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Renew your CFS software and supplies by May 31st for the biggest savings of the year!Not a subscriber? Click here to sign up!

In this issue:

  • CFS Is Open for Business!
  • Have You Received Your Renewal Postcard?
  • New Form 1099-NEC
  • 30% Off + 2-for-1 = 2 x Savings!

CFS Is Open for Business!
We are open at our full 8am-5pm (Pacific Time), Monday-Friday schedule and are fully staffed. Due to the COVID-19 pandemic, many employees are working remotely for the time being, but we are continuing to process orders and provide support for our software.

At times it may be necessary for callers to leave a message, but we will promptly return your call. Please include your customer number in your message and note that our return call might come from an unrecognized number or appear as "blocked" on your caller ID. We know that you, too, are affected by the outbreak and so CFS will not raise any product prices this year. As always, if you renew by May 31st, you'll also get $10 off each program and 20% off supplies.

Have You Received Your Renewal Postcard?
In the fall of 2018, due to complexities caused by new "Wayfair" sales tax laws, we began sending reminder postcards instead of the renewal packets we previously mailed to customers three times a year. (See September 2018 e-news.) You may have already received this spring's renewal reminder postcard, pictured below.

Spring Renewal Postcard

Note that, due to space limitations, some renewal items may not be listed; the postcard is meant as a reminder to check your complete renewal notice online at Once you're there, it's easy to renew: simply add the items you wish to purchase to your cart and proceed to the checkout; sales tax and shipping will be calculated for you.

If you prefer not to order online, you can still call us or print out an order form from our website. However you decide to renew, be sure to do so by May 31, 2020, for the best savings of the year:

  • $10 off every program you renew early;
  • 20% off forms, envelopes, folders, and checks;
  • 30% off any first-time software purchase; and
  • Free Forms Starter Kit when you renew W2/1099!

Also, please note that we have not raised our prices. All of our software and paper products are priced exactly the same as they were last year!

New Form 1099-NEC
This year the IRS introduced a new information return, Form 1099-NEC, for reporting nonemployee compensation:

The PATH Act, P.L. 114-113, Div. Q, sec. 201, accelerated the due date for filing Form 1099 that includes nonemployee compensation (NEC) from February 28 to January 31 and eliminated the automatic 30-day extension for forms that include NEC. Beginning with tax year 2020, use Form 1099-NEC to report nonemployee compensation. (Instructions for Forms 1099-MISC and 1099-NEC.)

If you ordered 1099-MISC forms from us last year, your reminder postcard and online renewal notice will show that quantity for the quantity of 1099-NEC forms you should order this year. If you previously used Form 1099-MISC for reporting income other than nonemployee compensation, you will need to adjust the quantity accordingly, and also order Form 1099-MISC.

30% Off + 2-for-1 = 2 x Savings!
30% off first-time software purchasesWhen you renew next year's CFS products by May 31st, you can save 30% on any first-time software purchase. When that first-time purchase is one of the following 2-for-1 specials, you can double your savings!

TaxTools integrates a client database with a module library that includes a comprehensive 5-year or 5-scenario Federal/State Tax Planner programmed with the latest federal and state tax data, plus over 300 forms, flowcharts, calculators, and worksheets—including a new Qualified Business Income Deduction calculator!

If you've never had TaxTools, renew by May 31st and get both the 2020 and 2021 programs for $199 - 30% = $139.30! Add network upgrades for both years for $175 - 30% = $122.50!

Financial Planning Tools uses the same client database/module library interface as TaxTools and other CFS programs, but with modules geared towards the financial planner/advisor. It includes a comprehensive Financial Planner, as well as our Federal/State Tax Planner and over 100 forms, flowcharts, calculators, and worksheets.

If you've never had Financial Planning Tools, renew by May 31st and get both the 2020 and 2021 programs for $550 - 30% = $385! Add network upgrades for both years for $100 - 30% = $70!

Quick Reference Guide is a searchable digital tax guide that puts the latest—as well as historical—tax data at your finger tips. You can annotate Quick Reference Guide with bookmarks, highlighting, and notes; with the network version, you can share your annotations with other users on the network.

If you've never had Quick Reference Guide, renew by May 31st and get both the 2020 and 2021 programs for $39 - 30% = $27.30! Add network upgrades for both years for $50 - 30% = $35!

CFS Customer Service

2-for-1 Specials

TaxTools '20 & '21

Financial Planning Tools '20 & '21

Quick Reference Guide '20 & '21




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