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🔍 What This Guide Covers This guide explains how to reset the Admin Password for a 2017 Install Tax Software when your account is locked or you forgot your password. ⚠️ Before You Begin You will need to be able to log into the Sure Fire website to retrieve the information required for the password reset (such as Client ID, EFIN, and Registration Code). 📊 Step-by-Step Guide Step 1: Trigger the Password Reset Prompt Use this when you need to access the admin password reset flow. For resetting the admin in the 2017 software, when your account is locked or you forgot your password, you will want to login in with the wrong information 4 times. On the 5th try you will get a prompt that should look like this. Simply click yes and it will take you to the next screen. Step 2: Open the Admin Password Reset Screen Use this to reach the screen where you will enter reset information. After clicking yes, you will be prompted with the admin password reset screen which will look like this. Step 3: Retrieve Reset Information from the Sure Fire Website (If Needed) Use this if you are unsure of the information or simply don’t have it. If you are unsure of this information or simply don't have it, login to the Sure Fire website at http://surefiretaxsoftware.com to get the information needed for reset. Step 4: Find Your Client ID, EFIN, and Registration Code Use this to locate the exact values required for the reset. Once logged in you should be at the "dashboard". On this screen, on the top click on where it says Products > My Products then you will see your information needed for the password reset. Such as the Client ID, EFIN, and Registration Code. Step 5: Enter the Information and Reset Use this to submit the reset request. Once you get all of your information, type it into the password reset and hit enter.  If you can't click the Reset Password button, try clicking into the Client ID box, this sometimes happens if you copy 'n paste the registration code. Step 6: Log In and Change Your Password Use this to complete the password change. Then you will go back to the main screen and simply click LOGIN without entering a password and you will be prompted to change your password. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Access Violation when Microsoft Edge is open This article shares two things you can do to resolve the Access Violation issue when Microsoft Edge is open. ⚠️ Before You Begin Try the options below. If one doesn’t work, move to the next. 🛠️ Step-by-Step Guide Step 1: Switch your default web browser Use this when you want to avoid the issue by changing browsers. Download and install Google Chrome, and then make it your default web browser. Step 2: Run the program as Administrator Use this when you need to run the program with elevated permissions. You can right click on the icon then go under Compatibility Tab and check the box for Run as Administrator, then hit Apply.  Then run the program and it won't happen anymore 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to: Change user permissions under the ADMIN username Unlock or reset passwords for user accounts ⚠️ Before You Begin You will need: Access to the ADMIN username Computer with SureFire Tax Software installed 📊 Step-by-Step Guide Step 1: Login under ADMIN and navigate to Setup Options Access Setup Assistant via Utility/Tools. Login with the ADMIN username, then go to Tools > Utility/Setup Options. Step 2: Open Setup Assistant Locate Setup Assistant in Utility window. On the Utility Window, select Setup > Setup Assistant. Step 3: Find Users and Groups Scroll down the left pane to locate user management. On the Setup Assistant, look for Users and Groups on the left side. Step 4: Edit user account Select user and modify password, unlock, or permissions. Find the username you want to change, highlight it, then click view/edit. From this screen, you can change the password, unlock the account, or update permissions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides instructions on how to manage your tax returns within SureFire, specifically how to: Delete - Remove unwanted returns from the system. Move/Copy - Transfer returns between users or packages. Rename - Update the return name for better organization. ⚠️ Before You Begin To see or manage returns for a specific user, you must be logged in as that user or as the ADMIN. 📊 Step-by-Step Guide Step 1: Open Utility/Setup Access the administrative tools of the software. Go to the Tools menu and select Utility/Setup. Step 2: Open Return Explorer The Return Explorer is the central hub for managing return files. Once in Utility/Setup, go to File and select Return Explorer. Step 3: Select Returns Choose the returns you want to modify. In the Return Explorer window, you can change the package on the bottom left corner where it says [Show]. Then, select the returns you want to use on the right-hand side. 💡 Pro Tip Standard Windows multi-select (Shift+Click or Ctrl+Click) is enabled in this window for selecting multiple returns at once. Step 4: Perform Action Select the final action to be performed on the selected returns. On the bottom left of the window, select the action you wish to perform (Delete, Move, Copy, or Rename). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Error (235) - Check Printing Control File Missing This guide explains how to fix error (235) which occurs when SureFire cannot find the required check printing control files. ❌ Error Details Error Message: "(235) Current check printing control file is not installed. Please reinstall the current year SureFire software." What it means: The check printing control files (.dll files) are either missing, corrupted, or not properly registered on your computer. When it occurs: When you try to print checks using SureFire. 📋 How to Fix Error (235) Step 1: Open Control Panel Access your system's Program Files settings. Click the Windows Start button Type "Control Panel" in the search box Click "Control Panel" to open it Step 2: Find SureFire Installation Locate the SureFire software in the Programs list. In Control Panel, find "Programs" or "Programs and Features" (name varies by Windows version) Look for "SureFire" or "TaxWise" in the installed programs list Click on it to select it Step 3: Select Repair Run the repair process to restore the missing files. With SureFire selected, look for a "Repair" or "Change" button Some Windows versions show "Repair" as a separate button Others require clicking "Change" first, then selecting "Repair" Click the "Repair" button Follow the on-screen prompts to complete the repair The repair process will: Restore any missing files Re-register the DLL files Reconfigure the check printing controls Step 4: Restart SureFire Complete the process by restarting the software. After the repair completes, close Control Panel Close SureFire completely if it's running Restart SureFire Try printing a check again ✅ What the Repair Does The repair process: Re-registers all check printing DLL control files Restores missing or corrupted files from the installation source Reconfigures settings related to check printing Does NOT delete your tax returns or client data ⚠️ If the Repair Doesn't Work If you still see error (235) after the repair: Run Windows Update to ensure your system has the latest patches Try restarting your computer and running the repair again Make sure you have administrator privileges to run the repair Check that your SureFire installation is not corrupted (reinstall if needed) 📞 Still Need Help? If the repair process doesn't resolve the issue, our support team can help: Phone: 1-800-516-9442 Or submit a support ticket

❌ Error Code R000-904-03 - Software ID Testing Failed This guide explains how to resolve the IRS reject error R000-904-03, which occurs when the Software ID in the return header has not passed IRS testing for the tax year and form being filed. ❌ Error Details Error Code: R000-904-03 Error Message: "Software ID in the Return Header must have passed testing for the form family and TaxYr." What it means: The IRS rejected your Form 1040 e-file because the SureFire software ID hasn't been tested and approved by the IRS for this specific tax year and form. Common cause: This usually happens when you're using an older or corrupted Form 1040 module that hasn't been re-registered with the IRS system. ⚠️ Before You Begin You will need: Administrator access to your computer Internet access to download software updates About 15-20 minutes to complete the process The backup of your current return (just in case) 📋 How to Fix Error R000-904-03 Step 1: Locate the Form Files Find and delete the corrupted 1040 form schema files. Open "This PC" or "My Computer" on your computer Navigate to the drive where SureFire is installed (usually C:) Navigate to the folder: UTS16\Control\Mef\Schema Replace "16" with your tax year if different (e.g., UTS23 for 2023) Path should look like: C:\UTS16\Control\Mef\Schema In the Schema folder, find these two files: 1040.mefsf 1040.mefsm Step 2: Delete the Corrupted Files Remove the old Form 1040 schema files to force a refresh. Right-click on "1040.mefsf" Select "Delete" Right-click on "1040.mefsm" Select "Delete" Confirm the deletion when prompted Here's what the files look like: Step 3: Uninstall the 1040 Module Remove the 1040 form module from your SureFire installation. Close SureFire completely if it's running Open Windows Control Panel Go to "Programs" or "Programs and Features" Find "SureFire" or "TaxWise" in the list Click on it and look for an "Uninstall" or "Repair" option For detailed instructions on uninstalling modules, see: How to uninstall a module in SureFire Select the 1040 module and uninstall it Wait for the uninstall to complete Step 4: Download and Reinstall the 1040 Module Install a fresh copy of the 1040 module with the latest IRS-tested version. In SureFire, go to Communications menu Click "Get Program Updates" or "Download Module Updates" For detailed instructions, see: How to download updates through the Tax Software Select the 1040 module to install Follow the installation prompts Restart SureFire when the installation completes Step 5: Re-file the Return Create a new e-file with the updated 1040 module. In SureFire, open the affected tax return Review the return to ensure all information is correct Create a new e-file (File > Create E-File or similar option in your version) Review the e-file data to ensure accuracy Transmit the e-file to the IRS The IRS should now accept it with the updated Software ID ✅ What This Fixes By deleting the old schema files and reinstalling the 1040 module: You'll get the latest IRS-approved Software ID for 1040 forms The e-file will now be properly registered with the IRS system Your return will pass the IRS testing validation Future submissions won't have this Software ID issue ⚠️ If the Error Persists If you still get error R000-904-03 after these steps: Check that you deleted the correct files (1040.mefsf and 1040.mefsm) Verify you downloaded the latest version of the 1040 module Try restarting your computer and SureFire Make sure your internet connection is stable when downloading updates Contact SureFire support for additional troubleshooting 📞 Still Need Help? If you need help fixing this error or understanding these steps, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🖨️ How to Print Proof of Return Submission Print a proof document showing that you submitted a return to the IRS. This is useful for your records and client documentation. 📋 Steps to Print Proof Step 1: Open the Return Access the return you want to document. In SureFire, open the tax return Step 2: Access Return Status Navigate to the return status section. Click Tools menu Click Return Status Step 3: Print Print the proof document. Click Print Choose your printer Click OK to print ✅ What You'll Get The printed document shows: Return submission date and time Confirmation of filing status E-file acceptance information 📞 Still Need Help? Contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide shows you how to:Add new state packages to your tax software (Part 1)Download updates for your installed software (Part 2)⚠️ Before You BeginYou will need your Client ID and password to add states.Do not know your Client ID?Log into https://surefiretaxsoftware.comClick on Billing/ProductsYour Client ID will be displayed thereForgot your password? Use the "Forgot Password" option. Your username is always: admin🗺️ Part 1: How to Add State Packages to Your SoftwareUse these steps when you need to add a new state to your tax software package.Step 1: Go to the TaxWise Support PortalOpen your web browser and go to: http://support.taxwise.comStep 2: Click on Product UpdatesFind and click on "Product Updates" under the Preparer Solutions section.Step 3: Log In With Your CredentialsEnter your:Client IDUsername (usually "admin")PasswordStep 4: Click "State Updates"Look in the upper-right corner and click the "State Updates" link.Step 5: Click "Add a State"Step 6: Click "Add states to my package"Step 7: Select Your StatesCheck the boxes next to the states you want to add, then click to confirm.Step 8: Download the Updates in Your Software❗ IMPORTANT: After adding states on the website, you MUST download the updates in your software. Wait about 10 minutes, then follow Part 2 below.📥 Part 2: How to Download Updates in Your SoftwareUse these steps anytime you need to get the latest program, state, federal, or business updates.Step 1: Open the Communications MenuIn SureFire Tax Software, click on "Communications" in the menu bar at the top.Step 2: Get Program UpdatesClick on "Get Program Updates"Step 3: Get Module UpdatesClick on "Get Program Module Updates"✅ You must do BOTH steps! Program Updates AND Module Updates are required to get all the latest forms and features.📞 Still Need Help?If you are having trouble adding states or downloading updates, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔧 What is a Rename Reinstall?A Rename Reinstall is a troubleshooting procedure that can fix many software installation problems without losing your tax return data.Use this when:The software will not open or crashes on startupYou are getting strange errorsThe program is not working correctly after a Windows updateSupport has asked you to do a rename reinstall⚠️ Before You BeginImportant: These steps must be done on the main/server computer where:All the tax return data is storedThe software was originally installedUnderstanding "XX" in these instructions:When you see XX, replace it with the last 2 digits of the tax year:2024 tax year = UTS242023 tax year = UTS232022 tax year = UTS22💻 Step-by-Step InstructionsStep 1: Rename the Program FolderOpen File Explorer (press Windows key + E)Navigate to your C: DriveFind the folder named UTSXX (example: UTS24 for 2024)Right-click on the folder and select RenameAdd OLD to the end (example: UTS24 becomes UTS24OLD)Step 2: Open Control PanelClick the Windows Search bar (or press Windows key)Type "Control Panel" and press EnterClick on "Programs and Features" (or "Uninstall a program")Step 3: Uninstall the SoftwareFind "Sure-Fire [Year] on C Drive" in the listClick on it to select itClick Uninstall at the topFollow the prompts to complete the uninstall💡 Note: You may be asked to restart your computer. You can restart if you want, but it is usually not required.Step 4: Rename the Folder BackGo back to your C: DriveFind the folder you renamed earlier (UTSXXOLD)Right-click and select RenameRemove OLD from the name (change it back to UTSXX)Example: UTS24OLD becomes UTS24Step 5: Run the Setup FileDouble-click to open the UTSXX folderFind and open the folder named TWTECHLook for the file named setup.exe (or just "setup")Double-click setup.exe to run itStep 6: Complete the InstallationFollow the on-screen promptsIf asked for a Workstation Number, see the box belowComplete the installation wizard💻 Workstation Number GuideSingle Computer: Use any number between 101 and 998 (example: 101)Network/Multiple Computers: Each computer needs a unique number. Make sure you do not use the same number as another workstation on your network.Tip: If you are unsure, use a random number like 333 or 555.Step 7: Restart Your ComputerAfter the installation completes, restart your computer before opening the software.✅ Done! Your software should now be fully operational. All your tax return data should still be there.⚠️ TroubleshootingCannot find the UTSXX folderThe folder may be on a different drive. Check your D: drive or other drives. You can also search for "UTS" in File Explorer.Cannot find setup.exe in TWTECH folderIf the TWTECH folder or setup.exe is missing, you may need to download a fresh copy of the installation files. Contact support for assistance.Software still not working after reinstallTry restarting your computer one more time. If the issue persists, contact support for further assistance.📞 Still Need Help?If you are having trouble with the rename reinstall, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

📚 What This Guide Covers This guide shows you how to reset Admin / Users authenticator for the Install version by resetting MFA (Multi-Factor Authentication). Remove an old/broken code from Google Authenticator first (if needed) Reset the ADMIN MFA authenticator Reset another user MFA authenticator (Admin only) 📹 Video Tutorial Available! Prefer watching a video? We have a step-by-step video guide for resetting MFA: ▶ Click here to watch: How to Reset MFA Authenticator for ADMIN 🔑 What is MFA (Multi-Factor Authentication)? MFA adds an extra layer of security to your account. When you log in, you will need to enter a 6-digit code from the Google Authenticator app on your phone in addition to your password. Common reasons you may need to reset MFA: You got a new phone and did not transfer your authenticator You accidentally deleted the code from Google Authenticator The codes are not working (usually a time sync issue) An employee left and you need to reset their account 📋 Quick Guide: Which Section Do You Need? Scenario Jump To Need to remove old/broken code from your phone first Section 1: Remove Old Code You are the ADMIN and need to reset your own MFA Section 2: Reset Admin MFA You are the ADMIN and need to reset another user MFA Section 3: Reset Other User MFA 💡 Pro Tip: Click the REMEMBER ME checkbox on the login screen and it will not ask you for the security code for 180 days. If it continues to ask you after clicking Remember Me, click here to follow the instructions to fix this 📱 Section 1: How to Remove an Old MFA Code from Google Authenticator Do this FIRST if you have an old code in your phone that no longer works. Open the Google Authenticator app on your phone Find and swipe left on the code you want to remove (Look for "TWD 2024: Admin" or "TWD 2024: [Your Username]") Tap "Remove account" when the option appears Confirm when prompted ✅ Done! Now follow Section 2 or Section 3 below to set up your new code. 👤 Section 2: How to Reset the ADMIN Authenticator Use this if YOU are the Admin and need to reset your own MFA code. On the login screen, go to the menu: File → Reset Admin Password and MFA device pairing Enter your account information when prompted: Client ID EFIN Registration Code 📍 Where to find this info: Log into https://surefiretaxsoftware.com → Click "Products" → Select your tax year ⚠️ IMPORTANT: Click the button that says "Reset Admin Device Pairing" (not "Reset Admin Password") Log into the program with your password. You will see a new QR code on screen: Open Google Authenticator on your phone and tap the + button (bottom right corner) Then tap "Scan QR Code" (Do not have Google Authenticator? Download it free from the Play Store or App Store) Point your phone camera at the QR code on screen. A new 6-digit code will appear in your app. Enter the 6-digit code from your phone into the software and click Verify ⏰ Code not working? Make sure the TIME on your phone matches the time on your computer exactly! Even being 1-2 minutes off can cause codes to fail. 👥 Section 3: How to Reset Another User Authenticator (Admin Only) Use this if you are the Admin and need to reset MFA for a preparer, guest, or other user account. Log into the software using the ADMIN username and password Go to Tools → Utility / Setup Assistant In the Utility window, click Setup → Setup Assistant On the left side, click "Groups and Users" Select the username you want to reset, then click the "Edit/View" button Check these two things at the top left of the window: Make sure "ACCOUNT LOCKED" is NOT checked Click the "RESET DEVICE" button Tell the user to log in with their username and password. They will see a new QR code: The user opens Google Authenticator on their phone, taps +, then "Scan QR Code" User scans the QR code with their phone. A new 6-digit code appears. User enters the code and clicks Verify. All set! ⏰ Code not working? Make sure the TIME on the user phone matches the time on the computer exactly! 📞 Still Need Help? If you are still having trouble after following these steps, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide walks you through the complete installation and setup process for SureFire Desktop Tax Software. You will learn how to: Enter your EFIN and registration code - Validate your license Choose installation options - New install or use prior year data Configure office and preparer information - Set up your office defaults Create user accounts - Set up administrator and guest accounts Enable carry forward - Import prior year returns ⚠️ Before You Begin You will need: Your EFIN number - Found in your SureFire account Your registration code - Provided with your software purchase Prior year data (optional) - If upgrading from a previous version Internet connection - For the download and installation process 📊 Step-by-Step Installation Step 1: Run Setup and Enter Your License Information The setup wizard will open automatically. You'll need your EFIN and registration code to proceed. Run the setup file on your computer In the first dialog, enter your EFIN number Enter your registration code in the field provided Click Validate Code Wait for the confirmation message: "You have successfully validated your registration code" Click Next to continue Step 2: Choose Your Installation Type Select whether this is a new installation or if you want to import settings from a previous year. For New Installations: On the next screen, select New Install Click Next to continue For Recurring Customers: Select Use Last Year's Configuration Data Click Load Configuration Settings Once complete, click Next Step 3: Download Additional Components The software will download necessary updates and modules. Click the Download button Wait for all components to download completely Click Next when the download is finished Step 4: Enter Office Information Fill in your office details. Only enter signature and tax help login information if you're certain it's correct. On the Office Information screen, fill in all required fields with your business details For Signature/Tax Help Login, only complete this if you are certain the information is correct If you're unsure about this information, skip it for now - you can add it later Click Next Step 5: Skip Advanced Authentication (If Unsure) If you're not certain about advanced authentication settings, skip this step for now. If you don't have authentication credentials ready, click Skip Click Next to proceed Step 6: Add Preparer Information You can add preparers here. This information can be modified later in the software if needed. On this screen, you can add preparers who will appear as default options when running the program Add the names and information for your preparers Click Next Note: These settings can be changed anytime from within the software Step 7: Review Printer Configuration These settings are typically auto-filled and don't require manual changes. Review the printer configuration screen Most settings will be pre-filled automatically Click Next to continue Step 8: Configure General Options Important: Make sure the screen reader option is disabled unless you need it for accessibility. On the General Options screen, review all settings DO NOT check the box labeled "Enable screen reader for visually impaired" unless you need it This setting is specifically for blind users and can make the interface harder to read for others Click Next Step 9: Enable Carry Forward for Prior Year Data This step imports prior year client information into the new installation. On the Carry Forward screen, click Carry Forward button Check the box labeled Save as workstation default - this helps with network installations Wait for the carry forward process to complete Click Next when finished Step 10: Complete Installation Save and close the setup wizard to launch the software. Click Save and Close to finish the installation The software will launch automatically Step 11: Create Your Administrator Password Set up your admin account with a strong password for security. When the software launches, log in without entering a password The system will prompt you to create a new password Enter your desired password and confirm it Click OK Step 12: Select Prior Year Returns (If Applicable) If you carried forward prior year data, select the returns you want to import. If you completed the carry forward step, a dialog will appear showing prior year returns Select the returns you need Click OK to import them Step 13: Set Up Guest Account Password Create a password for the guest account to allow other users limited access. Click on Guest Login Click View/Edit to configure the guest account Create a password for the guest account, just like you did for the administrator Your installation is now complete! 📞 Still Need Help? If you are having trouble with installation or setup, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔐 What is MFA and Why Do I Need It? MFA (Multi-Factor Authentication) adds an extra layer of security to protect sensitive taxpayer data. The IRS requires all tax software to use MFA to help prevent unauthorized access. Since the install version needs to work offline (without internet), we use an Authenticator app on your phone that generates a new 6-digit code every 30 seconds. 📋 What You Will Need A smartphone (iPhone or Android) Google Authenticator app (free) - Download it now: Download for Android (Google Play Store) Download for iPhone (App Store) Your computer with SureFire Tax Software installed Note: Microsoft Authenticator also works if you prefer it. 📱 Step-by-Step Setup Guide Step 1: Download the Authenticator App If you have not already, download Google Authenticator on your phone: Android: Open the Play Store, search for "Google Authenticator", and tap Install iPhone: Open the App Store, search for "Google Authenticator", and tap Get Step 2: Log Into SureFire Tax Software Open the program and log in with your username and password. You will see a "Protect Your Account" screen with a QR code: Step 3: Open Google Authenticator and Add an Account Open the Google Authenticator app on your phone Tap the + button (usually in the bottom right corner) Select "Scan a QR code" Step 4: Scan the QR Code Point your phone camera at the QR code on your computer screen The app will automatically recognize it and add a new entry You will see a new code appear labeled something like "TWD 2024: Admin" 💡 Good to Know: The 6-digit code changes every 30 seconds. This is normal and makes your account more secure! Step 5: Click Continue in the Software After scanning the QR code, click the Continue button in SureFire Tax Software: Step 6: Enter the 6-Digit Code Look at your phone and find the current 6-digit code Type this code into the software Check the "Remember Me" box if you do not want to enter a code for the next 180 days Click Verify ✅ Success! You are now logged in and your account is protected with MFA! ⚠️ Troubleshooting "Invalid Code" Error If your code is not working, check these things: Time sync issue: Make sure the time on your phone matches the time on your computer exactly. Even being 1-2 minutes off can cause codes to fail. Code expired: The code changes every 30 seconds. Make sure you are entering the current code shown in the app. Wrong account: If you have multiple codes in your authenticator, make sure you are using the one for SureFire/TWD. Lost Your Phone or Authenticator Code? If you need to reset your MFA, see our guide: How to Reset Admin/Users Authenticator 📞 Still Need Help? If you are having trouble setting up MFA, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

Introduction This article explains how to restore client returns from UTS folders to a new computer using Tax Software. Prerequisites Ensure Tax Software is installed and updated for each UTS folder version before proceeding. First download and install the Tax Software for each of the UTS folders (For example for UTS12 install 2012 Tax Software on new computer, for UTS13 install 2013 Tax Software etc..) Once you fully installed the software on the new computer, make sure to fully update the software by doing Communications > Get Program Updates and Communications > Get Module Updates You will then need to copy and override the "Users" folder from each of the old UTS folder's (that has the tax data) into the New UTS folder that is on the new computer. *Note - Before moving any further make sure you have created Usernames for each Username that was created in the other UTS versions your copying the data from.  For example, in the old UTS/USERS folder, if you had a folder named 'John' then in the new Tax Software for that year, you need to create that Username so that when you repair the database, the returns will populate. Once you have done this, inside the UTS folder you will see a file called "dbrepair" you need to run this file and check the box "populate DB from returns." Troubleshooting If you encounter any issues during the restoration process, verify that all usernames are correctly created and that the UTS folders are properly copied. Still Need Help? Contact Support at 1-800-516-9442 or submit a support ticket for assistance.

📚 What This Guide Covers This guide shows you how to set up tax form defaults in the SureFire software. This allows you to pre-fill common information and set default pricing for your returns. Access - Navigating to the Tax Form Defaults editor Price Sheet - Setting default fees for returns 8879 Details - Adding EFIN and ERO information to all returns automatically ⚠️ Before You Begin You must log in using the Admin username to edit defaults. Changes made here will apply to all new returns created under the specified user group. 📊 Step-by-Step Guide Step 1: Log in as Admin Sign in with the admin username to access global settings. Step 2: Access Tax Form Defaults Go to Tools > Edit Tax Form Defaults. Step 3: Select Tax Form The screen background will turn yellow to indicate you are in the editor. Pick the appropriate tax form and click OK. Step 4: Confirm Prompt Click OK on the confirmation prompt. Step 5: Add Form In the top left of the return, click "Add Form / Display Form List." Step 6: Search for Price Sheet Type "price" in the search box to find the Price Sheet, then double-click it to open. Step 7: Set Default Pricing Enter the default fees for each return type (e.g., $100 for 1040). These fees will apply automatically to returns. 💡 Note: Pricing can still be adjusted on a per-return basis if needed for employees or family. Step 8: Edit Form 8879 Open the "Add Form" list again and select Form 8879. Step 9: Add EFIN Enter your EFIN in the designated field. Step 10: Add ERO Information Fill in the ERO information at the bottom of the screen to save time on future returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Acknowledgment Processing Error This guide explains how to resolve the "Unable to process selected acknowledgments" error when acknowledgments don't match returns in your SureFire database. ❌ Error Message "Unable to process selected acknowledgments. Database record was not found for the selected acknowledgment(s). Acknowledgment will remain available until database record is received." What it means: The IRS/state sent back an acknowledgment for a return that doesn't exist in your SureFire database. 📋 Why This Happens Common Causes This error occurs in a few specific situations. Multi-computer setup: You e-filed on Computer A, but the acknowledgment arrived on Computer B where the return doesn't exist Deleted return: You filed a return, then deleted it from SureFire before the acknowledgment came back Corrupted acknowledgment: The acknowledgment file is unreadable or damaged Sync issue: The databases on different computers aren't synchronized 📋 How to Fix This Error Step 1: Understand the Problem Unfortunately, you cannot determine which SSN/name the acknowledgment belongs to from the error message alone. The only solution is to delete the orphaned acknowledgment files. Step 2: Locate the ACK Folder Find where acknowledgment files are stored on your computer. Open "This PC" or "My Computer" Navigate to your C: Drive (or whichever drive SureFire is installed on) Find the folder: UTSXX\ACK XX = last 2 digits of tax year (e.g., UTS16 for 2016) Example full path: C:\UTS16\ACK Open the ACK folder Step 3: Identify and Delete Problem Files Remove the acknowledgment files causing the error. Inside the ACK folder, look for files with these extensions: .ACKI (Inbound acknowledgment) .ACKU (Unprocessed acknowledgment) These are the "stuck" acknowledgments Right-click on them and select Delete Confirm the deletion ✅ Safe to Delete It is safe to delete stuck acknowledgment files because: The matching return no longer exists in your system Deleting them won't affect any existing returns The IRS keeps records of all acknowledged filings You can always look up return status using Return Query Step 4: Verify in SureFire After deletion, the error should go away. Restart SureFire if it's currently open The error message should no longer appear Try processing acknowledgments again ⚠️ Important for Multi-Computer Setup If you use SureFire on multiple computers: Make sure the return exists on the computer receiving the acknowledgment Keep your databases synchronized between computers Process acknowledgments on the same computer where you filed the return Consider using SureFire's network backup feature to keep all computers in sync 📋 Prevention Tips Avoid This Error in the Future Don't delete returns immediately: Keep filed returns until acknowledgments arrive (usually 24-48 hours) Use one primary computer: File all returns from the same machine to avoid acknowledgment sync issues Sync regularly: If using multiple computers, backup and restore your data regularly to keep them synchronized Check Return Query: Before deleting a return, verify its status in Return Query to ensure the acknowledgment has been processed 📞 Still Need Help? If you continue to get this error or are unsure which files to delete, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis article explains where to enter various forms such as 1098-T and 1099C into the software.⚠️ Before You BeginYou will need:Access to the software and form requests📊 Step-by-Step GuideStep 1: Review Form ListMany forms are considered redundant; common requests include 1098-T and 1099C.Step 2: Access the PDF GuideRefer to the PDF guide. Right-click it and choose "Save target as" to save to your desired location.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

📚 What This Guide CoversThis guide explains why the state E-File may be locked during submission and how to bypass it.⚠️ Before You BeginYou will need to have a federal e-file accepted before submitting state returns.📝 Issue ExplanationThe state return is locked from e-filing until the federal return is accepted to avoid submission errors.How to Bypass the LockYou can mark the state return as "Unlinked" where it asks "Do you want to electronically file this return?" This allows you to submit the state separately.Note: You may receive a "submission ID error" if you try too soon and must wait until the IRS has received the federal e-file.📞 Still Need Help?If you need assistance, please contact our support team:Phone: 1-800-516-9442Or submit a support ticket

📚 What This Guide Covers This guide walks you through setting up Sure-Fire Tax Software on a network with multiple computers: Main Server Setup - Configure the primary computer that stores all files Network Sharing - Share the main drive securely across your office network Workstation Installation - Connect other computers to access the shared data ⚠️ Before You Begin You will need: Main Computer - Dedicated machine to host tax software and data Ethernet Cables - All computers must be wired (not wireless) Local Network - All computers on the same office network Administrator Access - Permission to modify drive sharing settings 🖥️ Setting Up the Main Computer Step 1: Install Software on Main Computer Install Sure-Fire Tax Software to the primary computer. This will be the "Server" or "Data Computer" that all other machines connect to. Step 2: Open File Explorer Once the software is installed: Click the File Explorer icon on the taskbar (or press Windows key + E) Look for the folder icon on the bottom left next to the Windows Start button Step 3: Navigate to Your Local Drives In File Explorer: Click This PC on the left sidebar You should now see all your local drives (C:, D:, etc.) Step 4: Access C: Drive Properties Now we need to share the C: drive with your network: Right-click on the C: Drive Select Properties from the menu Step 5: Enable Sharing on the Drive In the Properties window: Click the Sharing tab at the top Click Advanced Sharing button Step 6: Configure Folder Sharing In the Advanced Sharing dialog: Check the box that says Share this folder Click the Permissions button Step 7: Set Full Control Permissions In the Permissions window: Find the user Everyone (should be listed by default) Check the Full Control checkbox Click Apply / OK Step 8: Verify Sharing is Active After clicking OK on all dialogs: Go back to File Explorer and look at your C: Drive You should now see a small hand icon on the C: Drive, indicating it's being shared across the network Step 9: Ensure Wired Network Connection IMPORTANT: Wireless networks do not work for this setup. All computers must use Ethernet cables. Check that your main computer is connected via Ethernet cable (wired) Do not use WiFi for the server or workstations 💻 Installing on Workstations Step 1: Open File Explorer on Workstation On each computer you want to connect to the main server: Open File Explorer Click This PC on the left You should see your C: drive and other local drives Step 2: Access the Computer Menu In the File Explorer ribbon (top menu): Click the Computer button in the top left area This will show you network options Step 3: Map a Network Drive You should now see the option Map a Network Drive: Click Map a Network Drive A dialog window will open Step 4: Browse to Main Computer In the Map a Network Drive dialog: Click the Browse button A file browser window will open Step 5: Find the Main Computer In the browser window: Double-click Network to see all computers on your network Look for your Main computer in the list 💡 Don't Know the Main Computer Name? Go to your Main Computer and find the Device Name: Right-click the Windows icon (bottom left) and select System The Device Name will be listed in the window Use that name when searching the network Step 6: Select the C: Drive Once you find the Main Computer: Click the arrow next to the computer name to expand it You should see the shared drives including C Click on the C folder to select it Click OK 💡 Can't See the Main Computer? You can manually type the path in the "Folder" field on the Map Network Drive screen: \\[ComputerName]\c Example: If the main computer is named "Worklaptop-1", type: \\Worklaptop-1\c Step 7: Complete Network Drive Mapping Back in the Map a Network Drive dialog: Click Finish A new window will open showing the shared C: drive from the main computer Step 8: Find the Software Installation Folder In the folder window that opened: Look for the UTSXX folder (where XX is the last 2 digits of the tax year) Examples: UTS24 (2024), UTS23 (2023), UTS22 (2022) Step 9: Open TWTECH Folder Now navigate to the setup files: Double-click to open the UTSXX folder Find and open the TWTECH folder inside Step 10: Run Workstation Setup In the TWTECH folder: Find the file setup.exe Double-click it to start the installation Step 11: Enter Workstation Number The setup wizard will ask for a Workstation Number: Each workstation must have a unique number Make sure no two workstations share the same number Examples: First workstation = 102, Second = 103, Third = 104 Step 12: Completion and Desktop Icon After the installation completes: Look for the new Sure-Fire Tax Software icon on your desktop You can now use this workstation to access the shared data Step 13: Optional - Save Workstation Defaults When you first open the software on a workstation, you may see a Setup Options dialog: Fill out the setup information (office details, etc.) Check the box that says "Save for Workstation Defaults" This prevents you from entering the same information on every workstation ❌ Troubleshooting Main Computer not appearing in Network list This means your internal network isn't properly configured. Try these steps: Verify all computers are using Ethernet cables (not WiFi) Check that both computers are on the same network Manually type the path using the Device Name (see Step 6 tip) If issues persist, call our technical support team for network troubleshooting Workstations cannot access shared files Make sure the Main Computer's C: drive permissions are set correctly: Go back to the main computer and check "Share this folder" is enabled Verify "Everyone" has "Full Control" permissions Ensure the computer isn't in sleep mode when workstations try to connect Setup.exe won't run from network Try running as Administrator: Right-click setup.exe Select "Run as Administrator" Follow the prompts to complete installation 📞 Still Need Help? If you are having trouble with network setup, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 Interview Screen Cut Off - What This Guide CoversThis article explains what to do if the interview buttons are cut off at the bottom of your screen. 📊 Step-by-Step Guide Step 1: Resize the window When you open the Interview, resize the window each time. Step 2: Increase your screen resolution Set your computer resolution to a setting higher than 1024x768. To adjust your screen resolution on Windows: On the Windows desktop, right-click on an empty space, and then select Properties. On the Settings tab, move the Screen resolution slider bar to the right, past 1024x768. When you reach your desired setting, click OK. When the screen is resized, click OK to retain the new setting, or click Cancel to revert to your previous settings. ❌ Common ErrorsIf buttons are still cut off, repeat the steps and confirm the resolution change was applied. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to fix the issue where the (186) Update Available... message appears every time you open TaxWise. 🛠️ Fix for "(186) Update Available..." Message Appearing Every Time You Open TaxWise To resolve the issue where the (186) Update Available... message appears every time you open TaxWise, follow these steps: Step 1: Rename the update.dat File Use this when you need to stop TaxWise from repeatedly detecting the same update file. Close TaxWise. Navigate to the UTS xx folder (where xx corresponds to the 2-digit year of the program). Right-click the update.dat file and select Rename. Rename the file to update.dat.OLD. Open TaxWise. Click Help > About to make sure the update was successfully applied. Step 2: Ensure Other Users are Logged Out Use this when you need to prevent other users from interfering with the update process. Make sure all other users are logged out of the network and TaxWise. All other users should turn off their computers. Step 3: Reapply the Update If Necessary Use this when the update did not apply correctly the first time. If the update was not successfully applied, close TaxWise and reapply the update. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains why you may see the error \"(201) Translation table...\" when performing carry forward, and what to do next. 📊 Step-by-Step Guide Step 1: Understand the cause This error usually occurs when you're attempting to carryforward a type of return that does not have current year support. This is most common earlier in the season when most of the form updates haven't been released or updated yet. Step 2: Update modules and try again You may click OK to continue through the error and finish the carryforward process. If you receive this error, please check your updates by going to Communications at the top of the screen, then select Get Module Updates. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 (212) Could not move file or (269) Cannot post database update in Return Explorer This article explains why you may see these errors in SureFire when moving or renaming returns in Return Explorer, and how to repair the SureFire database to resolve the issue. ⚠️ Before You Begin Make sure SureFire is fully closed before running the database repair: Close SureFire on all computers (especially if SureFire is running over a network). 🧩 Problem When trying to move or rename returns in Return Explorer, you receive either of the following error messages: (212) Could not move file [filename] (269) Cannot post database update for [newname]. Return cannot be renamed. Reverting to previous name. 🔎 Cause These errors indicate the database is out of sync with the returns present on the system. 🛠️ Resolution To repair the SureFire database: Step 1: Close SureFire Close SureFire on all computers to avoid conflicts while repairing the database. Close SureFire (on all computers, if SureFire is running over a network). Step 2: Open the UTSxx folder UTSxx is based on the 2-digit year of your SureFire version. Navigate to UTSxx (with xx corresponding to the 2-digit year of SureFire). Step 3: Run dbrepair.exe This starts the database repair utility. Run dbrepair.exe Step 4: Populate the database from returns This updates the database so it matches the returns currently on the system. Select the checkbox to Populate DB from returns. Step 5: Start the repair Begin the repair process. Click Start repair. ✅ Success! After the repair completes, the SureFire database should be back in sync with the returns on your system, allowing you to move or rename returns in Return Explorer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 (257) This user (NAME) is not permitted to create new returns in the 1040 Individual package. This guide explains why you may see the error message when starting a return in SureFire, and what to do next. ⚠️ Before You Begin You may see this message in either of these situations: The Admin user cannot create new returns. If a non-Admin user is receiving this message, the user will need the correct permissions. 🧩 What This Message Means The Admin user cannot create new returns. 🛠️ Fix: Assign the Correct Permissions Step 1: Check whether the user is Admin Use this when you need to confirm who is receiving the error. If the user receiving the message is not an Admin user, you will need to update their permissions. Step 2: Assign permissions in the Setup Assistant Use this when you need to grant access to create new returns. If a non-Admin user is receiving this message, the affected user will need to be assigned the appropriate permissions via Groups Users in the Setup Assistant. ✅ Success! After the user is assigned the appropriate permissions, they should be able to start a return in the 1040 Individual package. 📚 Additional Information For details on how to create a new user in SureFire, see our Knowledge Base article How do I create a new user in SureFire? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 "(525) User 'Username' is password protected" — What it means This guide explains what to do when you see the “(525) User 'Username' is password protected” message in SureFire. ⚠️ Before You Begin Make sure you know which SureFire user account you need to use for restoring the returns. 📊 Step-by-Step Guide Step 1: Log in with the correct user You must log in to SureFire as that user or as Admin to restore the returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 (545) Error Reading from setup file when opening SureFire This guide will help you resolve the “(545) Error Reading from setup file” message when opening SureFire. ⚠️ Before You Begin Before you start, make sure you know where SureFire is installed on your workstation. 📊 Step-by-Step Guide Step 1: Navigate to the SureFire installation folder Use this when you need to locate the setup files. Navigate to ?:\UTSxx Note: ?: refers to the drive where SureFire is installed and xx refers to the 2-digit year of SureFire. Step 2: Delete the setup files Use this when you need to remove the corrupted setup file(s). Delete the setup.0 file and any other setup.# file that you find. Note: # refers to the workstation number. Step 3: Reopen SureFire Use this when you need to restart the setup process. Open SureFire. Step 4: Enter setup information in Setup Assistant Use this when you need to recreate the setup information. Enter setup information in Setup Assistant. Click Save and Close. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 (550) No User Selected error when running prior year carry forward This guide explains why this error happens and gives you steps to fix it. 