronic Filing Error Codes
Form 8453 - Employment Tax Declaration for an IRS e-file Return
Form 8655 - Reporting Agent Authorization
Form 8655 Reporting Agent List
Form 8879 - IRS e-file Signature Authorization
Form 940 - Employer's Annual Federal Unemployment (FUTA) Tax Return
Form 941 - Employer's Quarterly Federal Tax Return
Form 943 - Employer's Annual Tax Return for Agricultural Employees
Form 944 - Employer's Annual Federal Tax Return
Form 945 - Annual Return of Withheld Federal Income Tax
Generic State Quarterly Unemployment Compensation and Wage Report
Georgia Form DOL-4N – Employer's Quarterly Tax and Wage Report
Georgia Form G-7 – Employer’s Quarterly Return For Monthly Payers and Voucher GA-V
Georgia Form G-7 – Employer’s Quarterly Return For Quarterly Payers
IL Form UI-3/40 - Employer's Contribution and Wage Report
IL Forms IL-941/IL-501 - Employer's Quarterly Withholding Income Tax Return
Instructions for Completing Employer Payroll Form WR-30
MD Forms DLLR/DUI 15/16 - Maryland Unemployment Insurance Quarterly Contribution and Employment Reports
MD MW506/MW506M - Employer's Return of Income Tax Report
MD MW508 - Annual Employer Withholding Reconciliation Return
MI Form 5080 - Sales, Use and Withholding Taxes Monthly/Quarterly Return (and Form 5095)
MI Form 5081 - Sales, Use and Withholding Taxes Annual Return
MI UIA 1028 - Employer's Quarterly Wage/Tax Report
Missouri Form MO-941 – Employer's Return of Income Taxes Withheld
Missouri Form MODES-4 – Quarterly Contribution and Wage Report
NC Web File Upload for Form NC-3
NJ-927 and WR-30 E-Filing Acknowledgement File
Nevada Form RPT3795/NEW0098 – Employer's Quarterly Contribution and Wage Report
New Jersey Form NJ-927/NJ-927-W and Form WR-30 E-Filing
New Jersey Form NJ-927/NJ-927-W/WR-30, Employer's Quarterly Report
New York Form MTA-305, Employer's Quarterly Metropolitan Commuter Transportation Mobility Tax Return
New York Form NYS-1, Return of Tax Withheld
New York Form NYS-45, Quarterly Combined Withholding, Wage Reporting and Unemployment Insurance Return
North Carolina Form NCUI-101, Employer's Quarterly Tax and Wage Report
North Carolina Withholding Forms
Payroll Deposit Records
Pennsylvania Form UC-2 – Employer's Report for Unemployment Compensation
South Carolina Form WH-1601, Withholding Tax Coupon
South Carolina Form WH-1605, SC Withholding Quarterly Tax Return
South Carolina Form WH-1606, SC Withholding Fourth Quarter/Annual Reconciliation
TN Form LB-0456/0851, Quarterly Unemployment Premium and Wage Report
Texas Forms C-3/C-4, Employer's Quarterly Report
UT Form 33H - File Upload Instructions
UT Form TC-941-E - File Upload Instructions
Utah Form 33H/33HA, Utah Employer Quarterly Wage List and Contribution Report
Utah Form TC-941-E, Utah Withholding Return
Utah Form TC-941PC, Payment Coupon for Utah Withholding Tax
VA Web Upload for Return Filing
Virginia Forms VA-5, VA-6, VA-15, VA-16
Virginia Forms VEC-FC-20/21 – Employer's Quarterly Tax Report
Washington State Form F212-055-000 - Quarterly Report for Industrial Insurance
Washington State Forms 5208A and 5208B, Employer's Quarterly Tax and Wage Detail Reports
Wisconsin Form UCT-101 and UC-7823-E, Quarterly Contribution Report and Quarterly Wage Report
Program Operation and Utilities
Add FUTA Only Adjustment
Add State UI Adjustment
Adding or editing vendors
Auto – Personal Use
Choose between entering paychecks by payee or by date
Cost of Employer Sponsored Health Coverage
Custom Payroll Journal
Customizing the Payroll Data Grid with the Options button
