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SeminarsIn this issue:

  • Please install W2/1099 now!
  • E-filing W2s/1099s for the first time?
  • PTIN Renewal Reminder
  • Don't forget to inspect your order!

Please install W2/1099 now!
January is a busy month for our customers. It is also a busy month for everyone here at CFS, including our technical support department. For that reason, if you have purchased the 2013 version of W2/1099 Payroll System 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 have previously purchased and installed the 2013 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.

If you ordered W2/1099 on CD, you have probably received it. It may be sitting on your desk, buried under a stack of mail. If you renewed before May 31st, it will be in the same package as your free forms starter kit. 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.

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.

Note: If you will be e-filing information returns for the first time, see the following article.

E-filing W2s/1099s for the first time?
W2/1099 E-file Add-onIf you are going to be using W2/1099 Payroll System and the 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:

  • an EIN (file Form SS-4) and
  • a User ID (call SSA at 1-800-772-6270)

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.

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.

PTIN Renewal Reminder
Last month, the IRS posted a news release reminding tax return preparers that all Preparer Tax Identification Numbers (PTINs) expire on December 31st, and that they should renew theirs "as soon as possible to avoid a last minute rush." You can renew your PTIN online at www.irs.gov/ptin. For more information, see IR-2013-85.

Don't forget to inspect your order!
When you receive an order of tax forms or supplies from us, please make sure that 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.

CFS Customer Service

2-for-1 Specials

TaxTools '13 & '14 . . . . . . . . . . $199

Financial Planning Tools '13 & '14 . . $550

CA Sales Tax Preparer '13 & '14. . . . $119

CA 571 Preparer '13 & '14. . . . . . . $ 99

MD Personal Property '13 & '14 . . . . $179

Quick Reference Guide '13 & '14. . . . $ 39

Tax Corresponder '13 & '14 . . . . . . $ 49

W4 Calculator '13 & '14. . . . . . . . $ 89

Please contact us if you would like to discontinue this free monthly service.

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