📊 Step-by-Step Guide Unlock the user account. Create the user account (if necessary). Original article content (for reference): Fix for “(550) No User Selected” Error in TaxWise This error occurs when the user account required for accessing a specified return is not properly set up in the Security Manager or is locked. Follow these steps to resolve the issue: 1. Unlock the User Account Log in as the Admin user. Click the Tools menu, then select Utilities/Setup Assistant. From the Utility window, click the Setup menu, then select Setup Assistant. Click the Groups & Users tab. Select the user you wish to unlock and click View/Edit. Uncheck the box beside Account Locked. Click OK to unlock the user account. 2. Create the User Account (If Necessary) If the user does not exist, create a new user account. Log into TaxWise as Admin. Click Tools > Utilities/Setup Assistant. Click Setup > Setup Assistant. Go to Groups & Users and click New. Enter the following information: User name: Enter the new user name. Password: Enter the user's desired password. Assigned group: Select the appropriate role for this user. ❌ Common Errors If you still get the error, confirm the user isn’t locked and that the Security Manager is set up for accessing the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide helps you fix the error “(685) Return not found” when starting carryforward returns. 📊 Step-by-Step Guide Step 1: Know what triggers the message This can occur when you use the CTRL+Y shortcut, or when you open a return using the SSN/EIN option, after receiving a message about the existence of carryforward data. Step 2: Start the return the right way To avoid this problem when starting new returns with carryforward data, use the standard Start a New Return command to create the return or press CTRL+N. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 (754) Invalid check number — What to do This guide explains what to do when you see an “(754) Invalid check number” message while working with SureFire. ⚠️ Before You Begin Make sure you have access to your return and to your SureFire communication settings. 📊 Step-by-Step Guide Step 1: Acknowledge the message Click OK in this message window. Step 2: Reprint / send with updated check ranges After you click OK, the next time you communicate with the Electronic Filing Center, you will pick up the new check ranges. It will be displayed as a miscellaneous file during your communication session, and it will automatically be put in the appropriate location. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide CoversThis guide explains the organizer print packet issue in TaxWise when no forms are selected.⚠️ Before You BeginMake sure you are logged into TaxWise and can access your Print Packets.📊 Step-by-Step GuideStep 1: Option 1 — Modify the Organizer Print PacketLog in to TaxWise.On the Tools menu, select Utilities/Setup Assistant.In the window that opens, click the Setup menu, and then select View/Edit Print Packets.Change the packet to Organizer Packet.Select Print Completed Forms or manually add forms to the Selected Forms list.Click Save.Step 2: Option 2 — Restore the Default Organizer Print PacketBrowse to X:\UTSXX\PacketFiles (where X: is the drive where TaxWise is installed, and XX is the tax year of your program).Right-click the Organizer.PFL file and select Copy.Navigate to UTSXX\Users\Admin, right-click in the background, and select Paste.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 What This Guide Covers This guide explains what to do when you see "A newer version of this application..." while installing a prior year Sure Fire Install Version. ⚠️ Before You Begin Note: Rename your UTSxx folders prior to uninstalling to ensure that you do not lose data. See our Knowledge Base article on how to uninstall and reinstall Sure Fire Install Version for more information. 📊 Step-by-Step Guide Uninstall the newer year versions of SureFire Install Version. If you renamed your UTSxx folders, rename them back to their original names. Install the previous year versions of TaxWise in order from oldest to newest. Reboot your computer before opening TaxWise. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 "Access violation" when adding a variable to tax form default client letter This guide shows you a workaround so the variable list works again. 📊 Step-by-Step Guide Open an actual return and edit the Client Letter. Press F11 or click the icon to pull up the variable list. Once you do this, the variable list will work in Tax Form Defaults as well—until you close and re-open the program. If you need it again later, you can use the same workaround. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Application Error: Exception EOlException or EOleSysError in SureFire This article explains common SureFire application errors and what to do next based on the specific message you see. ⚠️ Before You Begin Make note of the exact error text shown in the message. The resolution steps depend on which error you receive. ❓ Problem SureFire generates an error message similar to the following: Exception EOlException in module TWW20.exe at 000FFC61. The system cannot find the path specified Exception EOlException in module TWW20.exe at 000FFC61. Access is denied Exception EOleSysError in module TWW20.exe at 001420C9. Class not registered 🛠️ Resolution Step 1: If the system cannot find the path specified Use this when you see: “The system cannot find the path specified.” Follow the steps in our Knowledge Base article on how to add an icon for SureFire to your desktop. Step 2: If access is denied Use this when you see: “Access is denied.” Right-click on the program icon and select Properties. Click Advanced... Select Run as Administrator. Click OK. Click Apply. Click OK. Step 3: If "class not registered"" Use this when you see: “Class not registered.” If "class not registered"" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This error indicates that the program executable file (.exe) needs to be replaced. ⚠️ Before You Begin Before you start, make sure you know: ? corresponds to the drive where SureFire is installed. xx or XX corresponds to the 2-digit year of SureFire. 📊 Step-by-Step Guide Step 1: Generate a new twwXX.exe file Use this when you need to replace the SureFire executable that is causing the side-by-side configuration error. Navigate to ?:\UTSxx Notes: ? corresponds to the drive on which SureFire is installed. xx or XX corresponds to the 2-digit year of SureFire. Step 2: Delete the existing twwXX.exe Use this to remove the old executable so the correct one can be installed. Right click on the twwXX.exe file and select Delete. Note: If the file will not delete, reboot the system. Step 3: Run the Setup.exe from the Updates folder Use this to install the updated executable. Open the Updates folder located at ?:\UTSxx\Updates. Double-click and run Setup.exe. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers What “Conditional Acceptance” and “Conditional Exception” mean for e-file acknowledgments. If you send an e-file and receive these acknowledgment statuses, this indicates that the IRS will request additional information at a later date. You do not need to take further action. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Could not Flush record Error in SureFire (Install Version) If you receive the “Could not Flush record” error, follow the steps below to repair your SureFire database. 🛠️ Step-by-Step Guide Step 1: Close SureFire Use this when you need to ensure no one is using the database while you repair it. Close the TaxWise program. If you have a network installation, ensure the program is closed on all workstations. Step 2: Open the UTSxx Folder Use this to find the correct database folder for the year you are working in. Browse to the drive where TaxWise is installed. Open the UTSxx folder, where xx represents the two-digit year (for example, C:\UTS20). Step 3: Run the Database Repair Tool Use this to repair the SureFire database and repopulate it from returns. Locate and double-click dbrepair.exe. In the DB Repair window, under Options, select Populate DB from returns. Click Start Repair. The Log box will display “Done” when the repair is complete. Close the database repair tool by clicking the X in the top-right corner. Step 4: Verify the Fix Use this to confirm the error is resolved. Reopen SureFire. Try opening and editing the return again. 📝 Note If Start Repair is grayed out, make sure all workstations are closed. If you are certain no workstations are open, click Clear Workstation List in the repair window. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers What the "Disk protected or full..." error means and how to fix it. 📊 Step-by-Step Guide Step 1: Review storage and permissions If the drive has no free space, is write-protected, or the user account lacks permissions, you may see this issue. This can occur when there is not enough free space on the drive to which you are backing up data. If this is not the case, the disk, CD, or drive to which you are backing up data may be write-protected, or the Windows profile under which you are performing the backup may not have adequate rights or permissions to write to the drive.Otherwise, these errors probably indicate that Sure-Fire is unable to overwrite the file containing a previous backup in your Sure-Fire directory. To correct this problem, you need to delete the Backup.lzh file.To delete the Backup.lzh fileRight-click the Windows Start button and then click Explore.Navigate to X:\/\/\/UTSxx:\/\/\/USERS:\/\/\/ (where X: is the drive where Sure-Fire is installed, and xx is the tax year of your program), and right-click the Backup.lzh file.Select Delete, and then click Yes to confirm the deletion.If you continue to receive these errors when backing up your data, one or more files you are backing up may have become corrupted. You can work around this problem by backing up small batches of your data, or even single files at a time. If you are able to back up some files but not others, the ones causing the error have become corrupted. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to stop Windows from showing the security warning when you open a program. ⚠️ Before You Begin You’ll be updating Internet Options in Internet Explorer. 📊 Step-by-Step Guide Step 1: Open Internet Options Start from the Internet Explorer Tools menu. To stop Windows from showing this security warning:   In Internet Explorer, go to the Tools menu and select Internet Options. Click on the Security tab.   Step 2: Add the site to the Local intranet zone Click on Local intranet, then click on the Sites button. Click the Advanced button.   In the Add this website to the zone field, type the drive letter where the program is located. Add a colon (:) after the drive letter, then click the Add button.   Step 3: Close the dialogs Click Close.   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error (161) Unable to process selected acknowledgements in SureFire This article explains what the error message means and what to do when you see: "Error (161) Unable to process selected acknowledgements. Database Record was not found for the selected acknowledgement(s). Acknowledgement will remain available until database record is received." ⚠️ Before You Begin There are 2 common causes for this error message. 🛠️ Resolution Use this when you need to understand why SureFire cannot process selected acknowledgements. Step 1: Check for a LoTech or Reporting office receiving an acknowledgement early The first common cause happens when a LoTech or Reporting office receives an Acknowledgement before receiving the database update for a return. No action is required because the acknowledgement will process once the database is received. Step 2: Check for multiple standalone installations transmitting The second common cause happens when transmitting from multiple standalone installations. This model is not supported and can cause lost acknowledgements as well as the error above. For all non-networked installations 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains why you may see Error 131 when opening a multi-plan 5500 return, and what to do next. ⚠️ Before You Begin You will need access to ensure the prior multi-plan 5500 return has been e-filed and acknowledged. 📊 Step-by-Step Guide Step 1: Confirm only one multi-plan 5500 return is active Use this when Error 131 appears while opening a multi-plan 5500 return. This can occur because only one multi-plan 5500 return can be active at a time. That return has to have been e-filed (and an acknowledgment received) before another multi-plan return can be opened for edit or e-file. If you receive this error after carrying forward multiple Form 5500 returns for one EIN, and they all are shown as inactive in the Open Existing Returns dialog box, contact Technical Support at 800-516-9442 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error 221 database error when opening SureFire If you see the error “221 database error” followed by “ODBC: Driver does not support this function” when opening SureFire, follow the steps below to resolve it. ⚠️ Before You Begin Make sure SureFire is installed on your computer so you can locate the correct UTSxx folder (where xx is the two-digit year, for example C:/UTS20). 📊 Step-by-Step Guide Step 1: Locate the UTSxx folder Use this when you need to find the SureFire installation year folder. Browse to the drive where SureFire is installed and locate the UTSxx folder, where xx is the two-digit year (for example, C:/UTS20). Step 2: Rename the UTSxx folder Use this to temporarily disable the current UTSxx folder. Right-click the UTSxx folder, select Rename, and rename it to UTSxx.old. Step 3: Uninstall the appropriate SureFire year Use this to remove the affected SureFire year installation. Go to the Windows Control Panel Add/Remove Programs or Programs and Features. In the list, find and select the appropriate year of SureFire by clicking on it. Click Uninstall and complete the uninstall procedure. Step 4: Restore the UTSxx folder name Use this to put the folder back to its original name. Rename the UTSxx.old folder back to UTSxx. Step 5: Reinstall using the TWTECH setup Use this to run the correct setup files for the year. Open the UTSxx folder. Open the TWTECH folder. Run the setup file, and then follow the onscreen instructions to complete the install. Step 6: Reboot immediately Use this to ensure the changes take effect. Immediately reboot the PC. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Exception EConvertError in module TWW14.EXE at 0000C49A. No argument for format '%'. This guide explains what to do when you see this error while working in SureFire 2014. The error can happen at anytime while working in the program. To correct the issue, run the repair feature located in the Control Panel. ⚠️ Before You Begin You will need access to your computer’s Control Panel to run the repair. 📊 Step-by-Step Guide Step 1: Open Control Panel Use this when you need to access the repair feature. Click the Windows Start button, and then click Control Panel. Step 2: Go to Programs and Features Use this to find SureFire 2014 in your installed programs. Double-click Programs and Features. Step 3: Repair SureFire 2014 Use this to start the repair process. Select SureFire 2014, and then click Repair. Step 4: Continue through the InstallShield Wizard Use this to move to the repair options. The InstallShield Wizard window willappear. Click Next. Step 5: Choose the Repair option Use this to ensure the program is repaired, not reinstalled. Select the Repair option, and then click Next. Step 6: Install to repair the program Use this to begin the repair. Click Install to repair the program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains what to do when you see an "I/O 998 error" while accessing the returns list. ⚠️ Before You Begin You should be able to access the SureFire Tools menu and follow the uninstall/reinstall steps for state modules. 📊 Step-by-Step Guide Step 1: Uninstall the attached state modules On the Tools menu, select Utilities/Setup Options. In the Utility program, on the Tools menu, select Uninstall Modules. Select the states and packages to be uninstalled. Step 2: Reinstall the state modules In the Utility program, on the Tools menu, select Install Module Updates. Reinstall the states that were just uninstalled. Step 3: Check whether the error is resolved Try accessing the returns list again to confirm the issue is fixed. Troubleshooting If the problem persists, please call customer support. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 "Interface Not Supported" When Creating Returns This guide shows you how to change certain SureFire .dll files so they run with Full Trust, which can resolve the "Interface Not Supported" message. ⚠️ Before You Begin You will need administrative access to set these security/trust settings. 📊 Step-by-Step Guide Step 1: Close SureFire and open Control Panel Close SureFire. Click the Start button, point to Settings, and then click Control Panel. Double-click Administrative Tools. Step 2: Open the Trust an Assembly wizard Double-click Microsoft .Net Framework 1.1 Wizards. Choose Trust an Assembly. Select Make changes to this computer, and then click Next. Click Browse. Step 3: Trust the required DLL files Navigate to the X:\UTSxx folder (where X: is the drive Sure-Fire is installed on, and xx corresponds to the tax year of your program). Select the UniversalTaxSystems.UTS.Interop.dll file, and then click Open. Click Next. Move the slider bar to Full Trust, and then click Next. Click Finish. Repeat steps 5-12, instead of selecting UniversalTaxSystems.Diagnostics.Tax.dll in step 9. Step 4: If the issue continues If this does not correct the problem, contact Customer Service at 800-516-9442. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Invalid credentials when sending mail to SFS Support This issue is caused by a change to the registration code. If you have purchased new products since you received your software, the registration code changes. SureFire needs to be registered with the newest registration code on file. ⚠️ Before You Begin You will need: Access to the Solution Center (to find the newest registration code on file) Access to SureFire as the Admin user (to enter and validate the new code) 📊 Step-by-Step Guide Step 1: Find the registration code on file Use this when you need to locate the newest registration code that SureFire requires. Log on to the Solution Center website. Click My Information at the top of the page. Select EFIN Request, and the EFIN number is at the top. The current registration code will be listed at the top of the page. Step 2: Enter the new registration code in SureFire Use this when you need to update SureFire with the newest registration code. Log into SureFire as the Admin user. Go to Tools Utilities/SetupAssistant. In the Utility window, go to Setup Setup Assistant. Click Register Software in the left column. Enter your registration code. Click Validate Code. Click Save and Close. ✅ Success! After you validate and save the new registration code, SureFire should be registered with the newest registration code on file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Learn what an IRS "Invalid EFIN..." message means when batching returns for transmission, and what to do to resolve it. 🔍 What’s happening You may have an On-Line Tax Preparation EFIN that begins with 10, 21, 32, 44, or 53. These EFINs are assigned for On-Line Tax Preparation, not for e-filing. On-Line Preparation is where an ERO inputs returns on an Internet-based program, or files the return using software that is designated as On-Line Preparation (such as TurboTax). This is different from the software that SureFire provides. Question 2d of IRS Form 8633 asks whether you will transmit individual or business income tax return information prepared by a taxpayer using commercially purchased software or software you provide through an on-line Internet site (On-line Provider). Which means an On-Line Filer should not be chosen unless you intend to allow taxpayers to self-prepare returns by entering return data directly on commercially available software, software downloaded from an Internet site and prepared off-line, or through an online Internet site. Taxpayers using the Internet to file their tax returns may also be filing through an ERO. If you answered YES to this question, you were issued an On-Line EFIN. ❌ How to fix it To resolve this problem, you need to contact the IRS Service Center for correction. You can also revise your Form 8633 through the IRS e-Services page, at http://www.irs.gov/taxpros/article/0,,id=109646,00.html. The IRS will then issue a new EFIN to you. No matter what method you choose, you need a new EFIN. After revising the Form 8633 online, you can call the IRS Service Center at 866-255-0654 to make sure the problem is fixed. IRS e-Help Desk personnel can drop the On-Line EFIN and add you back as an ERO. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains why you may see an error when trying to print in SureFire: Message: "IRS has requested that all forms not yet finalized....."" It also shows you how to check whether your SureFire software is up-to-date and what to do if it is. ⚠️ Before You Begin You may need to confirm your SureFire program and module versions are current. You will check: Program version Module version 📊 Step-by-Step Guide Step 1: Confirm your SureFire software is up-to-date This error can occur when your SureFire software is not up-to-date. Check that you have the latest program and module versions by clicking: Help About for program version Help View Authorization for module version Step 2: Download any needed updates (if applicable) If you need updates, you will download the needed program and module updates. If you need updates, log in to the Support Site as Admin and download the needed updates under the Download tab. See How Do I Download SureFire Program Updates and Modules (Federal and State) from SureFire Solution Center? for more information. ❌ Note Note: If your software is up-to-date, but you are still receiving errors, you can open a support case to receive assistance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 List index out of bounds (-1) when opening returns in SureFire To resolve this issue, please remove the setup.0 and setup.[workstationnumber] files as described below. ⚠️ Before You Begin Please follow these steps carefully: Close SureFire (if on a network, close SureFire on all computers). 📊 Step-by-Step Guide Step 1: Close SureFire Use this when you need to ensure no files are in use. Close SureFire (if on a network, close SureFire on all computers). Step 2: Browse to the SureFire program folder Use this to find the setup files for the correct program year. Browse to ?:\UTSxx\ (where ? is the drive where SureFire is installed and xx is the 2-digit program year). Step 3: Locate the setup files Use this to identify the files that need to be renamed. Locate the setup.0 file and any setup.[workstation number] files. Step 4: Rename each setup file Use this to prevent SureFire from using the previous setup files. Right-click each file and select Rename. Add .old at the end of the file name. Example: setup.0.old Step 5: Open SureFire again Use this to confirm the issue is resolved. Open SureFire. Step 6: Do not carry forward the previous year setup Use this to avoid the same setup-related issue on the new year. When opening SureFire again, do not carry forward the setup file from the previous year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 "Missing laser files" message when trying to print This guide helps you understand what the message means and what to do next. ⚠️ Before You Begin You should have the correct state/package information for your SureFire setup. 📊 Step-by-Step Guide This message most commonly occurs before the laser forms for certain states and packages have been approved by the state.If the package has been released, read the release notes to see if any forms are still awaiting approval from the state. If so, the forms will be unavailable until they have been approved and included in an update for the state.If the release notes indicate you should have the laser file in question, make sure you are using the correct version of the state, and try uninstalling and reinstalling the state. To uninstall and reinstall state packages:On the Tools menu, select Utilities/Setup Options.In the Utility program, on the Tools menu, select Uninstall Modules.Select the states and packages to be uninstalled.In the Utility program, on the Tools menu, select Install Module Updates or Install Program Updates.Reinstall the states that were just uninstalled.If the missing laser form is not a state form, make sure you are running the latest version of SureFire, or reinstall and re-update the program.   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide helps you resolve the message "Not Authorized" when loading a purchased PPR state in SureFire. ⚠️ Before You Begin Before you start, make sure: You have the state installed in SureFire. You have the correct authorization for the state. 📊 Step-by-Step Guide Step 1: Verify that the state is installed Use this when you need to confirm the purchased PPR state appears in SureFire. On the Help menu, select View Authorization. Check to see if that state is listed, and then close the window. Step 2: Verify that you are authorized for the state return Use this when the state is installed but you still see "Not Authorized". On the Help menu, select PPR Support, and then choose View authorization codes. Step 3: If the state is installed and authorization is listed, rename AUTH.DAT and AUTHST.DAT Use this when the state is installed and the authorization is listed, but SureFire still cannot load the state. With SureFire closed, right-click the Windows Start button, and then click Explore or Open Windows Explorer. Navigate to X:\UTSxx (where X: is the drive where SureFire is installed, and xx is the tax year). In the UTSxx folder, right-click the file named AUTH.DAT, and then select Rename. Type AUTH.BAK for the new file name, and then press ENTER. Right-click the AUTHST.DAT file, and then select Rename. Type AUTHST.BAK for the new file name, and then press ENTER. On the Help menu, select PPR Support, and then click Restore authorization codes. Step 4: Load the state after codes are restored Use this to confirm the fix worked. You should be able to load the state into a return after the codes are restored. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Runtime error 217" when opening SureFire This guide explains what the error means, the most common causes, and how to resolve it. ⚠️ Before You Begin Make sure you can access Microsoft Windows Update and your Windows regional settings. 📝 Problem An error message "Runtime error 217"" appears when trying to open SureFire. 🔍 Cause This problem is frequently caused by one of the following: Msvcrt.dll needs to be updated (Microsoft Windows Updates) Incorrect regional settings in Microsoft Windows 📊 Resolution Step 1: Update the Msvcrt.dll file Use this when you need to update Msvcrt.dll by applying Microsoft Windows Updates. To update the Msvcrt.dll file 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide helps you troubleshoot the error message: "Software cannot be found. Either it is not installed" ⚠️ Before You Begin Before trying steps below, please confirm: You are logged into the correct computer where the software should be installed. The software you are trying to open is actually installed on this device. 📊 Step-by-Step Guide Step 1: Confirm the software is installed Use this when you see the message that the software cannot be found. If the software is not installed, reinstall it or install the correct version for your system. Step 2: Make sure you are launching the correct program Use this when you believe the software is installed. Double-check that you are opening the correct application (not a shortcut that points to a missing file). Step 3: Try again after installation or correction Use this after you install or update anything. After installing or fixing the program, try launching it again to see if the error is resolved. ❌ Common Errors Software is not installed on this computer — the message indicates the program cannot be located. Broken shortcut or missing file — the shortcut may point to a location that no longer exists. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Stack Pointer left at 1 (W2 Batch 0) To resolve the error "Stack Pointer Left at 1 (W2 Batch 0)"" make sure that your program and modules are updated. 📊 Step-by-Step Guide Step 1: Update your program and modules The program and modules can be updated in the following ways: Inside SureFire 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Stack pointer left at 12" in SureFire This article explains how to resolve the issue by running the SureFire DB Repair utility. ⚠️ Before You Begin Please note: Close the SureFire program before starting. If you have a network install, also close the program on all workstations. 📊 Step-by-Step Guide Step 1: Close SureFire Use this when you need to stop any SureFire activity before repairing the database. Close the SureFire program. If you have a network install, also close the program on all workstations. Step 2: Open the UTSYY folder Use this to locate the database repair files for the correct year. Browse to the drive where SureFire is installed and open the UTSYY folder, where YY is the two-digit year Example: C:/UTS22 Step 3: Run DB Repair Use this to start the repair process. Double-click dbrepair.exe. Step 4: Select Populate DB from returns Use this to choose the correct repair option. Under Options in the DB Repair window, select Populate DB from returns. Step 5: Start the repair Use this to begin the database repair. Click Start repair. Step 6: Wait for completion Use this to confirm the repair finished successfully. The Log window displays Done when the repair is finished. Step 7: Exit the repair window Use this to close the DB Repair utility. Click X in the top-right corner to exit. Step 8: Reboot your system Use this to ensure changes take effect. Reboot your system. Step 9: Re-open SureFire and the return Use this to verify the issue is resolved. Open SureFire and re-open the return. ✅ Success! The Log window displays Done when the repair is finished, and you can then open SureFire and re-open the return. 📝 Additional Information     Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "Stack pointer left at 12"" en SureFire " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Stack pointer left at 5" when opening a return in SureFire The error occurs when opening a return with one or more modules that are not updated. This guide will help you: Verify the needed modules are installed and up-to-date Uninstall and reinstall the modules if the error persists ⚠️ Before You Begin Before starting, make sure you can access SureFire and its module tools. 📊 Step-by-Step Guide Step 1: Verify the modules needed for the return are installed and up-to-date Use this when you need to confirm the modules required for the return are current. With SureFire open, go to Help View Authorization. Verify the modules are installed and updated. Step 2: If the error persists, uninstall and reinstall the modules Use this when the return still fails to open after verifying updates. Click Tools Utilities/Setup Assistant. Click Tools Uninstall Modules. Select the check box for the modules known to be present on affected returns. Click OK, then click OK again when the process is complete. Click Tools Install Module Updates in the Utility window. Verify MAILBOX is highlighted, then click OK. Select the check boxes for all modules listed. Click OK, then click OK again when the process is complete. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 TaxYY.exe Access Violation When Opening a Return in SureFire Follow the steps below to uninstall all modules and reapply updates in SureFire. How to Uninstall and Reapply Modules in Sure-Fire Install Version Step 1: Uninstall All Modules Use this when you need to remove all modules so you can reapply updates cleanly. Log in to SureFire as the Admin user. Go to the Tools menu. Select Utilities / Setup Assistant. In the Setup Assistant, click Tools again. Select Uninstall Modules. Select All Modules. Click OK. Step 2: Move STU Files to a Backup Folder Use this when you need to back up existing STU files before reapplying module updates. Navigate to the folder: UTSxx/Mailbox (where xx is the two-digit tax year). Create a new folder named OLD STU. Cut and move all files that begin with STU into the newly created OLD STU folder. Step 3: Reapply Module Updates Use this when you need to reinstall module updates after uninstalling modules and backing up STU files. Go to the Communications menu. Select Get Module Updates. Reapply the updates. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The application was unable to start correctly (0xc0000005) when opening any year of SureFire This guide will help you resolve the error: "The application was unable to start correctly (0xc0000005). Click OK to close the application." ⚠️ Before You Begin You will need to locate the SureFire installation folder on your computer. UTSxx where ? is the drive where SureFire is installed and xx is the most recent 2-digit year of SureFire on your computer. 📊 Step-by-Step Guide Step 1: Browse to the SureFire UTSxx folder Use this when you need to find the correct folder for your installed SureFire year. Browse to ?:\UTSxx (? is the drive where SureFire is installed and xx is the most recent 2-digit year of SureFire on your computer). Step 2: Rename the UTSxx folder Use this to temporarily move the folder out of the way so SureFire can be set up again. Rename the UTSxx folder to UTSxx.old Step 3: Uninstall SureFire Use this to remove the current SureFire installation before re-running setup. Uninstall SureFire. Step 4: Restore the folder name Use this to put the folder back to its original name so setup can use it. Rename UTSxx.old to UTSxx. Step 5: Navigate to the TWTECH folder Use this to access the SureFire setup files. Navigate to UTSxx\TWTECH Step 6: Run setup.exe Use this to reinstall/repair the SureFire components. Double-clickthe setup.exe file to run it. Step 7: Restart the computer Use this to ensure all changes take effect. Restart the computer. ✅ Note Following the steps above a single time should fix the error for all years of the program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers If you see the message that the e-files just transmitted have been erased after sending E-Files, this guide explains what it means and what you should (and shouldn’t) do next. ⚠️ Before You Begin Read the note below carefully—this message usually affects only the transmitted e-file data view, not your client’s return information. 📊 Step-by-Step Guide Step 1: Confirm the meaning of the message This indicates that the transmission has been sent on, and the e-filed information (only) has been erased from the current e-file information. This does not affect the return information for you client. You do not need to re-create the e-file or the return. Step 2: Delete the e-file only if it wasn’t erased If the e-files that were just transmitted were not erased, you can delete the e-file. Click the Tools menu and select Utilities/Setup Options... Click File and select Erase e-files... Select the e-files and click OK. Click Yes to the warning, (209) WARNING! These E-files will be permanently erased! Continue? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The type initializer for "UniversalTaxSystems.SureFireReports.SureFireReports" threw an exception when trying to transmit e-file in SureFire (Install Version) This article provides steps to resolve the error: "The type initializer for 'UniversalTaxSystems.SureFireReports.SureFireReports' threw an exception." Follow the steps below to update your SureFire installation files and retry the e-file transmission. ⚠️ Before You Begin Please note the following: UTSxx refers to a folder/file name where xx represents the 2-digit year of the program. 📊 Step-by-Step Guide Step 1: Rename UTSxx to UTSxx.old Use this when you need to temporarily disable the current year’s UTSxx folder/file. Rename UTSxx to UTSxx.old. xx represents the 2-digit year of the program. Step 2: Uninstall SureFire Use this to remove the current SureFire installation so it can be reinstalled cleanly. Uninstall SureFire. Step 3: Rename UTSxx.old to UTSxx Use this to restore the renamed folder/file back to its original name before reinstalling. Rename UTSxx.old to UTSxx. Step 4: Reinstall SureFire Use this to reinstall SureFire and resolve the transmission issue. Reinstall SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The Update failed. Part of the update was not found please reapply the patch. (Workstation) This error occurs after you have successfully updated the server, then attempt to open SureFire on a workstation and is usually caused by the User Account Control feature of Windows. To resolve the error, follow the steps below based on your Windows version. ⚠️ Before You Begin Make sure you know which Windows version the workstation is running: Microsoft Windows 8.1 Microsoft Windows 10 📊 Step-by-Step Guide Step 1: If the workstation is running on Microsoft Windows 8.1 Use this when you need to adjust User Account Control settings to prevent the update from being blocked. Open Control Panel. Select User Accounts and Family Safety. Select Change User Account Control settings. In the User Account Control Settings window, move the slider to the bottom. (Never notify) Click OK. Restart the workstation. Launch SureFire. Step 2: If the workstation is running on Microsoft Windows 10 Use this when you need to refresh the workstation session after the server update. Restart the workstation. Launch SureFire. ✅ Success! Note: The update should now apply successfully on the workstation. 📝 Additional Note For more information on Windows User Account Control and ways to protect your PC, see Protect my PC from viruses. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide helps you fix the error message: "This page can't be displayed" …when clicking Launch SureFire Solution Center in the Solution Center/Knowledge Base tab in SureFire. ⚠️ Before You Begin Before you start, verify the web address listed in the Address window. If the path is: https://qa.support.SureFire.com./desktop.aspx …a file has been left in the UTSXX folder that needs to be deleted. 📊 Step-by-Step Guide Step 1: Close SureFire Use this when you need to stop the program before deleting the file. Close the SureFire program. Step 2: Open the UTSYY folder Use this when you need to locate the file to delete. Navigate to X:\UTSYY (where X is the drive that SureFire is installed on and YY is the year of the program). Step 3: Delete the file Use this when you need to remove the leftover file causing the issue. Right-click thsbtest.exe and select Delete. Step 4: Re-open SureFire Use this when you need to restart the application after deleting the file. Re-open SureFire. Step 5: Launch the Solution Center again Use this when you need to confirm the fix. Go to the Solution Center/Knowledge Base tab and click Launch SureFire Solution Center. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide walks you through resolving the error when restoring returns that results in a "Unique tag violation". ⚠️ Before You Begin Make sure you are able to access SureFire Tools/Utilities and complete a database reindex if needed. 📊 Step-by-Step Guide Step 1: Reindex the database To resolve this issue, complete the following: In SureFire, click the Tools menu. Select Utilities/Setup Assistant. Click Tools. Select Reindex Database. Click Select All. Click Start. Close the Database Utility window and restore your returns.   Step 2: Run SureFire Control Repair (if needed) If the error persists, complete the following: Open the Control Panel. Click Programs and Features. Locate the SureFire install. Right-click the install file and select Repair. ❌ Common Errors If you continue to see this error after reindexing and repair, contact SureFire support for help. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unique tag violation when opening or restoring returns in SureFire This guide shows you how to resolve the error "Unique tag violation" when opening or restoring returns in SureFire. ⚠️ Before You Begin Make sure SureFire is installed on your computer and you can access the SureFire Tools menu and Windows Settings. 📊 Step-by-Step Guide Step 1: Reindex the SureFire Database Use this when you need to reindex the database to resolve the error. Open SureFire. Click Tools Utilities/Setup Assistant. Click Tools Reindex Database. Click Select All. Click Start. Step 2: If the error persists, run SureFire Repair Use this when the error continues after reindexing. Run SureFire Repair: Click the Windows Start icon Settings. Click Apps. Select SureFire in the list of Apps features. Click Modify. Click Next in the InstallShield Wizard window that appears. Select Repair. Click Next. Click Install. Step 3: Run DBRepair Use this to repair SureFire database components. Run DBRepair: Right-click the SureFire icon. Select Open File Location. Double-click DBRepair.exe. Select each check box in the top half of the window. Click Start repair. ✅ Success! After completing the steps above, try opening or restoring the returns again to confirm the error is resolved. ❌ If You Still See the Error This issue may also be resolved by uninstalling and reinstalling modules. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this error? This error can be resolved by a rename/uninstall/rename/reinstall. ⚠️ Before You Begin Make sure you know the correct SureFire folder name for your version. UTSxx where xx represents the 2-digit year of SureFire 📊 Step-by-Step Guide Step 1: Rename the UTS folder Use this when you need to temporarily disable the current SureFire folder so it can be replaced. Rename UTSxx to UTSxx.old (xx represents the 2-digit year of SureFire). Step 2: Uninstall SureFire Use this when you need to remove the existing SureFire installation before reinstalling. Windows 10: Click the Windows Start icon Settings. Click Apps. Select SureFire 20xx from the list. Click Uninstall. Windows 8.1: Click the Windows Start icon Control Panel. Click Programs Uninstall a program. Select SureFire 20xx from the list. Click Uninstall. Step 3: Rename the folder back Use this when you need to restore the folder name so the reinstall can use it. Rename UTSxx.old back to UTSxx. Step 4: Reinstall SureFire Use this when you need to install a fresh copy of SureFire. Open UTSxx\TWTECH Run setup.exe Note: Setup.exe may appear as setup depending on File Explorer settings. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Windows is searching for TWWxx.EXE after updating SureFire This article explains why you may see the error message: Windows is searching for TWWxx.EXE. To locate... and how to fix it. ⚠️ Before You Begin You may need to access the SureFire installation folders on the drive where SureFire is installed. ❌ What Causes This Error? This can be caused when a shortcut icon is pointing to the wrong location, or when an executable (.exe) file is missing from the UTSxx folder (where xx is the 2-digit year of the program). 📊 Step-by-Step Guide Step 1: Open the UTSxx folder Navigate to ?:\UTSxx (where ? corresponds to the drive on which SureFire is installed). Step 2: Check for the correct executable Locate twwXX.exe (where XX is the 2-digit year of the program). Step 3 (If it exists): Create a correct desktop shortcut If twwXX.exe exists, right-click on it and select Send to Desktop (create shortcut). Note: This will send a new shortcut to the desktop which points to the correct location. Step 4 (If it does not exist): Run setup.exe to regenerate the file If twwXX.exe does not exist, open the UPDATES folder inside UTSxx and run setup.exe. Note: This will generate a new twwXX.exe file in UTSxx. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 You are not authorized to use this package when opening an existing return in SureFire This can happen when the SureFire Registration Code has changed or been removed, or the EFIN has been removed. ⚠️ Before You Begin Have your EFIN and SureFire registration code available so you can re-register software if needed. 📊 Step-by-Step Guide Step 1: Re-run the Setup Assistant registration Use this when you need to re-enter your EFIN and registration code. Click Tools Utilities/Setup Assistant Setup assistant. Click Register Software. Enter the EFIN and registration code. Click Validate Code Save and Close. Click the X at the top right of the Utility window to exit. Note: If this does not correct the problem, verify the SureFire Registration Code is current and valid. Step 2: Remove the Setup.0 file and re-run setup Use this when the error continues after re-registering. If the above steps do not correct the issue, take the following steps: Close SureFire. Navigate to ?:\UTSxx (Where ? is the drive where SureFire is installed and xx is the affected year of the program). Locate and delete the Setup.0 file. If on a network, also delete any Setup.xxx files (Where xxx is a workstation number). Open SureFire. Complete the Setup Assistant. Note: If you are still receiving the error after taking the above steps you can open a support case to receive assistance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Mensaje de error: "You are not authorized to use this package"" al abrir una declaracin existente en SureFire. "