Entering vendor payments
Gross-up for Employer Paid FICA
Gross-up for Employer Paid FICA and CA SDI
Health Insurance Compensation for 2% Owners of S-Corps
Health Savings Account (HSA)
New Jersey Payroll Setup
Opening the Payroll Data Grid
Payroll Data Grid shortcuts
Payroll Summary Reports
Reordering the columns on the Payroll Data Grid
S Corp Paid Medical Insurance
Setting up paycheck items
Show/Hide Payee Info in Payroll Data Grid
State Roth IRA
CA Form DE 678 - Tax and Wage Adjustment
CA Form DE 9ADJ - Quarterly Contribution and Wage Adjustment Form
Form 941-X – Adjusted Employer's QUARTERLY Federal Tax Return or Claim for Refund
Form 943-X – Adjusted Employer's ANNUAL Federal Tax Return for Agricultural Employees or Claim for Refund
Form 944-X – Adjusted Employer's ANNUAL Federal Tax Return or Claim for Refund
Form 945-X – Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund
Form W-2c and W-3c
MI Form 5082, Sales, Use and Withholding Taxes Amended Annual Return
MI Form 5092, Sales, Use and Withholding Taxes Amended Monthly/Quarterly Return
New York Form NYS-45-X, Amended Quarterly Combined W/H, Wage Reporting and UI Return
W-2c Summary Reports
Can Form 941-X be e-filed?
AZ Form A1-T - Withholding Transmittal of Wage and Tax Statements
CFS Form Order Worksheet
CO Form DR 1093 - Annual Transmittal of State W-2 Forms
CO Form DR 1106 - Annual Transmittal of State 1099 Forms
CT Form CT-1096 – Connecticut Annual Summary and Transmittal of Information Returns
CT Form CT-W3 or CT-1096- CSV File Upload Instructions
DE Form W3 - Annual Withholding Reconciliation Statement (for e-file only)
DE W3 - CSV File Upload Instructions
Form 1096 - Annual Summary and Transmittal of US Information Returns
Form 1098 - Mortgage Interest Statement
Form 1098-T - Tuition Statement
Form 1099-A - Acquisition or Abandonment of Secured Property
Form 1099-B - Proceeds From Broker and Barter Exchange Transactions
Form 1099-C - Cancellation of Debt
Form 1099-DIV - Dividends and Distributions
Form 1099-INT - Interest Income
Form 1099-MISC - Miscellaneous Information
Form 1099-NEC - Nonemployee Compensation
Form 1099-PATR - Proceeds from Broker and Barter Exchange Transactions
Form 1099-R - Distributions From Pensions, etc.
Form 1099-S - Proceeds From Real Estate Transactions
Form 1099-SA - Distributions from an HSA, Archer MSA, or Medicare Advantage MSA
Form W-2 and W-3
Form W-2G - Certain Gambling Winnings
GA Form G-1003 - CSV File Upload Instructions
GA Form G-1003 – Income Statement Return
ID Form 967 -Idaho Annual Withholding Report
MO Form MO W-3 - Transmittal of Tax Statements
NJ Form NJ-W-3 - Reconciliation of Tax Withheld
North Carolina Form NC-3, Annual Withholding Reconciliation
OR Form OR-WR- Electronic Filing Instructions
Ohio IT 3, Transmittal of W-2 and 1099-R Statements
Oregon Form OR-WR – Annual Withholding Tax Reconciliation Report
PA Form REV-1667 - Annual Withholding Reconciliation Statement
PA Form REV-1667 - CSV File Upload Instructions
South Carolina Form WH-1612 – Transmittal Form for W-2s or 1099s Submitted by CD-ROM or Paper
West Virginia Form WV/IT-103 - Withholding Year End Reconciliation
Program Operation and Utilities
Create IRS Bulk TIN Matching File
Create SSN Verification Upload File
Mask an employee's SSN/TIN on printed payee statements
Printing Information Returns
Read IRS Bulk TIN Matching Results File
W-2/1099 Summary Reports
W2/1099: Transferring data between 1099-MISC form and 1099-NEC form
W2/1099 Starter Kit
Which forms/envelopes are compatible with CFS W2/1099 Software?
