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…
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…
MD Forms DLLR/DUI 15/16 - Maryland Unemployment Insurance Quarterly Contribution and Employment Reports
This form must be filed electronically. CFS supports electronically filing the UI reports online by creating a wage file to upload to the state website. See the Online Filing Support menu in the form…
New Jersey Form NJ-927/NJ-927-W/WR-30, Employer's Quarterly Report
Electronic Filing is Mandated Starting 1st Quarter 2009 Effective with the first quarter 2009, ALL employers must file and pay Forms NJ-927 and WR-30 electronically. There are two methods of electron…
S Corp Paid Medical Insurance
An income item is provided by the program for S Corp Paid Medical Insurance. To add this item for an employer, go to the Payroll Setup tab on the Edit Employer/Payer Information screen. Under the Inc…
Lacerte Client List
Import 2017 Lacerte Client List Note: Importing clients from Lacerte is currently suspended due to database encryption by Lacerte. This utility may be used by owners of the Lacerte 2017 program (eith…
BSO changes login procedure and users must re-authenticate
The SSA's Business Services Online (BSO) changed to ID.me to authenticate users starting in 2023. Existing credentials will not work. Users must login with ID.me and many will need to request BSO's S…
IRS migrates e-Services login to ID.me
The IRS has migrated their E-services behind ID.me. The IRS is now using their trusted technology provider, ID.me, for almost all their online Sign-ins/Logins. Most IRS applications and many other go…
Licensed software is stuck in demo mode
Problem. I purchased CFS software but it appears to running as a demo. <IMG> How can I fix this? Solution. Does the software use a License Code or MyCFS Login for registration? For more information s…
Copy Employee/Recipient to Another Client
This option allows the user to copy employees/recipients and their data from one client to another. S elect the Client you want to copy files from on your Client list, so that it is highlighted in bl…
Printing Information Returns
The Print Forms Screen displays when the user selects PRINT W-2/1099 from the module list on the Module Library screen in the W-2/1099 Information Returns program. The same screen is displayed when t…
Income Items
A list of Income 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 ab…
FL Form RT-6 Electronic Filing Error Codes
This is a list of error codes that may found in an electronic filing acknowledgement file. Error Category Error Code Error Message Error Comments Validation E07 Agent/Employer field not valid The age…
Check Printing Supplies
Paper supply and hardware requirement information for printing checks is listed below. Printing on Blank Check Stock When printing on blank check stock only one supply of blank checks is required. Al…
How Do I ... ?
General. Customize, sort, or filter the Client List Delete Employees/Recipients Duplicate a Client Client List Options Delete Employees/Recipients Copy Current Client Client List Options Delete Emplo…