🔍 What is this error? If you are receiving this error when attempting to open a return, this guide will help you revalidate your registration code. ⚠️ Before You Begin You will need your EFIN and registration code to validate your software. 📊 Step-by-Step Guide Step 1: Open the Setup Assistant To do this: Log in as ADMIN Click TOOLS at the top and select UTILITIES/SETUP ASSISTANT                                             Step 2: Validate your registration code From the Utility window, click SETUP and then click SETUP ASSISTANT. The first window will be the registration window. Simply enter your EFIN and REGISTRATION CODE and click on the VALIDATE button. This will resolve the error. ❌ Common Errors If validation does not resolve the issue, double-check that the EFIN and registration code were entered correctly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 "You have indicated on the Main Information Sheet..." when creating 1040 e-files This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide This message appears when you have cleared the Form 4868 without direct debit checkbox on the Main Information Sheet. To resolve this problem, on Form 4868, navigate to Part II, line 7, and press F3 to remove the red shown on this item. ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title Here This guide explains what the check printing control file error means and how to resolve it in SureFire. ⚠️ Before You Begin You may need to rename SureFire installation folders on the drive where SureFire is installed. 📊 Step-by-Step Guide There are two ways to print checks with SureFire; through the SureFire software or through a portal called Online Check Printing (OCP). If you receive this error when using the SureFire software to print checks, verify you are not signed up to print checks with OCP. You can contact SureFire at 866-686-7211 for more information. If you are signed up for Online Check Printing and you are trying to print a check within the SureFire software, make sure you use Online Check Printing website to print the checks: https:\/\/ocp.cchsfs.com\/ If you are using the SureFire software to print checks, the SureFire installation will need to be repaired allowing the current dll's to be re-registered and installed. Close SureFire (including workstations if on a network). Navigate to the drive SureFire is installed to. Rename the UTSYY folder to UTSYYold (where YY is the SureFire program year). Go to Windows Start menu, and click on Control Panel Click on Uninstall a program under Programs. Locate SureFire 20YY on the ? drive (where ? is the drive SureFire is installed to) and uninstall SureFire 20YY. Once uninstalled, close all windows and navigate back to the drive SureFire is installed to. Rename UTSYYold back to UTSYY. Open the UTSYY folder then the TWTech folder. Run the setup.exe file and follow the steps until finished. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 (729) Return Locked by Another User This message means the return you are trying to open is currently locked by another user. This guide shows you how to clear the lock so you can open the return again. ⚠️ Before You Begin Before you start, make sure you can close SureFire on all workstations, since the fix requires deleting a file after closing the program everywhere. 📊 Step-by-Step Guide Step 1: Try Reopening the Return (Quick Fix) Use this when you need to clear the lock in the database. Try fixing this by doing the following: Open return under a different username, then go back and open it again on previous one. Do this about 4-5 times and it should clear up in the database. Step 2: Delete the ratstorage.dat File (If Step 1 Doesn’t Work) Use this when the lock does not clear after reopening. If that doesn't work then do this: To correct this problem, you need to delete the ratstorage.dat file after closing SureFire on all workstations. To delete the ratstorage.dat file Close SureFire on all workstations. Navigate to the X:\UTSxx folder. Right-click the ratstorage.dat file, and then select Delete. Click OK to confirm the deletion. ✅ Done! You will no longer receive this error when opening this return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 (757) No pages were selected... when printing Client Organizer This can occur when no forms are selected for the Organizer's print packet. In this guide, you will learn how to: Modify your Organizer Print Packet so the correct forms are selected Restore the default Organizer Print Packet files if needed ⚠️ Before You Begin Before you start, make sure you know which tax year folder you are working in (UTSXX), where: X: is the drive where SureFire is installed XX: is the tax year of your program 📊 Step-by-Step Guide Step 1: Modify the Organizer Print Packet Use this when you need to select forms for the Organizer print packet. Log in to SureFire. On the Tools menu, select Utilities/SetupAssistant In the window that opens, click the Setup menu, and then select View/Edit Print Packets. Change the Packet to Organizer Packet. Select Print Completed Forms or manually add forms to the Selected Forms list. Click Save.   Step 2: Restore the default Organizer Print Packet Use this when you want to revert to the original default Organizer packet files. Browseto X:\UTSXX\PacketFiles (where X: is the drive where SureFire is installed, and XX is the tax year of your program), and then right-click the Organizer.PFL file. Select Copy. Navigate to the UTSXX\Users\Admin folder, right-click in the background, and then select Paste.   ✅ You’re Done You should no longer experience this problem when printing from the Client Organizer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains what to do when you see an error about a valid ITIN range. ⚠️ Before You Begin You will need access to Sure-Fire software for the ITIN range update. 📊 Step-by-Step Guide Step 1: Know the effective date An update to the range of valid ITINs became effective on April 2011. Step 2: Use the correct filing method for the prior tax year For the tax year 2010, affected taxpayers must file a paper return. Step 3: Ensure Sure-Fire reflects the new ITIN range For the tax year 2011 returns, your Sure-Fire software will be updated to reflect the new ITIN range. Step 4: Review IRS information For more information, see the General ITIN Information page on the IRS Web site: https://www.irs.gov/individuals/international-taxpayers/general-itin-information ❌ Common Errors If the ITIN range update is not applied, you may continue seeing validation problems. Confirm your software is updated. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to download and view the terms and conditions document for the Money Clip Prepaid Visa. ⚠️ Before You Begin You will need access to your computer desktop to save the attached file. 📊 Step-by-Step Guide Step 1: Download the attached document To download the attached file: Right-click the Money Clip Cardholder Agreement 2012.pdf file, and then click Save Target As. Select Desktop from the Save in drop-down box, and then click Save. Step 2: Open the document to view the terms Once the download is complete, navigate to your desktop. Double-click the Money Clip Cardholder Agreement 2012.pdf file for the terms and conditions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains W-2 e-file features and limitations for tax year 2012. ⚠️ Before You Begin You should be working in the correct tax year (2012) product to create W-2 e-files. 📊 Step-by-Step Guide Step 1: Know which W-2 files you can e-file W-2 e-file includes: W-2 Originals W-2 Corrections It also supports Federal forms: Federal W-2 Federal Corrected W-2 Step 2: Review state annual withholding reporting coverage Annual Withholding report is available for the following states: AL, AR, AZ, CA, CO, CT, DC, DE, GA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NY, OH, OR, PA, RI, SC, UT, VA, VT, WI, WV Step 3: Understand forms that won’t be included (but won’t block e-file) Forms that will not be included in the e-file, but will not prevent the e-file from being created: All state W-2/W-3 equivalent forms Step 4: Review other limitations for Payroll 2012 Payroll 2012 allows you to create e-files only for tax year 2012. Returns for prior years must be created with the appropriate product for that year. Payroll 2012 cannot create state correction files. For information on correcting state annual withholding reports, please contact the applicable state agency. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains the [2013] Invalid Registration Code error and how to fix it during setup. ⚠️ Before You Begin You will need to confirm the EFIN value you entered matches between setup screens. 📊 Step-by-Step Guide Step 1: Understand when this error happens This error may occur during setup after you've installed the 2013 SureFire software or earlier. Step 2: Verify the EFIN you enter during setup To resolve this error, navigate to the first page of the Setup Options and ensure that the EFIN you've entered at the top is the same EFIN you're entering in the Register Software window.                                                     📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers If you receive an "Invalid Julian date..." error when transmitting e-files, this guide explains the two common causes and how to fix them. 📊 Step-by-Step Guide Step 1: Check your computer date This can occur when the date on your computer is not accurate. To correct this problem, you need to correct your computer's date. Refer to the Help information for your Windows operating system for instructions. Step 2: Re-create the e-file within 24 hours This can also occur when you are transmitting an e-file created more than 24 hours ago. To correct this problem, re-create the e-file before transmitting within 24 hours. Step 3: Transmit within 24 hours going forward To avoid the error in the future, make sure to transmit e-files within 24 hours of creating them. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to: Unlock or reset the Admin Password for Installation Desktop Software after multiple failed login attempts Understand new IRS software security regulations affecting login requirements ⚠️ Before You Begin You will need: Access to the Admin username with multiple failed login attempts recorded Your Software Registration Code (without dashes) An internet connection to visit https://surefiretaxsoftware.com 📊 Step-by-Step Guide Step 1: Attempt to log into the Admin username 7 times and trigger lockout You need to fail admin login 7 times to enable password reset. Try logging into the admin username 7 times until you see an error box or message saying "Account is locked" at least 7 times. Step 2: Obtain your registration code and use it to reset the password Use your registration code without dashes as the password. Log into https://surefiretaxsoftware.com and find your registration code. You will need to enter your software registration code WITHOUT the dashes as the password for the reset. For example, if your registration code is: K50Y-A55J-P5J6-CX55-QHSY After failing login 7 times for ADMIN, enter the password as: K50YA55JP5J6CX55QHSY ❌ Important Note To make your life easier, copy and paste your Registration Code into NOTEPAD first, then remove the dashes and ensure no extra spaces around the password. This helps avoid errors when copying to the software password box. IRS Regulation Changes New password requirements are due to IRS Software Security Regulations: Users must reenter password after 24 hours of being logged in, regardless of activity. Users must reenter password after 30 minutes of inactivity. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides steps for resetting the Admin password in the 2017 SureFire software if your account is locked or you have forgotten your password. Triggering Reset - How to access the reset prompt in the software Gathering Info - Where to find your reset credentials on the SureFire website Resetting - Entering information and setting a new password ⚠️ Before You Begin You will need your SureFire website login credentials to retrieve reset information. Ensure you are working in the 2017 version of the software. 📊 Step-by-Step Guide Step 1: Trigger Reset Prompt Login with incorrect information 4 times. On the 5th attempt, you will see a prompt. Click "Yes" to proceed. Step 2: Access Reset Screen The Admin password reset screen will appear. Step 3: Log in to Website If you don't have the required reset info, log in to the SureFire website. Step 4: Find Reset Credentials Locate your reset information on the main Dashboard of the website. Step 5: Enter Info and Reset Type the information into the software's password reset screen and hit Enter. Step 6: Set New Password Go back to the main screen, login without a password, and follow the prompt to set your new password. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains how to fix the SureFire error: 293 - Could not build restore file. It applies when you are restoring from backup or transferring updates in SureFire. ⚠️ Before You Begin Before you start, make sure you know the correct user name you are restoring to, and the machine where you are performing the restore. 📊 Step-by-Step Guide Step 1: Delete BACKUP.LZH from the correct user subdirectory Use this when you are restoring from backup. Delete BACKUP.LZH from the \UTSxx\USERS\user name subdirectory on the machine where you are attempting to restore. The file should be in the subdirectory for the user name to which you are restoring. Step 2: If you used Transfer Updates, delete BACKUPBC.LZH Use this when the error occurred using the Transfer Updates option. If the error occurred using the Transfer Updates option, look in the \UTSxx\MAILBOX subdirectory on the machine where you are restoring, and then delete BACKUPBC.LZH. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 44.95 price showing up in price sheet This article explains why you may see $44.95 in your price sheet and what to do next. 📊 Step-by-Step Guide What to check If the amount of $44.95 is showing up in your price sheet and you are unsure of why this amount is in there: Navigate to the Main Info form. Towards the middle of the page there is a box you will uncheck for Protection Plus "PP". Note: This information applies to 2017. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error 638 - "Update program not found" when applying TW updates This issue can occur when files are missing from the UTSXX\Updates directory (where XX corresponds to the tax year of your program). ⚠️ Before You Begin Make sure you are applying updates for the correct tax year (the directory is based on UTSXX, where XX matches your program’s tax year). 🛠️ Step-by-Step Guide Step 1: Reinstall SureFire Use this when you need to replace missing update files. To solve the problem, reinstall SureFire. This should replace the missing files, allowing you to apply the updates after reinstallation. ❌ Troubleshooting Note If you still see the error after reinstalling, the update files for the applicable tax year may still be incomplete. Reconfirm you are targeting the correct UTSXX\Updates directory for your program’s tax year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 754 - No pages were selected to be printed when printing return in SureFire This usually indicates that there are no forms selected in one or more of the print packets you have selected to print. To avoid this error, edit the print packets, and then re-add the forms to the return. ⚠️ Before You Begin You may need to edit print packets to ensure the correct forms are selected for the return. 📊 Step-by-Step Guide Step 1: Edit the print packets Edit the print packets you selected to print, and make sure the correct forms are included. Step 2: Re-add the forms to the return After editing the print packets, re-add the forms to the return so that pages are available to print. Step 3 (Optional): Restore the original print packets If you wish to get the original print packets, copy all the files from UTSXX\PacketFiles and place them in UTSXX\Users\Admin and overwrite the files. Note: This will remove any customizations to the print packets. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Key e-file limits for Form 8853. IRS has limited the form 8853 to only allow one of these forms per e-file.  For more information refer to the IRS.gov website. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Fix the “Error 221 / ODBC Driver” issue by renaming the UTSYY folder and reinstalling the correct SureFire components. ⚠️ Before You Begin You will need access to the drive where SureFire is installed and permission to rename folders. 🔍 Step-by-Step Guide It is common to see this issue on a PC that was updated from Windows 7 or Windows 8/8.1 to Windows 10. This can also happen during large Windows updates that change and adjust multiple functionalities of the operating system (Fall Creators Update, Spring Creators Update.. etc) To fix this issue, do the following: Browse to the drive where SureFire is installed and locate the UTSYY folder, where YY is the two-digit year (for example, C:/UTS15). Right-click the UTSYY folder and select Rename. Add "old" to the end of the UTSYY folder name (for example, UTS15old). Go to the Windows Start menu, then select Settings. Click Apps. In the list, find the version of SureFire for the year that matches the UTSYY folder. (If not shown, skip to step 9.) Click Uninstall and complete the uninstall procedure. Go to the drive where SureFire was installed and locate the UTSYYold folder. Right-click the UTSYYold folder and select Rename. Remove "old" from the folder name. Open the UTSYY folder. Double-click the TWTECH folder. Double-click the SETUP file, and then follow the onscreen instructions to complete the install. After the steps above are complete, restart the system to finish the installation process, then attempt to launch the program.       📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide walks you through fixing the error “List Index Out of Bounds” that can appear when creating E-Files. ⚠️ Before You Begin You will need access to your SureFire installation and the related YY (tax year) folder. 📊 Step-by-Step Guide If you come across this error when attempting to create E-files - please follow these steps to resolve the issue: Right-click the SureFire icon on the desktop. Left click Open File Location. Right-click the YY (where YY is the year of SureFire, i.e. 17 for 2017) file, and then select   OPEN WITH. In the Open With window, select Notepad. When the file opens, if it is blank, you can close the Notepad window, right-click the SubmissionID.YY file in Windows Explorer, select Delete and then click Yes to confirm. (If it is not blank, you can proceed with steps 6-8, but the process may not solve the problem.) Open SureFire and, on the Tools menu, select Utilities/Setup Options. On the Setup menu of the Utility program, select Setup Options. On the General tab, set a starting number for the Submission ID. Enter a number that had not previously been used. For example, if you have not prepared more than 1000 returns yet, if you started at the number 1, enter 1000. Click Next in each screen until you can click Finish. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers “The Procedure Entry Point sqlite3_prepare_v2..." when opening Sure-Fire You receive the following error message "The procedure entry point sqlite3.dll_prepare_v2 could not be located in the dynamic link library sqlite3.dll."This error has been known to be caused by multiple factors. One of the most common factors has been malicious software ("malware") replacing the sqlite3.dll file with its own version.  📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Access Denied closing utility - Unable to reset Admin passwordNot taking new password This message means your password does not meet the required length rules. ⚠️ Before You Begin You may see: Password is too long   Adjust password to minimum 8 - 20 letters 📊 Step-by-Step Guide Step 1: Check the password length Use this when you need to confirm why the reset is failing. Make sure the password is between 8 and 20 letters. If it is longer, the system will reject it. Step 2: Update the password and try again Use this when you are ready to retry the Admin password reset. Create a new password that meets the minimum 8 - 20 letters requirement, then attempt the reset again. ❌ Common Errors If you continue to see the same issue, double-check that your password is not exceeding the allowed length. Password is too long 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Access violation at address 0000001f in module TWW19.EXE Access violation at address 0000001f in module "TWW19.EXE".Under print packet 000043A5 This article explains a fix for a related issue where print packets under each user were missing. ⚠️ Before You Begin Please make sure you can log in as an Admin user before starting. 📊 Step-by-Step Guide Step 1: Login as Admin Use this when you need to perform the setup changes that affect all users. Login as Admin Step 2: Open the Utilities/Setup Assistant Use this to access the setup tools needed to restore missing print packet settings. Go to tools Click on Utilities/Setup Assistant Step 3: Navigate to File Return Explorer Use this to reach the print form list and copy settings. Click on File Return Explorer Step 4: Update print form list settings Use this to copy the print form to the correct location for users. Under show, click on print form list Under action click on copy to another location Step 5: Copy to the correct location Use this to ensure the print packet is available for all users. Under copy to Click on leave all users Click select all Click on copy Click yes to all   ✅ Success! Now can login as a user, print return as normal 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Access Violation Error - Memory Address Issue This error occurs when SureFire has trouble accessing memory, often related to Microsoft Edge browser integration in Windows 10. ❌ Error Message Example "Access violation of address 0040AA0C in module 'TWW23.exe'. Read of address 00000000" Or similar message starting with address 0040AA. 📋 The Solution - Change Default Browser Why This Happens SureFire may be trying to use Microsoft Edge, which has compatibility issues. Changing your default browser fixes it. Fix Steps Click the Windows Start button Click Settings Click Apps Click Default apps tab on the left Look for "Web browser" in the list If Microsoft Edge is selected, click on it Choose a different browser from the list (Chrome, Firefox, etc.) Close Settings Restart SureFire ✅ Error Should Now Be Fixed The access violation should no longer occur when you use SureFire. 📞 Still Need Help? Contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this problem? This guide covers why “Acknowledgements” may fail to download in SureFire and how to resolve it. ⚠️ Before You Begin You will need access to your antivirus settings and be able to confirm you are sending/receiving from a single PC. 📊 Step-by-Step Guide Step 1: Check your antivirus exclusions The most common issue is your antivirus blocking the program from transmitting. Add an exception or exclusion for SureFire so a transmission session can go through. Step 2: Send/receive from only one PC Another common cause is sending/receiving from more than one PC that aren’t connected to each other (for example, over a network). Only send from one PC, or from one group of connected PCs. ❌ Common Errors If acknowledgements still do not download, confirm the antivirus change was saved and that you retried the transmission from the same PC. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Acknowledgements/Reports are blank in SureFire This article explains what to do when: Acknowledgements are blank Reports are blank (for example, the e-file submission report) ⚠️ Before You Begin Make sure you are logged in with access to run the setup assistant. Network note: If SureFire is on a network, perform the following steps on each workstation that is affected. 🧩 Problem Acknowledgements are blank Reports are blank 🧠 Cause SureFire needs to be registered/re-registered or there is an error in the report engine. 🛠️ Resolution Step 1: If acknowledgements are blank Use this when acknowledgements do not display. Login as Admin. Click Tools Utilities/Setup Assistant. Click Setup Setup Assistant. Enter your EFIN and registration code. Click Validate. Click Save and Close. Step 2: If a report is blank (such as the e-file submission report) Use this when reports do not generate or display. This is most likely an issue with SAP Crystal Reports Basic Runtime for Microsoft Visual Studio 2008,which installs when you install SureFire. Step 3: Repair Crystal Reports Basic Runtime for Microsoft Visual Studio 2008 Use this to fix the report engine runtime component. Close SureFire (on the affected workstation if on a network). Click the Microsoft Windows Start button, and click Control Panel. If in Category view, click Uninstall a program under Programs. If in Large Icons or Small Icons view, click Programs and Features. Locate Crystal Reports Basic Runtime for Visual Studio 2008 Left-click to highlight. Click Repair at the top of the program list. Step 4: Watch for the repair result After you click Repair, you will see one of the following: A small box displays as it is repairing, and the box will automatically close when finished with no message A Microsoft Windows Installer box with a message, "The feature you are trying to use is on a network resource that is unavailable."" Step 5: If the repair did not correct your issue If the repair did not correct your issue or you receive the Microsoft Windows Installer error mentioned above   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Acknowledgments Process for Federal and State Returns in SureFire This article explains how long IRS and state acknowledgments typically take, what happens with piggyback/state-only e-files, and how to view e-file status in the SureFire support portal. ⚠️ Before You Begin Before checking acknowledgment timing or statuses, make sure you know whether your return is: Federal + direct state e-file Piggyback or state-only e-file 📊 Acknowledgment Timing Acknowledgments from the IRS and direct states generally take 24 to 48 hours from the time you transmit an e-file. If you have returns pending for more than 24 hours, we will contact the appropriate IRS service center or state agency directly to quickly resolve any issues that may be causing a delay, and we will provide you with up-to-date information about when you should expect to receive your acknowledgments. Acknowledgments from piggyback or state-only e-file states can take up to 7 days. Only once the IRS accepts a federal return they forward the state return to the state agency. Piggyback states send their acknowledgments back to the IRS or GAC agency for processing. Upon receiving the acknowledgment, these two agencies will then send the acknowledgment files to the ERO. If you have piggyback or state-only returns pending for more than 5 days, we will contact the appropriate state agency to quickly resolve any issues causing a delay and provide you with up-to-date information about when you should expect to receive your acknowledgments. 📦 Rehang and Retransmission Expectations When we request a rehang of acknowledgments from the IRS, GAC, or state agencies, we expect to receive the acknowledgments the same day. However, when there are additional problems requiring us to retransmit a batch of returns, we expect to receive the acknowledgments the next day. 🔎 Viewing the Statuses of E-Files Step 1: Use the E-File Status page (For IRS / General Support) Point your Web browser to: https://support.inc.com/ Click E-File then E-File Status. Login with your CID, Username and Password. Enter the SSN or EIN and click Search. Step 2: Use the Return Query page (For SureFire) Point your Web browser tohttps://support.SureFire.com/ Click E-File then Return Query. Login with your CID, Username and Password. Enter the SSN or EIN and click Search. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Acks unavailable or system error when processing This article explains where SureFire stores ACK files and what to do when you see an “acks unavailable” message or a system error while processing. ⚠️ Before You Begin You will need to locate the correct folders on the drive where SureFire is installed. EFC, IRS, and State Ack files are located in the ?:\UTSxx\ACK folder. Bank ack files are located in the ?:\UTSxx\RAL folder. E-mail files are located in the ?:\UTSxx\Email folder. Note: ? corresponds to the drive letter where SureFire is installed, and xx corresponds to the 2-digit year of SureFire. 📊 Step-by-Step Guide Step 1: Check for ACKI or F5I files If there are ACKI or F5I files in the locations listed above, proceed with the steps below. Step 2: Rename the file Right-click the ACKI or F5I file, and then click Rename. Step 3: Change the I to a U Change the I to a U and press ENTER. Step 4: Re-run the ACK processing Click Communications Get Acks, Mail and Updates. Step 5: If ACKs do not turn to True status If you notice that the acks are not turning to a True status after they have been processed, access the appropriate folder for that file. Once in that folder, you will notice there is a Printed folder and a Training folder. Simply drag and drop or cut and paste the file into the Printed folder. There may be a file that already exists in the Printed folder with the same name; it is okay to answer Yes to replace it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 ActiveX error when trying to log in to Sure-Fire Install Version This can occur when the ActiveX settings on your computer are not correctly configured to allow SureFire to function properly. You need to enable Scripting and ActiveX controls for SureFire Install Version software. ⚠️ Before You Begin You will need to make sure Scripting and ActiveX controls are enabled so SureFire Install Version can run correctly. 📊 Step-by-Step Guide Step 1: Enable Scripting and ActiveX controls for SureFire Install Version Use this when you need to allow SureFire Install Version to function properly. Step 2: Open File Explorer Right-click the Windows Start button, and then click Explore. Step 3: Go to the SureFire homepage folder Navigate to the X:\UTSxx\TWhomepage folder (where X: is the drive on which SureFire is installed). Step 4: Open the index file with a browser Right-click the index1.htm file, point to Open with, and then select Microsoft Edge or Google Chrome. Step 5: Allow ActiveX controls and plug-ins If prompted to allow ActiveX controls and plug-ins to run, click Yes. Step 6: Allow scripts to access ActiveX controls If prompted to allow a script to access ActiveX controls, click Yes. Step 7: Always run the add-ons If you see a yellow warning bar above the SureFire home page, click it, and then select to always run these add-ons. Step 8: Restart SureFire Close Edge or Chrome, and then re-open SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide demonstrates the simple process of adding new forms (such as W-2s, Schedule Es, etc.) to an active tax return in SureFire. 📊 Step-by-Step Guide Step 1: Open the Form List The Form List contains all available tax documents for the current return type. While working within a return, select the Add Form/Display Form List button from the toolbar. Step 2: Find Your Form Search for the specific document you need to add. In the Find A Form window, you have two options: Scroll through the alphabetical list. Use the Look For search field on the left to type the name or number of the form. Step 3: Add to Return Insert the form into your current client file. Once you have located and highlighted the correct form, simply double-click it to add it to the return. 📞 Still Need Help? If you cannot find the form you are looking for, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Add/Remove buttons missing from Print Packets window in SureFire To correct this issue, you need to adjust your DPI settings in Windows. ⚠️ Before You Begin Make sure you can access your Windows display settings to change DPI (scaling) to 100%. 📊 Step-by-Step Guide Step 1: Change DPI settings in Windows 8.1 Use this when you need to adjust Windows scaling so the Print Packets window displays correctly. Right-click on the desktop and select Personalize. Click the Display link. Click Set custom text size (DPI). Select 100% under Scale to this percentage of normal size. Step 2: Change DPI settings in Windows 10 Use this when you need to set scaling to 100% so the missing buttons appear. Right-click on the desktop and select Display settings. Select 100% under Change the size of text, apps, and other items. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide shows you how to add a 1099-MISC form to your return.⚠️ Before You BeginOpen your return and make sure you know how to access the program bar forms list.📊 Step-by-Step GuideStep 1: Add the formYou can add a 1099-MISC form to your return like any other form by clicking on the Add/Display Forms List button at the top of your program bar. Once opened, simply search for the 1099 MISC and it should appear.Step 2: Choose where to attach itAfter you click to add it, a new window will open asking if you would like to attach the form to an existing form in the return or add a new form to attach the 1099 MISC to.Step 3: Complete the formAfter the form has been added to the return, you will need to fill out the 1099 MISC to completion for the information to carry forward from the 1099 MISC to the relevant forms in the return.                                                                                                    📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

📚 What This Guide Covers This guide explains how to add a second Schedule E. 📊 Step-by-Step Guide ⚠️ Before You Begin You should already have your Schedule E screen open and be ready to edit your form list. Step 1: Open the form list Click the Add Form/Display Form List tab, or press CTRL+F10. Step 2: Find the Schedule E option In the Look for box, type Sch E dup, then click Open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide shows you how to enter more than 4 dependents on a return.⚠️ Before You BeginMake sure you have the Main Information Sheet open in your return.📊 Step-by-Step GuideStep 1: Enter the first 4 dependentsEnter the first 4 dependents on the Main Information Sheet.Step 2: Link to the Additional Dependent WorksheetOn Form 1040, click the first line of the Dependent Information section for the dependent's first name.Press F9, or right-click and opt to link to a New Additional Dependent Worksheet.Step 3: Complete the additional dependentsEnter additional dependent information on this worksheet.You need to manually enter the last name of each dependent on this worksheet, even if it is the same as the taxpayer's last name.If your client qualifies for the Earned Income Credit (EIC) or the Child Care Credit, you must enter the dependents who qualify for this on the Main Info Sheet itself.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Adding state forms to a return This guide shows you how to:Follow the steps below - Adding state forms to a return ⚠️ Before You BeginYou will need access to your Sure-Fire tax software and the return you are working on. 📊 Step-by-Step Guide To activate a state you have purchased and installed, enter that state's abbreviation in the Address Information section of the Main Information Sheet of the return. The return for that state then appears in the forms tree, and you can add forms for that state as needed, in addition to the federal forms.   On the taxpayer W-2 or 1099s, enter the state wages at the bottom. If no state is being used, mark the box for no state.   If an installed state does not show up or disappears, go to the Main Info form, remove the state abbreviation and then re-enter it.   To add multiple states to a return, add up to 9 total abbreviations in the Resident, Non-Resident, or Part-Year Resident sections.   Notes: If you only have one state included in your installation, those forms automatically load with each return.   For the steps above to work as expected, you must have first downloaded and installed the forms for the state(s) you want to add. To check what states you have installed on your computer, on the Tools menu, click Utilities/Setup Options. In the Utility program, go to Setup, then click View Authorization to see all the Federal and State programs you have loaded, along with the versions. ❌ Common ErrorsIf something doesn’t show up or looks incorrect, double-check that you linked the right statement lines and try again. 📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

📚 What This Guide Covers If after selecting returns you’re not seeing your e-files get created, this guide will help you reset the Federal/State return filter so the e-file creation runs correctly. ⚠️ Before You Begin Make sure you’re ready to re-run the e-file creation for the returns you selected. 📊 Step-by-Step Guide Step 1: Open the Communications filter Select Communications and Send Federal/State Returns to..., and then click the Filter button. Step 2: Clear the filter criteria Make sure there is nothing in the Filter criteria window, and then try creating the e-files again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains when you can duplicate Form 1040X and how to amend an already-amended return. ⚠️ Before You Begin Have your original amended Form 1040X information available so you can lock and reuse the correct figures. 📊 Step-by-Step Guide Step 1: Duplicate the amended return (if needed) Form 1040X can be duplicated if you need to amend an Amended return. Step 2: Amend the Amended return To amend an Amended return: If you want to save the first Amended return, go into the first Form 1040X and lock the figures in column C by pressing the F8 override key on each entry. Go to each entry in column C and press F8 on page 1 of Form 1040X. Next, open a new Form 1040X. Mark the Income and Deductions checkbox to lock in the original amounts. If the state return is affected, open the state amend form and lock the original amounts as well before making changes to the return. Make the necessary changes in the return, and then click Save. ❌ Common Errors If the amounts you change do not carry as expected, confirm you locked the original figures in the correct columns before editing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this error? You are seeing an error: "I/O 53 "" when opening SureFire". This guide walks you through a fix by renaming the SureFire setup files so SureFire can recreate the setup information. ⚠️ Before You Begin Please note: If SureFire is on a network, you must close SureFire on all computers. After you open SureFire again, you will need to re-enter the setup information. 📊 Step-by-Step Guide Step 1: Close SureFire Use this when you need to stop the program before changing files. Close SureFire (if on a network, close SureFire on all computers). Step 2: Browse to the SureFire installation folder Use this to find the setup files that need to be renamed. Browse to ?:\UTSYY\ (where ?:\ is the drive SureFire is installed on andYY is the program year). Step 3: Locate the setup files Use this to identify the files that control setup. Locate the setup.0 and any setup.[workstation number] files. Step 4: Rename each setup file Use this to force SureFire to rebuild setup information. Right-clickeach fileand select Rename. Add .old at the end of the file name. Example: setup.0.old Step 5: Open SureFire again Use this to trigger SureFire to recreate the setup information. Open SureFire. Step 6: Re-enter setup information Use this because the setup files were renamed. Once you open SureFire, the setup information will need to be re-entered. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Apply For ITIN Button Grayed Out In SureFire SureFire allows you to start a new return for individuals wanting to apply for an ITIN without having to enter a Social Security number. ⚠️ Before You Begin Make sure you: Log into SureFire under GUEST User. Close any open return before starting. 📊 Step-by-Step Guide Step 1: Log in as Guest Use this when you need to access the ITIN application flow without entering a Social Security number. Log into SureFire under GUEST User. Step 2: Close any open return Use this to prevent conflicts when starting a new return. Close any open return. Step 3: Open the Apply for ITIN option Use this to start the ITIN return. Click the File menu. Click Apply for ITIN or press Ctrl+I. Step 4: Confirm SureFire opens the new return Use this to verify the process completed successfully. SureFire completes the SSN and Re-key SSN fields for you and opens a new return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Here’s what an ATIN is and when it’s used. 🔍 ATIN This is a temporary number issued by the IRS for an adoptive child. It is provided to individuals who are in the process of legally adopting a U.S. citizen or resident child who is not eligible to obtain an SSN for that child in time to file their tax return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to attach and remove PDF files within SureFire Desktop. Attaching supporting documentation as a PDF ensures it is transmitted along with your electronic filing. 📊 Attaching a PDF File Step 1: Locate the Attachment Line Specific forms contain lines that explicitly permit PDF attachments. On the tax form, find the line that allows for a PDF attachment and click the associated checkbox. Step 2: Select and Save File A dialog box will appear. Browse your computer and select the PDF file you wish to attach. Click Save. Step 3: Verification SureFire will automatically verify that the selected file is in the correct format. Once the "Verification Successful" message appears, click OK. ⚠️ Important Constraints File Format: You must use a PDF file. Attempting to attach other file types (images, Word docs, etc.) will result in an error. Limit: Only one attachment is permitted per individual entry line. 📊 Removing a PDF File If you need to remove an attachment: Navigate to the specific form and line where the PDF is currently attached. Simply uncheck the checkbox for that attachment. The file will be removed from the return. 📞 Still Need Help? If your PDF file is being rejected by the verification tool, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Auto-processing and auto-printing acknowledgements This article explains how to print acknowledgements individually or reprint unprinted acknowledgements in SureFire. ⚠️ Before You Begin You should be signed in to SureFire and have access to the Communications and Reports areas. 📊 Step-by-Step Guide Follow the steps below to print acknowledgements. To print acknowledgments individually, select the Reports tab and then click Print. You can use the filters to more easily determine which acknowledgements you want to print.   Note: To quickly select all acknowledgements, press Ctrl+A, and then press the space bar.     To manually print acknowledgments: On the Communications menu click Get Mail, Acks, and Updates. Select the acknowledgments you want to print, and then click OK. Click Details to print the acknowledgments. To print an acknowledgment On the Reports menu, click Acknowledgements. Any acknowledgement that has not been printed shows the word False. Select the acknowledgments you want to print. Click OK to print those acknowledgments. Note: If all acknowledgments have been printed, you will receive a message stating that no acknowledgements exist for the selected criteria. To reprint acknowledgments, use the following instructions.   To reprint acknowledgments   On the Reports menu, click Acknowledgements. Click OK to show the Filter Criteria dialog box. Select Printed Files and then click OK. You will see a list of all printed acknowledgements. Select the acknowledgments you want to print. Click OK, and then click Details to reprint the acknowledgments.   If you want the program to show only acknowledgments that have not been printed, follow the steps below.     To show only unprinted acknowledgments On the Reports menu, click Acknowledgements. Click Filter. In the Filter Criteria dialog box, clear the Printed Files checkbox, and then click OK. Click Cancel. ❌ Common Errors If you see a message that no acknowledgements exist for the selected criteria, adjust the Filter Criteria and try again (for example, select Printed Files to reprint previously printed acknowledgements). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Auto-processing and printing acknowledgements Whenever you send returns to the Electronic Filing Center, any available acknowledgements, mail, or updates are downloaded to your computer. This guide explains how to: Get and process acknowledgements - download and update return status information Print acknowledgements - automatically or reprint processed acknowledgements ⚠️ Before You Begin Make sure you have already sent returns to the Electronic Filing Center so that acknowledgements are available to download and process. 📊 Getting and Processing Acknowledgements Step 1: Download acknowledgements, mail, and updates Use this when you need to retrieve any available acknowledgements, mail, or updates after sending returns. On the Communications menu, select Get Acks, Mail and Updates. Step 2: Close the communications session Use this when the download is complete. When the Communications window indicates that the communication session has ended, click Close. Step 3: Let SureFire process the acknowledgement files Use this when you want SureFire to automatically process acknowledgements and update return status. SureFire opens the Processing Acknowledgment Files window. SureFire automatically processes any acknowledgement files you received from the Electronic Filing Center and updates the return status information. During this time, SureFire displays a progress bar indicating that the acknowledgements are being processed. 🖨️ Printing Acknowledgements SureFire automatically processes your acknowledgements after they are picked up from the Electronic Filing Center. You have the option for them to be automatically printed as well. This option is available on the Printer Setup tab of Utilities/Setup Assistant. 📌 To open the Printer Setup window Step 1: Open the Printer Setup Utility Use this when you need to change printing settings. Open the Printer Setup Utility by selecting Printer Setup on the File menu or selecting Utilities/SetupAssistant on the Tools menu. Step 2: Open Setup Assistant Use this to access the printing configuration. On the Setup menu, select Setup Assistant. Step 3: Go to the Printing Network Setup tab Use this to find the automatic printing option. In the SetupAssistant window, click the Printing NetworkSetuptab. Step 4: Enable automatic printing Use this to automatically print acknowledgements after processing. Under the Print Options, select the Automatically print acknowledgments check box. 📝 To reprint acknowledgements Step 1: Open the Acknowledgements report Use this when you need to print acknowledgements again. On the Reports menu, select Acknowledgements. Step 2: Select acknowledgements to print Use this to choose specific acknowledgements or print everything available. Select the desired acknowledgements and click OK, or click Select All to print all available acknowledgements. Step 3: View full acknowledgement details (optional) Use this when you need to see rejected return details. Click Details to display the full acknowledgement in the summary report, including rejected return details. Step 4: Navigate additional report pages (optional) Use this when the report spans multiple pages. To see additional pages of the report, click the Next Page button at the top of the window. Step 5: Print from Print Preview Use this to print the acknowledgement information. Click the Printer icon at the top of the Print Preview window to print this acknowledgement information. SureFire prints all bank acknowledgements and IRS-rejected-return information. Step 6: Close Print Preview Use this when you are finished printing. When printing is finished, close the Print Preview window by clicking Close in the upper-right corner of the window. ❌ If you see a message that no acknowledgements match If there are no unprinted acknowledgements, you receive a message indicating that no acks match the selected criteria. If so, follow the steps below. 🖨️ To print processed acknowledgements Step 1: Acknowledge the message Use this to proceed after the system reports no matching unprinted acknowledgements. Click OK in the message cited above. Step 2: Adjust filter criteria Use this to include already processed files. In the Filter Criteria window, select the Printed Files check box, and then click OK. Step 3: Select acknowledgements to print again Use this to choose which processed acknowledgements you want to print. In the Select Acknowledgementwindow select the acknowledgements that you want to print again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to configure Automatic Updates and other scheduled events in SureFire. Setting up these events ensures your software, modules, and acknowledgements are always current without manual intervention. 📊 Step-by-Step Guide Step 1: Access Schedule Settings Only the Admin user can manage scheduled events for the office. Sign into SureFire as Admin. Navigate to the Tools menu and select Schedule Auto Events. Step 2: Configure Your Events Choose which processes you want to automate. From the Schedule Auto Events screen, you can set times for the following automated tasks: Program Updates: Keeps the core software up to date. Modules Updates: Updates specific tax forms and modules. Return Save Options: Automates return backups. Ack Retrieval: Automatically checks for and downloads acknowledgements. You can also use the drop-down menu to select a specific Workstation ID if you want these settings to apply to other computers on your network. ⚠️ Requirements for Success Program Status: SureFire must be running at the scheduled time. Power Settings: The computer cannot be in sleep or hibernation mode. Network Connectivity: For networked environments, both the main server and the workstation must be powered on. 📞 Still Need Help? If your updates are failing to download or you need help with network configuration, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Awaiting Ack This guide explains what to do if your return has been stuck in status Awaiting Ack for more than a few weeks. ⚠️ Before You Begin Be ready to provide details about the return so we can investigate the status and any system errors. 📊 Step-by-Step Guide Step 1: Check how long it’s been stuck If you have a return that’s been stuck on awaiting ack for more than a few weeks, it’s time to follow up. Step 2: Contact support for further follow up We recommend contacting us for further follow up on the return/status as there may’s an error within the system. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This comprehensive guide covers the essential process of backing up your SureFire tax data. Regular backups are critical for data security and for transferring client files between systems. ✅ Why Backup? You can use the built-in backup functions to: Securely copy tax returns to removable disks or external drives. Transfer files to a new computer. Move transmittal files for e-filing from a different workstation. Recommendation: Back up your data daily and maintain a log of when each backup was performed and by whom. 📊 Step-by-Step Guide Step 1: Open Backup Utility On the Tools menu, select Backup to Disk. Step 2: Choose Backup Type In the Backup Options window, choose one of the following: Regular Backup: Backs up your return files only. Archive Backup: Backs up returns, preparer information, and user settings. IRS/RAL Transfer: For moving files to a transmitting PC. Select Start a new backup or Add to a previous backup and click OK. Step 3: Define Location & Select Data To Create a New Backup: Select the Drive and Directory where you want the backup stored. ⚠️ Note: If using a removable drive, ensure it is connected before starting. Click OK to begin the process. To Add to a Previous Backup: Select the User and the specific Returns to back up. Select the Drive and Directory where the existing backup file is located. Click OK. The software will merge the new data into the existing backup file. 📞 Still Need Help? If you need help establishing a complete hardware backup strategy, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

