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Custom FoldersIn this issue:

  • Are you well supplied?
  • March 31 is the deadline for e-filing information returns!
  • Financial Planning Tools, NY Sales Tax Preparer Released
  • Do we have your current address?

Are you well supplied?
Do you have all the folders, envelopes and other tax return supplies you need? If not, you can find what you need at CFS. Our supplies are competitively priced, and we carry a wide variety of styles and colors. Visit our online store at

March 31 is the deadline for e-filing information returns!
Although your paper Forms W-2 and 1099 were due to be filed by the end of February, you still have until March 31st to e-file, using our W2/1099 E-file Add-on. The W2/1099 E-file Add-on allows you to electronically submit W-2 and 1099 data directly to Social Security, the IRS, and many participating states.

For more information or to purchase the W2/1099 E-file Add-on, click the following link:

For online videos to assist you with e-filing, see our Instructional Videos page:

Financial Planning Tools, NY Sales Tax Preparer Released
The 2011 versions of Financial Planning Tools and NY Sales Tax Preparer have just been released. Other 2011 programs that have been released are:

  • CA 571 Preparer
  • CA Sales Tax Preparer
  • MD Personal Property
  • Payroll System (941/940 and LivePayroll)
  • Quick Reference Guide
  • Small Business Tools
  • Tax Corresponder
  • TaxTools
  • W4 Calculator

If you purchased CD service, you will be shipped a CD containing the programs you purchased. If you didn't purchase CD service—or you don't wish to wait for your CD—you can install the programs immediately by downloading them from our web site:

  1. Go to

  2. Enter your customer ID and zip code, then click the "Go to download page" button.

  3. Download and install your software, following the instructions at the top of the page. Note the yellow box beneath the instructions, which contains your license code(s). You can copy the license license code from here and paste it into the program when you install it.

We notify you by e-mail when programs and updates are available for download. You can also keep informed by checking the "News and Updates" section on our home page,

Do we have your current address?
It's almost time for renewal notices to go out, and, if past years are any indication, we can expect a good many of them to come back to us because of incorrect addresses. Often, this is the only way we find out that a customer has moved.

It's easy to notify us of a change of address. You can fax the change to us at 805-522-0187 or e-mail it to However, the easiest way to inform us of a change is online. Log in to your MyCFS account and select "Name/Address Change," or click on the following link:

Don't let an incorrect address keep you from receiving your software and supplies on time or prevent you from getting a discount!

CFS Customer Service

If you would like to discontinue this free monthly service, contact us at