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In this issue:

    W2/1099 E-file Add-on
  • 2014 Software Releases
  • Initial Release or Update?
  • It's not too late to order red forms!
  • Have you updated your license code for 2013 Payroll System?
  • Tax Season Humor

2014 Software Releases
The following 2014 CFS programs have been released:

  • CA 571 Preparer
  • Payroll System (941/940, LivePayroll, Payroll Corrector)
  • Quick Reference Guide
  • Small Business Tools
  • Tax Corresponder
  • TaxTools
  • W4 Calculator

If you paid for CD shipping, you may have already received a CD containing the above programs. If not, it's easy to download the programs from our web site:

  1. At our website, click on Download Software.

  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 code from here and paste it into the program when you install it.

Initial Release or Update?
This time of year, we send out lots of e-mails notifying customers of both initial releases and updates. Initial releases require a download and install of the full program file, whereas updates only require a smaller update file. Update files cannot be installed unless the program has previously been installed.

If you receive a notification e-mail from us, be sure to note whether it is an initial release notice ("DOWNLOAD AVAILABLE") or an update notice ("PROGRAM UPDATE"). If it is an update notice, make sure you have installed the program before installing the update. All update notice e-mails include instructions on performing a full program install and a link to download the full program file.

It's not too late to order forms!
Remember—the deadline for paper filing of information return Copy A's is February 28th. We still have plenty of forms in stock. If you haven't ordered yet or you need to order more, the quickest way is at our online store. Or, if you prefer, you can download an order form in PDF format from our web site, fill it out, and fax it to us at (805) 522-0187.

For additional information on filing W2s and 1099s, see our instructional video, Year-end Forms Filing Tips for W-2s and 1099s. We have also posted videos to help you e-file W-2s and 1099s, import data from QuickBooks, and use other features of CFS programs. Click here for a complete list of instructional videos.

Have you updated your license code for 2013 Payroll System?
This time of year, we receive many calls from frustrated W2/1099 Payroll System users who cannot access the program, simply because they have not updated their license code. Remember—your license code is based on your firm name, address, and the programs you have purchased. If, like many of our customers, you purchased W2/1099 Payroll System at the end of the year, months after you purchased your other CFS programs, the license code you received when you purchased those other programs will not work for W2/1099 Payroll System. You must use the new license code you received when you purchased W2/1099 Payroll System.

You can look up your license code online using your MyCFS account. It is also displayed beneath the instructions when you download software from our Download CFS Software page. To change your license code in the program:

  1. Open CFS Payroll System.
  2. Click on the "File" drop-down menu at the upper left corner of the screen.
  3. Click on "Firm Information..."
  4. Enter your new license code in the "License Code" field.
  5. Click "OK."

Tax Season Humor
A couple of weeks after hearing a sermon on Psalms 51:2-4 (knowing my own hidden secrets) and Psalms 52:3-4 (lies and deceit), a man wrote the following letter to the IRS:

I have been unable to sleep, knowing that I have cheated on my income tax. I understated my taxable income, and have enclosed a check for $150.00.


P.S. If I still can't sleep, I will send the rest.

Happy New Year and Tax Season!

CFS Customer Service

2-for-1 Specials

CA Sales Tax Preparer '13 & '14. . . . $119

NY Sales Tax Preparer '13 & '14. . . $84.50

Financial Planning Tools '13 & '14 . . $550

Please contact us if you would like to discontinue this free monthly service.

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