💾 Quick Backup & Restore Guide Transfer your tax returns from your old computer to a new one quickly and safely using SureFire's built-in backup and restore features. Takes just 1-2 minutes per tax year! ⚠️ Before You Begin You will need: USB drive or external hard drive with available space SureFire software fully installed and updated on the new computer Administrator access on both computers The ability to identify your USB/External drive letter 📋 Step-by-Step: Backup Your Returns Step 1: Create a Backup Folder on External Drive Set up where your backup files will be stored. Connect your USB or external hard drive to your old computer Note the drive letter (look in File Explorer) Example: F: drive "Samsung_T3" Create a folder on the external drive for each tax year you're backing up Example: Create a folder named "2016 Backup" Example: Create a folder named "2023 Backup" Step 2: Log In As Admin Start the backup process with administrator privileges. Open SureFire on your old computer Log in using the ADMIN username Step 3: Start the Backup Access the backup feature from the Tools menu. Click Tools menu at the top Click Backup to Disk Click Regular Backup Step 4: Select Users to Backup Choose which user accounts to include in the backup. Click "OK" on the initial confirmation screen Click [Select All] in the bottom left to backup all users Or select specific users manually Click OK to continue Step 5: Select Returns to Backup Choose which returns to include in the backup. Click [Select All] to backup all returns Or select specific returns if preferred Click OK Step 6: Choose Backup Location Tell SureFire where to save the backup files. A file browser window opens    Navigate to your external drive (example: F:) Open the backup folder you created (example: "2016 Backup") Click OK or Save Wait for "Backup Complete" message 📋 Step-by-Step: Restore on New Computer Step 1: Transfer External Drive to New Computer Move your backed-up data to the new computer. Safely disconnect the external drive from the old computer Connect it to the new computer Note the drive letter it appears as Step 2: Open SureFire and Log In Start the restore process on the new computer. Open SureFire on the new computer Log in using the ADMIN username Step 3: Start the Restore Access the restore feature from the Tools menu. Click Tools menu Click Restore From Disk Click Regular Backup Step 4: Select Backup Folder Tell SureFire where to find your backup. A file browser opens Navigate to your external drive Open the backup folder you created Example: "2016 Backup" folder Click OK Step 5: Choose Restore User Select where the returns will be restored. The system asks which user to restore to    If the original user exists on the new computer, select "Restore to Original User" Example: If returns were created under "JOHN", and JOHN exists on new computer, use this option If the original user doesn't exist, select a different user from the dropdown Example: You can select ADMIN or GUEST instead Click OK Step 6: Confirm and Complete Restore Finalize the restoration of your returns. Follow the on-screen prompts    Review the restore summary    Click OK to complete Wait for "Restore Complete" message ✅ Restoration Complete! Your tax returns have been successfully transferred to the new computer. All returns should now be visible in SureFire under the original or selected user account. ⚠️ Important: Update Check If you get errors during restore: The new computer's SureFire may not be fully updated. Fix this immediately: Click Communications menu Click Get Program Updates Wait for updates to complete Restart SureFire Click Communications again Click Get Module Updates Wait for completion and restart Try the restore again 📞 Still Need Help? If you have trouble with backup or restore, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bad package letter" when backing up This guide explains how to fix the issue by deleting the Backup.lzh file for the affected user, then running a backup again. ⚠️ Before You Begin You will need to: Be able to close SureFire Access the affected user folder on the drive where SureFire is installed 📊 Step-by-Step Guide Step 1: Close SureFire Use this when you need to stop SureFire before deleting the backup file. Close SureFire. Step 2: Open File Explorer Use this when you need to locate the Backup.lzh file. Right-click the Start button, and then click File Explorer. Step 3: Navigate to the affected user folder Use this when you need to find the correct Backup.lzh file for the user. Navigate to the X:\UTSxx\Users\Name of the affected user folder (where X: is the drive on which SureFire is installed, and xx corresponds to the tax year of your program). Step 4: Delete the Backup.lzh file Use this when you need to remove the bad package letter backup file. Right-click the Backup.lzh file, and then click Delete. Step 5: Run the backup again Use this when you need to recreate the backup after deleting the old file. Once you have deleted this file, back up your data using the Advanced Backup option. ✅ Success! You have deleted the Backup.lzh file for the affected user and can now back up your data using the Advanced Backup option. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank forms not printing when selecting E-file in SureFire Follow the steps below to update your print packet setup so bank forms print correctly when you select E-file. ⚠️ Before You Begin You will need to: Log in as admin 📊 Step-by-Step Guide Step 1: Open the Setup Assistant print packet settings Use this when you need to access the print packet configuration. Log in as admin and select Tools Utilities/Setup Assistant Setup View/Edit print packets. Step 2: Select the correct packet file Use this when you need to choose the packet that will include the bank forms. In the Packet filename field, select the File.PFL packet. Step 3: Add bank forms to the selected forms list Use this when you need to ensure the bank forms are included in the packet. Add the bank forms from the available forms section to the selected forms section. Step 4: Save and close Use this when you need to apply your changes. Click save and close. ✅ Success! You should now be able toprint the bank forms with tax payer file copy packet and the e-file creates. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Black lines appear on documents when printing to PDF. This article explains what to do if you see black lines on documents when printing to PDF. ⚠️ Before You Begin Follow the section that matches your software: Acrobat DC Users PaperlessPLUS Users 🧩 Acrobat DC Users If you have installed the Windows 10 Anniversary Update (Windows 10 1709 update), follow the instructions from Adobe regarding this issue: https://helpx.adobe.com/acrobat/kb/reader-dc-prints-streaks-after-upgrade-Win10-anniversary-update.html. 🧩 PaperlessPLUS Users PaperlessPLUS requires Adobe Reader version 10 (Adobe Reader X). Updating to Adobe DC usually interrupts the normal functionality of PaperlessPLUS. Instead of updating, you can uninstall and reinstall Adobe to resolve this issue. 📊 Step-by-Step Guide Step 1: Open the Start menu Click the Start button or press the Windows key on your keyboard. Step 2: Find Add or Remove Programs In the Search box, enter add or remove programs and then press Enter. Step 3: Select Adobe Reader X Select Adobe Reader X in the Apps Features list. Step 4: Uninstall Adobe Reader X Click Uninstall. Step 5: Download the Adobe Reader X installer Download the Adobe Reader X installer here: https://goo.gl/FQSVrz. Step 6: Reinstall Adobe Reader X Run AdbeRdr1010_en_US.exe to reinstall Adobe Reader X. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Brother HL1440 does not print correctly. This guide explains how to download the correct generic driver and adjust printer settings so Sure-Fire can print correctly. ⚠️ Before You Begin You will need access to the Brother HL-1440 printer driver download and permission to add/change a printer driver on your computer. 📊 Step-by-Step Guide Step 1: Install the correct PCL driver Follow the download instructions below. You need to download the generic driver for this printer from http://solutions.brother.com/hl1400/download/dl-generic2kxp.html. Download the Generic PCL Driver: WHQL Certified Enhanced Generic PCL Driver for Windows 2000/XP (only for HL-1440,HL-1450 and HL-1470N).   Save and run the file, and then add a new printer. When you come to the driver selection dialog, click the Have Disk... button and point it to the location where you extracted the drivers. You need to choose the PCL4 Driver.   This will now allow you to print reports using this printer. Step 2: If needed, check the Print Processor method If your printer does not print correctly, you may need to adjust the print method. In some cases, if the printer is configured to use the "BR-print" method instead of "Win-Print" (with RAW data format), the printer will not function correctly with Sure-Fire. You can check and change this, if necessary, by doing the following:   Select Start, Settings, Printers and Faxes Right-click the printer and select Properties Click on the Advanced tab Click the Print Processor... button at the bottom Change the processor and data format if needed, then click OK ❌ Common Errors If you have installed the driver but still see printing issues, confirm you selected the PCL4 driver and re-check the print processor/data format setting. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can extension be transferred from SureFire Install Version to SureFire Web Version? Here is the answer to your question. ⚠️ Before You Begin Make sure you understand where you need to mark the extension for transfer. 📊 Step-by-Step Guide Step 1: Mark the extension for transfer in SureFire Install Version Use this when you need to transfer an extension to SureFire Web Version. No, this cannot be done automatically. It has to be marked for transfer in SureFire Install Version. Step 2: Mark the extension for transfer in SureFire Web Version Use this after the extension is in SureFire Web Version. Once the extension is in SureFire Web Version, you must mark it for extension here. ❌ Important Note No, this cannot be done directly. It requires the two-step process: mark for transfer in SureFire Install Version, then mark for extension in SureFire Web Version. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers How to handle requests to call back or cancel a return after it has been e-filed. 📊 Step-by-Step Guide ✅ Key Point Currently there is no way for us or you to retrieve or pull back an efiled return. ⚠️ If You Need to Make Changes If you need to make changes to the return, you can wait until it either gets rejected or accepted. If it is accepted, you will have to do an amendment on the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I change a return from a Corp to a 1041 without having to start a new return in SureFire? Unfortunately SureFire doesn't support data transfer from one type of tax return to another. The return will need to be started in the correct package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can I print "What If?"" scenarios in SureFire? Yes, you can print "What If?"" scenarios in the SureFire Install Version software. 📊 Step-by-Step Guide Step 1: Open the scenario you want to print Use this when you need to choose the specific "What If?"" scenario you want to print. Step 2: Click Print Return within the scenario Click Print Return within the scenario you would like to print. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to rename a return inside SureFire. ⚠️ Before You Begin You will need an Admin login. 📊 Step-by-Step Guide Step 1: Open the Return Explorer After logging into the program as Admin, go to Tools. Select Utilities/Set up options Click on File  and Choose Return Explorer Step 2: Choose the return to rename In the left hand corner, under Look in, select the user that the return was created under In the left hand bottom corner under Show, select package the return is in Click on the return you are wanting to rename (will highlight blue) Step 3: Rename the return In the left hand bottom corner under Action, select rename return In the text field next to Rename to, type in new name for return Click on Apply, return is now renamed You can close out of the Return Explorer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Can’t Print Returns in SureFire (TaxWise) If your print job is sending to the printer but nothing prints out—and you don’t see any errors inside the program—this guide will help you try a quick fix. ⚠️ Before You Begin Try the steps below. Clearing the print queue often resolves this issue. 🧾 Step-by-Step Guide Step 1: Clear the printer’s print queue Use this when you need to stop a stuck print job and allow it to print normally. Clearing the print queue usually fixes this issue. This can be done from the print menu. Step 2: Power-cycle the printer (alternative method) Use this if clearing the queue from the print menu doesn’t resolve it. Alternatively, unplug the printer and reboot the computer. ✅ Success! After clearing the print queue (or rebooting after unplugging the printer), try printing the return again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot create an e-file for a 990 or 990 EZ return in SureFire Uninstalling and reinstalling the 990 Module will allow the user to create an e-file. ⚠️ Before You Begin Make sure you are ready to uninstall and then reinstall the 990 Module. 📊 Step-by-Step Guide Step 1: Uninstall the 990 Module Use this when you need to remove the existing 990 module so it can be reinstalled. Click Tools. Select Utilities/Setup Assistant. Click Tool on the Utility window. Select Uninstall Modules. A window will appear listing the Federal modules, states, and bank(s) currently installed on your system. Locate the Exempt Organization - 990 module, check the box to the left, then click OK. A confirmation box will appear stating the process is complete.   Step 2: Reinstall the 990 Module Use this to restore the module so you can create an e-file. For instructions on reinstalling a module, please see article How do I download and update the SureFire program? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot create file setup.o access is denied when opening SureFire - Error 009Da8A6Cannot create file setup.o access is denied This guide will help you fix the error by running SureFire with administrator permissions. ⚠️ Before You Begin You will need: Access to the SureFire icon/shortcut on your desktop The ability to change shortcut properties (admin permission may be required) 📊 Step-by-Step Guide Step 1: Locate the SureFire icon Use this when you need to find the shortcut you will update. Locate SureFire 20XX icon on desktop Step 2: Open Properties Use this when you need to change how the program runs. Right-click the shortcut and select Properties. Step 3: Go to the Compatibility tab Use this when you need to adjust compatibility settings. Select the Compatibility Tab. Step 4: Enable Run as administrator Use this when you need to run SureFire with elevated permissions. Select the Run as administrator check box. Step 5: Save and close Use this to apply the change. Click Apply and then OK. Step 6: Open SureFire normally Use this to confirm the error is resolved. Now you are able to open SureFire as normal. ✅ Success! After enabling Run as administrator, you should be able to open SureFire as normal. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot fix header... error when running DBRepair This guide helps you resolve the “Cannot fix header...” error when running DBRepair. ⚠️ Before You Begin Before trying DBRepair again, please do the following: Reboot the computer If you are on a network, make sure no workstations have SureFire open 📊 Step-by-Step Guide Step 1: Reboot and close SureFire on all workstations Use this when you need to ensure DBRepair can access the database without interference. First, reboot the computer. If you are on a network, make sure no workstations have SureFire open. Step 2: Run DBRepair again Use this after the reboot and workstation check. Then try running DBRepair again. ❌ If the error still appears If you still get the same error, contact customer service for more in-depth database repair. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot locate Form 9325 in SureFire Form 9325 is only needed when returns are e-filed. It is controlled by an option in Printer Setup, not by manual entry fields in the program. 📊 Step-by-Step Guide Step 1: Open Printer Setup On the File menu, select Printer Setup. Step 2: Enable automatic printing of Form 9325 In Section 3 - Options, select the checkbox: Automatically print form 9325 as each IRS tax return is acknowledged Step 3: Finish Click Finish. ❌ Common Errors Note: There is no way to reprint Form 9325. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot open a new return - message that the return already exists If you see a message that the return already exists and you cannot open a new return, it’s usually because the return is currently locked in the user folder. ⚠️ Before You Begin Make sure you know where the return is stored so you can move it to the correct folder. 🛠️ Step-by-Step Guide Step 1: Remove the return from the user folder The return is locked in the user folder. To fix the issue, remove the return from the user folder. Step 2: Place it in an old folder After removing it from the user folder, place the return in an old folder so it can be opened/handled correctly. ✅ Success! Once the return is moved out of the locked user folder and into an old folder, you should be able to proceed without the “return already exists” message. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot open or redeem returns after purchasing PRS funds in SureFire If you are unable to open or redeem returns after purchasing PRS funds in SureFire, you will need to contact the Accounting Department for assistance. ⚠️ Before You Begin To resolve problems redeeming returns, contact the Accounting Department. Email: SFS.AccntCorrections@wolterskluwer.com ❌ What to Do Send an email to the Accounting Department at SFS.AccntCorrections@wolterskluwer.com to resolve issues redeeming returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot print some or all Client Organizers This article explains why Client Organizers may not print and how to fix the issue. ⚠️ Before You Begin You will need access to: SureFire Explorer (to move returns between user names) Your Windows computer settings (to check the workstation number) 🧩 Why This Happens One reason these problems occur is that some returns were moved to another user name outside of SureFire Explorer. If you stretch the list of returns to show the User column, you will likely find that the returns which do not print (or which return you to the main screen) are the ones that show a user name in this column that differs from the currently selected user. 🛠️ Step-by-Step Guide Step 1: Reset the return user flag in SureFire Explorer Use this when you need to correct returns that were moved to a different user name outside of SureFire Explorer. Use SureFire Explorer to move all of the returns from that incorrect user name into another user name (such as Admin). Then move those returns back to the correct user. This resets the user flag on the return files, which allows the organizers to be printed. ❌ Important Note Rebuilding the database does NOT correct this problem, because the return files themselves contain the user specification. Step 2: Check and correct the workstation number (if needed) If Step 1 does not correct your problem, it may have been caused by the computer having an incorrect workstation number. To determine and correct the workstation number: Right-click Computer, and then select Properties. Click the Advanced system settings tab, then click Environment Variables. Under System Variables, click New. For variable name, type WORKSTATION. For variable value, type a unique three-digit workstation number of your choice. This number must be three digits It cannot begin with zero Click OK in the New System Variable dialog box, click OK in the Environment Variable dialog box, and then click OK in the System Properties window. ✅ Success! You will no longer experience this problem when printing organizers. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot search taxpayer's name using the Return List in SureFire This guide walks you through repairing the SureFire database when you cannot search a taxpayer’s name using the Return List. ⚠️ Before You Begin Please make sure SureFire is fully closed before running the repair. 📊 Step-by-Step Guide Step 1: Close SureFire Use this when you need to stop SureFire before repairing the database. Close SureFire (if on a network, close the program on all computers). Step 2: Open the SureFire program folder Use this to locate the dbrepair tool for your SureFire year. Navigate to ?:\UTSxx (where ? is the drive where SureFire is installed, and xx is the program year). Step 3: Run the database repair utility Use this to start the DB Repair process. Double-click the dbrepair.exe file. Step 4: Select all options and start repair Use this to ensure the repair runs for all available items. Select all check boxes in the DB Repair window, then click Start Repair. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Cannot see Form 1065 acks to process Although acks for Form 1065 Partnership e-files are picked up when you communicate with the Electronic Filing Center (EFC) regardless of the package you are using, you can only view the acks to print when you are in the 1065 package. ⚠️ Before You Begin To view or print these acks, you need to change over to the 1065 package. 📊 Step-by-Step Guide Step 1: Switch to the 1065 package Use this when you need to view or print the acks to process for Form 1065. Change over to the 1065 package so you can view the acks to print. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Capital Gain transactions printing issue (SureFire Install Version) This issue will be resolved in SureFire 2018. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide shows you how to carry forward prior-year data in SureFire.⚠️ Before You BeginYou should be starting a new return for the current tax year.📊 Step-by-Step GuideStep 1: Open the Carry Forward optionSelect Prior Year Data from the Carry Forward submenu on the Tools menu.Step 2: Follow the on-screen instructionsFollow the on-screen instructions to carry forward the information from last year. When you begin a new return with any of these Social Security numbers (SSNs), the program will let you know that there is prior-year data, and you can load it into the return.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 What This Guide Covers This guide helps you resolve the error message: “Catastrophic failure” or “...not a valid graphic element” when aligning checks. ⚠️ Before You Begin Before you start, determine whether you are using SureFire: On a network As a stand-alone installation 📊 Step-by-Step Guide Step 1: Run the Setup.exe file (Network Installations) Use this when you need to fix the issue on a network installation. To solve this problem, run UTSXX\TWTech\Setup.exe (where XX is the last 2 digits of the year), if you are using SureFire on a network. Step 2: Contact Customer Support (If It Still Doesn’t Work) Use this when the setup run does not correct the problem, or if you are using SureFire stand-alone. If this does not correct the problem, or if you are using SureFire as a stand-alone installation, contact customer support. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the process for updating your Electronic Filing Identification Number (EFIN) within SureFire. This includes submitting documentation, updating software settings, and correcting pending e-files. ⚠️ Mandatory Requirement Before any software changes can be made, you must provide a copy of your official IRS EFIN letter to SureFire: Fax: 1-866-386-5473 Once received, your Software Specialist will update your account, which will generate a new registration code. 📊 Software Update Procedure Step 1: Update Setup Assistant Enter your new EFIN and the new registration code (provided via email and in your Customer Portal) into the Setup Assistant. Step 2: Update Tax Form Defaults Ensure the EFIN is also updated in your Tax Form Defaults to ensure all new returns pull the correct number automatically. See this article for detailed instructions. Step 3: Update Pending E-Files If you have e-files created but not yet sent, they must be recreated with the new EFIN. Open the return with the pending e-file. On the Main Info sheet, temporarily change the return type to Paper (this makes the 8879 inactive). Right-click on the 8879 in the Forms Tree and select Remove Form. Switch the return type back to E-File Only or Bank Products. Verify the new 8879 contains the correct EFIN. Run diagnostics and create a new e-file to overwrite the previous one. 📞 Still Need Help? If your registration code is not working or your EFIN update is pending, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the concept of "Packages" in SureFire and how to switch between them. Selecting the correct package ensures that: The correct New Return types are available. The appropriate Reports are generated for your specific filing needs. 📊 Understanding Packages Packages represent the different types of tax returns supported by your version of SureFire. The types of returns you can create and the reports you can view are determined by the currently active package. Changing the package is a quick process handled directly from your dashboard. How to Change Your Package On the main dashboard, simply click the Change Package option and select the package you wish to use from the list. ⚠️ Note The list of available packages is based on the specific software license you have purchased. 📞 Still Need Help? If you don't see the package you need, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article shows you how to change how Accumulated Depreciation is presented on your financial statements. ⚠️ Before You Begin Make sure you are in the correct report/financial statement setup area before making changes. 📊 Step-by-Step Guide Step 1: Open the Financial Statement Setup Follow these steps: On the Reports menu, click Financial Statement Setup. Edit the financial statement. Highlight the row by clicking in the Row Type column. On the left side, select Summary Account Row. Assign the accounts to be included in the Summary row, and then click Select. For the debit balance, select the Debit Balance radio button under Display attributes. Click the Recalculate button at the top of the screen to recalculate the totals. ❌ Common Errors If totals look incorrect, confirm you selected the correct row type and clicked Recalculate. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Check Print Authorization Code This guide explains how to find the authorization code in the return. ⚠️ Before You Begin You will need the return open in SureFire. 📊 Step-by-Step Guide Step 1: Open the return and view query results To find the authorization code, open the return, and then press F7. Step 2: Check the Checks tab In the Query Results dialog box that opens, click the Checks tab to see the Authorization Number, as well as the original check number and check amount. ❌ Common Errors If you don’t see the Authorization Number, confirm the return is fully open and try pressing F7 again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers What the SureFire columns mean for check verification and voided checks. 📊 Step-by-Step Guide Step 1: Understand the “Verified” column The column specifies whether or not a check has been verified. If it has, you cannot reprint the check. Step 2: Know what to do if you need a new print If necessary, the bank can send a new check print file to you. Step 3: Understand the “Check Voided” column The second column, Check Voided, tells you if a check has been voided and can be reprinted. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to check the status of a return and view rejection/acceptance dates. ⚠️ Before You Begin You will need to have the return open in the software. 📊 Step-by-Step Guide Step 1: Open the return you want to check Navigate to the return that you'd like to check the status of and open it. Step 2: Use Return Status (F7) While within the return, push the F7 key across the top of your keyboard. You can also access this screen by going to Tools > Return Status.       Step 3: Review the rejection/acceptance date This window will show the rejection/acceptance date of the return. Step 4: If rejected, view the rejection reason If it was rejected, you can click the rejection tab and see the rejection reason for the return so that you may correct it. This applies to 2016, 2015, and all prior years.     ❌ Common Errors If you do not see the expected date or reason, confirm you opened the correct return and check the rejection tab. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to check the status of a return and find the reject reason/code in SureFire. If you are needing to check the status of a return or obtain the reject reason\/code, you can press the F7 function key while in the return to see this information along with other information.  To see the status of the return you will look under the general tab. Under E-file status, it will say in progress if it hasn't been E-filed, accepted\/rejected or sent to EFC (this is when it is awaiting acknowledgement from IRS.) You will want to ensure that you check your Acks and Updates to ensure that this information us accurate and up to date.     This is where you can also view information on disbursements, extensions and state return status. To do this, click on the tab with the information you are wanting to display. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the Class Not Registered message and how to fix it in SureFire. 📊 Step-by-Step Guide ⚠️ Before You Begin You may see this message during diagnostics in SureFire (1040 or ERO) if Internet Explorer is not installed or not up to date. Step 1: Update Internet Explorer Make sure Internet Explorer is installed and current. Check Windows Update for available updates. Visit Microsoft.com for the most recent version of Internet Explorer for your operating system. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to add a Client Letter to your tax return in SureFire, providing a professional summary for your clients. 📊 Step-by-Step Guide Step 1: Open the Form List The Client Letter is added just like any other tax form. While working within a return, navigate to the Form menu and select Add Forms/Display Forms List. Step 2: Search for the Letter Use the search function to quickly locate the form. In the Find A Form search box, type the word Letter. This will filter the list to show all available letter templates. Step 3: Add to Return Insert the form into your current client file. Double-click the highlighted Client Letter form in the list to add it to your return. 📞 Still Need Help? If you need help customizing your client letters, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Client Letter Variables in SureFire This article explains what client letter variables are in SureFire, how to format and insert them, and the different types of values they can contain. ⚠️ Before You Begin You should be comfortable editing a client letter and using the Letter Menu (F11) to insert variables. 📚 What Are Client Letter Variables? A variable is a piece of information that is pulled from the database in any given tax return. Examples of variables are taxpayer name, taxpayer address, refund amount, etc. The value of a variable changes according to the information in each tax return, but the variable's presence in the client letter does not change. 🔍 Understanding Variables Variables are always written in all capital letters and are enclosed in curly brackets. Example: {PRFULLNAME} is the variable for the primary taxpayer's full name. You can cut, copy and paste variables just like other text. 📝 How to Insert Variables into a Client Letter Step 1: Insert using the Letter Menu (F11) Use this when you want SureFire to insert the variable for you. You can insert variables using the Insert Variable command under the Letter Menu (F11). Step 2: Type the variable name directly Use this when you already know the exact variable name. You can also insert variables by typing the variable name into the client letter. However, if you type the variable you must be sure to format it correctly. Step 3: Follow the correct formatting rules Make sure every variable is formatted exactly like SureFire expects. Use all capital letters. Enclose it in curly brackets { }. Spell it exactly as it is spelled on the Select Variable dialog box. 🔍 Understanding Values Every variable has a value of one of the following types: Numeric A numeric value is a number. The following are examples of variables with numeric values: {FEDREFUND} -Federal refund or balance due amount; the value of this variable is a positive number if the taxpayer is getting refund, and a negative number if the taxpayer owes a balance due. {ABSFEDREFUND} -Federal refund or balance due amount; the value of this variable is always a positive number. {REFTOTAX} -Amount of the Federal refund applied to next year's tax. Numeric values that represent dollar amounts, such as {FEDREFUND}, print with a decimal followed by two digits which are usually zeros. Since SureFire rounds dollar amounts on tax forms to the nearest dollar. String A string value is text. The following are examples of variables with string values: {FIRSTNAME} -Taxpayer's first name; for example, John. {PRFULLNAME} -Primary taxpayer's full name; for example, John L Doe. {ADDRESS} -Taxpayer's street address; for example, 123 Main St. {STATE} -Resident state in the taxpayer's address; for example, GA for Georgia. Text values that come directly from forms in SureFire print in the client letter exactly as you typed them on the form. For example if you type them in all capital letters they print in the letter in all capital letters. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Client Letter: Cover sheet does not display the correct address in SureFire This guide shows you how to resolve an issue where the Client Letter cover sheet does not display the correct address in SureFire. ⚠️ Before You Begin Make sure you can log in as the Admin user. 📊 Step-by-Step Guide Step 1: Log in as the Admin user Use this when you need to access the setup tools required to update Office Information. Login as the Admin user Step 2: Open the Setup Assistant Use this when you need to reach the Office Information section. Click on Tools then Utilities/Setup Assistant Step 3: Navigate to Setup Assistant Use this when you need to access the setup screens. Click on Setup, then Setup Assistant Step 4: Open Office Information Use this when you need to update the address details used on the cover sheet. Click on Office Information Step 5: Enter the missing address details Use this when the cover sheet is missing or showing incorrect office information. Fill in the missing name, address, company name, etc. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Codebase error: -1 while working in a return in SureFire This guide explains how to resolve the Codebase error: -1 while working in a return in SureFire. ⚠️ Before You Begin Please follow these steps carefully: Close SureFire (if on a network, close the program at ALL workstations). 📊 Step-by-Step Guide Step 1: Close SureFire Use this when you need to stop any running processes before repairing the database. Close SureFire (if on a network, close the program at ALL workstations). Step 2: Open Windows Explorer Use this to locate the SureFire database repair tool. Right-click the Windows Start button (or Windows logo), and then click Explore or Open Windows Explorer. Step 3: Navigate to the SureFire UTS folder Use this to find the correct tax year folder. Navigate to X:\UTSxx (where X: is the drive where SureFire is installed, and xx is the tax year). Step 4: Run DBREPAIR Use this to start the database repair utility. Double-click the DBREPAIR.EXE file. Step 5: Check data integrity and start repair Use this to repair and verify database integrity. In the DBREPAIR window that appears, mark the Check data integrity check box (leaving the other check boxes as they are), and then click Start Repair. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Company Information Doesn’t Appear On Client Letter in SureFire (2018) This guide shows you how to update your office/company information so it can appear on client letters in SureFire 2018. ⚠️ Before You Begin You will need: Admin login access 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access the setup tools. Log in as Admin. Step 2: Open Tools Use this when you need to reach the utilities setup options. Select Tools from the Main Menu. Step 3: Launch Utilities Setup Assistant Use this when you need to update office information. Select Utilities Setup Assistant Step 4: Select Setup Assistant Use this to begin the setup process. Select Setup Setup Assistant Step 5: Enter Office Information Use this to ensure your company information is saved correctly. Select Office Information and input office information Step 6: Save and Close Use this to apply your changes. Select Save Close Step 7: Open a Return to Add the Letter Use this to generate the letter using the updated information. Open a return to add the letter 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to complete Form 3115 (Application for Change in Accounting Method), including what to enter on each page and how to use linked statements. ⚠️ Before You Begin Before you start, make sure you have the information needed for the applicant and the amounts for the year of change. 📊 Step-by-Step Guide Step 1: Page 1 — Choose Business/Individual and review eligibility Use this when you need to mark the form correctly and read items before moving on. Page 1 You must mark this form either Business or Individual. If you mark the Individual box, you must enter T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the General Information sheet. Read each item and mark the appropriate box. By pressing F9 where indicated, you may link to the appropriate statement needed to list information. If you answer Yes on line 3, the applicant is not eligible to request the change in accounting method under automatic change request procedures. Step 2: Page 2 — Complete items and review line 7 eligibility Use this when you need to complete page 2 fields and link statements. Page 2 Read each item and mark the appropriate box. Press F9 to link to a statement on line 6. If you answer Yes to line 7, the applicant is not eligible to request the change in the accounting method. Step 3: Page 3 — Link the statement on line 12d Use this when you need to complete page 3 and connect supporting statements. Page 3 Read each item and mark the appropriate box. Press F9 to link to a statement on line 12d. Step 4: Page 4 — Enter amounts for the year preceding the change Use this when you need to enter the required amounts and select the correct checkbox options. Page 4 On line 1, enter the amounts on lines 1a through 1h as of the close of the tax year preceding the year of change. If none, select the checkbox. On line 2, select the applicable checkbox to indicate if the applicant is also requesting the recurring item exception (section 461(h)(3)). The total from this page carries to page 3, line 25. You may attach a statement to this sheet using a blank form. Step 5: Pages 6–8 — Complete remaining items and link checkboxes Use this when you need to complete the remaining pages, attach statements, and link information with F9. Page 6 Read each item and mark the appropriate box. Attach explanations or statements using a blank form. Page 7 Complete the applicable lines for the present method and the proposed method. Attach lists to applicable lines using a blank form. Page 8 Read each item and mark the appropriate checkbox. By pressing F9 on line 4a or 7b, you may link to the appropriate statement needed to list information. ❌ Common Errors If the applicant is marked ineligible, double-check your answers to line 3 and line 7 and make sure you selected the correct boxes on the appropriate pages. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to complete Form 8857 by selecting the correct taxpayer/spouse and following the instructions based on the answers you enter. ⚠️ Before You Begin You will need the Form 8857 data for each tax year you are working on. 📊 Step-by-Step Guide Step 1: Start at the top of the form Select the Taxpayer or Spouse at the top of the form. Complete Part I for each year. Step 2: Follow the decision path for line 4 If the answer to line 4 is Yes, skip line 5 and go to line 6. If the answer to line 4 is No, go to line 5. Step 3: Follow the decision path for line 5 If the answer to line 5 is Yes, go to page 2 of the instructions on Community Property Laws. If the answer to line 5 is No, stop here. Do not file this form for that tax year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers In this article, you’ll learn how to address: Completing page 2 of Form 2553 . ⚠️ Before You Begin Before you make changes, make sure you understand what form/year worksheet your client is working in. 📊 Step-by-Step Guide Fill in the name and address of each shareholder along with the number of shares held, the date acquired, SSN (Social Security Number) or EIN (Employer's Identification Number), and the month and day the shareholder's tax year ends. To list additional share holders, press SHIFT+F10 to open the forms list and choose Duplicate Part 1 Shareholders (Dup Part 1.) Page 2 Part II- All corporations using Part II must complete item O and one of item P , Q, or R. Part II Question Q -To request a fiscal tax year based on a business purpose, you must check box Q1 and pay a user fee. You may also check box Q2 and/or Q3. Part II Question- To make a section 444 election, you must check box R1 and you may also check box R2. To attach statements to this page you may use the Blank form. Part III -Use Part III only if you make the election in Part I.   ❌ Common Errors If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Copying Proforma files to other computers Yes, you can do this by copying the files to a USB drive, then to the hard drive of the second computer. ⚠️ Before You Begin You will need: A USB drive Access to the computer where the prior year returns are located Access to the second computer where you want to copy the proforma files 📊 Step-by-Step Guide Step 1: Prepare the computer with the prior year returns Use this when you need to run the prior year carryforward and start the proforma file copy process. Run Prior Year Carryforward on the computer where the prior year returns are located. On the same computer, click Tools Utilities/Setup Assistant Click File Copy Proforma Files On the next screen, click the location (drive and path) that you are copying FROM and click OK On the next screen, click the location that you are copying TO (eg. E:\Proforma\ or F:\Proforma\) and click OK. The Proforma files will be copied to the USB drive. Step 2: Move the USB drive to the second computer Use this when you need to transfer the copied proforma files to the second computer. Remove the USB drive and insert into the second computer. Start SureFire. Step 3: Copy the proforma files onto the second computer Use this when you need to copy the proforma files from the USB drive into the correct SureFire proforma folder. Click Tools Utilities/Setup Assistant Click File Copy Files Click File Copy Proforms Files Click the location you are copying FROM (the USB drive) Click the location you are copying TO which should be \UTSXX\Proforma (XX=14 for SureFire 2014, 15 for SureFire 2015, etc) Click OK. The proforma files are now copied to this hard drive. When you begin a new return, SureFire will prompt you that "prior year data exists" and will load that data. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to Copy Tax Form Defaults Between Users This guide explains how to copy tax form defaults from one user to another in Sure-Fire. 📊 Step-by-Step Guide Step 1: Log in as Admin Log in to Sure-Fire as Admin. Step 2: Open Setup Options On the Tools menu, select Utilities/Setup Options. Step 3: Return Explorer Select File, and then click Return Explorer. Step 4: Choose Tax Form Defaults In the Show drop-down menu, select Tax Form Defaults. Step 5: Select the source user In the Look in box, choose the user name from which you want to copy files. Step 6: Choose the copy action In the Action drop-down box, select Copy Files to Another Location. Step 7: Select the destination user In the Copy to drop-down box, select the user name to which you want to copy the tax form defaults. Step 8: Click Copy Click Copy at the bottom of the window. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to create and manage default tax preparer information in the SureFire software. Access - Navigating to the Setup Assistant Configuration - Adding or editing preparer and ERO details Implementation - Using the Preparer ID within a tax return ⚠️ Before You Begin You must be logged in as ADMIN to access these utility options. Decide on a unique Preparer ID for each staff member. 📊 Step-by-Step Guide Step 1: Open Utility Options Go to Tools > Utility/Setup options. Step 2: Access Setup Assistant Click on Setup > Setup Assistant. Step 3: Enter Preparer Information Select Preparer Information. From here, you can create new preparer records or edit existing ones. You can also set default Preparer and ERO information for all new returns. 📝 Note: The Preparer ID you assign here is the code the preparer will enter on the Main Information sheet of a return to auto-load their data. Step 4: Load Defaults in a Return Inside a tax return, navigate to the bottom of the Main Information Sheet. Enter the Preparer ID and press ENTER or TAB to automatically fill in the saved default information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Creating custom reports using Crystal Reports for SureFire In January 2012, we added the ability to create custom reports in SureFire using a Template Report. See the Add Custom Report topic in SureFire F1 help for more information. ⚠️ Before You Begin No prerequisites are listed for this article. 📊 Step-by-Step Guide Use this guide to learn how to create custom reports in SureFire using a Template Report. Step 1: Review the SureFire help topic See the Add Custom Report topic in SureFire F1 help for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Creating custom reports using Template.rpt This guide explains how to use Template.rpt inside Crystal Reports to create your own custom report. ⚠️ Before You Begin Please note: Crystal Reports is a third-party software that we do not offer. It can be purchased separately. You will be working with Template.rpt located in UTSXX\Reports. 📊 Step-by-Step Guide Step 1: Open Template.rpt in Crystal Reports Use this when you need to start building your custom report. While inside of Crystal Reports, open Template.rpt located in UTSXX\Reports. What Template.rpt includes: Template.rpt contains all of the SureFire databases linked together, with every field included. This allows you to add the fields you want to be displayed in the report and create the conditions on which the report should run. Step 2: Add fields and create report conditions Use this when you need to customize what shows in your report and when it runs. Once you finish adding the fields and creating conditions, you are ready to save your custom version of the report. Step 3: Save the report with a new name Use this to ensure your changes are saved as your own custom report. Save the report file as a name other than Template.rpt. Then, follow the steps for adding a custom report. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to batch-process returns to create e-files for multiple clients simultaneously, saving you time during peak filing season. 📊 Step-by-Step Guide Step 1: Open the Batch Utility Access the batch e-file creation tool from the main menu. Navigate to the Tools menu and select Make e-Files from the drop-down list. Step 2: Select Returns Choose which returns you are ready to prepare for electronic filing. In the Making e-Files window that appears, check the boxes for all the returns you wish to process, then click OK. Step 3: Review Diagnostics SureFire will automatically scan each selected return for errors. Diagnostics will run on every selected return. If a return has errors, an e-file will not be created, and the reason will be displayed in the report. You must open those specific returns and resolve the issues before they can be batch-processed again. Step 4: Transmit Returns Once created, returns are ready to be sent to the IRS. Once diagnostics are complete and e-files are successfully created, the returns will appear in the Send Returns window. From there, you can transmit them as you normally would by clicking the Send button. 📞 Still Need Help? If you have trouble batch-creating e-files, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Creating the ACA Client Letter in SureFire This guide shows you how to: Create the ACA Client Letter in IntelliConnect - generate and export the letter Add the letter in SureFire - paste it into a client return and save it ⚠️ Before You Begin Make sure you can access: IntelliConnect SureFire 📊 Step-by-Step Guide Step 1: Create the ACA Client Letter in IntelliConnect Use this when you need to generate and export the ACA Client Letter. Log into IntelliConnect. Open Health Care Reform [Federal Tax]. Click on Health Care Analysis Locater. Place a check mark beside Individual Mandate for Having Health Insurance. On the right, click 2 Results. Click the document under Client Letters. Click Export at the top and save to a location of your choice. Step 2: Add the Letter in SureFire Use this when you need to insert the exported letter into a client return. Open a tax return in SureFire. Click on the Add Form tab. Type Letter in the Look for: box. Select New Client Letter and click OK. Select the desired client letter. Highlight the variables you will be replacing. Note: The Delete button does not remove the variables. Click the Scissor icon. Open the letter you saved. Press the Ctrl+A keys to select all. Press the Ctrl+C keys to Copy the text. Paste (Ctrl+V) to the open letter in SureFire. Click Save. ✅ Success! The new client letter will be placed in the TWXX folder. (Where XX is the year of the software) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Creating User-Defined Drop-Down Lists This guide shows you how to create a drop-down list for a non-calculated field in SureFire Tax. 📊 Step-by-Step Guide You can do this for any field whose entries are not pre-defined by SureFire. All users are able to see the lists created by the Admin user. To create a drop-down list for a non-calculated field: Log in as the Admin user. On the Tools menu, select Edit Tax Form Defaults, and the choose the appropriate package. Right-click the field for which you want to create a list, and then select Edit History List. Create the list you want, and then click OK. Repeat steps 3 and 4 for any additional field lists ❌ Common Errors If you don’t see the list options you expect, double-check that you are logged in as the Admin user and that you selected the correct package under Edit Tax Form Defaults. