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CFS SuppliesIn this issue:

  • 2014 Software Releases
  • New in TaxTools 2014: Two Modules to Simplify Retirement Planning
  • Release Dates for Financial Planning Tools and Schedule D Tools
  • Information Return Deadlines

2014 Software Releases
Most 2014 CFS programs have now been released. (For two exceptions, see Release Dates for Financial Planning Tools and Schedule D Tools, below.) If you purchased your software on CD, you should have already received a CD containing initial releases of the 2014 programs. If not, downloading your programs from our web site is as easy as 1-2-3:

  1. Go to and select Download Software from the Downloads menu.

  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.

New in TaxTools 2014: Two Modules to Simplify Retirement Planning
TaxToolsIf you haven't yet made up your mind to renew TaxTools for 2014, maybe this will help you decide: two new modules to help your clients maximize Social Security and other retirement benefits.

The Social Security Optimization module selects the optimum ages to start benefits for singles and married couples. It also uses advanced claiming techniques to optimize lifetime benefits for married couples. The Retirement Income Withdrawal Planner helps to optimize the order of annual retirement withdrawals from taxable, tax-deferred, and tax free accounts. Lifetime withdrawal plans are determined in conjunction with optimized social security benefit start ages and annually calculated federal and state taxes.

Both of the above modules are included in TaxTools 2014—along with hundreds of other invaluable calculators, flowcharts, forms, and worksheets, and a powerful five-year/five-scenario tax planner. Click here for more information or to order.

Release Dates for Financial Planning Tools and Schedule D Tools
Financial Planning Tools and Schedule D Tools sometimes cause confusion because, unlike most of our other programs, they are not released at the beginning of the calendar year. Financial Planning Tools is released in mid-March, and Schedule D Tools is generally released the first week of May. Also, both of these programs are licensed for one year and will expire unless they are renewed. It is important to keep these facts in mind when ordering, so that you order the version of the program that you need.


  • Financial Planning Tools 2014 will be released in March 2014. When the program expires on May 31, 2015, you will no longer be able to enter new data. You will, however, be able to view and print data that has already been entered.

  • Schedule D Tools 2014 will be released in May 2014. It will allow you to enter transactions through June 30th of 2015 and generate reports for 2014 and previous tax years. A Realized Gains Report can be printed for the first six months of 2015.

Information Return Deadlines
W2/1099 E-file Add-onAs you probably know, the deadline for filing information returns by mail to Social Security and the IRS is the end of this month. However, did you know that you have until the end of March to e-file your W-2s and 1099s?

You can save time—as well as paper, ink, and postage—by e-filing your W-2s and 1099s with W-2/1099 Payroll System plus the E-file Add-on. The E-file Add-on allows you to quickly and easily submit data from W2/1099 Payroll System to Social Security, the IRS, and many participating states, via the Internet.

If you have already purchased W2/1099 Payroll System and the E-file Add-on and you need assistance with e-filing, see the instructional videos, How to eFile 1099s and How to eFile W2s, posted on our Instructional Videos page.

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