#Cfs taxtools pdf
All returns prepared can also be saved as a PDF in the application, providing users with the ability to print and mail forms if necessary.ĬFS regularly updates their products, with releases done each quarter. The packet is saved in the client folder for future reference. One of the more useful features in the CA and NY Sales Tax Preparer applications is the ability to create a completed packet for each client, with the packet including a cover letter, a client invoice, and copies of all completed sales tax returns. A module library is displayed at the bottom of the screen, offering a list of forms accessible in the application. Even though it’s outdated, the interface offers easy system navigation, with users able to click on one of the tabs at the top of the screen to add, edit, or delete a client, view or print a client list, and access a client folder from the main screen. In addition to the sales tax preparer applications, CFS offers payroll, W2/1099 form processing, and TaxTools for robust tax management.ĬFS contains an outdated user interface that is fairly similar in both the California Sales Tax Preparer and the New York Sales Tax Preparer applications, and electronic filing is only available in the California application. CFS Tax Software has been described as the first application that offers electronic filing of California sales tax returns, including the ability to pay taxes electronically. offers sales tax software for accounting firms that need to calculate, print, and file sales tax returns for clients in California and/or New York.
From the 2020 reviews of sales tax compliance systems.ĬFS Tax Software Inc.
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