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Custom Client Letter not printed with return Normally there is not an issue with printing a custom client letter; however, if the letter is not printed with the return, you can print it by pressing CTRL+P in the Print Preview window. 📊 Step-by-Step Guide Step 1: Open Print Preview Use this when you need to access the print options for your custom client letter. Step 2: Press CTRL+P In the Print Preview window, press CTRL+P to print the letter with the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: Database Error (161) This guide explains what this database error means in SureFire Desktop and what to do next. ⚠️ Before You Begin You may see this error when acknowledgments are being pulled from the wrong computer. 📊 Step-by-Step Guide Step 1: Check for duplicate software client IDs The message "Unable to process selected acknowledgments... Database record was not found" is commonly caused by more than one computer being registered with the same software Client ID. Step 2: Identify which computer has the return In this situation: Computer A. may pull in an acknowledgment for a return that is not located on Computer A. Computer B. may hold a return that Computer B will not receive acknowledgments for. Step 3: Establish a network (with a local technician) Once a network is established by a local computer technician, SureFire technicians can help with establishing workstations to work alongside the main computer. Step 4: Contact support if needed If you are experiencing this error, contact SureFire Customer Support. Customer Support will be able to assist with rehanging the acknowledgments one time per account. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to clear out pending e-files that have been created but not yet sent. This is often necessary if you need to make changes to a return after the e-file has already been generated. 📊 Step-by-Step Guide Step 1: Open Utilities On the main toolbar, click on Tools and then select Utilities/Setup Assistant. Step 2: Clear Pending Files Within the Utility program, click on the File menu. Select Delete Pending e-files from the list. ✅ Next Steps Once the pending files are deleted, you can return to the tax return, make any necessary adjustments, run diagnostics, and recreate the e-file for transmission. 📞 Still Need Help? If you are unable to clear a specific pending e-file, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides a step-by-step walkthrough on how to permanently delete tax returns from the SureFire system using the Return Explorer tool. 📊 Step-by-Step Guide Step 1: Open Return Explorer On the main software dashboard, navigate to the Tools menu. Select Utilities/Setup Assistant. In the Utility window, go to the File menu and click on Return Explorer. Step 2: Locate and Select Returns Admin users can browse returns across all user accounts. Look In: If signed in as ADMIN, use this option to select a specific user's folder. Regular users are restricted to their own returns. Selection: On the right-hand side of the screen, click the return(s) you wish to delete. Selected returns will be highlighted in blue. Step 3: Perform Deletion In the lower-left corner of the window, click the Action button. Select Delete Files from the menu. Click the Delete button. ⚠️ Final Confirmation A prompt will appear warning you that the selected returns are about to be deleted. Click Yes to confirm and permanently remove the files. 📞 Still Need Help? If you deleted a return by mistake, please refer to our guide on Restoring Deleted Returns or contact support: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides a walk-through for setting up a demo conversion in the SureFire software using the 2017 Demo. Downloads - Software and conversion tool links Conversion - Adding and converting prior year data Access - Logging in to view converted data 📊 Step-by-Step Guide Step 1: Download Software Demo Download the 2017 SureFire Demo here: Sure-Fire 2017 Demo. Step 2: Download Conversion Tool Select the appropriate conversion software from the table below: Software Download Link ATXDownload File CrosslinkDownload File DrakeDownload File LacerteDownload File ProSeriesDownload File ProSystem fxDownload File TaxActDownload File TaxSlayerDownload File UltraTaxDownload File Step 3: Run Setup and Add Files Run the conversion tool, then click Add Files To Convert in the top right. Step 4: Select Data Folder If the conversion file is for the proper year, the folder will be auto-picked. Click OK. Step 5: Convert Returns Prior year returns will load and be selected. Click convert selected files. Step 6: Monitor Conversion Progress Wait for the conversion process to complete. Step 7: Close Tool Click close when finished. Step 8: View Returns Open your software and log in as ADMIN with password Demo123! to see the converted returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains what it means when a desktop icon “browses for a program” and how to reconnect a broken network shortcut. 📊 Step-by-Step Guide Step 1: Understand the issue In regards to a network installation, when a desktop icon browses for a program, this means the shortcut link is broken. Step 2: Open This PC To fix - go inside any File Folder then on the left-hand side click on This PC Step 3: Reconnect the disconnected network drive Look for a networked drive that has a big Red X on it.  Double click the icon for that disconnected drive.  If the Red X turns to a Green, your connection has been re-established again.  If it stays red, there is something wrong with your network.      You will need to address your network issue before the icon can re-connect and work properly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article shows you how to access the comprehensive, built-in User Guide directly from the SureFire Desktop interface. 📊 Accessing the User Guide The User Guide is an easy-to-navigate instruction manual available within the program. To access the manual, simply click the User Guide button located at the far end of your main toolbar at the top of the screen. 📞 Still Need Help? If you cannot find the User Guide button or need additional assistance, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the function and importance of the Diagnostics tool in SureFire. Running diagnostics is a mandatory step before any return can be electronically filed. 📊 Understanding Diagnostics Diagnostics scan your tax return for errors, inconsistencies, or missing information required by the IRS. The Diagnostics window is a critical gatekeeper for e-filing. If any Diagnostic Errors are present, the return is considered invalid for transmission and the e-file button will remain disabled. ✅ Resolving Issues Most Diagnostic Errors are displayed as clickable links. Clicking an error will take you directly to the specific form and field that needs attention, allowing you to quickly resolve the issue. Once all errors have been corrected and the diagnostics report shows no remaining issues, the return will become eligible for electronic filing. 📞 Still Need Help? If you encounter a diagnostic error that you don't understand or can't resolve, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Disabling the override function (F8) in SureFire This guide explains how to modify a user group so the override function (F8) is disabled. ⚠️ Before You Begin Note: You can only modify user groups you have added to the program. You cannot modify the default user groups (Administrators, Demo, InterviewUsers, Return Manager, SuperUser,Preparer, and Training). 📊 Step-by-Step Guide Step 1: Log in as the Admin Log in to SureFire as the Admin. Step 2: Open the Setup Assistant On the Tools menu, select Utilities/Setup Assistant. On the Setup menu, select Setup Assistant. Step 3: Go to Groups Users Select Groups Users from the left menu. Step 4: Choose the user-created group On the Security Groups tab, select the user-created group you want to edit, and then click Modify. Step 5: Disable the override function (F8) To disable the override function, move Override (F8) to the left-hand column. Step 6: Save your changes Click OK when finished. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains why you may see an error like “Disk protected or full...” when backing up data, and how to fix it. ⚠️ Before You Begin These errors can happen for a few different reasons. Before you delete anything, check whether the issue is caused by: Not enough free space on the drive you are backing up to. A write-protected disk, CD, or drive. Windows permissions: the Windows profile you are using for the backup may not have adequate rights to write to the drive. 📊 Step-by-Step Guide Step 1: Confirm the likely cause This helps you decide whether you should delete the Backup.lzh file. This can occur when there is not enough free space on the drive to which you are backing up data. If this is not the case, the disk, CD, or drive to which you are backing up data may be write protected, or the Windows profile under which you are performing the backup may not have adequate rights or permissions to write to the drive. Otherwise, these errors probably indicate that SureFire is unable to overwrite the file containing a previous backup in your SureFire directory. To correct this problem, you need to delete the Backup.lzh file. Step 2: Delete the Backup.lzh file Use this when SureFire cannot overwrite the previous backup file. To delete the Backup.lzh file: Right-click the Windows Start button, and then click Explore. Navigate to X:\UTSxx\USERS\username (where X: is the drive where SureFire is installed, and xx is the tax year of your program), and right-click the Backup.lzh file. Select Delete, and then click Yes to confirm the deletion. ❌ If You Still Receive the Errors If you continue to receive these errors when backing up your data, one or more files you are backing up may have become corrupted. You can work around this problem by backing up small batches of your data, or even single files at a time. If you are able to back up some files but not others, the ones causing the error have become corrupted. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Does the Proof of Identity Verification information carry forward or rollover in SureFire or ? For security purposes and because this information can change, it does not carry to the next year's tax software. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title Here E-file prior year returns — make sure you’re using the latest software version before filing. 📊 Step-by-Step Guide Step 1: Check for program updates Click on the communications tab at the top of your screen. Clicking on communications tab at the top or your screen         Clicking the get program updates button Step 2: Update (if prompted) Software will either ask to download the latest version or tell you it’s up to date. Step 3: E-file your prior year returns Once you’re updated you’ll be able to e-file prior year returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: EFC 77 Error: "You have transmitted an e-file using a transmission relationship that is not valid in the EFC Client Database" when using SureFire This guide will help you verify your Client ID and confirm your EFIN and Registration Code so the e-file transmission relationship is valid. ⚠️ Before You Begin To complete these steps, you will need access to the SureFire program with Admin permissions. 📊 Step-by-Step Guide Step 1: Verify your Client ID Use this when you need to confirm your transmission is set up correctly. Go to Help > View Authorization and verify that your Client ID is displaying correctly. Step 2: If the Client ID is not displaying correctly Use this when the Client ID does not appear correctly in SureFire. If the Client ID is not displaying correctly in SureFire, complete the following: Step 3: Log in as Admin Log into the program as Admin. Step 4: Open the Setup Assistant Click Tools > Utilities/Setup Assistant. Step 5: Select Setup Assistant Click Setup Setup Assistant. Step 6: Verify EFIN and Registration Code Verify the EFIN and Registration Code. Step 7: Register the Code Click Register Code. Step 8: Save and close Click Save and Close. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file status won't update to rejected after rehanging an acknowledgement in SureFire If the e-file status does not update to Rejected after following the instructions in the article How do I rehang an acknowledgment for SureFire and you need to resent it, but the status is not updating for you to be able to create the e-file again, do the following to force the E-file button to be active. ⚠️ Before You Begin Note: Make note of the Taxpayer ID on the return. 📊 Step-by-Step Guide Step 1: Note the Taxpayer ID Use this when you need to identify the correct e-file file to hide from the program. Note the Taxpayer ID on the return. Step 2: Close SureFire Use this to ensure SureFire is not actively using the transmit files. Close SureFire and navigate to the ?:\UTSYY\TRANSMIT folder (where ? is the drive letter that you run SureFire from and YY is the tax year). Step 3: Locate the transmit file for the return Use this to find the specific e-file transmit file tied to the Taxpayer ID. Locate the file that begins with E0XXXXXXXXUSFO.mefxml (where X is the Taxpayer ID). Step 4: Hide the e-file from the program Use this to prevent SureFire from detecting the previously transmitted e-file. Create a new folder and move the file into this folder which will hide the e-file from the program. Step 5: Return to the return in SureFire Use this to refresh the return’s e-file state. Go back into the return. Step 6: Remove the EFIN from the 8879 Use this to force SureFire to re-validate the 8879 information. Remove the EFIN from the 8879, then close the return. Step 7: Reopen the return and run diagnostics Use this to trigger the missing EFIN validation error. Open the return, then run the diagnostics. It will have the error that the EFIN is missing. Step 8: Enter the EFIN back on the 8879 Use this to resolve the diagnostics error and allow e-file creation again. Enter the EFIN back on the 8879. Step 9: Run diagnostics again Use this to confirm the EFIN is now recognized. Run the diagnostics again. ✅ Success! The E-file button should now be active for you to create the e-file again. 📝 Notes Note: If this is a prior year return like 2019, you will locate the file that begins with E9XXXXXXXXUSFO.mefxml 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains what to do when your E-file Submission Report is blank and does not display any taxpayer information. It is most likely caused by an issue with SAP® Crystal Reports® Basic Runtime for Microsoft® Visual Studio® 2008, which installs when you install TaxWise. ⚠️ Before You Begin Note: If TaxWise is on a network, perform the following steps on each workstation that is affected. 📊 Step-by-Step Guide Step 1: Close TaxWise Use this when you need to make sure the program is not running before repairing the runtime. Close TaxWise (on the affected workstation if on a network). Step 2: Open Control Panel Use this to access the uninstall/repair options for the Crystal Reports runtime. Click the Microsoft® Windows® Start button, and click Control Panel. If in Category view, click Uninstall a program under Programs.  If in Large Icons or Small Icons view, click Programs and Features. Step 3: Repair Crystal Reports Basic Runtime Use this to repair the component that is most likely causing the blank report. Locate Crystal Reports Basic Runtime for Visual Studio 2008 Left-click to highlight. Click Repair at the top of the program list. Step 4: Watch for the repair result Use this to confirm whether the repair completed successfully or if you received a network-related installer error. You will see one of the following: A small box displays as it is repairing and the box will automatically close when finished with no message A Microsoft® Windows® Installer box with a message, "The feature you are trying to use is on a network resource that is unavailable." Step 5: Re-create and send the e-file Use this to verify whether the repair fixed the blank E-file Submission Report. If Crystal Reports® Basic Runtime for Microsoft® Visual Studio® 2008 runs the repair with no errors, re-create the e-file and attempt to send. If the repair fixed the issue, your E-file Submission Report will now be populated. If the repair did not correct your issue or you receive the Microsoft® Windows® Installer error mentioned above, you will need to contact Technical Support for assistance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-files transmitted with incorrect bank information Because it is impossible for an e-file transmitter like CCH SFS to stop an e-file once you have transmitted it, your only option for correcting this information is to contact the IRS Help Desk at (866) 255-0654 for assistance. ⚠️ What Happens Next If the IRS is unable to correct the information, the refund will be deposited to the account specified on the return, assuming it is valid. If the routing number or account number are invalid, then the IRS will mail the refund as a paper check to the address you entered for the taxpayer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the complete process of e-filing a tax return in SureFire Desktop, from initial diagnostics to final transmission to the IRS or state authorities. 📊 Step-by-Step Guide Step 1: Run Diagnostics Diagnostics scan the return for errors or missing information. Before you can e-file, you must run diagnostics. This feature scans the return and ensures there are no outstanding issues or blatantly missing data. It provides a baseline by displaying errors that must be fixed and warnings for potential issues. Step 2: Create the E-file Prepare the electronic data for transmission. Once diagnostics state "No Diagnostic errors detected," the E-file button at the bottom of the window will become active. Click it and choose whether to file Federal, State, or both. You will receive a confirmation message: "Electronic return is created and stored on disk." Step 3: Transmit the Return Send the prepared data to the IRS or State. Creating an e-file does not automatically send it. To transmit: Close the return and go to the dashboard. Select the Send Returns button. Check the boxes for the returns you wish to send. Click the Send button. ✅ Submission Report After transmission, a Submission Report will display what was sent. You can save or print this report for your records. ⚠️ Locked State Returns? If you see a lock on a state return, please refer to the article on Locked State E-files. 📞 Still Need Help? If you encounter errors during transmission, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-filing Form 1120S Extensions This guide shows you how to e-file an extension for Form 1120S. ⚠️ Before You Begin Before you start, make sure you have the information needed to complete the extension and e-filing details, including: Company name Signing officer information Officer information Preparer information 📊 Step-by-Step Guide Step 1: Enter the company name Use this when you need to provide the company details for the extension. Fill in the information about the company name. Step 2: Enable electronic filing Use this when you want to e-file the return electronically. Select Yes to the Do you want to electronically file this return? question. Step 3: Choose the correct Form 7004 option Use this when selecting which Form 7004 option you are e-filing using PINs. Select either Form 7004 without direct debit or Form 7004 with direct debit for the What form(s) are you e-filing using PINs? question. Step 4: Complete e-filing signatory and preparer details Use this when you need to provide the required e-filing identity information. Fill in the information for Signing officer information for e-filing, Officer Information, and Preparer Information. Step 5: Add Form 7004 and mark it on the return Use this when you need to include the extension form in the return. Add Form 7004 to the return, and then select the checkbox at the top of the page to indicate if you are using this form. Step 6: Run diagnostics Use this to catch and fix issues before creating the e-file. Run diagnostics and correct any errors you may receive. Step 7: Create the e-file Use this to generate the e-file for your extension. Click Extension E-File to create an e-file. Step 8: Send federal/state returns Use this when you are ready to transmit the extension. Close the return, and select Send Federal/State Returns on the Communications menu. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers Which IRS forms your clients must use to e-file state returns. 📊 Step-by-Step Guide ⚠️ Before You Begin Make sure you know which forms your clients are using for their state returns. ✅ E-File Requirement If your clients want to e-file their state returns, they must file their returns using Form 1040EZ, Form 1040A, or Form 1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Editing Return Stage This article explains how to edit the Return Stage area on the return list screen.       ⚠️ Before You Begin You can edit the Return Stage area, but you cannot alter the return status. 📊 Step-by-Step Guide How to edit the Return Stage field To edit this field: 1. Log in as Admin 2. Go to Tools on the main page of the program 3. Select Edit Tax Form Defaults. (Note: This can also be edited on the fly when in a return.) 4. Choose a package, example 1040 or 1120 5. Go to Return stage at the top of the return.   6. Click on Edit Return Stage Options 7. Click the text box under Add an item to the list and type in the desired return stage. Hit add to add the return stage to the list. You can add as many as you like. 8. Close the tax form defaults. 9. Open the return you are wanting to edit the return stage for and click on return stage. 10. Choose the return stage you want added to the return and select OK. 11. On the return list the return stage will appear. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Editing Return Stage Options SureFire displays the Return Stage as a column on the Existing Tax Returns window when you select returns for editing, printing, or creating e-files. SureFire also displays the Return Stage on the Query Results window for each tax return. ⚠️ Before You Begin Note: You must be logged in as the Admin user and be in the Edit Tax Form Defaults mode to create this list. 📊 Step-by-Step Guide Step 1: Open the Return Stage Options editor Use this when you need to create and edit the Return Stage List. While you are in Edit Tax Form Defaults mode, click the Return Stage button, and click Edit Return Stage Options... Step 2: Enter and modify your options Use this when you need to add or change list entries. Enter and modify the options you want to add as you would any other user-defined history list. Step 3: Save your changes Use this when you are done updating the list. When you finish entering and modifying list entries, click OK. ✅ Success! SureFire adds your entries to the Return Stage Options. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains EFC Reject 38 and what to do when you receive this message. ⚠️ Before You Begin Make sure you have an internet connection so you can download the required program updates. 📊 Step-by-Step Guide Step 1: Confirm why you’re seeing the reject EFC Reject 38 means you have sent the return before your software was updated. Step 2: Update the program After logging into the program, go to Communications Select Get Program Updates The update will download. When finished, you will need to close the program and reopen it (you do not need to restart your computer). A dialogue box will appear saying Sure-Fire has been updated to version _ _._ _. Step 3: Update modules and resend Log back into the program and go to Tools. Select Get Module Updates. Run the updates. If you are up to date on modules the message will read No mail to toss. Recreate the E-file (run diagnostics and hit the E-file button). Resend the return. Step 4: If it still happens If you continue to get the same EFC reject code after this process, contact customer support directly to assist further. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFC Reject Codes This is a record of the EFC Reject Codes. 📋 Reject Code Reference Reject code 2: Missing entry value Reject Code 3: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 4: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 5: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 6: The primary last name is blank. Please enter the primary last name. Reject Code 7: The company name is blank. Please enter the company name. Reject Code 8: The EFIN on this return does not match the EFIN that we have on file for this Client ID. Login to the Solution Center as ADMIN to view the EFIN on file for this CID. Reject Code 9: Unknown service center Reject Code 10: EFile and extension conflict Reject Code 11: An extension has been previously submitted to the IRS for this TIN. The extension has a status of accepted or pending. If accepted, please do not resubmit. If pending, please wait for an acknowledgement from the IRS. Reject Code 12: A return has been previously submitted to the IRS for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the IRS. Reject Code 13: A return has been previously submitted to this state for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the state. Reject Code 14: There is a previously filed bank application for this TIN on file. It is either in an accepted status or pending. If accepted, please do not resubmit. If pending, please wait for an acknowledgement from the bank. Reject Code 15: There are fee(s) on the bank application that do not match the fee(s) submitted on the ERO application. These fees must match. Please make corrections. You can login to the Solution Center as ADMIN to view the correct fees. Reject Code 16: You are currently signed up to do Bank Products, therefore you can not send a Fee Collect Return. Please remove the Fee Collect application from this return. Reject Code 17: Bank application contains invalid data. Please verify all information on the bank application. Reject Code 18: Foreign phone number contains invalid data. Please verify that the foreign phone number is correct. Reject Code 20: You must be approved to offer bank related Audit Shield before submitting a bank related Audit Shield application. Wait for that approval, then recreate the efile and send or remove the Audit Shield application from the return, create a new efile, and resend now. Reject Code 21: Client not approved to sell Audit Shield. Please remove the Audit Shield application from the return and resubmit. Reject Code 22: Missing disclosure for sharing return information with bank. Please update Consent to Use an Disclose Bank information and resubmit e-file. Reject Code 23: Missing disclosure for sharing return information with Audit Shield. Please update Consent to Use and Disclose Audit Shield information and re-submit e-file. Reject Code 24: Missing disclosure for sharing return information with regional office Reject Code 25: Missing fee collection disclosure Reject Code 26: One or more pages of a multiple-page schedule or form are missing. (See exceptions, below.) 1. Page 2 may be present without Page 1 (and vice-versa) for the following forms or schedules: Schedule E Form 4684 Form 4797 Form 8283 Form 8824 Form 8853 2. Page 2 of the following forms and schedules need not be transmitted if there are no entries on that page: Schedule C Schedule C (5713) Schedule D Schedule F Schedule H Schedule O (5471) Schedule 2 Form 2441 Form 4562 Form 5329 Form 6251 Form 8275 Form 8275-R Form 8582-CR Form 8606 Form 8621 Form 8697 Form 8801 Form 8839 Form 8915 3. Pages 2,3 and 4 are optional for Form 2210, but neither Page 2, 3 or 4 can be present without Page 1. 4. Pages 2 and 3 are optional for Form 8582, but neither Page 2 nor Page 3 can be present without Page 1. 5. Page 4 of Form 4136 may be present without Pages 1, 2, or 3 but if Pages 1, 2 or 3 are present, Page 4 must be included. 6. For the following forms, Page 1 must be present, but Pages 2-4 need not be transmitted if there are no Reject Code 27: On the Optional Statement Records (identified by an asterisk (*) in Part II Record Layouts), any Statement Reference number ('STM' plus the statement number) occurring within the tax return must have a corresponding Statement Record. Reject Code 28: See Publication 1345A Filing Season Supplement for Authorized e-file Providers, Part III - Error Reject Codes for details. Reject Code 29: This efile was created before downloading the latest program update. Please download all the latest updates, recreate the efile, and resend. Reject Code 30: On the Tax Return Record Identification Page 1, the Declaration Control Number (DCN) must be numeric and 14 bytes long. The first two digits of the Declaration Control Number (DCN) must be zeros (“00”). The last digit must equal the last digit of the filing year; for example, tax year 2011 is filing year 2012, so the value expected would be “2”. Reject Code 31: Only one Form 1040/A/EZ is allowed per return. Please discard both 1040 forms, and then re-add the desired form. Reject Code 32: Only one Form 1040/A/EZ is allowed per return. Please discard both 1040 forms, and then re-add the desired form. Reject Code 33: State Information is incomplete. Please download the latest 1099-MISC. Recreate the e-file and transmit again. Reject Code 34: If a state has a RTN or DAN or checking account indicator or savings account indicator present, then both the RTN and DAN must be present, and also either the checking or savings account indicator must be present. Reject Code 35: Because the Federal return was rejected, this corresponding piggyback state has also been rejected. Reject Code 36: This efile was created before downloading the latest program or form update. Please download all the latest updates, recreate the efile, and resend. Reject Code 37: The return was received after the final cutoff date for transmissions. This return must be filed on paper. Reject Code 38: This efile was created before downloading the latest program or form update. Please download all the latest updates, recreate the efile, and resend. Reject Code 39: There are invalid characters in this e-file.This problem can occur when your computer's Regional Settings are set to anything other than English (United States), or you are running a foreign (e.g., Arabic) version of Microsoft Windows. Reject Code 40: The direct deposit account information in this return does not match the bank from which you are requesting a bank product. Reject Code 41: The return was changed after the e-file was created. The e-file was rejected to ensure that you would re-create the e-file and incorporate the changes before you transmit it. Reject Code 42: Support for e-filing corrected 1099s will be released in a later version. Once this update has been released please install that update and re-efile this return. Reject Code 43: Every 1099-DIV record that has an amount in box 1b Qualified Dividends must also have a nonzero amount in box 1a Total Ordinary Dividends. Reject Code 44: The Loan application was received after the cut-off date determined by the bank. Only non-loan products are still allowed (ERC's). Reject Code 45: The e-file was rejected because the IRAL application was rejected. Please correct the IRAL application or remove from the return before resubmitting the e-file. Reject Code 46: The data provided failed validation. Please see custom description for more information. Reject Code 47: This return appears to be invalid, and is being reviewed by Customer Service. You will be contacted by a Customer Service representative to address the error shortly. Reject Code 48: This return appears to be invalid, and is being reviewed by Customer Service. You will be contacted by a Customer Service representative to address the error shortly. Reject Code 49: This type of efile is not currently being accepted by the EFC. Please resubmit once the EFC has begun accepting these types of efiles. Reject Code 50: You must be approved to offer Fee Colle 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to carry information forward to next year using the EIN database in SureFire Tax Software. ⚠️ Before You Begin You will need access to SureFire and the Tools area where Utilities/Setup Assistant is located. 📊 Step-by-Step Guide Step 1: Open Utilities / Setup Assistant From the top menu, go to Tools, then select Utilities/Setup Assistant. Step 2: Start Setup In the window that appears, select Setup, and then choose Setup Assistant. Step 3: Transfer configuration from last year On the left side, find Configuration Settings and transfer your information from last year. Step 4: Import/export (if applicable) It can also be imported/exported within the software. ❌ Common Errors Note: The EIN database cannot be manually edited. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EIN database Information stored in the EIN database can be carried forward to the next year's software, and it can also be imported/exported within the software. Note: The EIN database cannot be manually edited. ⚠️ Before You Begin Please note: The EIN database cannot be manually edited. 📊 Step-by-Step Guide Step 1: Carry forward the EIN database Use this when you want to move your EIN database to the next year's software. Log in as the ADMIN user. On the Tools menu, point to Carry Forward, and then select Employer Database. Click Yes to carry forward the EIN database. Step 2: Export and import the EIN database Use this when you want to move the EIN database between systems or locations. On the Tools menu, click Export/Import Employer Database. In the Export to box, click Browse. Navigate to the location where you want to export the file, and then click Open. Click Begin. Step 3: Import the EIN database Use this after you have exported the EIN database file. On the Tools menu, click Export/Import EIN Database. Select Import from file. Navigate to the location where you exported your database, and then click Open. Click Begin. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Electronic file rejection AL Reject 9999 in an individual return using SureFire 2020 For TWO, they just need to recreate and resend the e-files. For TWD, they need to make sure they have AL V2. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Enabling screen reader to assist visually impaired preparers using SureFire This guide explains how to enable the screen reader option in SureFire (Install Version) so visually impaired preparers can use the software with text-to-speech tools. ⚠️ Before You Begin Make sure you are using the SureFire (Install Version). 📊 Step-by-Step Guide Step 1: Open SureFire (Install Version) Use this when you need to start the setup process. Open SureFire (Install Version). Step 2: Open Setup Assistant Use this to access the General Options settings. Click Tools Utilities/Setup Assistant Setup Assistant. Step 3: Go to the General Options tab Use this to find the screen reader setting. Click the General Options tab. Step 4: Enable the screen reader option Use this to turn on the accessibility feature. Under Miscellaneous Options select Enable screen reader for visually impaired. Step 5: Save your changes Use this to apply the setting. Click Save and Close. ✅ Note SureFire is 508 Compliant. SureFire will work with software such as JAWS and other text-to-speech software to allow sight-impaired customers to use the software. 📝 Section 508 Information Follow this link http://www.ada.gov/508/ for more information about Section 508 of the Rehabilitation Act of 1973. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering amortization on a return Use SureFire to link amortization to the correct depreciation worksheet and enter the amortization method and codes. 📊 Step-by-Step Guide Step 1: Link the amortization to the right form From the line on the return to which the amortization should be linked, link to Form 4562 or use the Link Depr Wkst option at the top of the form. Step 2: Link on line 6a On line 6a, link to a depreciation worksheet. Complete lines 1a through 1e. Step 3: Set the method to amortization On line 3 (Method), enter AMORTIZ (you may press the spacebar for a picklist). This tells Sure-Fire the asset is being amortized instead of depreciated. Step 4: Enter the amortization code (first year only) If this is the first year of amortization, enter the appropriate amortization code beside line 3. You can find these codes in F1 help for the depreciation worksheet. ⚠️ Important Note If there is prior year amortization, you do not need to enter the code again, but you will need to enter any amortization from prior years on line 7. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 2848 in the Miscellaneous package This guide explains what to enter on Form 2848 within the Miscellaneous package, including key fields on Page 1 and Page 2. ⚠️ Before You Begin Before entering information, make sure you understand the following: Form 2848 must be marked as either Business or Individual. If you select Individual, you must enter one of the following: T for the taxpayer S for the spouse J for a joint return Note: Form 2848 is not honored for any purpose other than representation before the IRS. 📊 Step-by-Step Guide Step 1: Complete Page 1 Use this when you need to enter the required selections and representative information on Page 1. Page 1 You must mark this form either Business or Individual. If you select the Individual check box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Note: Form 2848 is not honored for any purpose other than representation before the IRS. Line 2 Only the first three representatives you list are entered on the Centralized Authorization File (CAF). All representatives must sign and date this form on page 2, Part II. Line 4 Select the checkbox on this line if the power of attorney is for a specific use not recorded on CAF. You may duplicate this form by pressing Shift+F10. Step 2: Complete Page 2 Use this when you need to finish all remaining required information. Page 2 Complete all applicable information. See the IRS instructions for Form 2848 for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 433-A in Miscellaneous package This guide explains what to enter on Form 433-A in the Miscellaneous package, including how to use the function keys to link statements and handle shortened names/addresses. ⚠️ Before You Begin Before you start entering information, make sure you understand the following: You must mark either T for taxpayer, S for spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Page 1 Use this when you need to enter the initial taxpayer/spouse/joint selection and handle any shortened name/address. You must mark either T for taxpayer, S for spouse, or J for a joint return. Information is then carried over from the Main Information Sheet. Fill in the applicable lines. If the box at the top of the form is highlighted, the name or address from the Main Information Sheet has been shortened because there is not enough space on the form to print all the information. Select the check box if changes are needed to make the name/address valid and make the necessary changes. If no changes are needed, press F3 on the entries to turn off the red. Copy this form using SHIFT+F10, if needed. Step 2: Page 2 Use this when you need to fill in lines and link statements for required information. Fill in the applicable lines. By pressing F9 where indicated, you may link to the appropriate statement needed to list information. For line 13, current value, enter the amount you could sell the asset for today. Copy this form using SHIFT+F10, if needed. Step 3: Page 3 Use this when you need to add additional statements for specific fields. Fill in the applicable lines. Line 18 – Press F9 on the Name column for an additional statement. Step 4: Page 4 Use this when you need additional statements and want to use a scratch pad for amounts. Fill in the applicable lines. Line 19 – Press F9 on the Year column for additional statement. Line 20 – Press F9 on the Street Address column for additional statement. Press F9 on any amount entry for a scratch pad. Step 5: Page 5 Use this when you need to add an additional statement for the Name field. Line 23 – Press F9 on the Name column for additional statement. Step 6: Page 6 Use this when you need to complete the remaining applicable lines. Fill in the applicable lines. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form 433-B in Miscellaneous package This guide explains how to enter information on Form 433-B in the Miscellaneous package, including where to use function keys for additional statements and what to fill in on each page. ⚠️ Before You Begin Make sure you have Form 433-B open in the Miscellaneous package. Tip: The Name and Address on the Main Info sheet may be shortened on this form due to printing requirements. Keyboard: You may need to use F3 and F9 to add or edit additional statements. 📊 Step-by-Step Guide Page 1 The Name and Address on the Main Info sheet have been shortened on this form due to printing requirements. Select the check box at the top of the form to make changes, or press F3 on the entries if no changes are necessary. Line 6: Press F9 on the Name column for an additional statement. Fill in the applicable lines. Page 2 Enter the required information for this page. Fill in the applicable lines. Line 8: Press F9 on the Year column for an additional statement. Line 9: Press F9 on the Year column for an additional statement. Page 3 Complete the applicable lines and add additional statements where needed. Fill in the applicable lines. Line 10: Press F9 on the Street Address column for an additional statement. Line 11: Press F9 on the Description column under Machinery, Equipment or Other for an additional statement. Line 12: Press F9 on the Name column for an additional statement. In the Current Value column, indicate the amount you could sell the asset for today. Page 4 Fill in the applicable lines and add additional statements where prompted. Fill in the applicable lines. Line 13: Press F9 on the Name column, under Checking Accounts or Savings Accounts, for an additional statement. Line 14: Press F9 on the Type column for an additional statement. Line 16: Press F9 on the Name of Credit Institution column for an additional statement. Page 5 Complete all required entries on this page. Fill in all applicable lines. Page 6 Finish the remaining applicable information and add any final additional statements. Fill in the applicable lines. Press F9 in the Name column for an additional statement. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering information on Form W-9 in Miscellaneous package This guide explains how to enter the correct information on Form W-9 in the Miscellaneous package. ⚠️ Before You Begin You must select this form as either business or individual. If you select the individual box, you must enter: T for the taxpayer S for the spouse J for a joint return Information is carried over from the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Select the correct form type Use this when you need to choose whether the W-9 is for a business or an individual. You must select this form either business or individual. If you select individual, enter: T for the taxpayer S for the spouse J for a joint return Step 2: Complete all applicable entries Use this when you need to ensure the form is fully filled out. Fill in all applicable entries. Step 3: Duplicate the form if needed Use this when you need to create a duplicate of this form quickly. Press SHIFT+F10 to duplicate this form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to enter interest income on Schedule B when there are more than six interest payers. ⚠️ Before You Begin Have your interest income information ready (including payer totals) before you enter it. 📊 Step-by-Step Guide Step 1: Enter interest items If your return includes six or fewer interest income items, enter them on lines 1A-1F. If you have more than six items (or you need a worksheet), enter ALL items on the Additional Interest Income statement. You can access it by pressing F9 on any line in this section. Step 2: Use the statement when it applies You should use the statement if: There are more than six payers. You need adjustments for interest income treated differently by the state. You want to designate ownership to Taxpayer (T), Spouse (S), or Joint (J). Some interest is Nominee (N), Tax Exempt (E), Accrued (A), OID Adjustment (O) or ABP Adjustment (B). There are penalties or withholding on the interest income. Step 3: Review totals and state instructions If you are preparing a state return, consult the instructions for the particular state before using the Interest Income statement. Totals from the statement flow to the correct lines on Schedule B, and totals from Schedule B flow to Form 1040, 1040A, or 1040EZ. Tip: If needed, you can duplicate the statement for additional entries by pressing SHIFT+F10. ❌ Common Errors Don’t use the Additional Interest Income statement unless you have more than six payers or another reason listed in the article. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering Taxpayer/Spouse Salutation field in Client Letters SureFire offers you the salutation field in your returns to allow you more options on how to address your customers. This tool allows you to present more professional client letters that contain the taxpayer/spouse salutations. ⚠️ Before You Begin You will use the Taxpayer/Spouse Salutation field from the main information sheet. If you do not see a drop-down list, you will need to enable a specific option in Setup Options. 📊 Step-by-Step Guide Step 1: Select a Salutation from the Drop-Down List Use this when you want to address your client letters with a taxpayer/spouse salutation. From the main information sheet, right next to the taxpayer/spouse name, select a choice from the drop-down list. SureFire is delivered with the following default selections: Mr Mrs Miss Dr Sr Sra Srta Step 2: Enable the Salutation Drop-Down List (if you do not see it) Use this when the Taxpayer/Spouse Salutation field does not show a drop-down list. If you do not have a drop-down list when selecting the Taxpayer/Spouse Salutation field, you need to enable the Display User-Defined and Auto-Populated History Lists option in Setup Options. To enable this option: Log in with any user that has access to the Utility Program. On the Tools menu, select Utilities/Setup Assistant. On the Setup menu, select Setup Assistant. On the General Options tab, select the Display User-Defined and Auto-Populated History Lists check box. Click Next twice, and then click Finish. Step 3: Add Additional Selections to the Salutation Field Use this when you want the Salutation field to include more options for your client base. If you want to see additional selections in the Salutation field to accommodate your client base, follow the steps below. To add selections to the Salutation field: Log in as the ADMIN user. On the Tools menu, select Edit Tax Form Defaults. Select Individual- 1040, and click Yes to confirm. Right-click Taxpayer/Spouse Salutation, and then select Edit History List. Add items to the list, and then click OK. 📝 Note Only the ADMIN user can add/remove selections to the salutation entries. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Entering Third-Party Designee info for preparers This guide explains what to enter in the Name, Phone Number, and PIN fields for third-party designees when you are preparing returns. ⚠️ Before You Begin The Name, Phone Number, and PIN fields are required for electronically filed returns. If you are filing a paper return and you do not want to enter this information, you can use the option below. 📊 Step-by-Step Guide Step 1: Enter “Preparer” if you are paper filing Use this when you need to avoid entering third-party designee details for a paper return. Enter Preparer as the Designee's name, and then leave the other two fields blank (Phone Number and PIN). Note: You will need to press F3 in those fields to take the red out. Step 2: Only use this for paper-filed returns Use this when you want to ensure the return can be filed correctly. You should do this only for returns that are to be paper filed. You will not be able to electronically file the return without this information. ✅ Tip If you do not electronically file the returns, you can set up these changes in tax form defaults. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error "DBRepair is currently running. Please wait until it is finished before entering the application" when opening SureFire This guide will help you resolve the error by removing the stuck database repair file so you can open SureFire again. ⚠️ Before You Begin Before you start, make sure you know where SureFire is installed so you can navigate to the correct folder. 📊 Step-by-Step Guide Step 1: Navigate to the SureFire installation drive Use this when you need to locate the SureFire program files. Navigate to the drive where SureFire is installed. Step 2: Open the correct UTSxx folder Use this when you need to find the folder for the program year you are working with. Open the UTSxx folder (where xx is theyear of the program you are working with). Step 3: Delete dbrepair.dat Use this when you need to remove the stuck repair file. Delete dbrepair.dat Step 4: Do NOT delete dbrepair.exe or dbrepair.exe.config Use this when you need to avoid deleting the wrong files. Do (Not!) delete dbrepair.exe or dbrepair.exe.config Step 5: Open SureFire Use this when you are ready to confirm the fix. You can now open SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Fix the Error (161) - Acknowledgement Error issue. 