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In this issue:

  • Install W2/1099 Now
  • E-filing W2s/1099s for the First Time?
  • E-file 1099 Extensions with E-File Add-On
  • It's Time to Renew Your PTIN
  • Don't Forget to Inspect Your Order

Install W2/1099 Now
If you have purchased the 2016 version of W2/1099 and have not yet downloaded the program, we urge you to do so now, so that we can help you resolve any issues you may have before tax season begins. Make sure the program is installed on the computer you will be using in January, and print a few test forms using the printer you will be using then.

If you ordered W2/1099 on CD, you should have already received it; the CDs were mailed in September. It may be sitting on your desk, buried under a stack of mail. If you didn't order the program on CD (or can't find it under that stack of mail), it's easy to download it from our web site.

If you have previously purchased and installed the 2016 version of LivePayroll or 941/940, you do not need to install W2/1099. Just make sure you have installed the latest Payroll System update by selecting "Update from the Web" from the "Internet Options" menu, and make sure you are using the current license code by checking it against your MyCFS account.

For tips on using the program, including detailed instructions on how to obtain and update your license code, see the Year-end Forms Filing Tips for W-2s and 1099s video on our Instructional Videos page. If you plan on using the E-File Add-On, there are also Instructional Videos explaining the e-file process for W2s and 1099s. If you will be e-filing information returns for the first time, see the following article.

Note: Keep in mind that the filing deadline for all Forms W-2 and for Forms 1099-MISC reporting non-employee compensation is now January 31st.

E-filing W2s/1099s for the First Time?
If you are going to be using W2/1099 and W2/1099 E-File Add-On to e-file W2s and/or 1099s for the first time, there are several requirements you need to be aware of:

Before e-filing Forms W-2 via Social Security's Business Services Online, you must have:

Before e-filing Forms 1099 via the IRS FIRE System, you must have:

  • an EIN (file Form SS-4) and
  • a TCC number (file Form 4419)

Note: You must apply for a TCC number at least 45 days before you plan to file. Passwords for both Social Security and IRS web sites must be changed at least every 90 days to keep them from expiring. Keep in mind that the filing deadline for Forms W-2 and Forms 1099-MISC reporting non-employee compensation is now January 31st.

Forms SS-4 and 4419 are included in Payroll System, as are links to the Social Security and IRS web sites. See the Payroll System Help file and Instructional Videos for more information.

E-file 1099 Extensions with E-File Add-On
W2/1099 E-File Add-OnStarting this year, you can use W2/1099 E-File Add-On to electronically file Form 8809, Application for Extension of Time to File Information Returns, if you are requesting an extension for Forms 1099. The 2016 E-File Add-On produces a Form 8809 file formatted to IRS specifications, which can be uploaded via the FIRE system.

Note: There are no automatic extension requests for Form W-2. Requests cannot be filed electronically. Extension requests for filing Forms W-2 with the SSA must be made using paper Form 8809 and signed by the filer/transmitter or a person who is duly authorized to sign a return. Keep in mind that the filing deadline for all Forms W-2 and for Forms 1099-MISC reporting non-employee compensation is now January 31st.

It's Time to Renew Your PTIN
Last month the IRS announced that it is accepting PTIN renewals and new registrations. All current PTINs will expire December 31, 2016.

Anyone who prepares or helps prepare any federal tax return, or claim for refund, for compensation must have a valid PTIN from the IRS. The PTIN must be used as the identifying number on returns prepared.

We ask that you renew your PTIN as soon as possible to avoid a last-minute rush, said Carol A. Campbell, Director, IRS Return Preparer Office. Its easy to let this slip as the holiday season approaches.
For those who have a 2016 PTIN, the renewal process only takes a few moments online. The renewal fee is $50. If you cannot remember your user ID and password, there are online tools to assist you. Preparers can get started at If you are registering for the first time, the PTIN application fee is $50.00 and the process may also be completed online.

For more information, see IR-2016-142.

Don't Forget to Inspect Your Order
When you receive an order of tax forms or supplies from us, please make sure you inspect it immediately. Verify that we sent the correct items, and that there is nothing you forgot to order. Keep in mind that items may be damaged in transit.

Damages or discrepancies must be reported within 14 days of receiving your order. Our supplies return policy covers you for 30 days, but tax forms cannot be returned for refund after December 15th.

Happy Thanksgiving!

CFS Customer Service

2-for-1 Specials

TaxTools '16 & '17

Financial Planning Tools '16 & '17

Quick Reference Guide '16 & '17

CA 571 Preparer '16 & '17

MD Personal Property '16 & '17

W4 Calculator '16 & '17

CA Sales Tax Preparer '16 & '17

Tax Corresponder '16 & '17









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