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CFS SuppliesIn this issue:

  • 2015 Software Releases
  • Financial Planning Tools and Schedule D Tools
  • Tips for Ordering Online
  • Prior Year Tax Forms
  • Information Return Deadlines

2015 Software Releases
Most 2015 CFS programs have now been released. (For two exceptions, see Financial Planning Tools and Schedule D Tools, below.) If you paid for CD shipping, by now you will have received a CD containing initial releases of your 2015 programs.

But why buy your software on CD? Most of our customers have discovered how easy it is to eliminate the cost of shipping (and in some cases sales tax) by downloading software from our web site. You get your software sooner, too; you can download and install it the day it is released. To download CFS software:

  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 table 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.

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 generally released in March; Schedule D Tools is generally released in late April or early 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.

Schedule D ToolsRemember...

  • Financial Planning Tools 2015 will be released in March. When the program expires on May 31, 2016, 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 2015 will be released in late April or early May. It will allow you to enter transactions through June 30th of 2016 and generate reports for 2015 and previous tax years. A Realized Gains Report can be printed for the first six months of 2016.

Tips for Ordering Online
Our online store is the easiest and most efficient way of ordering software, forms, and supplies. Here are a few tips to ensure that your online orders go smoothly:

  1. Use your MyCFS account. You don't need a MyCFS account to order at our online store; it's possible to order as a "guest." However, doing so may slow your order down and prevent you from receiving renewal discounts. If you have a MyCFS account, use it. If you don't have an account, it's easy to create one. If you've forgotten your password, call CFS Customer Service and we'll reset it for you.

  2. Order tax forms for the current tax year. Our online store is the most efficient way to order your tax forms, as long as you are ordering forms for the current tax year (2014). (It is possible to order prior year forms by fax. See Prior Year Tax Forms, below.)

  3. Unless absolutely necessary, don't add "Special Instructions." On the "Payment Information" screen, there is a field for "Special Instructions." If you put a note in this field, your order will automatically be placed on hold, because someone has to read your note before the order can be processed. For instance, if you add a note that says, "Please rush," ironically, your order will take longer.

  4. Enter the expiration date for your credit card in the correct format (MM/YY). A leading zero is required for single-digit months.

Prior Year Tax Forms
CFS has a limited stock of prior year forms as far back as 1994. To order forms from a prior tax year, download a forms order sheet from our website, fill it out, and fax it to us at 805-522-0187. Make sure you indicate on the order sheet what year forms you are ordering. If you are ordering forms for more than one year, fill out a separate order sheet for each year.

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 generally the end of February. (Because February 28th falls on a Saturday, this year's deadline is March 2nd.) However, did you know that you have until March 31st 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.

Note: To e-file information returns, you must have an Employer Identification Number (EIN). If you don't have an EIN, you can obtain one by filing Form SS-4. Also:

  • To e-file Forms W-2 via Social Security Business Services Online, you must have a User ID, which can be obtained by calling the Social Security Administration at 1-800-772-6270.

  • To e-file Forms 1099 via IRS FIRE System, you must have a TCC number, which can be obtained by filing Form 4419.

Both Form SS-4 (Application for Employer Identification Number) and Form 4419 (Application for Filing Information Returns Electronically) are included in Payroll System, as are links to the Social Security and IRS web sites. For more information on e-filing information returns, see the instructional videos, How to eFile 1099s and How to eFile W2s, posted on our Instructional Videos page.

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