🔍 Step-by-Step Guide The error "Unable to process selected acknowledgments.  Database record was not found for the selected acknowledgments." is received when an acknowledgment is downloaded for a return that is not present on the system. This is caused when returns are sent and received by more than one computer than are not networked together. We strongly advise that you network multiple computers together if you plan to use more than one for e-filing. To resolve this error you will need to contact our support department. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error ##160: "Value has an incorrect size..." when opening SureFire This guide will help you resolve the error ##160 that says "Value has an incorrect size..." when you try to open SureFire. ⚠️ Before You Begin Please follow these steps carefully: Close SureFire on all workstations before making any changes. You will delete a file named ratstorage.dat. 📊 Step-by-Step Guide Step 1: Close SureFire everywhere Use this when you need to stop SureFire from accessing the data file. Close SureFire on all workstations. Step 2: Open the correct UTS folder Use this to locate the correct year folder for your setup. Navigate to UTSxx (where xx is the 2-digit year). Step 3: Delete the ratstorage.dat file Use this to remove the corrupted/incorrect-size storage file so SureFire can recreate it. Delete ratstorage.dat. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error 104 when opening SureFire This guide shows you how to fix Error 104 by deleting the Homepage.xml file. ⚠️ Before You Begin You will need to access the SureFire installation folder on your computer. 📊 Step-by-Step Guide Step 1: Open Windows Explorer Use this when you need to locate the Homepage.xml file. Right-click the Windows Start button, and then click Open Windows Explorer. Step 2: Navigate to the SureFire Homepage folder Use this to find the correct Homepage.xml file for your installation. Navigate to the X:\UTSxx\TWHomepage (where X: is the drive where SureFire is installed, and xx is the year of your program). Step 3: Delete the Homepage.xml file Use this to remove the file that is causing Error 104. Right-click the Homepage.xml file, and then select Delete. Click Yes to confirm the deletion. ✅ Success! You have deleted the Homepage.xml file. Try opening SureFire again to see if the error is resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains what Error 1330 means and how to resolve it when installing SureFire on an unsupported operating system. ⚠️ Before You Begin Before continuing, confirm your computer meets SureFire’s supported system requirements. 📊 Step-by-Step Guide Step 1: Verify your Windows version This error occurs when attempting to install the SureFire software on an unsupported operating system. Step 2: Review supported operating systems Note: SureFire does not support Windows XP or Windows Vista. Please see our system requirements article for more information on supported operating systems. ❌ Common Errors If you continue to see this message after confirming your operating system, contact SureFire support for help with your specific environment. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error 1606 when opening SureFire If you see Error 1606 when opening SureFire (for example, after trying to install SureFire 2011), this guide explains what to do so you can open all SureFire years again. ⚠️ Before You Begin Make sure you can access the SureFire UTS\TwTech folder and run the setup for the year you need. 🛠️ Step-by-Step Fix Step 1: Run setup from a SureFire year Use this when you need to resolve Error 1606 and restore access to other SureFire years. Go to any year of SureFire UTS\TwTech\ and run setup. Step 2: Confirm all years open again After running setup, verify the issue is resolved. Now you can open all years of SureFire again. ✅ Success! After running setup from the SureFire UTS\TwTech folder for a year, all SureFire years should open again. 📝 Note on Support Timing Remember outside of tax season (January-April), we are able to support the current tax year plus six years prior. Support for products developed over six years ago is no longer available. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error 1704 when updating SureFire (No dataScreen is white, no letters, Return is blank) This guide provides steps to resolve Error 1704 when updating SureFire and the screen appears white with no letters and a blank return. ⚠️ Before You Begin Please follow the steps carefully. You will delete specific update files and then rerun the setup. 📊 Step-by-Step Guide Step 1: Delete the update files Use this when you need to clear the existing update data before reinstalling the updater. Go to the UTS20XX folder Delete the Mutax.dat and Update.dat files Step 2: Rerun the setup and update normally Use this when you need to reinstall the updater so the update can run correctly. Go to the UTS20XX folder Go to the updates folder Run the setup.exe Now you can run update as normal 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error 183: EFIN XXXXXX not registered. Skipping E07301040071CASA This issue will occur when you change your EFIN and your return still contains the old EFIN. Review the details in the communication window or in the submission report, the details will let you know what you need to fix. If the EFIN and the registration code match and you are still getting this error contact our customer support team 📊 Step-by-Step Guide Step 1: Confirm the cause This error typically happens after you change your EFIN, but your return still has the old EFIN. Step 2: Check the details for what to fix Review the details in the communication window or in the submission report. The details will tell you what you need to fix. Step 3: Verify EFIN and registration code If the EFIN and the registration code match and you are still getting this error, contact customer support. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error 2318 when installing SureFire on workstation - Error 2318cae619.rbs This guide shows you two ways to resolve the Error 2318 issue when installing SureFire on a workstation. ⚠️ Before You Begin Try the first method first. If it does not resolve the issue, use the admin command prompt method. 🛠️ Step-by-Step Guide Step 1: Run Setup as admin on the mapped drive Use this when you need to run the installer with elevated permissions from the mapped drive. In your mapped drive navigate to UTS20TWTech Right click setup.exe and select "run as Administrator" Setup should proceed normally. Step 2: Run it from an admin command prompt (if Step 1 didn’t work) Use this when running Setup as admin from the mapped drive does not resolve the error. Open start menu and type CMD Right click command prompt and select "Run as Administrator" In command prompt type "(drive letter):" where (Drive letter) is the same as the drive you store SureFire on and then press enter type "cd uts20\twtech" and press enter type "Setup.exe" and press enter Setup should proceed normally. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: Error 257 - This user (Admin)... This guide explains why this error appears in the SureFire Desktop software and how to fix it. 📊 What You Should Do Follow these steps: Step 1: Understand the cause This error occurs in the Desktop software whenever the user attempts to START A NEW RETURN while signed in as the ADMIN user. Step 2: Fix the user permissions To resolve this error, simply click on the CHANGE USER button from the main screen of the software and change the dropdown to GUEST or another user with permissions to create a return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains how to resolve Error 392 and retransmit check print data in SureFire. ⚠️ Before You Begin You may need access to the computer where SureFire is installed to delete a specific file if the issue continues. 📊 Step-by-Step Guide Step 1: Retransmit the check print records You can retransmit check print records from within SureFire. Step 2: Use the Bank menu option On the Bank menu, select Maintenance/Setup and then Transmit Check Print Data. Step 3: If the issue persists, delete the S2Master file If the issue persists, right-click your SureFire desktop icon and select Properties. Click Open File Location (or Find Target, whichever is present). Locate the TRANSMIT folder. Inside of this folder locate the file named S2Master (for 2012) and delete it. Then attempt to Transmit Check Print Data again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains Error 675 and how to fix it so you can add the state into the return. ⚠️ Before You Begin You will need access to your SureFire software to check for module updates. 📊 Step-by-Step Guide Step 1: Check for module updates Use this when you see Error 675 while adding a state.                                                                       This error is most common when are attempting to add a state to a return and the state isn't correctly downloaded or updated. You can fix this by checking for any updates to your modules. Sign in to your SureFire software as an Admin and go to Communications at the top and then select Get-Module Updates.                                                                                                                                        After the updates finish applying, you should then be able to add the state into the return without issue. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error 97: Missing Template File - Unable to Open XX Form This error can occur if the Form is not yet available, update the form when available. 📊 Step-by-Step Guide Step 1: Check whether the form is available This error can occur if the Form is not yet available. Step 2: Update the form when it becomes available Update the form when available to resolve the issue. ❌ Troubleshooting If you still see Error 97, confirm the specific XX form you are trying to open has been released/updated in your software, then try again after updating. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error in "Form range for..." when printing returns in SureFire This issue can occur when your Kaspersky anti-virus software is blocking the print processes. ⚠️ Before You Begin To resolve the issue, you will need to disable hardware controls in Kaspersky. Tip: The exact steps can vary depending on your Kaspersky version. 📊 Step-by-Step Guide Step 1: Disable hardware controls in Kaspersky Use this when you need to stop Kaspersky from blocking SureFire print processes. In Kaspersky, disable hardware controls so the print processes are allowed to run. Step 2: Follow Kaspersky Help for your specific version Use this when you need the correct instructions for your Kaspersky version. See the Help documentation in your version of Kaspersky for more information on how to disable hardware controls. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error Message When Installing SureFire Updates You are about to install version # over version ## (where # is the version number and ## is a higher number)! Continue with installation? This guide explains why this happens and how to fix it by deleting unprocessed duplicate update files. ⚠️ Before You Begin You may see this error when: You download the same updates from the Customer Support website after you already downloaded them through your program using the PPR support menu. This creates duplicate update files waiting to be processed for state or federal forms. To resolve this problem, you need to delete any unprocessed duplicate update files. 📊 Step-by-Step Guide Step 1: Open Windows Explorer Use this when you need to access the SureFire update files folder. Right-click the Windows Start button, and then click Open Windows Explorer. Step 2: Navigate to the Mailbox folder Use this when you need to find the update ZIP files waiting to be processed. Navigate to X:\UTSxx\Mailbox (where X: is the drive on which SureFire is installed, and xx corresponds to the tax year of your program). Step 3: Identify the duplicate update files Use this when you need to locate the correct jurisdiction module update ZIP files. Look through the *.zip update files for files beginning with ST, and find the jurisdiction in question by looking at the fifth and sixth characters in the filename. For example, for version 2 (02) of the Georgia (GA) state Individual (I) module, if you had duplicates, you would have a STPIGA02.ZIP file and a STUIGA02.ZIP file. The file with a P is the processed version (STPIGA02.ZIP). Step 4: Delete the unprocessed (U) update file Use this when you need to remove the duplicate update that has not been processed yet. Right-click the unprocessed (U) version of this module update, and then click Delete. In the example from step 3, the file to delete would be STUIGA02.ZIP. Note: A federal update file would have US for the jurisdiction code. Step 5: Confirm deletion Use this when you need to finalize the removal of the duplicate file. Click Yes to confirm the deletion. ✅ You’re Ready to Install You will now be able to install the update without receiving this error. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error Message: "An unknown error occurred trying to process e-signature request. Unable to connect to the remote server" when sending an e-signature file in SureFire Install Version This guide explains why this error can happen and what to do to resolve it. ⚠️ Before You Begin This error can occur when the e-file is created before the return is submitted through e-signature. 📊 Step-by-Step Guide Step 1: Erase the existing e-file Use this when you need to remove an e-file that was created but not transmitted. Erase the existing e-file by following the steps in the following article: How do I erase an e-file that is created but not transmitted in SureFire? Step 2: Open the return and resubmit the e-signature request Use this after the return has been properly submitted through e-signature. Open the return, and then try to resubmit the e-signature request. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error Message: Exception EAccessViolation in tww19.exe This guide shows you how to fix the following error: Error: Exception EAccessViolation in module tww19.exe at 009D7C7A Access Violation at address 00DD7C7A in module tww19.exe Read of address 000003C8 - Complete Error: Could not find file or assembly Universal tax System Licensing CoreException EaccessViolation in module 009D7C7A 000003C8 ⚠️ Before You Begin Make sure you can access the UTS update folder on your computer. 📊 Step-by-Step Guide Step 1: Open the Updates folder Use this when you need to locate the update files. Go to ?:\UTSxx\UPDATES. Step 2: Run the setup program Use this to reinstall/update the required components. Run setup.exe. Step 3: Wait for the update to finish Use this to ensure the update completes successfully. Note: When the update is done 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error message: I/O 998 error when accessing returns list If you are receiving the error in diagnostics on a certain return, you need to un-install and reinstall any states attached to the return.   This guide also covers what to do if the error happens during DBRepair or after selecting Open Existing Return list. ⚠️ Before You Begin Before you start, make sure you are working in the correct return and that you can access the Tools menu and Utility program. 📊 Step-by-Step Guide Step 1: Open the Setup Assistant Use this when you need to uninstall and reinstall state packages attached to a return. On the Tools menu,click Utilities/Setup Assistant. Step 2: Uninstall Modules Use this to remove the state packages so they can be reinstalled. In the Utility program, on the Tools menu,click Uninstall Modules. Step 3: Select the states and packages to uninstall Use this to target only the states/packages attached to the return. Select the states and packages to be uninstalled. Step 4: Install Module Updates Use this to reinstall the state packages after uninstalling them. In the Utility program, on the Tools menu,click Install Module Updates. Step 5: Reinstall the states Use this to complete the reinstall process for the states you just uninstalled. Reinstall the states that were just uninstalled.   ❌ If the error occurs during DBRepair or after opening the return list If the error occurs during DBRepair or after selecting Open Existing Return list, the problem may be a corrupted return file. It may be identified by the fact that it is much larger that the files of other returns. To solve the problem in such a case, you need to remove any corrupted files. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error message: SureFire Runtime Error 216 - 229 This is most likely caused by damaged SureFire program files. ⚠️ Before You Begin Make sure you know the drive where SureFire is installed. Note: In this case X:\ is the drive to which SureFire is installed, and YY is the 2-digit year. 📊 Step-by-Step Guide Step 1: Open the SureFire Updates folder Use this when you need to locate the latest SureFire update files. Go to X:\UTSYY\UPDATES\ Step 2: Re-apply the most recent SureFire update Use this when you need to repair or re-install the update files. Run Setup.exe to apply the most recent SureFire update again. ❌ If the issue continues If this does not correct the issue, you may need to re-install the program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides a quick fix for the "error opening database" message in the TaxWise software. 📊 Step-by-Step Guide Step 1: Locate UTS Folder Open your (C:) drive and navigate to the UTS folder for the tax year you are experiencing issues with. Step 2: Run Setup File Open the TWTECH folder and run the setup.exe file to repair the database connection. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error Opening Database When trying to open 2018 you will see a message saying error opeing database. This message means the database is broken. ⚠️ Before You Begin To fix this, you will need to: Move the old files into a new folder Run the database re-repair on the moved files 📊 Step-by-Step Guide Step 1: Create a New Folder for the Old Files Use this when you need to separate the broken database files from the current location. Move the old files into a new folder so you can repair them. Step 2: Run the DB Re-Repair on the Old Files Use this when you need to repair a broken database. After the files are moved, run the db rerepair on the old files in the new folder. ✅ Success! Once you move the old files to a new folder and run the db rerepair, the broken database issue should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error sending CAS Tax Export to SureFire This guide helps you resolve an issue where you cannot successfully send a CAS Tax Export to SureFire. ⚠️ Before You Begin Follow the steps carefully. You will rename and delete a folder in: C:\ProgramData\Wolters Kluwer 📊 Step-by-Step Guide Step 1: Open the folder location Use this when you need to access the Wolters Kluwer program data folder. Open Windows Explorer and go to C:\ProgramData\Wolters Kluwer. Step 2: Rename the Registration folder Use this to force the system to recreate the folder during the next process. Rename the Registration folder to 1Registration, and then start Client Write-Up. Step 3: Confirm the Windows Installer dialog appears Use this to ensure the installer process begins correctly. A Windows Installer dialog box should appear. If it does not, close Client Write-Up and verify the previous steps. Step 4: Delete the newly created Registration folder Use this after the installer finishes to reset the folder state. Once the Windows Installer process is finished, right-click the Registration folder that was created in C:\ProgramData\Wolters Kluwer and select Delete, and then click Yes to confirm. Step 5: Rename 1Registration back to Registration Use this to restore the original folder name. Right-click the 1Registration folder, and then select Rename. Type Registration, and then press ENTER. ✅ Success! You should no longer experience this problem with the Tax Export process. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this error? You may see this error when attempting to transfer to SureFire Web Version for a prior year return in SureFire Web Version: Error: "Communications failed. Please try again later." ⚠️ Before You Begin Note: SureFire Install Version to SureFire Web Version Transfer ONLY works for current year returns. 📊 Step-by-Step Guide Step 1: Confirm the return year Use this when you need to... Make sure you are transferring a current year return. The transfer process does not support prior year returns. Step 2: Retry the transfer (only for current year returns) Use this when you need to... If the return is for the current year, try the transfer again. If you are transferring a prior year return, this error may occur because the transfer is not supported. ❌ Troubleshooting If you continue to see "Communications failed. Please try again later.", double-check that you are transferring a current year return. Transfers from SureFire Install Version to SureFire Web Version are limited to current year returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error: Password is blank (Admin user) This guide explains why you may see the message: Error: "Password is blank. The user (Admin) needs to establish a password for the user (Admin)"" …when clicking Login for the Admin user in SureFire, and how to fix it. ⚠️ Before You Begin This normally occurs when: The program has just been installed, or The Admin user has been reset. 📊 Step-by-Step Guide Step 1: Click Login (with no password) Use this when you need to trigger the password setup prompt for the Admin user. Click Login with no password. Step 2: Create a New Admin password Use this when you see the prompt to set up the Admin password. A status window will open saying Create a New Admin password to get started. Step 3: Click OK Use this to move to the user password modification screen. Click Ok. Step 4: Enter a password in the Modify User window Use this to establish the Admin password so you can log in successfully. When the Modify User window opens, enter a password. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error: I'm not authorized for easy advance This guide walks you through the steps to resolve the error: I'm not authorized for easy advance. ⚠️ Before You Begin Please make sure you can access the following: Admin login Tools and Setup Assistance DataManager Solution Center (for credit card on file) 📊 Step-by-Step Guide Step 1: Log in as Admin and open Setup Assistance Use this when you need to access the setup tools required for partner verification. Login as Admin. Click on tools. Click on setup assistance. Click on setup, and then open setup assistance. Step 2: Refresh partner verification data Use this when you need to re-check your partner verification status. Now click on partner verification. Click on refresh data. Step 3: Confirm you have all latest updates Use this when you suspect the issue may be caused by outdated modules or program files. Make sure you have all latest module updates, and program updates. Step 4: Verify e-file and credit card requirements Use this when you need to ensure your account is enabled for e-file and payment details are on file. Make sure e-file is turned on in datamanager. Make sure credit card is on file on the solution center. Step 5: Check bank product enrollment in DataManager Use this when the system is not recognizing your bank product enrollment. In DataManager, make sure you are enrolled in bank products. If it says I enrolled in Advance, make sure in datamanager it says Advance and RT approved. ❌ Important Timing Note If you corrected #3, and #4, it can take 30 minutes to an hour to take update. After that time, you will need to go back to step #1 to update again. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Ha recibido el error: I'm not authorized for easy advance, XR card, or any bank products in SureFire 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Error: SureFire has already opened the return when starting a new return This article explains what to do when you see the message: Error: SureFire has already opened the return when starting a new return ⚠️ Before You Begin Before starting a new return, you will need to clear the stored return data file so SureFire can open the new return successfully. 📊 Step-by-Step Guide Step 1: Remove the Ratstorage.dat file Use this when you need to clear the saved return storage so SureFire can start fresh. Go to UTSXX (where XX is the year of the program) and erase the Ratstorage.dat file. Step 2: Start the new return again Use this after clearing the file to confirm the new return opens properly. Try to start the new return again and it should open successfully. ✅ Success! After erasing Ratstorage.dat and starting the return again, SureFire should open the new return successfully. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Estimated entries have been configured to disqualify a return from electronic filing in SureFire Estimated entries have been configured to disqualify a return from electronic filing. ⚠️ Before You Begin You will need to run diagnostics in SureFire and review the Estimated entries section. 📊 Step-by-Step Guide Step 1: Run Diagnostic in SureFire Use this to start the diagnostic process and find the Estimated entries that are disqualifying the return. Run Diagnostic in SureFire. Step 2: Locate Estimated entries Use this to find the specific diagnostic items that are causing the electronic filing disqualification. Scroll to the bottom of the diagnostic window, and locate Estimated entries. Step 3: Un-estimate each entry Use this to remove the estimated status so the return is no longer disqualified. Click on each estimated entry. Right-click and un-estimate. Step 4: Re-run diagnostics Use this to confirm the issue is resolved after un-estimating the entries. Re-run diagnostics 📝 Note: To remove this go to Tools and click on Mark Estimated Entries as Diagnostic Errors to un-mark it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to use the 1040ES Form to enter Estimated Tax Payments for the next tax season. The SureFire program includes the 1040ES Form that allows you to fill out Estimated Payments for the next tax season, be they required for previous tax years, or not. If not automatically added to your return, you can navigate to Form>Add Form/Display Form List and search "1040ES" to add it, you will also notice that the viewable form has a payment breakdown at the bottom of the page. These payments that are displayed will also be shown on the four payment vouchers that are added to the return when the 1040ES form is added.                                                                                     📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains how to resolve an Exception in EOSError when opening SureFire 2016 and previous years. ⚠️ Before You Begin Follow the steps below in order. If you are prompted to reboot, make sure you do so before opening SureFire again. 📊 Step-by-Step Guide Step 1: Reinstall the newest version of SureFire Use this when you need to resolve the error by updating SureFire. Reinstalling the newest version of SureFire will resolve this error. Step 2: Rename the UTSXX file Use this when you need to preserve the existing UTSXX file before restoring it. Rename UTSXX to UTSXX.OLD. Step 3: Uninstall SureFire Use this when you need to remove the current SureFire installation before running setup again. Uninstall SureFire. Step 4: Rename the file back Use this when you need to restore the original UTSXX name. Name back UTSXX.OLD to UTSXX. Step 5: Run setup.exe from the twtech folder Use this when you need to reinstall using the setup program in the twtech folder. Go to the folder twtech and run the setup.exe. Step 6: Reboot before opening SureFire Use this when you need to ensure changes are fully applied. Reboot before attempting to open. ✅ Success! The program can now be opened. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 F1 keys don’t work in SureFire Install Version If your function keys (F1, F3, F7) aren’t responding in the SureFire Install Version, try using the keyboard’s FN key. ⚠️ Before You Begin You will need access to the keyboard. 📊 Step-by-Step Guide Step 1: Hold the FN key Use this when you need to enable function-key behavior on your keyboard. Hold FN (bottom left of your keyboard). Step 2: Press the function key Use this when you need to trigger the SureFire Install Version function. While holding FN, press F3, F1, or F7. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Filing an 4868 extension for 1040 Individual This guide is a reminder on how to file an extension and how to verify that it was created correctly. ⚠️ Before You Begin Good to know: No PINS required. 📊 Step-by-Step Guide Step 1: Mark the correct extension option Use this when you need to choose the right 4868 type based on whether the client owes or is expecting a refund. To file an extension is pretty simple. On the main information sheet, make sure to select which option you need: If they owe money to the IRS, mark 4868 with direct debit. If the client is getting a refund, mark 4868 without direct debit. Step 2: Confirm the 4868 populates in the forms tree Use this to ensure the extension form was generated after you marked 4868. Once you have marked the 4868, it will populate that form in the forms tree. Simply fill that out. Step 3: Complete and e-File like normal Use this to finish the extension and make sure it is included in the e-File process. Once completed, you can go ahead and e-File like normal. Just make sure the 4868 is being used by making sure that box is checked. 🔍 How to Verify the Extension Was Created Verify for the Web Version Use this to confirm the extension appears correctly in the Web Version. To verify that extension was created for the Web Version, simply go under TAX RETURNS and look at the list and make sure it looks like this: Verify for the Install Version (after diagnostics) Use this to confirm the extension is ready to e-File in the Install Version. To verify that extension was able to be created for the Install Version after running diagnostics it will say extension e-File. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Fiscal Year Calculations To calculate fiscal year data, change the Date Information above the heading on the main form of the return. ⚠️ Important Note Sure-Fire does not calculate fiscal years in the Individual package. If there are entries that this will affect, you need to override them in the return. Need more help? For additional help on this and other subjects, press F1 in Sure-Fire to access on-line help, or consult the Sure-Fire User Manual. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Fix Windows 11 Missing Icons for Network Install If you have a Paper Icon like this: The way you fix this is by doing the following: ⚠️ Before You Begin Make sure you can access the networked drive where the install files are stored (for example, the T drive). 📊 Step-by-Step Guide Step 1: Create the Icons folder Create a folder called "Icons" in the C:\ drive on the computer with broken Paper icon. Step 2: Find the UTSXX folder on the networked drive Next go inside the networked drive (Shown image would be on "T" drive) and then look for the UTSXX folder (XX being the year). Step 3: Copy the app.icon file Look for the app.icon file looks like this: You will copy this file into the "C:\Icons" folder then rename it to the year you are doing, for this example its 2025. Step 4: Change the desktop icon to the correct file Next you will right click on the Paper icon on your desktop goto > Properties then click on Change Icon then point it to the icon location. You can browser or manually put in the box "C:\Icons\2025.ico" then hit OK and then hit APPLY and ACCEPT and you will now see a working icon on your desktop. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to fix a display issue by adjusting your hardware acceleration settings. Change your display settings Slide the Hardware acceleration slider Try again if the issue continues ⚠️ Before You Begin You will need access to your desktop settings. 📊 Step-by-Step Guide Step 1: Update your display settings Follow the instructions below. Right-click on your desktop and select Properties. On the Settings tab, click Advanced. On the Troubleshoot tab, slide the Hardware acceleration slider to the left at least one notch. Click OK to close that window, and then click OK again. Step 2: If the problem persists If the problem persists, try reducing the acceleration more. ❌ Common Errors Some display issues may require reducing the acceleration by additional notches. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1041: Completing the Beneficiary List This guide shows you how to: Complete the beneficiary list Create additional sheets when needed ⚠️ Before You Begin You will need: Access to SureFire Form 1041 details for your client 📊 Step-by-Step Guide Follow the steps below: Each sheet allows for 17 beneficiaries. Press Shift+F10 to open a new form. Enter 18 in the first No entry of the second copy. If have more than 34 & 160 beneficiaries, press Shift+F10 for a new form. Enter 35 in the first No entry on the third copy. Start the fourth copy with 52, the fifth copy with 69, etc. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 2553: Listing additional shareholders Use this guide to add additional shareholders to Form 2553 by entering the required shareholder details and duplicating the appropriate section in the forms list. ⚠️ Before You Begin You will need the following information for each additional shareholder: Name and address Number of shares held Date acquired SSN (Social Security Number) or EIN (Employer Identification Number) Month and day the shareholder's tax year ends 📊 Step-by-Step Guide Step 1: Enter each additional shareholder’s details Use this when you need to provide the required shareholder information for Form 2553. First, fill in the name and address of each shareholder along with the number of shares held, the date acquired, SSN (Social Security Number) or EIN (Employer Identification Number), and the month and day the shareholder's tax year ends. Step 2: Duplicate the “Part 1 Shareholders” section Use this when you need to add more shareholders than the original section allows. To list additional shareholders, press CTRL+F10 to open the forms list, and then choose Duplicate Part 1 Shareholders (Dup Part 1). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains why you may see the error "Donee organization's state..." when creating 1040 e-files. ⚠️ Before You Begin Confirm you entered the donee address correctly on Form 8283. 📊 Step-by-Step Guide Step 1: Identify the cause This can occur when you have entered a foreign donee's address on Form 8283. The IRS does not include addresses for foreign countries in the e-file specifications for this form. You must paper-file this return. ❌ Common Errors If the IRS does not receive the required foreign address details for this form, you must paper-file this return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Forms are not aligned in SureFire This guide walks you through the steps to fix form alignment in SureFire. ⚠️ Before You Begin Follow the steps below in order. If forms are still not aligned after completing them, you can open a support case for assistance. 📊 Step-by-Step Guide Step 1: Close the return Use this when you need to close the current return before running setup tasks. Close the return. Step 2: Open the Setup Assistant Use this to access the utilities needed to uninstall modules. Click Tools Utilities/Setup Assistant. Step 3: Uninstall modules Use this to remove the modules so they can be updated/applied again. Click Tools Uninstall Modules. Step 4: Select the module for the return type Use this to choose the correct module based on your return type and state. Select amodule for the return type. For example,if it is a 1040 return with California, select (Individual-1040 and California). Step 5: Confirm uninstall Use this to proceed with the uninstall action. Click OK. Click OKagain. Step 6: Close the window Use this to exit the current setup window. Click X on the right side to close the window. Step 7: Get module updates Use this to download the latest module updates. Click Communications Get Module Updates. Step 8: Select all tasks and close Use this to ensure all required updates are selected. Once all fourboxes under Tasks are selected,click Close. Step 9: Handle the Unprocessed Email window (if it displays) Use this only if the Unprocessed Email window appears. Click OKon the Unprocessed Emailwindow (if it displays). Step 10: Confirm module updates Use this to apply the module updates. Click Yes on theModule Update(s) window. Click OK on the Install window once modules are applied. ✅ Success! After modules are applied, check whether the forms are aligned. ❌ If forms are still not aligned Note: If forms are still not aligned, you can openopen a support case to receive assistance. 📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Los formularios no estn alineados en SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Forms are not listed on Add Form/Display Form List in SureFire You should at least see a column heading bar across the top of the area, where forms are supposed to be listed, just below the form search options. ⚠️ Before You Begin Make sure you are viewing the area where forms are supposed to be listed (just below the form search options). 📊 Step-by-Step Guide Step 1: Check for the column heading bar You should at least see a column heading bar across the top of the area, where forms are supposed to be listed, just below the form search options. Step 2: Open the shortcut menu A flag should be on the left side of this bar. Right-click on the bar and you should see a pop-up shortcut menu with four options: Status Shortcut Type Description Step 3: Ensure the right columns are enabled Make sure that at least one of the first three options hasa check beside it in order to see forms listed (usually having all three options checked is best). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers If you can’t find a form in the Add Form/Display Form list, this guide will help you figure out why and how to search correctly. ⚠️ Before You Begin Make sure you’re viewing the correct columns and that the list is sorted the way you expect before searching for a form. 📊 Step-by-Step Guide Step 1: Check how the list columns are sorted Make sure you’re searching in the correct column. If you are unable to find a form in the Add Form/Display Form list, then it is most likely that you may have the columns sorted incorrectly or by the wrong term. When viewing forms, across the top of the columns are four buttons.                  One of these options will have either a gray arrow, or a checkmark next to it signifying that it is the current column being sorted right now. This also signifies which column you're searching through.   For example, if you have the Type column sorted, and you're looking for Amendment, you likely won't find it. Now if you have Description column sorted, searching Amendment will result in you finding the correct form.   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains a common issue where you see gibberish in reject acknowledgment details when using a Kyocera printer. ⚠️ Before You Begin You will need permission to install/change printer drivers on your computer. 📊 Step-by-Step Guide 1) Update the printer driver Install the recommended driver to correct garbled output. This is a known issue with the Kyocera print driver. Installing the HP LaserJet 4L driver may correct the problem. For instructions on adding a new printer driver, see: http://windows.microsoft.com/en-US/windows-vista/Find-and-install-printer-drivers ; If you restart the Kyocera or the server after changing the driver to the HP 4L, the Kyocera printer may not show up on the network. You would then need to go to Printers and Faxes (or Devices and Printers), and then Add Printer. Search the network and use the "HP LaserJet 4L" printer that should now show up on the network. The workstations will be able to connect and print to the Kyocera that is physically attached to the server, while using the HP 4L driver to do so. ❌ Common Errors If output is still not correct, re-check that the HP LaserJet 4L driver is selected for this printer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Help Files Are Blank or Show an Error in SureFire This article explains what to do when help files in SureFire are blank or you encounter an error message while trying to view them. ⚠️ Before You Begin When you try to open help, you may see one of the following messages: Error 22 workstation help files not found Page Cannot Be Displayed 602 - Could not open help text file 188: Help file not found... ""Can't reach this page. Make sure the web address //ieframe.dll/dnserrordiagoff.htm# is correct."" 📊 Step-by-Step Guide Step 1: Identify the Help File Error Use this when you see blank help or an error while viewing help files in SureFire. Confirm which message you are receiving (for example: Error 22 workstation help files not found, 602 - Could not open help text file, or 188: Help file not found...). Step 2: Apply the Resolution for Error 22 Use this when the error indicates workstation help files are missing. Resolution: Error 22 workstation help files not found ❌ Common Errors If you encounter any of the following, it indicates SureFire cannot display the help content: Error 22 workstation help files not found Page Cannot Be Displayed 602 - Could not open help text file 188: Help file not found..." ""Can't reach this page. Make sure the web address //ieframe.dll/dnserrordiagoff.htm# is correct."" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to use the built-in help features within SureFire, including context-sensitive help and the in-depth Help Guide. 📊 Using Built-in Help Context-Sensitive Help Get instant information about the specific field you are working on. While you are working within a return, SureFire displays context-sensitive help at the very bottom of the screen. This provide brief, relevant information about the currently selected field. The F1 Help Guide Access detailed instructions and searchable help topics. For more in-depth information, helpful hints, or form instructions, simply press the F1 key on your keyboard while your cursor is on the field in question. The Help Guide allows you to: Read detailed explanations for specific form fields. Search for specific forms and their official instructions. Get tips on how to handle complex tax scenarios. 📞 Still Need Help? If you can't find the answer in the built-in guide, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Error: Hexadecimal value 0x00 is an invalid character This error appears when running diagnostics or creating an e-file. It indicates corrupted data in your return. 📋 Troubleshooting Steps Step 1: Check if it's ONE return or MULTIPLE returns This determines your solution. Only 1 return has the error: There's weird text somewhere in that return. Look for unusual characters, strange formatting, or copied content from non-standard sources. Multiple returns have the error: Your software modules may be corrupted. Follow Step 2. Step 2: If Multiple Returns - Reinstall Modules Fix corrupted software by reinstalling. In SureFire, go to Communications menu Click Get Program Updates Reinstall your 1040 Individual module Reinstall your State modules Restart SureFire Try creating the e-file again Step 3: If Still Failing - System Corruption If the error persists, your system files may be damaged. A virus, malware, or antivirus software may have corrupted a file during updates. You'll likely need a SureFire support representative to connect to your computer and copy the Control folder from a clean system. 📞 Still Need Help? Contact our support team for file-level diagnostics: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I easily find the file I want in the Existing Returns window? This guide shows you how to sort and search in the Existing Returns window. 📊 Step-by-Step Guide Clicking the column headings will sort the returns by that column. Clicking the heading once sorts on that field and clicking the same heading again will reverse the sort. In addition, when you click on SSN/EIN or Filename, the text fields above the return list are activated, allowing you to enter part or all of an SSN/EIN or filename to find. The SSN/EIN field is active by default but will be greyed out when you click on another column heading. ❌ Common Errors If the search fields don’t appear, click the SSN/EIN or Filename column again to re-activate the filters. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I export forms from PaperlessPLUS Premier and import them into my tax program? This guide explains how to: Export applicable tax forms from PaperlessPLUS Premier for a selected client (and tax year) Import the exported data into your tax program (SureFire Users) ⚠️ Before You Begin Please note the following: Only forms W2, 1099-MISC, 1099-R, 1099-DIV, and 1099-INT may be exported. Forms K1 may also be exported, but only if the data was extracted from a 2-D barcode. Tax forms must be processed in order to be available for export. Tax data can only be exported from Active Clients. 📊 Step-by-Step Guide Step 1: Select the client in PaperlessPLUS Premier Use this when you need to choose which client’s forms you want to export. In the Active Clients cabinet, select the client you want to export. Step 2: Start the export Use this to open the export options. Do one of the following: Click Export on the toolbar. Click Actions Export. Step 3: Choose the tax year Use this to make sure you export the correct year’s forms. Select the tax year in the drop-down list. Step 4: Choose the export location (if needed) Use this if you want to save the export files somewhere specific. If necessary, browse to the preferred export location. Note:Your installation path is used. To review it,click Tools Options Premier Export. Step 5: Select which forms to export Use this to choose the client folder or specific forms. Select the check box next to the client folder to select all forms listed under the client folder, or select individual forms to export. Note:Multiple clients can be selected and their applicable tax forms will be exported simultaneously. However, you will not have the option to select which of the applicable files will be exported, as allapplicable tax formswill be exported Step 6: Export the forms Use this to generate the export file(s). Click Export. Step 7: Open and create the client’s tax return Use this to prepare your tax program to receive the imported data. Open and create the client's tax return. Step 8: Import the PaperlessPLUS data Use this to bring the exported forms into your tax program. Click Returns Import Data PaperlessPLUS. Enterthe Tax Identification Number. Dashes are not needed. Click Import. SureFire Users Follow the export steps below, then import into SureFire. Step 1: Select the client in SureFire’s Active Clients cabinet Use this to choose which client’s forms you want to export. In the Active Clients cabinet, select the client you want to export. Step 2: Start the export Use this to open the export options. Do one of the following: Click Export on the toolbar. Click Actions Export. Step 3: Choose the tax year Use this to make sure you export the correct year’s forms. Select the tax year in the drop-down list. Step 4: Choose the export location (if needed) Use this if you want to save the export files somewhere specific. If necessary, browse to the preferred export location. Note:Your SureFire installation path is used. To review it,click Tools Options Premier Export. Step 5: Select which forms to export Use this to choose the client folder or specific forms. Select the check box next to the client folder to select all forms listed under the client folder, or select individual forms to export. Note:Multiple clients can be selected and their applicable tax forms will be exported simultaneously. However, you will not have the option to select which of the applicable files will be exported, as allapplicable tax formswill be exported Step 6: Export the forms Use this to generate the export file(s). Click Export. Step 7: Open SureFire and create the client’s tax return Use this to prepare SureFire to receive the imported data. Open SureFire and create the client's tax return. Note: The client's name and Tax Identification Number has to be in the return prior to importing. Step 8: Import the return data Use this to import the exported PaperlessPLUS data into the return. Click File Import Import Return Data. 📝 Notes Only forms W2, 1099-MISC, 1099-R, 1099-DIV, and 1099-INT may be exported. Forms K1 may also be exported, but only if the data was extracted from a 2-D barcode. Tax forms must be processed in order to be available for export. Tax data can only be exported from Active Clients. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I mark a return as mailed/paper filed on the return list in SureFire? In order to mark a return as being mailed/paper filed on the return list in SureFire, you will need to use the Return Stage column by creating a "mailed/paper filed"" Return Stage.   This guide will walk you through creating that return stage so you can mark returns correctly on your return list. ⚠️ Before You Begin You will need to use the Return Stage column on the return list. 