CA Sales Tax Preparer
Changes with Fill-N-Print
Quick Reference Guide
Add your own PDFs to a Client's Files folder
Browse or search through all Toolboxes
Client password protection
Customize how a Client's Files are listed
Filtering clients based on the selected Toolbox
Free tools inside TaxTools WorkShop
Integrated knowledge base
Managing inactive clients
Removing client password protection
Search for clients, client's files, and tools
Set automatic backup frequency
Switching products using the Toolbox pulldown
All sales/property tax products can be found in the Sales and Property Tax toolbox
Carry files over to next year
Change screen font size
Check for TaxTools WorkShop updates
Connecting to an Existing Network Database
Creating a new network database
Firm Information Screen
How do I add email addresses or usernames for other users to grant them access to TaxTools WorkShop?
Importing clients from a CSV file
Importing clients from other CFS software into TaxTools WorkShop
Importing from Lacerte
Introduction to TaxTools WorkShop
Rolling over client data
Running TaxTools WorkShop in the Windows Notification Area
Setting: Application Mode
Switching Between Single-User Mode and Network Mode
Using an email address to access a program
Automatically extend subscriptions
Buying a subscription
Network upgrades and additional users
Partial-month subscription credit
Individual Tax Planner
CA Form 100, California Corporation Franchise or Income Tax Return
CA Form 100-ES, Corporation Estimated Tax
CA Form 100S, California S Corporation Franchise or Income Tax Return
CA Form 3519 - Payment for Automatic Extension for Individuals
CA Form 3520-BE, Business Entity or Group Nonresident Power of Attorney Declaration
CA Form 3520-PIT, Individual or Fiduciary Power of Attorney Declaration
CA Form 3520-RVK, Power of Attorney Declaration Revocation
CA Form 3522 - LLC Tax Voucher
CA Form 3525 - Substitute W-2, etc...
CA Form 3533 - Change of Address for Individuals
CA Form 3533-B - Change of Address for Businesses, Exempt Organizations, Estates and Trusts
CA Form 3534 - Tax Information Authorization
CA Form 3535 - Tax Information Authorization Revocation
CA Form 3536 - Estimated Fee for LLCs
CA Form 3537 - Payment for Automatic Extension for LLCs
CA Form 3538 - Payment for Automatic Extension for LPs, LLPs, and REMICs
CA Form 3539 - Payment for Automatic Extension for Corporations and Exempt Organizations
CA Form 3563 - Payment for Automatic Extension for Fiduciaries
CA Form 3840 - California Like-Kind Exchanges
CA Form 540-ES, Estimated Tax For Individuals
CA Form 541-ES, Estimated Tax For Fiduciaries
CA Form 565, Partnership Return of Income
CA Form 568, Limited Liability Company Return of Income
CA Form 593 - Real Estate Withholding Statement
CA Form 8454 - e-file Opt-Out Record for Individuals
CA Form DE 999A, Offer in Compromise Application
Form 656, Offer in Compromise
"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
Mapped drives aren't visible
TaxTools WorkShop freezes on startup
Troubleshooting internet connectivity
User Account Control (UAC) message: "Do you want to allow this app to make changes to your device?"
View and send error logs
"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..."
"This client is currently locked by another user. Access is denied."
