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Software Installation Instructions
TaxTools WorkShop
(Includes CA 571 Preparer, Forms Library, NY Sales Tax Preparer, Schedule D Tools, Small Business Tools, Tax Corresponder, TaxTools, W4 Calculator)
General Notes
  • To install programs on Windows 7, 8, 10 or 11 systems, you must have administrator rights.
Single-User Installation
  1. Download the software installer from the CFS website: Download Page
  2. When the download is complete, run the software installer and follow onscreen prompts to complete the installation.
  3. Launch the program and log in using your MyCFS email address and CFS customer ID.
  4. During the initial launch, you will be prompted for your firm information. Note that firm information entered here will appear on printouts generated by the software. IMPORTANT: Firm information entered must match CFS records. To look up your firm information on the CFS website please log into your MyCFS Account.
Network Installation
Workstation Installation
IMPORTANT: The network server’s shared folder should have read, write, modify, and execute permissions for the users.
  1. On the workstation, perform the Single-User (Stand-Alone) Installation listed above.
  2. Launch the program and log in using your MyCFS email address and CFS customer ID.
  3. Go to the Tools > Options > General menu option and change the Application Mode from Single User to Network.
    Note: If a network license has not been purchased, the program will be fixed to the Single User mode.
  4. TaxTools WorkShop uses a folder named "Tt" to store data files and other program files on the network. Other network workstations may also connect to the folder or the mapped drive containing this "Tt" folder so program data can be shared among users.
    • If a "Tt" (for TaxTools WorkShop) folder has not yet been created on the network: Select [Create a new database] at the top and browse to then select a location on a mapped network drive to create a new "Tt" folder in.
    • If a "Tt" (for TaxTools WorkShop) folder already exists on the network: Browse to then select the "Tt" folder's location on a mapped network drive.
  5. After the network path has been set, the program will close. Restart the program to begin using the software.
  6. Repeat steps 1-5 for any additional workstations that need access to the program on the network.
For the vast majority of network installations the Workstation Installation procedure listed above is all that is needed to allow multiple network computers to share the program data on a mapped network drive. If the program files are required to be installed too then shared from the network server's C: drive, follow the installation instructions given here.
Importing Client Data
  1. In the program, go to the Utilities > Import > Import Clients from TaxTools menu option. (or CA 571 Preparer, NY Sales Tax Preparer, Schedule D Tools, Small Business Tools, Tax Corresponder, W4 Calculator)
  2. The program will try to find the data folder for the prior year’s version of the software. If it does not appear automatically navigate to the data folder of the prior year’s version of the software.
  3. Select the file called CLIENT22.DBF (or other years) then click Open.
  4. Choose the clients to import. Mark "Import preparers" as desired. To select multiple rows CTRL-CLICK the desired rows; use CTRL-A to select all rows.
  5. Click OK, then follow the prompts to complete the import process.