📊 Step-by-Step Guide Step 1: Create a return stage Use this when you need to create the stage that will let you mark returns as mailed/paper filed. To create a return stage 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How can I see in SureFire which customers are getting a refund and which customers have a balance due? This guide shows you how to customize your Return List so you can easily see: Which customers are getting a refund (using the Refund column) Which customers have a balance due (identified by an amount shown in parenthesis) ⚠️ Before You Begin Make sure you are already viewing the Return List in SureFire. 📊 Step-by-Step Guide Step 1: Open Column Options from the Return List Use this when you need to customize what columns appear on the Return List. From the Return List, select the Column Options link. Step 2: Turn on the Refund column Use this to display refund information directly in the list. Mark the Refund check box. Step 3: Find the Refund column Use this to locate the Refund column after enabling it. Scroll to the right of the return list to locate the Refund column. Step 4: Interpret the results Use this to quickly tell refunds from balances due. Customers with a balance due willhave an amount in parenthesis. ✅ Success! You have customized the Return List to show the Refund column, making it easier to see which customers are getting a refund and which customers have a balance due. 💡 Helpful Tip For more information on using the Return List, including columns options, sorting/filtering the return list and exporting the return list, select the Help link on the bottom of the Return List window. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I access the End User License after I install the software? This guide shows you how to find and open the End User License (EULA) after you install SureFire software. ⚠️ Before You Begin Please note: Do not log in—the link is below the login box. Version matters depending on which product/year you installed. 📊 Step-by-Step Guide Step 1: Open the software Use this when you need to access the End User License from within the program. Open the software and do the following: Step 2: Click the correct License option for your product/version Use this to open the End User License agreement. ClickSupportAboutLicense tab Note: This applies to 2012 and newer. SureFire: Click License Agreement Note: Do not log in, the link is below the login box. W2/1099 - Payroll Compliance: Click Support About License Note: This applies to 2011 and older and W2/1099 - Payroll Compliance 2012 and newer. Client Accounting Suite/Premier: Click Help About View the End-User-License Agreement PaperlessPLUS: Click Help License Agreement 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How do I add a Client Letter to a Tax Return in SureFire? This guide shows you how to add a client letter to a tax return in SureFire. ⚠️ Before You Begin Before you start, decide where you want the letter to appear: On a specific tax return - open the tax return first. On all returns when printing - add the letter while you are in Edit Tax Form Defaults. Note: If you want to add a letter to print with all returns, instead of opening a tax return as step 1, open the Tools menu and select Edit Tax Form Defaults. Select the tax package and then follow the steps below. 📊 Step-by-Step Guide Step 1: Open the tax return Use this when you need to start adding a letter to a specific return. Open a tax return. Step 2: Open the Forms List Use this when you need to find the letter form. Click the Add Form/Display Form List tab to open the Forms List. Note: You can also use the Shift+F10 shortcut to bring the Forms List or right-click on any form in the Forms Tree and select Add Form/Display Form List. Step 3: Search for the letter Use this when you want to quickly locate client letter templates. Type Letter in the Look for box and press Enter. Step 4: Choose how you want to add the client letter Use this when SureFire opens the client letter selection options. SureFire opens a blank client letter in the background and allows you to select from a list of ready made client letters. From here you have three options.       Open a standard letter template and use it "as is."" Open a standard letter template 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a company logo to my client letter in SureFire? This guide walks you through adding your company logo to a client letter in SureFire. ⚠️ Before You Begin Make sure you have: Admin access to log in Your company logo file saved on your computer so you can copy and paste it 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access the settings required to edit letter defaults. Log in as Admin. Step 2: Open the Tools menu Use this when you need to reach the tax form default settings. Select Tools from the main menu. Step 3: Edit Tax Form Defaults Use this when you need to change the client letter settings. Select Edit Tax Form Defaults. Step 4: Choose a return type Use this when you need to specify which return type you are editing. Select a return type then click OK. Step 5: Select the form and add it Use this when you need to add the correct form to work with. Select form then Add form. Step 6: Find the client letter Use this when you need to locate the specific letter template. In the Find field enter letter. Step 7: Open the Client letter Use this when you need to load the letter so you can place the logo on it. Select the Client letter and click Open. Step 8: Copy and paste the logo onto the letter Use this when you need to place your logo directly on the letter template. Copy the logo from your computer file then paste the logo onto the letter. Step 9: Save the return Use this when you need to store your changes. Select File then Save Return. Step 10: Close the return Use this when you are finished editing and want to exit the return. Clcik Close Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a form to a return in SureFire? The video below shows how to add new forms to a return using SureFire.     📊 Step-by-Step Guide Step 1: Open the return Use this when you need to access the return you want to update. Open the return that you want to add a form to. Step 2: Open the Add Form/Display Form List Use this to access the list of available forms you can add. Do one of the following: Click the Add Form/Display Form Listtab. ClickForm Add Form/Display Form List on the menu. Press Ctrl+F10. Step 3: Find the form you need Use this to quickly locate a specific form. Use the Look forfilter to find a specific form. Note: If the form is not displaying, you might need to reset the filters.See Forms not listed on Add Form/Display Form List (Install Version)for further instructions. Step 4: Add the form to the return Use this to insert the selected form into the return. Select the form then click Open.   ✅ Notes See the Forms Status page on the SureFire Solution Center for the approval status of all forms supported in SureFire. See the Federal and State E-File Availability page for module e-file statuses and release dates.         📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego una forma a una declaracin de impuestos en SureFire Install Version? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a missing Forms Tree in SureFire? This guide shows you how to display the Forms Tree for an open return. ⚠️ Before You Begin To display the Forms Tree, you will need to: Open an existing return in SureFire 📊 Step-by-Step Guide Step 1: Open the return Use this when you need to... Open an existing return in SureFire so the Forms Tree can be displayed. Step 2: Display the Forms Tree Use this when you need to... Show the Forms Tree to the left of the open return. Click the Forms Tree button at the top of the program, as seen below:   Click View Show Forms Tree. SureFire will display the Forms Tree to the left of the open return.             📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a new blank copy of the open form in SureFire? This article explains how to create a new blank copy of an open form in SureFire, and when duplication is (and is not) allowed. ⚠️ Before You Begin You should have an open form in SureFire that you want to duplicate. 📊 Step-by-Step Guide Step 1: Add a new blank copy of the open form Use this when you need to duplicate an open form. Click Shift+F10. Click the Copy This Form tab. Right click on the form and select Copy This Form. Step 2: Add forms to a return by linking from the selected form Use this when you want to add related forms to a return. Forms can also be added to a return by linking from the selected form. Step 3: Know which forms can be duplicated Use this to avoid adding forms that would be incorrect to duplicate. This works for any form that can be duplicated in a return. Some forms, such as the Main Information Sheet or Form 1040, cannot be duplicated because it would not be correct to have two such forms in the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a password to the admin account or other user accounts in SureFire? The video below shows how to add a password to the admin account or other user accounts in SureFire. ⚠️ Before You Begin You will need to: Be logged in to SureFire as an Admin 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access the setup tools. Log in to SureFire as Admin. Step 2: Open the Setup Assistant Use this to reach the user/group settings. Go toTools Utilities/Setup Assistant. Step 3: Select Setup Assistant Use this to start the setup process. Select Setup Setup Assistant. Step 4: Open Groups/Users Use this to manage user accounts. Click Groups Users. Step 5: Choose the user Use this to edit a specific account. Highlight User name. Step 6: Open the user for editing Use this to enter the password. Click View/Edit. Step 7: Enter the password Use this to set or change the user password. Enterdesired password in Password box. Step 8: Save the password Use this to apply the change. ClickOKto Save. Step 9: Repeat for other users Use this to set passwords for multiple accounts. Repeat steps 5-8for each user. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add a security group in SureFire? This guide shows you how to add a security group in SureFire. ⚠️ Before You Begin Admin access is required — Only the Admin user can add security groups. 📊 Step-by-Step Guide Step 1: Log into SureFire Use this when you need to access the Setup Assistant. Log into SureFire as the Admin user. Step 2: Open the Setup Assistant Use this when you need to reach the Groups and Users settings. Click Tools Utilities/Setup Assistant. Click Setup Setup Assistant. Step 3: Go to the Groups Users tab Use this when you need to view existing users and groups. Click the Groups Users tab in the Setup Assistant window. The Groups Users pane appears showing a list of existing user names. Step 4: Add a new security group Use this when you are ready to create the security group. Click the Security Groups tab in the Groups Users pane of the Setup Assistant window. Click New. ⚠️ Important Note The new security group must be given a name in the Group name field before available actions can be added to or removed from the group. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this guide about? This guide shows you how to add a state to your SureFire package in the SureFire Solution Center. The video below shows how to add a state to the SureFire software. ⚠️ Before You Begin You will need to: Be logged in to the SureFire Solution Center as Admin 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access the Solution Center download options. Log in to the SureFire Solution Center as Admin. Step 2: Open State Updates Use this to find the tools for adding states to your package. Click Download State Updates. Step 3: Choose the type of states to add Use this to decide whether you are adding individual states or business states. Do one of the following: If you want to add individual states, click Add Individual States to package. If you want to add business states, click Add Business States to package. Step 4: Select the state(s) Use this to choose which state you want to add. Select the checkbox for the state that you want to add. Step 5: Confirm the add action Use this to approve the state being added to your package. Your web browser will display the message "Are you sure you want to add XX to your package?"". Click OK. Step 6: Add more states (if needed) Use this to continue adding additional states to your package. The Solution Center adds the state that you selected to the list of states available for download. Repeat steps 3 and 4 to add more states to your package. Step 7: Refresh the page Use this to ensure the page updates after adding states. Refresh the web page by pressing the F5 key 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I add organizers to my return in SureFire? This guide explains how SureFire Client Organizers work and how to run them so you can print a client information packet. ⚠️ Before You Begin Client Organizer functionality is included in the final release of each year's program rather than waiting for the initial release of the next year's program. For example, Client Organizers for the 2020 tax season must be printed from SureFire 2019. SureFire 2020 does not have 2020 Client Organizer functionality. 📚 What is a Client Organizer? Use the Client Organizer to retrieve a 1040 client's prior-year tax data and print a client information packet. This packet can be sent to the client to assist in gathering current-year tax information. SureFire prints the organizer with any available tax data from the previous year and blank spaces for the current year's tax data. It also contains some questions for your clients to answer. 📋 What is included? General tax questions (interview sheet) General information (main info sheet) W-2 W-2G Estimated payments Pension and retirement Child and dependent care Interest and dividends Schedule B-interest statement Itemized deductions Employee business expense Business income expense Office in home Capital gains Rental real estate Farm income Partnerships S corporations Estates/trusts Assets lists Foreign income 📊 Step-by-Step Guide Step 1: Run the Client Organizer Use this when you want to print an organizer using prior-year data. On the Reports menu, select Client Organizer. Note: This option is grayed-out if you are not in the 1040 package. In the Organizer Options window, choose your options then click OK. The Select Organizers to Print window opens, listing returns on your system. Select each return for which you want to print an Organizer. In the SureFire Print window, click Print to print the Organizer with the default settings. Step 2: Print a blank Client Organizer Use this when you want an organizer without pulling prior-year tax data. On the File menu, select Print, and then click Print Blank Forms. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I apply for ITIN in SureFire? This guide shows you how to start a return without a TIN and apply for an ITIN in SureFire (including how to add Form W-7). ⚠️ Before You Begin You can start a return without a TIN by following the steps below. 📊 Step-by-Step Guide Step 1: Log in Use this when you need to begin your return. Log in as Guest or your user name. Step 2: Choose the correct package Use this to start the right return type. Select Package Individual 1040 OK. Step 3: Open the File menu Use this to access the ITIN application option. Go to File Menu. Step 4: Apply for an ITIN (Form W-7) Use this to start the ITIN application process. Select Apply for an ITIN or Press CTRL+I. Step 5: Confirm SureFire opens the new return Use this to verify the software completed the setup. SureFire then opens a new return, completing the SSN and entering it as needed in SSN fields. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I attach a PDF in SureFire? - Need assistance creating and attaching PDF. In Sure-Fire, you can only attach a PDF if the form includes the option to do so. This guide explains when you can attach a PDF and how to create one from a form. ⚠️ Before You Begin In Sure-Fire you can only attach a PDF if the form has the option. You will see a checkbox to attach the PDF. If the form does not have the PDF option, you won’t be able to attach a PDF. 📊 Step-by-Step Guide Step 1: Check whether the form supports PDF attachment Use this when you need to confirm attachment is available for your specific form. In Sure-Fire you can only attach a PDF if the form has the option. Look for the checkbox to attach the PDF. If the form does not have the PDF option, you won’t be able to attach a PDF. Step 2: Create a PDF of the specific form Use this when you need to generate a PDF from a form before attaching it. In order to create a PDF of a specific form, simply click the Print Form option, then click Print to PDF. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I back up my files in SureFire? This guide walks you through creating a disk backup of your files in SureFire. ⚠️ Before You Begin Make sure you have a location available to save the backup (for example, an external drive or another drive on your computer). 📊 Step-by-Step Guide Step 1: Open the backup tool Select Tools > Backup to Disk > Regular Backup. Step 2: Start a new backup Click Start a new backup. Step 3: Confirm the initial prompts Click OK. Step 4: Choose users Select a user or click Select All for all users. Step 5: Confirm user selection Click OK. Step 6: Choose which files to back up Select the check box next to SSN/EIN to pick individual files or click Select All. Step 7: Confirm file selection Click OK. Step 8: Repeat for additional users Repeat steps 4 through 7 for all users. Step 9: Select where to save the backup Select the location where you would like to save the back up under Drives. Step 10: Confirm the save location Click OK. Step 11: Finish the backup Click OK when the message alerting you that the backup is complete displays. 📝 Note This process will take a couple minutes if you have a lot of files. The program might look like it is frozen and possibly say Not Responding. However, the program is still processing. The process will complete with time. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I change my printer in SureFire? This guide will show you how to change the default printer in SureFire. 📊 Step-by-Step Guide Step 1: Log into SureFire Log into SureFire. Step 2: Open Printer Setup Click File Printer Setup. Note: The Printing Network Setup window will open. Step 3: Select the new default printer Change the default printer by selecting the printer from the drop-down lists: Returns, Reports Checks Labels Step 4: Save your changes Once complete, click Save and Close. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I change or cancel the estimated payment amount to be drafted by the IRS? This guide explains what you can and cannot change after your return is accepted, and how to cancel an IRS e-file payment if you need a different payment method or amount. ⚠️ Important IRS Notes Per IRS instructions: Once your return is accepted, information pertaining to your payment, such as account information, payment date, or amount, cannot be changed. If changes are needed, the only option is to cancel the payment and choose another payment method. 📊 Step-by-Step Guide Step 1: Wait before contacting IRS e-file Payment Services Use this when you need to inquire about or cancel your payment. Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to inquire about or cancel your payment. Please wait 7 to 10 days after your return was accepted before calling. Step 2: Make sure your cancellation request is received on time Use this to avoid missing the IRS cancellation deadline. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date. Step 3: If the payment is returned, watch for Letter 4870 Use this if your financial institution cannot process the payment. If a payment is returned by your financial institution (e.g., due to insufficient funds, incorrect account information, closed account, etc.) the IRS will mail a Letter 4870 to the address we have on file for you, explaining why the payment could not be processed, and providing alternate payment options. Step 4: If your financial institution cannot process the request, make other arrangements Use this when the payment request cannot be processed. In the event your financial institution is unable to process your payment request, you will be responsible for making other payment arrangements, and for any penalties and interest incurred. Step 5: Contact your financial institution immediately if the amount is wrong Use this if you notice an error in the amount withdrawn. Contact your financial institution immediately if there is an error in the amount withdrawn. For more information, see Pay Taxes by Electronic Funds Withdrawl. ❌ Troubleshooting Need to change the estimated payment amount after acceptance? You cannot change payment details after your return is accepted. Cancel the payment and choose another payment method. Payment returned by your bank? The IRS will mail Letter 4870 with details and alternate payment options. Bank cannot process the payment request? You will be responsible for other payment arrangements, plus any penalties and interest incurred. Wrong amount withdrawn? Contact your financial institution immediately. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I change the background color of a form in SureFire? This guide explains how to update SureFire color settings so the form background (and related color coding) displays the way you want. ⚠️ Before You Begin You will need: Admin access to log into SureFire 📊 Step-by-Step Guide Step 1: Log into SureFire as Admin Use this when you need to access the setup tools. Log into SureFire as Admin. Step 2: Open Setup Assistant Use this when you need to reach the color settings. Click Tools Utilities/Setup Assistant Setup Setup Assistant. Step 3: Select General Options Use this when you need to find the color configuration area. In the left-pane window, select the General Options tab. Step 4: Open Color Setup Use this when you need to edit your color settings. Click on Color Setup to edit your color settings. Step 5: Choose a color setting Use this when you want to switch between available SureFire views. Select one of the following color settings from the Color Settings tab: Default, the SureFire view that includes color coding. Default without Color Coding, the SureFire view that does not include color coding. Classic, referred to as SureFire Classic view. DOS Classic, the SureFire view used prior to the release of SureFire for Windows. Soothing, formerly called Soothing Gray and is a softer form of Classic. Solarized-Dark, added in 2018 and includes color coding. Solarized-Light, added in 2018 and includes color coding. My Custom Colors, the SureFire view that permits a custom color scheme. Step 6: Save your changes Use this when you are ready to apply the selected theme. Click OK. ✅ Notes Color settings are workstation-specific. Changes only affect the workstation on which changes are made. All users will see the same colors at that workstation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I change the default printer in SureFire? This guide shows you how to change the default printer settings in SureFire. ⚠️ Before You Begin You will need: Administrator access to log in and update printer settings. 📊 Step-by-Step Guide Step 1: Log in as an administrator Use this when you need to... Log in as an administrator. Step 2: Open the Setup Assistant Use this when you need to... Click Tools Utilities/Setup Assistant. Step 3: Choose the Setup Assistant option Use this when you need to... Click Setup Setup assistant. Step 4: Select the Printing Network Setup tab Use this when you need to... Select the Printing Network Setup tab. Step 5: Set default printers for each category Use this when you need to... Under Default Printers, select the printer for each category. Step 6: Save your changes Use this when you need to... Click Save and Close. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Return Status Checking on the SureFire Support Site? The video below explains how to check the return status of electronically filed returns on the SureFire Solution Center website. ⚠️ Before You Begin You will need: Client ID Admin username Password 📊 Step-by-Step Guide Step 1: Open the SureFire Solution Center Use this when you need to access the return status tools. Go to the SureFire Solution Center. Step 2: Log in Use this when you need to sign in to your account. In the upper-right corner, click Login and log in with your Client ID, Admin username, and Password. Step 3: Navigate to Return Query Use this when you want to search for return transmissions. From the menu, click on E-File and then click on Return Query. Step 4: Search by SSN/EIN and tax year Use this when you need to check the status for a specific taxpayer. Enter the SSN or EIN, select a tax year (the default year will be the current e-filing year), and click Search. Step 5: Review the transmission list Use this when you want to see the most recent e-file received. All transmissions made to the Electronic Filing Center (EFC) for the SSN/EINs you searched for will be listed. The taxpayer name or company name will be displayed with the most recent e-file received at the top of the list. 📝 Notes If the taxpayer's name or company name does not display, it means the EFC has not received the return. In this case, open the return, re-create the e-file, and re-transmit the return. If you have difficulty re-transmitting the return, see The return shows sent to EFC in SureFire but was not received by the EFC. If you have not received the acknowledgement, click Rehang on the right side of the page to re-send that acknowledgement to your software, as seen below: Once the acknowledgement has been rehung, open SureFire and click Communications Get Acks, Mail and Updates. Note that it may take up to 20 minutes for the software to be able to receive the acknowledgement. Click Select to view additional information. To view the rejection, click Reject History after clicking Select. To view refund check information, click Disbursements after clicking Select. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo obtener el estado de una declaracin de impuestos (Return Status) en la pgina de SureFire Support Site? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this guide for? This article explains how to check the federal and state module versions installed in SureFire. ⚠️ Before You Begin Make sure you can access SureFire and open the Install Version and View Authorization screens. 📊 Step-by-Step Guide Step 1: Open SureFire Install Version Use this when you need to access the authorization/version information in SureFire. Open SureFire Install Version. Step 2: Go to Help > View Authorization Use this to view which federal and state modules you are authorized to use. Go to Help View Authorization. SureFire will display the View Authorization window. Step 3: Review the authorized modules and versions Use this to find the version numbers for federal and state modules. This window lists the Federal, State, Bank Packages, and Pay-Per-Returns you are authorized to use. Click the Individual or Business tab. If the associated Federal module is authorized, SureFire displays each package of each module. Examples are as follows: GA 1120 Ver x GA 1065 Ver x GA 1120S Ver x GA 1040 Ver x Where x is the version number. Example scenario: If 1040 and 1120 Federal packages were purchased and have GA individual and GA business installed, the View Authorization screen will display the following: GA 1040 Ver x under the individual modules GA 1120 Ver x under the business modules GA 1065 Ver x under the business modules GA 1120S Ver x would not be displayed 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this guide for? This guide shows you how to check which forms will be included in the e-file you send to the IRS when using SureFire. ⚠️ Before You Begin You will need: Access to your return in SureFire 📊 Step-by-Step Guide Step 1: Open your return in SureFire Use this when you need to access the return you plan to e-file. Open the return in SureFire. Step 2: Go to Diagnostics Use this to view which forms are set to be e-filed. Click Diagnostics. Step 3: Review the e-filed forms list Use this to confirm exactly what will be included in your IRS e-file submission. View the list of files to be e-filed under the sectionForms to be filed electronically to the IRS are as follows. 📝 Note A blue check mark also will display in the Forms tree next to the forms that will be e-filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I copy tax form defaults between users in SureFire? This guide shows you how to copy tax form defaults from one user to another in SureFire. ⚠️ Before You Begin You will need: Admin access to log into SureFire 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access the setup tools. Log into SureFire as Admin. Step 2: Open the Setup Assistant Use this to reach the file return explorer options. Click Tools Utilities/Setup Assistant. Step 3: Open File Return Explorer Use this to manage what gets copied between users. Click File Return Explorer. Step 4: Choose the source user Use this to select the user whose defaults you want to copy. In the Look in drop-down list, choose the user name from which you want to copy files. Step 5: Select the type of defaults Use this to target tax form defaults specifically. In the Show drop-down list, select Tax Form Defaults. Step 6: Choose the copy action Use this to copy files to another user location. In the Action drop-down list, select Copy Files to Another Location. Step 7: Choose the destination user Use this to select where the defaults will be copied. In the Copy to drop-down list, select the user name to which you want to copy the tax form defaults. Step 8: Copy the defaults Use this to start the copy process. Click Copy. ❌ Note about the Copy button If the Copy button is grey and not clickable, first ensure that the file is selected in the File List by clicking on it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title Here You should create or modify your Private Forms lists while you are in Edit Tax Form Defaults so that you will have all possible forms available for selection. For more detailed information on editing the tax form defaults, click hereHow does "Edit Tax Forms Defaults"" work in SureFire? ⚠️ Before You Begin You should create or modify your Private Forms lists while you are in Edit Tax Form Defaults so that you will have all possible forms available for selection. 📊 Step-by-Step Guide Step 1: Open the Tax Form Defaults editor Use this when you need to... On the Tools menu and click Edit Tax Form Defaults. Step 2: Select the tax package Use this when you need to... Select a tax package. Private Forms lists are specific to the tax package and user name. Step 3: Go to the default tax return Use this when you need to... When you get to the default tax return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is SureFire User Creation? This guide shows you how to create a new user in SureFire. ⚠️ Before You Begin You will need: Admin access to log into SureFire 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access the setup tools. Log into SureFire as Admin. Step 2: Open the Setup Assistant Use this when you need to reach the user/group setup area. Click Tools Utilities/Setup Assistant. Step 3: Start the Setup Assistant Use this to begin the setup process. Click Setup Setup Assistant. Step 4: Go to the Users screen Use this to create a new user. Click Groups Users New. Step 5: Enter the new user information Use this to define login credentials and permissions. Enter the following information: User name. Enter the new user name. Password. Enter the user's desired password. Assigned group. Select the role this user has in the software. Note: Assigned group's actions displays the rights that are permitted for the assigned group that you selected. Step 6: Confirm the user Use this to apply the new user details. Click OK. Step 7: Save your changes Use this to finalize the new user setup. Click Save and Close. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I create a user-defined history list in SureFire? This guide explains how to create a user-defined history list so SureFire can use your custom list values for a specific field. ⚠️ Before You Begin You will need to: Log in as the Admin user or as a user with appropriate rights. Use the Edit Tax Form Defaults mode to create the list. Choose a field that does not already have a pre-defined history list. 📊 Step-by-Step Guide Step 1: Open Edit Tax Form Defaults Use this when you need to access the form defaults where history lists are managed. Log in as the Admin user or as a user with appropriate rights. Click Tools Edit Tax Form Defaults. Double-click the tax package you want to use. Click Yes on the confirmation message that reminds you changes only affect subsequent returns. SureFire displays the Main Information Sheet or page 1 of the main form. Step 2: Choose the field and open the history list editor Use this when you need to create a custom list for a specific field. Right-click the field for which you want to create a user-defined history list. SureFire displays a shortcut menu similar to the following: Click Edit History List. Step 3: Add items to your user-defined list Use this when you need to enter the values that will appear in the history list. SureFire displays the User Defined History List window. Type each item you want to add in the Add an item to the list box and click Add. SureFire displays the items you added in the list. Step 4: Modify the list (if needed) and save Use this when you need to adjust the values in your custom list. Make any modifications to the list you have created by choosing from the following options: When you finish adding items to the list, click OK. SureFire closes the User Defined History List window and returns you to the open form in Edit Tax Form Defaults mode. ✅ Success! The illustration below shows the user-defined list created in this example. The following illustrations depict creating a user-defined history list for the Preparers Use field 3 on the Preparer Use Form of the 1040 package. You can use the same steps to create a user-defined list for any field, provided the field does not already have a pre-defined history list. SureFire saves your user-defined lists in a file that can be copied, moved, or deleted using Return Explorer. You can use Return Explorer to copy the file to or from a removable disk, which enables you to copy the lists to other non-networked computers in your office. A user-defined history list file is identified by the *.uhl extension. The Edit History List feature is available in actual tax returns to the Admin user or a user with appropriate rights. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I create an Electronic File (e-file) in SureFire? This guide shows you how to create an electronic file (e-file) in SureFire. ⚠️ Before You Begin Make sure you are in the correct return so SureFire can generate the Federal and (if available) state e-file(s). 📊 Step-by-Step Guide Step 1: Open the e-file creation area Use this when you need to start creating your electronic file. Click Diagnostic. Step 2: Start the e-file process Use this to begin generating the Federal and state e-file(s). Click the E-File button. Step 3: Select e-file options (if prompted) Use this when SureFire asks you to choose which e-file(s) to create. If a state return is selected for electronic filing, SureFire will display the Select E-files window. Click OK. Step 4: Confirm the e-file(s) were created Use this to verify that the electronic files were generated. The Federal e-file and state e-file(s) will be created. If there is no state e-file for the return, the Select E-files window will be unavailable. After creating the e-file(s), SureFire will display a Status window. With a message: (118) Electronic return is created and stored on disk. Click OK. ✅ Success! Your e-file(s) have been created and SureFire confirmed the message: (118) Electronic return is created and stored on disk. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I create custom reports using Template.rpt in SureFire? SureFire allows you to create custom reports using Template.rpt and Crystal Reports version 9.0 or higher. ⚠️ Before You Begin You will need: Crystal Reports version 9.0 or higher Access to Template.rpt located in UTSXX\Reports SureFire access as the Admin user 📊 Step-by-Step Guide Use this when you need to create a custom report based on Template.rpt, then add it to SureFire. Step 1: Open Template.rpt in Crystal Reports While inside of Crystal Reports, open Template.rpt located in UTSXX\Reports. Step 2: Understand what Template.rpt includes Template.rpt contains all of the SureFire databases linked together, with every field included. This allows you to add the fields you want to be displayed in the report and create the conditions on which the report should run. Step 3: Add fields and create conditions Once you finish adding the fields and creating conditions, save the report file as a name other than Template.rpt. Step 4: Copy the custom report file to the correct Reports folder Copy the custom report file to your UTSYY\Reports subdirectory (where YY is the year of the taxprogram). Step 5: Log in to SureFire as Admin Log in to SureFire as the Admin user. Step 6: Open the Reports List Click the Reports menu select Reports List. Step 7: Add the new custom report(s) SureFire displays a message informing you that new custom report(s) were found in the SureFire reports directory. Click Yes to add the report to SureFire. Step 8: Enter the report title and select tax package(s) For each new report that you add to SureFire, you must specify a report title and at least one tax package in which the report will be available. Complete the following fields for each report you add. Step 8a: Enter a title Enter a title for the report in the Enter Report Title field. Step 8b: Choose tax package availability Select which tax package(s) you want the report to be available in. If you wish for the report to be available in all tax packages, select the Select All check box. Step 9: Save Click Save. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is the Return Stage Options list? A user can create a special user-defined history list called the Return Stage Options list. This list enables preparers to assign a stage to a return, such as Missing W2, Missing Spouse Signature, Paid in Full, or whatever meets business needs. SureFire will display the Return Stage as a column on the Existing Tax Returns window when selecting returns for editing, printing, or creating e-files. SureFire will display the Return Stage on the Query Results window for each tax return. ⚠️ Before You Begin Log in as the Admin user to create this list. 📊 Step-by-Step Guide Step 1: Open the Tax Form Defaults Use this when you need to access the Return Stage options list settings. Click Tools Edit Tax Form Defaults. Step 2: Select the package Use this when you need to choose the correct package before editing defaults. SureFire will display the Edit Tax Form Defaults window. Select the package you want, then click OK. Step 3: Confirm Use this to proceed after selecting the package. SureFire will display the Confirm window. Click Yes to continue. Step 4: Edit the Return Stage Options Use this to create or modify the Return Stage options list. Click Return Stage Edit Return Stage Options. Step 5: Enter or modify list entries Use this to add new Return Stage options or update existing ones. Enter or modify the options list. When finished entering or modifying list entries, click OK. Step 6: Verify the update Use this to confirm the system saved your changes. SureFire adds entries to the Return Stage Options list. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I delete a print packet using Return Explorer in SureFire? This guide walks you through deleting a print packet using Return Explorer in SureFire. ⚠️ Before You Begin Make sure you know which user name contains the file(s) you want to delete. The Admin user can select from any user name. Other user names can select files only from their own user folder. If you cannot change the user selection, the Look In menu list will be grayed out. 📊 Step-by-Step Guide Step 1: Open the Utilities/Set Up Assistant Use this to start the Return Explorer workflow. ClickTools Utilities/Set Up Assistant. SureFire displays theUtilitywindow. Step 2: Launch Return Explorer Use this to access the packet and file deletion options. ClickFile Return Explorer. Step 3: Choose the correct user folder Use this to ensure you are deleting the correct files. In the Look In menu, select the user name containing the file(s). The Admin user can select from any user name. Other user names will be able to select files only from their own user folder. The Look Inmenu list will be grayed out. Step 4: Select the packet form list Use this to choose the type of packet you want to work with. SelecttheShowbox. Click Packet Form List from the drop down list. Step 5: Choose the packet type and action Use this to target the correct packet type and set the operation to delete. Select the packet type of filedesired in the Return list. SelecttheActionbox. SelectDelete Files. Step 6: Select the file(s) to delete Use this to choose exactly which file(s) will be erased. Select the file to deletefrom the File list. Step 7: Delete and confirm Use this to finalize the deletion. Click theDeletebutton at the bottom-left of theReturn Explorerwindow. SureFire displays theConfirmwindow. ClickYes. Step 8: Review the status message Use this to verify the files were erased. SureFire will display a Status message: "Selected files are now erased."" ClickOK. " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I delete a tax return using Return Explorer in SureFire? This guide walks you through deleting a tax return package using Return Explorer in SureFire. ⚠️ Before You Begin Please note: If you are logged in as Admin, you will need to select the correct user name that contains the file(s) you want to delete. You can select multiple files using the Ctrl and/or Shift keys. 📊 Step-by-Step Guide Step 1: Open Return Explorer Use this when you need to access the tool used to manage return files. Click Tools > Utilities/Setup Assistant > File Return Explorer. Step 2: Select the user (if logged in as Admin) Use this when you need to find the correct return files under a specific user. If logged in as Admin, select the user name containing the file(s) to be deleted from the Look in: drop-down list in the Return Explorer window. Step 3: Choose the package Use this when you need to target the correct return package. Select the desired package from the Show drop-down list. Step 4: Set the action to delete Use this when you are ready to remove files. Select Delete Files from the Action drop-down list. Step 5: Select the file(s) to delete Use this when you need to choose exactly which file(s) will be deleted. Highlight the file to be deleted by clicking on it in the File List. Note: Multiple files can be selected using the Ctrl and/or Shift keys. Step 6: Delete the selected files Use this when you are ready to confirm deletion. Click the Delete button at the bottom-left of the Return Explorer window. Click Yes. Click OK. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I delete pending e-files in SureFire? This guide shows you how to delete pending e-files in SureFire. 📊 Step-by-Step Guide Step 1: Open the Setup Assistant Use this when you need to access the utilities menu. Go to Tools and select Utilities/Setup Assistant. Step 2: Delete Pending e-files Use this to remove e-files that are still pending. In the Utility window, click on File and select Delete Pending e-files. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I Disable or Edit Session Timeout in SureFire or ? This feature cannot be disabled. ⚠️ Why Session Timeout Cannot Be Changed In 2016, theIRS Security Summitimposed stricter requirements for handling sensitive taxpayer data. As members of the Summit, we haveupgradedour products to meet the recommendations and best practices set forth by the Summit inIRS Publication 4557,Safeguarding Taxpayer Data, including: All users mustestablish a password associated with their user name. User passwords will expire after 90 days. Users are required to reenter their password after being logged into SureFire or for 24 hours regardless of activity. Users are required to reenter their password after 15minutes of inactivity in SureFire and . 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I download and install prior year versions of SureFire Install Version? To download and install a current, or prior year of SureFire Installation Tax Software: ⚠️ Before You Begin You will need access to your SureFire Software account so you can log in and download the correct year. 📊 Step-by-Step Guide Login to your account on our website. Login to your account on our website: https://surefiretaxsoftware.com Find the Products section in the menu. After you have logged in, look for Products along the menu of options Select the year you want to install. Click the link for the year of SureFire you want to install. Download the installer for that year. Click the Download buttonNOTE - If you do not see a download button, either the tax software hasn't been released for that year yet (around Thanksgiving) or you have an outstanding balance due 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I download state modules for SureFire? If you have not yet added the desired states to your package, see our article on how to add a state to your SureFire package. You must add each desired state to your package before you will be able to download it. ⚠️ Before You Begin You must add each desired state to your SureFire package before you can download it. 📊 Step-by-Step Guide Step 1: Choose how you want to download state modules There are two ways to download state modules: From the Solution Center See our Knowledge Base article on how to update the software and modules for instructions on how to download state modules from the Solution Center. From the Electronic Filing Center (EFC) Your system is checked every time you communicate with the EFC to see if you have the latest versions of the software. Your system will download any necessary updates automatically. Step 2: If prompted during EFC communication, choose the correct option Use this when you need to decide whether to install updates right away. If there are returns open on any workstation, click No in the dialog box that appears when you connect to the EFC. Otherwise, click Yes, and the software that was downloaded will be installed. Step 3: If you clicked No, install the state update after returns are closed If you click No, be sure to install the state update once all tax returns are closed. Once you have closed all returns on your computer or network, follow the steps below: Click Tools Utilities/Setup Assistant. In the Utility window, click Tools InstallModule Updates. Verify the MAILBOX folder is selected. Click OK. Select the states to be installed, and then click OK. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I edit Print Packets in SureFire? To edit print packets, you can open the View/Edit Print Packets window using either the Utility method or the Print Options method. This guide explains both approaches and what changes you can (and cannot) make. ⚠️ Before You Begin Keep these notes in mind: Global changes affect all future printed returns. The Global option is only available to the Admin user or a user assigned to the Return Manager group. 🧾 Step-by-Step Guide Step 1: Open View/Edit Print Packets using the Utility Use this when you want to edit print packets from the Tax Software Utilities area. Open the Tools menu in Tax Software. Select Utilities/Setup Options (Utilities/Setup Assistant in Tax Software). In the Utility, open the Setup menu. Select View/Edit Print Packets. Changes you make and save to View/Edit Print Packets will effect all future printed returns.   Step 2: Open View/Edit Print Packets using Print Options Use this when you want to edit print packets during a specific print session. On the File menu, select Print then, choose Print Return(s). Select one or more returns to print. In the Tax Software Print window, click the Options (Modify Packets in Tax Software) button. The View/Edit Print Packets window will open. When you open View/Edit Print Packets this way you have the option to save the changes permanently or for this print session only. You will make this selection on the Tax Software Print window under Save Options. To make the changes permanent so they affect all future printed returns, click the Global option. To discard the changes when this print job is done so they do not affect future printed returns, click Print Job.   📝 Important Note Note: The Global option is only available to the Admin user or a user assigned to the Return Manager group. 💡 What You Can Change You can change the default print packets in the following ways: Change print order of forms Change number of copies that will print Add or remove forms   ⚠️ Limitations When Printing Completed Forms However, if you select the Print Completed Forms check box, there are limitations to what you can change. You can only: Change the print order of forms by selecting the form you want to move in the Selected Forms box and clicking the red up and down arrows to move the form to a different position. Change the number of copies globally for all forms by changing the number in the box labeled # Completed Forms to Print. Click the up and down arrows beside the number to set the number of copies. