2014 Review of CFS Sales Tax Software

Best Fit: Accounting professionals responsible for preparing sales tax returns for small- and medium-sized businesses with multiple locations in California or New York. 


  • The user interface is easy to navigate and understand.
  • Unlike a traditional forms application, which creates only the requested forms, the CFS CA and CFS NY Sales Tax Preparer applications will create the paper required to assemble a client copy of a return including invoices, cover letters, mailing labels, and envelopes.
  • The solution allows the firm to store its information, as well as data from multiple preparers and multiple clients, to reduce the time required to complete a return.  Renewing subscribers can import data from the prior year’s CFS Sales Tax Preparer application just as one would when using an income tax preparation application.
  • Data can be electronically submitted from within the application to the California Board of Equalization.

Potential Limitations:

  • The company’s sales tax applications are principally designed to help users comply with the requirements of New York and California.  CFS does not offer compliance solutions targeted at the other 48 US states or any US territories.
  • New York requires users to enter their sales tax returns on a secure website, and it does not support direct transmission of returns from within the application.
  • The applications do not integrate with any popular accounting or point-of-sale applications such as QuickBooks or Sage 50 (Peachtree).

CFS Tax Software’s CA Sales Tax Preparer and NY Sales Tax Preparer applications are full-featured standalone tools for preparing New York and California sales tax returns for multiple clients. 

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