Fuel Your CFS Tax Tools
With Precision Data
The CFS W-4 Calculator and Tax Planner are the industry standard for accuracy. But they are only as good as the inputs. Fin Pods AI extracts exact YTD figures from client paystubs, eliminating the manual data entry bottleneck.
Stop Squinting at Paystubs
CFS Tax Tools allows you to perform complex mid-year withholding analyses and multi-year projections. But to use it, you need current year data.
Usually, this means asking the client for a PDF, opening it on a second monitor, and manually typing numbers into the CFS grid—hoping you didn't transpose a digit or miss a "Supplemental Bonus" line item.
Fin Pods AI automates the intake and extraction. We hand you the numbers you need to fill the CFS modules in seconds.
The Modern Tax Workflow
How to combine Fin Pods AI with CFS Tax Tools.
Request via Vault
Send the client a secure upload link. They upload their most recent paystub or brokerage statement directly to your encrypted Vault.
Extract Variables
Fin Pods identifies the Pay Frequency, YTD Gross, Federal Withholding, and Pre-Tax Deductions automatically.
Input into CFS
Open the CFS W-4 Calculator. Copy the verified data points from Fin Pods. Run your report with 100% confidence in the inputs.
Designed for Technical Planners
We know you aren't just estimating. You are calculating down to the penny for Estimated Tax Payments (1040-ES) and Safe Harbor rules.
Deduction Mapping
Paystubs often hide deductions. We split out Section 125 (Medical), 401(k), and HSA contributions so you know exactly what is reducing the taxable wage base.
Bonus Regularization
Fin Pods flags "Supplemental Pay" on paystubs. This ensures you don't accidentally project a one-time bonus as recurring salary in the CFS Tax Planner.
Analysis Output
Precision Tools Deserve Precision Data
Stop manually typing data into your tax software. Use Fin Pods AI to digitize the paper trail.
*Fin Pods AI is an independent Public Benefit Corporation and is not affiliated with, endorsed by, or sponsored by CFS Tax Software, Inc. The trademarks CFS Tax Tools and TaxTools are the property of their respective owners. Fin Pods AI provides data extraction services that facilitate the manual entry of accurate data into third-party utility software.