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In this issue:

  • There's Still Time to Save
  • New Payroll System Utilities
  • CFS Tip: "Tips and Tricks..."

There's Still Time to Save
Don't worry if you missed the May 31st deadline for spring renewal discounts. If you renew your CFS software by August 31st, you will still receive:

  • $5 off every program renewed early;
  • 20% off the first-time purchase of additional software or network upgrades; and
  • 15% off forms, envelopes, folders, and checks.

Click here to renew online.

W2/1099New Payroll System Utilities
The latest update of Payroll System adds three new utilities that can assist you in validating SSNs and TINs prior to filing payroll and/or information returns, thus avoiding potential errors:

Create SSN Verification Upload File... creates a file to upload to SSA SSN Verification Service, allowing the user to validate employee SSN/name pairs before filing payroll returns and/or W-2s. The user must sign up for the service on the SSA Business Services Online (BSO) website. The service uses the same login used by W-2 e-filers; however, it is a separate service that they must activate after logging in.
Create IRS Bulk TIN Matching File... creates a file to submit to the IRS to validate TIN/name pairs of contractors (1099 recipients) before filing 1099s. Users must sign up for the service on the IRS e-Services website. (Note: this is a separate application from the one used for 941 e-filing.)
Read IRS Bulk TIN Matching Results File... reads and summarizes the TIN matching results file downloaded from IRS e-Services.

If you have updated to the latest version of Payroll System, the above utilities are available from the Utilities menu. For more information, see the Payroll System Help file.

CFS TipCFS Tip: "Tips and Tricks..."
A "Tips and Tricks..." item has been added to the Help menu in the latest updates of TaxTools and Small Business Tools. Clicking on it will display a short list of hints to help you get the most out of the program.

"Tips and Tricks" are organized into the following categories:

  • Client List
  • Module Library
  • Client Folder
  • Module Menus
  • Tax Planner

Make sure you have updated to the latest versions of TaxTools and Small Business Tools so you have access to this new feature.

CFS Customer Service

2-for-1 Specials

TaxTools '19 & '20

Financial Planning Tools '19 & '20

Quick Reference Guide '19 & '20

CA 571 Preparer '19 & '20

MD Personal Property '19 & '20






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