"Unable to open infobase"
After installation the desktop shortcut icon is wrong or missing
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
Component Not Registered or Component Missing error
Data Directory Invalid error
Error 1004: Error Accessing Database
Error 105: The transmission was unsuccessful
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 3265, item not found in this collection
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
- State Tax Items
- Other Tax Items
- Tax Setup Screen
Updated by Greg Hatfield
- State Tax Items
- Other Tax Items
- Tax Setup Screen
A list of Tax Items pertaining to an employer is shown on the Payroll Setup tab on the Edit Employer/Payer Information screen, which can be accessed by clicking the Edit Client button directly above the Client List on the main screen. The first six taxes listed: Federal Income Tax, Social Security Tax, Medicare Tax, Federal Unemployment Tax, State Income Tax, and State Unemployment Tax, are program provided tax items and cannot be deleted from the list or edited.
Social Security and Medicare are both employee and employer taxes. Calculation of these taxes is controlled by the program. Federal Unemployment (FUTA) is an employer tax and is controlled by the program.
State Unemployment (SUI) is an employer tax. The user must enter the employer's state and state ID numbers, the state's maximum UI wages, and the employer's state UI rate for each quarter on the State Setup tab. The rate and maximum UI wage limit are used to calculate the SUI liability on state forms and reports.
Federal Income Tax and State Income Tax are only program calculated in Live Payroll. In After-The-Fact Payroll, the amount of tax must be entered manually on each employee paycheck.
Custom user created taxes can be differentiated from the program provided taxes by the light yellow shading on the Payroll Setup tab used to identify those user created Payroll Items. The title bar of the Tax Items screen also specifies whether the item is program provided or user created.
State Tax Items
In addition to the six tax items listed above, the program provides tax items specific to each of the states currently supported for state forms. When the user adds a Payroll State to the State Setup tab, tax items applicable to that state will be added to the Tax Item list on the Payroll Setup tab. These items can be edited or deleted by the user. CAUTION: Editing or deleting program provided state tax items may lead to incorrect calculations. However, that being said, there are circumstances that require the user to edit the tax item. For example, New Jersey has four separate additional tax items. NJ DI and NJ UI/WF/HC are worker taxes. The rates for these two taxes are mandated by state law and normally would not be changed by the user unless the rate changed during the year. However, the two employer taxes added, NJ DI and NJ WF/HC, must be edited by the user to enter the rates specific to that employer.
Other Tax Items
Other Tax items may be added, edited, or deleted using the appropriate button below the Tax Items list. To delete a tax, click to highlight the item in the list and click the Delete button below the list. Note that the program will not delete items if paycheck data already exists for that item. The user must manually delete all paycheck data specific to that item, including tax amount and subject wage amount (see the Options button above the Payroll grid to display the wage columns).
To edit a tax, click to highlight the item in the list and click the Edit button below the list.
The user may wish to add a tax item applicable to a state not supported by the program. To add a tax item, click the Add button below the list. A description of each field on the Tax Setup screen is below.
Tax Setup Screen
When adding a tax item, the user may choose from a dropdown list of program provided state tax items or type the name of a new tax item. Note: the "Local Income Tax" item is reserved for calculating local taxes using a rate schedule. When editing an existing tax item, the dropdown list is not available but the Full Name may be edited.
The abbreviated name entered here will display on the Payroll grid and Payroll Journal reports.
The tax may be paid by the employee or the employer. Taxes paid by the employee appear as an item in the Payroll grid for deduction from the paycheck. Employer taxes appear on the State Summary Report, Payroll Deduction Worksheet, and, in some cases, on state forms, as a liability for the employer.
Both a taxing state and tax type (W/H or UI) must be selected. When the taxing state is specified, the program will calculate the employer liability only for reports pertaining to that state. The state that an employee's wages are taxed for income tax or withholding (W/H) purposes, and the state that the wages are taxed for unemployment (UI) purposes, must be specified separately on the Employee Information screen. A tax setup for NY as the UI state, for example, would only affect paychecks saved for employees whose UI taxing state was NY.
This determines how the amount of tax will be entered on the Payroll grid.
