Purchasing

Adding an item to your shopping cart

Adding an item to your shopping cart. It is always best to log in to your MyCFS account when ordering online. Logging into your MyCFS account: makes the renewing process easier for you. increases the…

Michael Toney
Updated by Michael Toney

Can I be invoiced or billed for my order? Can I pay by check?

We do not bill or invoice. Payment in the entire amount is due at the time an order is placed and cannot be deferred to a later date. Payment methods accepted when placing an order are: Debit Card. C…

Eric
Updated by Eric

Can I have my programs delivered on CD?

Due to a lack in demand, CFS is discontinuing CDs as a delivery option for our software. To install to an offline computer without a CD, see Downloading the installer to a USB flash drive to transfer…

Eric
Updated by Eric

Can I order prior year tax forms?

We try to keep tax forms in stock for a year. For example, if 2022 is the current year for tax forms, we might still have stock for 2021 forms. How to place an order for prior year forms. Please note…

Eric
Updated by Eric

Do I need to renew every year?

CFS Tax Software programs must be updated regularly to conform to government requirements and specifications. When you purchase a CFS program, you purchase that program year. Therefore, any updates f…

Michael Toney
Updated by Michael Toney

How are shipping costs for forms, folders and envelopes calculated?

CFS ships most items via UPS. We pass the cost for shipping along to the customer. The cost for shipping is mostly determined by the weight of the parcel and the distance it has to be transported. Th…

Michael Toney
Updated by Michael Toney

How do I manage my payment, billing, or credit card info?

If you have selected to automatically renew your subscriptions, by default we will charge the last credit card we have on file. If you'd like to change the card we use for your automatic renewal, ple…

Eric
Updated by Eric

How do I pay by check?

If you need to pay by check, you must still go through the online order process. When it asks for the payment type, select Check. This will take you to an order recap page which you can print out and…

Eric
Updated by Eric

How do I view my order history?

Go to taxtools.com and click Existing Customer Portal.. To view your order history, log into your MyCFS account. Open the MyCFS menu on the green menu bar (top middle). Click on Order History. See li…

Michael Toney
Updated by Michael Toney

Requesting sample tax supplies

Go to www.taxtools.com and click Existing Customer Portal.. Navigate to the Tax Return Supplies webpage. Click the Request Samples button.. Enter the appropriate data on the upper portion of the Tax…

Michael Toney
Updated by Michael Toney

Starter Kits Discontinued

A starter kit was a sampling of W-2/1099 tax forms and envelopes. Because of more restrictive IRS e-file mandates , starter kits are now discontinued due to the anticipated diminished need for W-2 an…

Michael Toney
Updated by Michael Toney

Tax Supplies minimum quantity is 150 units (checks is 500)

The minimum number of units of Tax Return Folders and Envelopes is changed to 150. After 150, they are sold in quantities of 300 (300, 600, 900, etc.). Shipping these orders will be more economical w…

Eric
Updated by Eric

What shipping options are available to Alaska and Hawaii customers?

USPS Priority, UPS 2nd Day and UPS Next Day How do I request USPS Priority as the shipping method when ordering online? Our website only lists UPS 2nd Day and UPS Next Day as an option for orders goi…

Eric
Updated by Eric

When am I supposed to renew?

You may renew when you want to. There are several renewal options. "Early renewal seasons" Spring (April 15th - May 31st) - best discounts for renewing next year's products early. Summer (June 1st -…

Michael Toney
Updated by Michael Toney

When will my order be shipped?

When will my forms and tax return folders or envelope supplies ship? Please note that forms for the upcoming tax year are shipped during summer or fall every year. Items are generally shipped within…

Eric
Updated by Eric

Where's my receipt?

After an order is processed, we email a receipt to the email address provided when the order was placed, as well as any other email addresses we have on your account. Still can't locate your receipt?…

Angelynn Prejeant
Updated by Angelynn Prejeant

Why can't I order forms and envelopes over the phone?

We are happy to take your software order over the phone, but we ask that orders for forms and envelopes be submitted in writing. Tax forms orders can be complex and confusing. We want to be sure we s…

Updated

Why can't I send CFS a fax?

Like most other tax software vendor companies, CFS no longer receives incoming faxes. We disconnected our fax because faxing is an old technology and, as such, is much more susceptible to failure tha…

Michael Toney
Updated by Michael Toney

Why didn’t you tell me to renew my programs?

We did! Or at least we tried to. CFS mails reminders to customers to renew in April. We send multiple email reminders from mid-April through December, including an emailed renewal notice in July and…

Updated

Why does CFS no longer send renewal packets?

Prior to 2019, we sent customers a renewal packet in the spring, summer, and fall, containing a renewal form, a catalog, a newsletter, and a business reply envelope. In 2018, the Supreme Court determ…

Updated

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