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In this issue:

    LivePayroll
  • 2015 Software Releases
  • Initial Release or Update?
  • There's Still Time to Order Forms
  • Have You Updated Your Payroll System License Code?
  • Fraudulent ACH Activity
  • Tax Season Humor

2015 Software Releases
The following 2015 CFS programs have been released:

  • CA 571 Preparer
  • Payroll System (941/940, LivePayroll, Payroll Corrector)
  • Quick Reference Guide
  • Small Business Tools
  • Tax Corresponder
  • TaxTools
  • W4 Calculator

If you paid for CD shipping, you may have already received a CD containing the above programs. If not, it's easy to download the programs from our web site:

  1. At our website, click on Download Software .

  2. Enter your customer ID and zip code, then click the "Go to download page" button.

  3. Download and install your software, following the instructions at the top of the page. Note the yellow box beneath the instructions, which contains your license code(s). You can copy the license code from here and paste it into the program when you install it.

Initial Release or Update?
This time of year, we send out lots of e-mails notifying customers of both initial releases and updates. Initial releases require a download and install of the full program file, whereas updates only require a smaller update file. Update files cannot be installed unless the program has previously been installed.

If you receive a notification e-mail from us, be sure to note whether it is an initial release notice ("DOWNLOAD AVAILABLE") or an update notice ("PROGRAM UPDATE"). If it is an update notice, make sure you have installed the program before installing the update. All update notice e-mails include instructions on performing a full program install and a link to download the full program file.

There's Still Time to Order Forms
W2/1099 E-file Add-onFebruary 28th falls on a Saturday this year, which means you have until Monday, March 2nd, to file your information return Copy A's. If you haven't ordered forms yet or need to order more, the quickest way is at our online store. Or, if you prefer, you can download an order form in PDF format from our web site, fill it out, and fax it to us at (805) 522-0187.

For additional information on filing W2s and 1099s, see our instructional video, Year-end Forms Filing Tips for W-2s and 1099s. We have also posted videos to help you e-file W-2s and 1099s, import data from QuickBooks, and use many other features of CFS programs. Click here for a complete list of instructional videos.

Have You Updated Your Payroll System License Code?
This time of year, we receive many calls from frustrated W2/1099 Payroll System users who cannot access the program, simply because they have not updated their license code. Remember-your license code is based on your firm name, address, and the programs you have purchased. If, like many of our customers, you purchased W2/1099 Payroll System at the end of the year, months after you purchased your other CFS programs, the license code you received when you purchased those other programs will not work for W2/1099 Payroll System. You must use the new license code you received when you purchased W2/1099 Payroll System.

You can look up your license code online using your MyCFS account. It is also displayed beneath the instructions when you download software from our Download CFS Software page. To change your license code in the program:

  1. Open CFS Payroll System.
  2. Click on the "File" drop-down menu at the upper left corner of the screen.
  3. Click on "Firm Information..."
  4. Enter your new license code in the "License Code" field.
  5. Click "OK."

Fraudulent ACH Activity
As we mentioned in the November e-news, we recently added direct deposit capability to LivePayroll. NatPay, the company that handles direct deposit for our customers, has alerted us about "a group of criminals who have been moving from one Professional Payroll Processor to another in an attempt to defraud them by making ACH payrolls against stolen bank accounts." NatPay urges all payroll processors to protect themselves by:

  • Not taking new accounts without meeting the customer.
  • Being suspicious if a new customer is rushing you to perform direct deposits.
  • Being suspicious if all the pay amounts are even, or if the names are similar.
  • Being suspicious if the bank accounts for the employees are over 10 digits long.
  • Being suspicious if all of the employees use the same bank.

For more information, see the bulletin on NatPay's website, and feel free to call NatPay's Operations department at 813-222-0333 with questions or concerns.

Tax Season Humor
"Worried about an IRS audit? Avoid what's called a red flag. That's something the IRS always looks for. For example, say you have some money left in your bank account after paying taxes. That's a red flag." - Jay Leno

Happy New Year and Tax Season!

CFS Customer Service

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