Percentage – The program will calculate the tax automatically based on the subject wages, Quarterly Rates (%), and Maximum Wages. Rates for each quarter must be entered. The rate specific to the date of the paycheck will be used to calculate the tax. Once the maximum year-to-date subject wages has been reached, the tax is no longer applicable and the amount will be zero (or blank in the Payroll grid). If the maximum wages is left blank, then there is no limit. If the rate is left blank, then the tax will not be calculated.
Percentage (weekly wage cap) – The program will calculate the tax automatically based on the subject wages, Quarterly Rates (%), and Maximum Wages. Rates for each quarter must be entered. The rate specific to the date of the paycheck will be used to calculate the tax. The Maximum Wages field is the weekly wage cap amount. For Live Payroll users who have entered a payroll period for the employee, the cap amount is adjusted to reflect the payroll period. For example, for a check based on a weekly payroll period, the tax would be capped at the entered Quarterly Rate times the Maximum Wages (cap amount). However, for a check based on a biweekly payroll period, the tax would be capped at twice that amount. If the user doesn't enter a payroll period on the withholding tab for the employee, or the user has After-the-Fact Payroll instead of Live Payroll, then the tax on each check would be capped at the amount entered in the Maximum Wages field. If the Maximum Wages field is left blank, then there is no limit. If the rate is left blank, then the tax will not be calculated.
Amount Per Hour Worked – The program will calculate the tax automatically based on the hours worked for the income items checked as subject to the tax, as entered on the paycheck, and the Amount/Hour. The amount per hour must be entered in dollars and cents. If the rate is left blank, then the tax will not be calculated.
Amount Per Total Hours – This calculation is similar to the Amount Per Hour Worked but also includes hours for all income items regardless of whether they are checked or not.
Fixed – The program will enter the same fixed Deduction Amount for the tax for each paycheck entered as long as at least one income item is entered that is subject to the tax. If a Maximum Amount is entered, then once the total year-to-date amount of tax equals the maximum, it will no longer be calculated.
Variable – The program does not calculate the tax. The user must enter the amount on each paycheck.
Rate Schedule – Users should not select this calculation method. Only the program provided "Local Income Tax", "New York City", and "Yonkers" have the Rate Schedule as the calculation method. If the user has the Live Payroll option, the program will calculate the tax using a withholding rate schedule. After-the-Fact Payroll users must enter the amount of tax manually in the grid.
Total on Form W-2
The user may use this to specify in which box on Form W-2, if any, to summarize the tax amount. Choices include box 12, box 14 (other), or box 19 (local).
Box 12 Code
If the tax amount is being summarized on Form W-2 in box 12, this box determines what code to select next the tax amount on the form.
If the tax amount is being summarized on Form W-2 in box 14 or 19, a description must be entered to accompany the amount (if box 14) or the name of the locality (if box 19). Due to space limitations on the form, the description must be short.
Incomes Subject to the Tax
A list of all income items currently set up for this employer is displayed. The user can determine which income items are subject to the tax by checking the box next to the income item. For example: a non-payroll income item would not generally be subject to a tax. Program provided income items are checked appropriately automatically for each program provided tax. For user added taxes, be sure to check the correct income items.
Deductions Exempt from the Tax
A list of all deduction items currently set up for this employer is displayed. The user can determine which deduction items are exempt from the tax by checking the box next to the deduction item. For example: a 401(k) deduction would be exempt from CA SDI. Program provided deduction items are checked appropriately automatically for each program provided tax. For user added taxes, be sure to check the correct deduction items.
It is the interaction between subject income items and exempt deduction items that determine the total income or wages that is subject to a tax. The calculated amount of wages that is subject to a tax is entered in the wage column for that tax. To display the wages columns and view or manually edit the wages subject to a tax item, see the Options button on the Payroll grid.
Click the OK button to save a new tax item or to save changes made to an existing tax item.
Click the Cancel button to exit the screen without saving any changes.
See also Payroll Items.