Getting Started

All sales/property tax products can be found in the Sales and Property Tax toolbox

CFS offers four sales/property tax products: CA Sales Tax Preparer. CA 571 Preparer. NY Sales Tax Preparer. MD Personal Property. Previously, these products were separately listed in the Toolbox Sele…

Eric
Updated by Eric

Carry files over to next year

This function is equivalent to "Import From Prior Year" from past CFS programs. TaxTools WorkShop contains multiple CFS products (called Toolboxes ), including multiple years of the same product (e.g…

Eric
Updated by Eric

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 by Eric

Check for TaxTools WorkShop updates

TaxTools WorkShop content silently updates in the background. However, occasionally a full program update is necessary and a prompt will automatically appear when an update is available. To manually…

Eric
Updated 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 by Christopher H

Copy Data Between Single User and Network

A locally stored database of TaxTools WorkShop on a PC's internal hard drive can be copied to a network database, or from a network database to a locally stored database. Copy Single User Data to Net…

Daniel Strachan
Updated by Daniel Strachan

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 by Christopher H

Deleting Clients

You can remove clients from your Client List in TaxTools WorkShop by deleting them. Choose the client(s) you want to delete by highlighting them in your Client List , the top left section of the prog…

Daniel Strachan
Updated by Daniel Strachan

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…

Updated

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 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 by Eric

Importing clients from other CFS software into TaxTools WorkShop

When TaxTools WorkShop is first installed and launched, it will attempt to find clients in your other programs and automatically import them (you can then delete any clients you don't want to carry o…

Eric
Updated 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 by Eric

Importing from older programs

TaxTools WorkShop by default imports clients from CFS software as old as 2021. See Importing clients from other CFS software into TaxTools WorkShop. To import from a year of CFS software older than 2…

Daniel Strachan
Updated by Daniel Strachan

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 by Eric

Introduction to TaxTools WorkShop

Download. Download Page 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 half of the s…

Eric
Updated by Eric

Peforming a manual backup

You can backup your data in TaxTools WorkShop to rescue your clients and files in case of an emergency or to import to other computers and networks. To automatically backup files, see Setting automat…

Daniel Strachan
Updated by Daniel Strachan

Restoring from a .clad file

You can restore data from a backup in TaxTools WorkShop to rescue your clients and files in case of an emergency, or to import to other computers and networks. To backup a file, see Performing a manu…

Daniel Strachan
Updated by Daniel Strachan

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 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 by Eric

Sorting and filtering by Client Code

Click Tools > Options from the navigation bar.. The Options dialog box will be set to General on the left. Click the drop-down that says Client Name next to Sort By.. Click Client Code.. Click OK. Th…

Daniel Strachan
Updated by Daniel Strachan

Switching Between Single-User Mode and Network Mode

From the main menu click Tools > Options. In General > Application Mode then choose Single-User or Network. Single-user : client data is stored on the local computer. Network : client data is stored…

Eric
Updated by Eric

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 by Eric

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