Getting Started

Change screen font size

To change the screen font size in TaxTools WorkShop : On the menu bar of the main screen, click Tools > Options.. On the General tab, click Font Size and choose the desired value.. Click OK.

Eric
Updated 4 months ago by Eric

Connecting to an Existing Network Database

To connect the software to an existing network client database follow these steps. If your account is not licensed for the network version, the program will alert you and you can purchase the license…

Christopher H
Updated 6 months ago by Christopher H

Creating a new network database

To create a new database in a shared network location follow the steps below. If your account is not licensed for the network version, the program will alert you and you can purchase the license(s) o…

Christopher H
Updated 6 months ago by Christopher H

Firm Information Screen

Firm/License Information Screen The user's Firm/License Information can be entered on the Firm Information Screen. This screen is displayed when the program is first run. The user must enter the Firm…

Jake Forster
Updated 6 months ago by Jake Forster

How do I add email addresses or usernames for other users to grant them access to TaxTools WorkShop?

TaxTools WorkShop is accessed using an email address as a username , but it is not necessary for one user to grant access to other users. Other users can simply install TaxTools WorkShop , launch it,…

Eric
Updated 4 months ago by Eric

Importing clients from a CSV file

Click Utilities > Import > Import from Other Software > Import Clients from CSV from the menu bar. The Open dialog appears. Navigate to the location of the CSV file, select it, and click Open. The Im…

Eric
Updated 3 months ago by Eric

Importing clients from other CFS software into TaxTools WorkShop

The two methods below are combined into one Import method as of v0.48.14.50 When TaxTools WorkShop is first installed and launched, it will attempt to find clients in your other programs and automati…

Eric
Updated 1 week ago by Eric

Importing from Lacerte

Importing directly from Lacerte is currently available in a single-user installation (i.e. not on a network). However, clients can be imported using the CSV import if you first export your Lacerte cl…

Eric
Updated 3 months ago by Eric

Installation Instructions

When installing software you must have administrator rights. Single-User Installation. To install software on a stand-alone personal computer follow these steps: Download the software installer from…

Eric
Updated 6 months ago by Eric

Introduction to TaxTools WorkShop

Download. Download TaxTools WorkShop Installation instructions What is TaxTools WorkShop ? You might be familiar with our programs' interface—your clients and their saved files are listed on the top…

Eric
Updated 2 weeks ago by Eric

Rolling over client data

After clients are imported from a prior-year CFS program, TaxTools WorkShop will automatically attempt to "roll over" their data—that is, the work you've saved for the client (the worksheets, forms,…

Eric
Updated 4 months ago by Eric

Running TaxTools WorkShop in the Windows Notification Area

When TaxTools WorkShop is closed by clicking the X in the upper right-hand corner of the window, it will be minimized to the Notification Area in Windows and "sleep" in the background. To open the pr…

Eric
Updated 3 months ago by Eric

Setting: Application Mode

Customers who have purchased a Network License can switch the software between Single-User mode and Network mode. When the software is running in Network mode, client data can be stored on a network…

Christopher H
Updated 6 months ago by Christopher H

Switching Between Single-User Mode and Network Mode

Customers who have purchased a Network License can switch the software between Single-User mode and Network mode. When the software is running in Network mode, client data can be stored on a network…

Christopher H
Updated 6 months ago by Christopher H

Using an email address to access a program

To help prevent piracy, a CFS program uses either one of two methods to determine that it has been licensed so that the full version of the program can be unlocked. This article discusses using the E…

Eric
Updated 4 months ago by Eric

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