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enable the e-signature Setup/Manage Account button in SureFire Install Version? This guide explains how the admin user can enable the Setup/Manage Account button on the Office Information tab of the Setup Assistant window. ⚠️ Before You Begin To complete this process, you must be logged in as the admin user. 📊 Step-by-Step Guide Step 1: Open the Office Information tab Use this when you need to access the settings that control the Setup/Manage Account button. Go to the Office Information tab. Step 2: Confirm the e-signature login email is present Use this to ensure the system has the required e-signature login information. Make sure that E-signature login (email) address is present. Step 3: Go to the Partner Verification tab Use this to refresh the partner verification data used by the e-signature setup. Click on Partner Verification tab. Step 4: Refresh the data Use this to download the latest verification information. Click on Refresh Data. Step 5: Close after the download completes Use this after the system finishes downloading the updated information. Once downloaded click Close. Step 6: Verify e-signature enrollment status Use this to confirm that e-signature is properly enrolled before enabling the button. Go to Additional Services, E-signature and verify that it shows Enrolled. Step 7: Enable the Setup/Manage Account button Use this to confirm the Setup/Manage Account option is now available. Click on Office Information Tab and the Setup/Manager Account for E-signature should be enabled. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I enter state information in Tax Form Defaults in SureFire? This guide shows you how to enter state information in Tax Form Defaults so your state forms load with the default information you need. ⚠️ Before You Begin You will need to: Log in with Admin 📊 Step-by-Step Guide Step 1: Log in with Admin Use this when you need to access Tax Form Defaults. Step 2: Go to Tools > Edit Tax form Defaults Use this to open the Tax Form Defaults area. Step 3: Select the package Use this to choose the correct package for the state defaults you want to set. Step 4: Go to Main Information Sheet Use this to reach the section where state information is entered. Step 5: Go to State Information and enter the State Use this to trigger the state forms to load. Step 6: Enter all default information on the state forms The state forms will load. Enter all default information on the state forms. Step 7: Save return Use this to store your state default information. ✅ Success! Your state forms should now be set up with the default information you entered. 📝 Note You cango back to the Main Information Sheet and add additional states and enter the default information for each state you want to set up. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I erase an e-file that is created but not transmitted in SureFire? This guide explains how to erase e-files so they will not be transmitted. ⚠️ Before You Begin Before you erase e-files, keep these notes in mind: Use Erase e-files to erase tax return e-files that were created prematurely or by mistake. After being erased, an e-file will not be listed when you select Send Federal/State Returns to on the Communications menu. You can always re-create an e-file by opening the return and running diagnostics or by using Make e-file on the Tools menu. 📊 Step-by-Step Guide Step 1: Open the Tools menu Use this when you need to access SureFire utilities. Click on the Tools menu. Step 2: Open Utilities/Setup Assistant Use this to reach the e-file erasing option. Click on Utilities/Setup Assistant. Step 3: Choose Erase E-Files Use this to erase e-files that were created but not transmitted. In the Utility window, click the File menu and select Erase E-Files. Step 4: Select the e-file(s) you want to erase (mouse) Use this when you prefer selecting files with your mouse. To select files with the mouse, click each file you want to select. SureFire will highlight the files as you select them and place a check mark in the check box. Step 5: Select the e-file(s) you want to erase (keyboard) Use this when you prefer selecting files using the keyboard. To select files with the keyboard: Hold down the Shift key and press the down arrow to select each file. SureFire highlights the files you select. Press the Spacebar to select the check box. Step 6: Confirm the selection Use this to finish erasing the selected e-files. After selecting the files you want, click OK or press Enter. ✅ Success! After being erased, an e-file will not be listed when you select Send Federal/State Returns to on the Communications menu. 📌 Important Package Notes To erase 1040 e-files you must open the Utility while you are in the 1040 Individual package. To erase business e-files, you must open the Utility from the applicable business package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Export the Return List as a .CSV or Excel file This guide shows you how to export a list of your returns from SureFire as a: Comma Separated Values (.CSV) Excel (.xls) ⚠️ Before You Begin Make sure you have the Return List open in SureFire so you can export it. 📊 Step-by-Step Guide Step 1: Open the Return List Use this when you need to access your returns before exporting. Click Open an Existing Return under Tasks You Do Most Often. Click File Open Return. Press Ctrl+O. Step 2: Start the export Use this to open the export options. Click Export... located immediately above the OK button. Step 3: Choose the export file type Use this to select whether you want a CSV or an Excel file. Select either Comma Separated Values (.CSV) or Excel (.xls) for Export Type. Step 4: (Optional) Choose where to save the file Use this if you want to save the file to a specific location. Select a destination for the file by clicking the folder icon in the Export Folder field, if desired. Step 5: (Optional) Rename the export file Use this if you want a different file name than the default. Modify the name of the file in the Export Filename field, if desired. Step 6: Export Use this to create the file. Click Export. ✅ Note Note: Select the Open On Export checkbox to automatically open the file when it is created. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this guide about? This guide shows you how to export a Mailing Labels report to Microsoft Excel in SureFire. ⚠️ Before You Begin Make sure you can access the Reports area in SureFire and that you know which mailing label report you want to export. 📊 Step-by-Step Guide Step 1: Open the Mailing Labels report Use this when you need to generate the Mailing Labels report in SureFire. Click Reports Mailing Labels. SureFire will display the Select a Report to Print window. Select the label and click OK. SureFire will display the Report Criteria window. Click OK. SureFire will display the Mailing Labels report. Step 2: Export the report to Microsoft Excel Use this when you want to save the report in an Excel format. In the upper-left corner, click the Export Report icon. In File name, enter the name of the file. Select Save as type. Select Microsoft Excel (*.xls). Click Save. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this guide for? SureFire Web Version (TWO) lets you export your return data so it can be carried forward in SureFire Install Version. The export file is password protected and encrypted, and the password is emailed to the Admin user on record. ⚠️ Before You Begin Before exporting, make sure you can log in as the correct Admin user: You must log in as the root Admin (this option is only available to the root Admin, not a user with the Administrator role). Confirm the Admin email address in Settings > Manage Users (you can edit it if needed). 📊 Step-by-Step Guide Use this when you need to export return data from SureFire Web Version (TWO) so it can be carried forward in SureFire Install Version. Step 1: Verify the Admin email address (if needed) In SureFire Web Version, verify the email address for the Admin user: Go to Settings > Manage Users. Click Edit on the row for the Admin user name. The email can be changed in this dialog. Step 2: Export returns from SureFire Web Version Log in as the Admin. This option is only available to the root Admin, not a user with the Administrator role. Click Tax Returns. In the View More Actions list, click Export Returns. Select the returns and click Export. If all returns need to be exported: Click Select All. To clear all the checkboxes, click Unselect All. Click OK to confirm the export. On the Export Return Status dialog, do one of the following: Click Close if you want to continue working in SureFire Web Version and let the export run in the background. Continue to step 7. Wait until the export completes and click the link to download the export. The name of the zip file will contain a date and time stamp showing when the export was created. If the status of the export is not Complete, then click Close and start at step 3 again. Continue to step 9. In the View More Actions list, click Export Returns Status. Click the link to download the completed export. The name of the zip file will contain a date and time stamp showing when it was created. If the status is not Complete, click Close and start at step 3 again. Depending on your browser, the steps will vary to open the downloaded files. Double-click the .zip file and click Extract all files. Click Extract. From the email sent to the Admin user’s email address in Manage Users > User Manager, copy the password into the Password needed dialog. Click OK. If SureFire Install Version is installed and you want to make the export data available, continue to step 13. Otherwise, make note of where the files are saved or copy them to a new location. Select and copy all the files in the folder. Browse to the drive where SureFire Install Version is installed and double-click the UTS24 folder. Double-click the PROFORMA folder. Right-click and paste the files. You can now complete the carryforward in SureFire Install Version and start a new return. ✅ Success! You have exported the returns from SureFire Web Version and placed the files in the correct SureFire Install Version folders so you can complete the carryforward and start a new return. 📝 Availability and where to find the export status The export file that you created will be available in SureFire Web Version for 5 days, or until a new Export Returns session is initiated. It’s available on the View More Actions list as Export Returns Status. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I find my Client ID in the SureFire software? This guide shows you how to find your Client ID in the SureFire Tax Program. ⚠️ Before You Begin No special login is required to follow these steps. 📊 Step-by-Step Guide Step 1: Open SureFire Tax Program Use this when you need to access the program to view your authorization details. Step 2: Click Help > View Authorization Use this when you need to open the View Authorization window where your Client ID appears. Step 3: Locate your Client ID Your Client ID will be displayed at the top of the View Authorization window. Step 4: Note about logging in Logging into the program is not required in order to follow these steps. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I find my SureFire billing details or invoices? This guide shows you how to view and download your SureFire billing details and invoices in the Solution Center. ⚠️ Before You Begin Please note: Log in as the Admin user or any other user with administrator rights. 📊 Step-by-Step Guide Step 1: Log in to the Solution Center Use this when you need to access your billing details. For users: Log in to the Solution Center. Click on My Information section, and in the drop down menu click My Account Log in if prompted to. For SureFire users: Log in to the SureFire Solution Center. Click on My Information section, and in the drop down menu click My Account Log in if prompted to. Step 2: Open the Invoice tab Use this to locate your invoices. Click the Invoice tab Step 3: View or download an invoice Use this to review your billing details. Click on or download any invoice to review. ✅ Success! You can now view billing details for current year returns and two years prior that have been e-filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I find the workstation number in SureFire? This guide shows you how to find the workstation number in SureFire. 📊 Step-by-Step Guide Step 1: Open SureFire Open SureFire. Step 2: Go to Help About Click Help About. Step 3: View the workstation number The About SureFire window will display the workstation number. ⚠️ Important Note A blank workstation number means that the program was installed in a standalone setup. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I fix blank SureFire Install Version icons? When a SureFire mapped network drive is disconnected, that workstation no longer has access to the icon file that is stored in each UTSxx folder. If the icon is still blank after reconnecting the network drive, the steps in this article can be taken to restore the icons. ⚠️ Before You Begin You will need to be able to access the SureFire UTSxx folders and create a local folder on the workstation to store the icon files. 📊 Step-by-Step Guide Step 1: Create a local folder for the icon files Create a new folder that will hold the icon files on this workstation. Example: C:\TWAppIcons Step 2: Navigate to the correct UTSxx folder Navigate to UTSxx (where xx represents the desired year of SureFire). Step 3: Copy the icon file Copy appicon.ico. Step 4: Paste the icon into your local folder Paste into the new folder from step 1. Step 5: Rename the icon for reference Rename appicon.ico in the new folder to xxappicon.ico for your reference. Step 6: Repeat for each year Repeat steps 2 through 5 for each year of SureFire. Step 7: Locate the blank SureFire icons on the desktop Locate the blank SureFire icons on the desktop. Step 8: Open the icon properties Right-click a blank SureFire Install Version icon. Step 9: Change the icon Click Properties Change Icon... Browse... Step 10: Select the appropriate year icon Locate the folder created in step 1 above and select the appropriate years icon. Step 11: Apply the changes Click Open OK Apply OK. Step 12: Repeat for each year Repeat steps 7 through 11 for each year of SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to Fix Rejected Bank Applications in SureFire 2020 This guide shows you how to fix a rejected bank application by selecting the rejected records, reviewing the reject message, correcting the related field on the Bank Application, and then re-sending the application. ⚠️ Before You Begin Before you start, make sure you have the rejected bank application information available so you can identify the reject code location (for example, Invalid ID Location). 📊 Step-by-Step Guide Step 1: Open the Fix Rejected Bank Apps tool Use this when you need to start the correction process for rejected bank applications. Click the Bank menu, Click Maintenance/Setup, and Then click Fix Rejected Bank Apps. Step 2: Select the rejected applications to correct Use this to choose which rejected records you want to correct. From the Select Rejected Records dialog box, Select the applications you want to correct by clicking each item. Step 3: Confirm the Federal Return acceptance prompt Use this when SureFire asks whether you want to continue after noting the Federal Return is already accepted. You will receive a dialog box stating the Federal Return is already accepted. Would you like to Continue? Select Yes to continue Select No to exit Step 4: Review the reject message from the Bank Ack Use this to see the reason the bank application was rejected. You will receive an onscreen dialog displaying the reject message from the Bank Ack. Select OK to continue. Step 5: Find the reject code location on the Bank Application Use this to locate the exact field that needs correction based on the reject message. Depending on the message locate on the Bank Application where the Reject Code is relevant. In this case it shows Invalid ID Location. Step 6: Correct the ID location using a valid state abbreviation Use this to fix the rejected field so the bank application can be accepted. On the Bank App go to the Taxpayer/Spouse Identification section and correct the ID location using a valid state abbreviation. Step 7: Re-send the Bank Application Use this to transmit the corrected bank application back to the bank. Re-Send Bank Application Select Diagnostics Select Send App (Note: You may be asked to reprint the Bank Application) Step 8: Transmit and exit after success Use this to complete the transmission and close out of the return. Your Transmission screen will open and send the bank application. Select Close once successful and exit the return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I fix TWWXX.EXE has stopped working in SureFire 20XX While working in the program, you encounter TWW14.EXE has stopped working. Follow the steps below to run Control Panel repair. ⚠️ Before You Begin Make sure you save any work you have open, because you will be prompted to restart the computer after the repair. 📊 Step-by-Step Guide Step 1: Open Control Panel Use this when you need to access the repair option for SureFire. Click the Windows Start button, and then click Control Panel. Step 2: Go to Programs and Features Use this when you need to find SureFire in your installed programs. Double-click Programs and Features. Step 3: Repair SureFire 20XX Use this when you need to run the SureFire repair process. Select SureFire 20XX, and then click Repair. Step 4: Continue through the InstallShield Wizard Use this when you need to proceed with the repair wizard. In the InstallShield Wizard that appears, click Next. Step 5: Choose the Repair option Use this when you need to select the correct repair type. Select the Repair option, and then click Next. Step 6: Install to repair the program Use this when you need to start the repair. Click Install to repair the program. Step 7: Restart your computer Use this when you need to finish the repair and clear the error. You will be prompted to restart the computer. After completing the reboot, the error should no longer occur. ✅ Success! After the reboot, the error should no longer occur. ❌ Common Errors If the error still appears after completing the repair and restart, contact support so we can help troubleshoot further. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is an XMIT/Transmit code? If a situation arises in which you need to transmit returns for a different EFIN, you must call Customer Support, to get a special transmit code (XMIT Code) for that EFIN. This request will take up to 24 hours to be completed. Then you must register that EFIN with the special transmit code.   When you receive the XMIT code, you will need to register the code in your software. ⚠️ Before You Begin You will need: A special transmit code (XMIT Code) for the EFIN you want to transmit for Time for the request to be completed (up to 24 hours) 📊 Step-by-Step Guide Step 1: Request the special XMIT code Use this when you need to transmit returns for a different EFIN. Call Customer Support to get a special transmit code (XMIT Code) for that EFIN. This request will take up to 24 hours to be completed. Then you must register that EFIN with the special transmit code. Step 2: Register the XMIT code for the additional EFIN Use this after you receive the XMIT code. To register the XMIT code for the additional EFIN do the following:   Log in to SureFire as the Admin user. On the Tools menu, click Utilities/Setup Assistant. On the Setup menu, click Setup Assistant. In the Register Software tab, enter or verify the EFIN for your office. If you transmit e-files for another EFIN, enter that EFIN in the box label "If you transmit e-files for another EFIN 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is the "draft" watermark? In some cases, the "draft" watermark appears on tax returns because your software needs an update or because the paper forms have not been released yet. ⚠️ Before You Begin You may need to check either: Software updates (to ensure you have the latest version) Paper form release status (to confirm forms are approved for paper filing) 📊 Step-by-Step Guide Step 1: Update your software (if needed) Use this when you need to update your software. In some cases you need to update your software. Copy and paste the link into your web browser to see the steps: https://support.cch.com/sfs/solution/000042201 How Do I update SureFire Software Step 2: Check whether the forms are released Use this when the forms are not released yet. In other cases the forms are not released. Copy and paste the link into your web browser. This link shows the status of paper forms. Although you e-file retuns you will only be able to print forms when they are approved for paper filing. https://support.SureFire.com/support/FormDevelopmentStatus.aspx Please note: it may take our team 5-7 days to release the forms for printing even though they are approved forms. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I get the "not approved for printing" mark off of my forms in SureFire? This may happen when software is not fully updated. This guide will show you how to update your software and modules so the mark can be removed. ⚠️ Before You Begin Make sure you can access SureFire and complete the update prompts if they appear. 📊 Step-by-Step Guide Step 1: Go to Communications Use this to start the update process. Go to Communications. Step 2: Select Get Program Updates Use this to update the core program. Select Get Program Updates. Step 3: Run through the update prompt (if needed) Use this to complete any required program updates. Run through the update prompt if needed. Step 4: Go back to Communications Use this to move from program updates to module updates. Go back to Communications. Step 5: Get Module Updates Use this to update any applicable modules. Select Get Module Updates. Step 6: Apply any applicable module updates Use this to ensure all modules are up to date. Apply any applicable module updates. ✅ Success! After completing program and module updates, the "not approved for printing" mark should be removed from your forms. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I get the transmission fee to populate for a return in SureFire or SureFire Web Version? If you are enrolled in bank products, downloading the Partner Verification will automatically populate the agreed upon fees within your tax returns. ⚠️ Before You Begin You will need to log in as Admin to download and access Partner Verification. 📊 Step-by-Step Guide Step 1: Download partner verification data in SureFire Use this when you need to populate the agreed upon fees in your SureFire tax returns. Log in to SureFire as admin. From the main menu, go to Tools Utilities/Setup Assistant. In the Utility window, select Setup Setup Assistant. In the Setup Assistant window, select Partner Verification(tab). Click Download. Once download is complete, click Save and Close. Step 2: Access the partner verification information in SureFire Web Version Use this when you need to populate the agreed upon fees in your SureFire Web Version tax returns. Log in to SureFire Web Version as the Admin. Click you name on the top right of the screen and select Settings. Click Partner Verification. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I import return data into a return in SureFire? The Import Return Data feature enables you to import pertinent data from Client Write-Up and PaperlessPLUS into an open tax return. This makes preparing tax returns for your clients easier, faster, and more accurate than ever before. In Client Write-Up, you can assign specific accounts/balances to tax lines within the return. Client Documents and return data such as W-2s and 1099s can also be imported from your PaperlessPLUS software. ⚠️ Before You Begin Before importing, make sure you: Have an open tax return in SureFire ready to receive imported data. Have already assigned tax line mappings in Client Write-Up (accounts/balances to tax lines). Know the correct Client Entity (Individual, Corporation, Partnership, Trust, Nonprofit) and Tax Year. 📊 Client Write-Up Export and Import Procedures Step 1: Open the desired client in Client Write-Up Use this when you need to select the correct client file to export tax line mappings. Open the desired client in Client Write-Up. Step 2: Export Tax Export Use this to start the export process for tax line assignments. Click the Activities menu, click Exports, and then click Tax Export. Note: Client Write-Up displays the General Ledger Tax Interface dialog box. Step 3: Confirm the Client Entity and select SureFire Use this to ensure the export matches the correct entity type and tax year. Confirm the Client Entity for that client (Individual, Corporation, Partnership, Trust, Nonprofit). Select SureFire as the Tax Interface, then select the Tax Year. Click Continue. Note: Client Write-Up displays the Assign Tax Lines to General Ledger Accounts dialog box. Step 4: Drag and drop tax line assignments Use this to map tax lines to the correct general ledger accounts. Drag and drop the tax line assignments from the Select List to the appropriate general ledger account in the Destination List. Step 5: Export Use this to create the export file that SureFire will import into the open return. Click Export (Client Write-Up selects the appropriate folder to export to). Click OK. 📊 Import Accounting Data into SureFire Step 1: Open SureFire Use this to begin the import process in the correct SureFire version. Open SureFire 20XX. Step 2: Start a return for the client Use this to ensure the imported data goes into the correct client return. Start a return for the client. Step 3: Import Return Data Use this to bring the exported data from Client Write-Up into the open return. With the return open, click the File menu, click Import, and then click Import Return Data. Note: SureFire loads the data you imported from Client Write-Up into the open return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I increase the text size of forms in SureFire? This guide shows you how to increase or decrease the text size on SureFire forms. ⚠️ Before You Begin You will need to be able to open a return in SureFire. 📊 Step-by-Step Guide Step 1: Open a return Use this when you need to access the form settings for your return. Open a return. Step 2: Open the form size setting Use this to find the option that controls text size on forms. Click View Edit Tax Form Size. Step 3: Select the desired size Choose the text size you want to use on your forms. Select the desired size. Step 4: Save your selection Confirm the change so it takes effect. Click OK. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is IntelliConnect Login Credentials in SureFire? This guide explains how to enter your IntelliConnect login credentials into SureFire so the correct account information is saved for use. ⚠️ Before You Begin You will need: Admin access to log into SureFire as the Admin Your IntelliConnect email address Your IntelliConnect password 📊 Step-by-Step Guide Step 1: Log in to SureFire as the Admin Use this when you need to access the setup tools. Log in to SureFire as the Admin. Step 2: Open the Setup Assistant Use this to reach the Office Information settings. Select Tools from the main menu. Select Utilities/Setup Assistant. Step 3: Navigate to Office Information Use this to find the IntelliConnect login fields. On the Utility window, select Setup Setup Assistant. In the Setup Assistant window, select the Office Information tab. Step 4: Enter your IntelliConnect credentials Use this to save your IntelliConnect account details. In the Tax Help Login Credentials section, enter your Intelliconnect email address in the User Name field. Enter your Intelliconnect password in the Password field. Step 5: Save your changes Use this to store the credentials in SureFire. Click Save and Close. Step 6: Log in as the user Use this to confirm the saved credentials apply to the user account. Log into SureFire as the user. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I install a prior year version of SureFire? You may install software and modules that you purchased by accessing the SureFiresupport site at Support.SureFire.com and clicking download then selecting the year you wish to install. You will use your EFIN and Registration Codes shown on the download page. You can efile current year plus two years back. ⚠️ Before You Begin You will need: Your EFIN and Registration Codes (shown on the download page) Access to the SureFiresupport site at Support.SureFire.com Good to know: You can efile current year plus two years back. 📊 Step-by-Step Guide Step 1: Go to the SureFiresupport download site Use this when you need to access the prior year downloads. Access the SureFiresupport site at Support.SureFire.com. Step 2: Click Download and select the year Use this when you need to choose the prior year version you want to install. Click download, then select the year you wish to install. Step 3: Use your EFIN and Registration Codes Use this when you need to activate/install the selected year. Use your EFIN and Registration Codes shown on the download page. ✅ Installing prior years you purchased You may install software and modules that you purchased by accessing the SureFiresupport site at Support.SureFire.com and clicking download then selecting the year you wish to install. You will use your EFIN and Registration Codes shown on the download page. You can efile current year plus two years back. 🔍 If you need access to prior years you did not purchase For customers who wish to access prior years that they did not purchase, we allow you to do this via a generic EFIN and Registration Code. You have access to print the forms, but not efile, since you are not using your live EFIN. You can also access other modules that were not part of your package for that tax year if you use the generic EFIN and Registration Code. ❌ E-file a prior year return you do not have access to If you wish to e-file a prior year return that you do not have access to, contact your sales consultant. 📝 Additional Information For special considerations regarding Windows 11, seeSureFireDesktop 2018 and Prior Compatibility With Windows 11 For more information, see our solution onHow many prior years of SureFire are available for download in the solution center? To install prior year state modules, seeHow do I install prior year state modules for SureFire? For prior year Registration Codes, see What is the SureFire EFIN or registration code for a prior year?. 🌐 Versión en español Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo instalo una versin del ao anterior de SureFire? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How do I install federal To download and install federal, state, and bank modules for SureFire: ⚠️ Before You Begin Please note the following before you start: Make sure SureFire is closed on all workstations before running the downloaded installer. 📊 Step-by-Step Guide Step 1: Open the SureFire Solution Center Use this when you need to download the modules. Navigate to the SureFire Solution Center. Step 2: Log in Use this to access downloads for your account. Log in using your Client ID, Username, and Password. Step 3: Go to Downloads Use this to find the module updates. Click Downloads at the top of the page. Step 4: Choose the correct module type Use this to download federal, state, or bank modules. Do one of the following: For federal modules, click Product Updates. For state modules, click State Updates. For bank modules, click Bank Updates. Step 5: Select the correct tax year (if needed) Use this to ensure you download the correct year’s modules. By default, the current year will be selected on the next page. To download modules for a prior year, select the appropriate year from the dropdown list as seen below:     📝 Note When switching between pages, the year will always default to the current tax year. For example, if you are downloading 2019 Federal Updates and navigate to the State Updates page, you will need to select 2019 again in the dropdown list. Step 6: Download the module Use this to start the download for the module you want. Locate the module that you wish to install and click the download icon beside it.     📝 Note The release notes icon contains the release notes for the adjacent module. Release notes document important information about the module update, including addressed issues and form changes. Step 7: Save the file Use this to download the installer to your computer. Click Save File. Depending on which web browser you are using, the download should be displayed either along the bottom of your browser or towards the top-right, as seen below:       Step 8: Close SureFire Use this to prevent conflicts during installation. Make sure SureFire is closed on all workstations. Step 9: Run the downloaded installer Use this to begin the installation process. Run the file that was downloaded in steps 6 and 7. If prompted with a security warning, click Yes. Step 10: Complete the Welcome and Install prompts Use this to install the module to the correct computer. Click Next in the Welcome window. Click Install [module] to this computer. Click Next. Step 11: Select the SureFire drive letter Use this to ensure the module installs to the correct location. Select the drive letter on which SureFire is installed. Click Next. Step 12: Exit the Setup window Use this to finish the installation wizard. Click Exit on the Setup window. Step 13: Confirm and choose ReadMe option Use this to decide whether to view the ReadMe file. In the Confirm Window, do one of the following: Click Yes to view the ReadMe file. Click No to exit.       📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I install SureFire on a workstation that is already mapped to the server? This guide walks you through installing SureFire on a workstation when your server drive is already mapped in Windows Explorer. ⚠️ Before You Begin Make sure your server is already mapped to your workstation in Windows Explorer. 📊 Step-by-Step Guide Step 1: Open the mapped network drive Use this when you need to... In Windows Explorer, navigate to the mapped network drive. Step 2: Open the year folder Use this when you need to... Locate and double-click the UTSYY (where YY is the year). Step 3: Open the TWTECH folder Use this when you need to... Locate and double-click TWTECH. Step 4: Start the installer Use this when you need to... Double-click setup.exe. Step 5: Complete the Install Wizard Use this when you need to... Complete the Install Wizard steps. Step 6: Restart your computer Use this when you need to... Restart your computer once the install is completed. 📝 Note Always start with the oldest year, then progress to newer years. For example, start with UTS12 and work your way to UTS16. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I know if a state offers forms for a module? A quick way to tell is to view the release notes for the state download. ⚠️ Before You Begin You will need access to the Solution Center to view the state download release notes. 📊 Step-by-Step Guide Step 1: Open the state download release notes Use this when you need to find out what forms/return types are offered for a state module. A quick way to tell is to view the release notes for the state download. The release notes can be found on the Solution Center, under Downloads > State Updates, then click the green book beside the download. Step 2: Check the return types listed for the module Use this to confirm whether the state offers forms for the module. The release notes will reflect the return types offered for that state module. There is a line that will read: Thefollowingpackagesareavailableforthismodule, then the package types will be listed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I load missing PPR State files purchased in SureFire? This is probably the result of a corrupt or incomplete state installation. ⚠️ Before You Begin Make sure you have access to SureFire so you can run the Setup Assistant and download the state again. 📊 Step-by-Step Guide Step 1: Open the Setup Assistant Use this when you need to start the state reinstallation process. Go to Tools Utilities/Setup Assistant. Step 2: Uninstall the state module Use this when the state installation is corrupt or incomplete. In the Utility dialog box, select Tools Uninstallmodulesto uninstall the state. Then select the module that needs to be uninstalled and then select business or individual. Step 3: Finish the uninstall Use this to complete the uninstall before downloading again. Once the process completes, click OK. Close that box. Step 4: Download the state again Use this to reload the missing state files you purchased. Then go to Help PPR Support to download the state again using the Download software updates option. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is SureFire Pay-Per-Return (PPR)? This article shows you where to find a complete overview of SureFire Pay-Per-Return (PPR) product and pricing. ⚠️ Before You Begin You will need: Internet access to view the SureFire Pay-Per-Return (PPR) overview and pricing information. 📊 Step-by-Step Guide Step 1: Visit the SureFire PPR overview page Use this to find the complete overview of the product and pricing. For a complete overview of SureFire Pay-Per-Return, visit: https://www.wolterskluwer.com/en/solutions/SureFire 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I locate the federal client letter in SureFire? This guide walks you through locating the federal client letter in SureFire. ⚠️ Before You Begin You should: Go to Help and view authorization, then ensure the CID field is not zero. If it is zero, update it with the correct Registration codes. Ensure the software program and federal forms are at the latest version. 📊 Step-by-Step Guide Step 1: Open the Main Info area Use this when you need to access the forms section. Click on Main Info. Step 2: Go to the Form section Use this when you need to view and add forms. Click on Form. Step 3: Open the forms list Use this when you need to display available forms. Click on Add form/Display Forms List. Step 4: Use the form filter list Use this when you cannot find the form in the list. Below the look for window, click on the filter for Can't find it? Try Form Filter List. Step 5: Search for the letter Use this when you want to quickly locate the federal client letter. Type the word "Letter" in the Find What box. Step 6: Run the search Use this to display matching forms. Click Ok. Step 7: Select the correct form Use this when the form appears in the results list. Select the form when it appears on the list. " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers With Make e-files, you can create e-files for multiple returns at one time. This is an alternative to creating the e-file for each return as you complete it. Important: If an e-file already exists for a return, the e-file you create using this command will overwrite the old file. SureFire will not create the e-file if a return has already been transmitted, is marked Paper as Type of Return, or does not meet the e-filing criteria for any other reason. ⚠️ Before You Begin Make sure you understand the following before running Make e-files: If an e-file already exists for a return, the new e-file will overwrite the old file. SureFire will not create an e-file if the return: Has already been transmitted Is marked Paper as Type of Return Does not meet e-filing criteria for any other reason 📊 Step-by-Step Guide Step 1: Open Make e-files Use this to start the process for creating e-files for multiple returns. Click Tools Make e-files or use the keyboard shortcut Ctrl+M. Note: SureFire will open the Making Efiles window. SureFire will only display the appropriate type of returns based on which package you are using. Step 2: Choose the user Use this to select whose returns you want to create e-files for. Select the user name for which you would like to create e-files, or select View All Users from the User Name drop-down list. Step 3: Select the returns Use this to choose which returns will have e-files created. Select the returns for which you want to make e-files. You can do this by doing any of the following: Scrolling through the list and individually selecting the desired files. Clicking the Select All button to make an e-file for every return. Searching for a specific Social Security Number/Taxpayer Identification Number by typing it in the SSN/TIN box. Step 4: Run diagnostics and create e-files Use this to let SureFire check each return and generate the e-file when eligible. Notes: SureFire will run Diagnostics on each return and, if the return has no e-filing errors, it will create the e-file. If there are errors in any returns, SureFire displays a Status window indicating how many returns for which an e-file was not created. Click OK to continue. Step 5: Review diagnostic results Use this to see which returns failed and why. SureFire displays the Diagnostic Results window. Returns in which there are errors are displayed first. To view other returns, click the Next Entry button or scroll through the reports using the scroll bar. Each return has a diagnostic results report. Notes: A line above the text Electronic Filing Errors indicates the start of a report on a different return. If a return has errors, the message "Errors found. Could not create IRS electronic return."" appears in red just above the SSN for the return. If a return has no electronic filing errors you will see the message ""IRS electronic return is created and stored on disk"" in blue just above the SSN for the return. Step 6: Close the window Use this to finish reviewing results. To close this window ❌ Common Errors If SureFire finds issues, you may see: A Status window showing how many returns did not have an e-file created. Click OK to continue. In the Diagnostic Results window, a red message above the SSN for the return: "Errors found. Could not create IRS electronic return."" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I make the e-file button available if it is greyed out in SureFire? If the e-file button appears grey and won’t click after you run Diagnostics, this guide will help you identify the cause and fix it. ⚠️ Before You Begin You may need to: Log in as an Admin to update a user’s security group. Open the state form for the return if the state must be paper filed. 🧩 What’s Happening (Problem & Cause) Problem: The e-file button appears grey and is unclickable after running Diagnostics in SureFire. Cause: This can occur when: The active user doesn’t have the necessary rights to create an e-file. Users’ rights are determined by their security group. The state return needs to be paper filed. 📊 Step-by-Step Guide Step 1: Check and update the user’s security group (if needed) Use this when the e-file button is grey because the user doesn’t have rights to create an e-file. Log in as Admin. Click Tools Utilities/Setup Assistant Setup Setup Assistant Groups Users. Select the User name that doesn’t have rights to create an e-file. Click View/Edit. On Assigned Group list, select SuperUser. Click OK Save and Close. Log in as the user that was trying to create the e-file. Open the desired return and click Diagnostics. The e-file button should now be visible and function as expected. Step 2: If Diagnostics says the state must be paper filed Use this when you run Diagnostics and receive a message that the state return must be paper filed. Open the state form. Select the No checkbox for the question Do you want to electronically file this return? Run Diagnostics. The e-file button should now be visible and function as expected. ✅ Success! After completing the steps above, the e-file button should be visible and function as expected. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I mask the social security number when printing return in SureFire? SureFire allows you to mask sensitive data on printed returns. This guide explains how to mask the SSN/EIN (and TINs in the Web version) when printing. ⚠️ Before You Begin Please note: The feature within the software to mask the social security number when printing return is not available prior to 2019. 🧾 Step-by-Step Guide Step 1: Mask SSN/EIN in SureFire (Desktop) Select the Mask Data check box on the View/ Edit Print Packets window to mask the SSN/EIN on printed returns. SureFire allows you to mask data on printed returns. Select the Mask Data check box on the View/ Edit Print Packets window and SureFire will mask the SSN/ EIN on printed returns. Step 2: Mask TINs in SureFire Web Version In the Web version, choose the Print Sets you want to print, and then mask TINs during printing. SureFire Web Version allows you to mask TINs after selecting the Print Sets you wish to print when printing a tax return. ✅ Success! Your printed returns will have the SSN/EIN masked (Desktop) or TINs masked (Web) based on the options you selected during printing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I modify or delete a user name in SureFire? This guide explains how to: Modify a user name in SureFire Delete a user name in SureFire ⚠️ Before You Begin Before deleting a user name, you must move or delete all of that user’s live tax returns using Return Explorer. SureFire also suggests making a backup of all returns prior to deleting them. If the user has only prepared training returns in the Training security group, you do not have to move or delete the returns before deleting the user name. 📝 Step-by-Step Guide Step 1: Log into SureFire as the Admin user Use this when you need to access Setup Assistant and manage user accounts. Log into SureFire as the Admin user. Step 2: Open Setup Assistant Use this to reach the Groups and Users area. Go toTools Utilities/Setup Assistant Setup Setup Assistant. Step 3: Click Groups Users Use this to view the list of user names. Click Groups Users. Step 4 (Modify): Select the user name and open View/Edit Use this when you need to change an existing user name. Select the user name you want to change and click View/Edit. Step 5 (Modify): Update the user name and save Use this to apply your changes and exit Setup Assistant. Make any necessary changes to the user name and click OK. To save your changes and close Setup Assistant, click Save and Close. Step 4 (Delete): Select the user name and click Delete Use this when you need to remove a user name. Select the user name you want to delete and click Delete. Step 5 (Delete): Confirm the deletion Use this to confirm SureFire’s prompt. SureFire displays a message similar to the following: Click Yes to delete the user name. Step 6 (Delete): Handle the error if the user has returns Use this when SureFire prevents deletion because returns still exist. If the user name you are deleting contains returns, you will see the following error message: Click OK. Delete or move the returns; then, repeat the steps above to delete the user. Step 7 (Delete): Save and close Use this to finalize your changes. Click Save and Close. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I move a return from one user to another user in SureFire? This guide walks you through moving a return from one user to another in SureFire. ⚠️ Before You Begin You will need to: Be logged in as Admin 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access the tools required to move returns. Log in as Admin. Step 2: Open the Setup Assistant Use this to access the return explorer tools. Click ToolsUtilities/Setup Assistant. Step 3: Open File Return Explorer Use this to find the return you want to move. Click File Return Explorer. Step 4: Select the current user (source) Use this to choose the user that currently has the return. In Look In,select the user that has the return thatyou want to move. Step 5: Choose the file options Use this to set the action for moving the return. In File Options,select the following: Show.Select the package that applies to the return. Action.SelectMove Files to Another Location. Move to.Select theuser that you want to move the return into. Step 6: Select the return to move Use this to pick the specific return you want to transfer. In FileList,click on the return that you want to move. Step 7: Move the return Use this to complete the move operation. Click Move. Step 8: Confirm Use this to finalize the move. Click OK. Step 9: Repeat as needed Use this when you need to move multiple returns. Repeat for each return you want to move or click Close to exit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I move or copy SureFire data to a new computer? Below are listed two ways to move the program. Please attempt Method 1 first for any data migration for best results. 📊 Step-by-Step Guide Method 1: Copy the UTSxx folder to the new computer Use this when you need to transfer SureFire data from an old installation to a new installation. On the old computer, copy the UTSxx folder (where xx indicates the year of the program e.g. UTS14) to a flash drive or other removable media Take the flash drive or other removable media to the new computer and copy the UTSxx folder from the removable mediato the drive where you wish the program to reside Open the UTSxx folder Open the TWTech folder Run the Setup.exe file Note: As a best practice, if you are moving multiple years of the program, you will want to run the Setup.exe file starting with the oldest year and move forward in order Method 2: Backup, uninstall, install new locations, update, then restore Use this when you prefer to move the program in a more complete install/restore workflow. Alternatively, you may also move the program in the following manner: Backup existing returns. Uninstall workstations. Install new locations. See theSureFire Solution Center to download and install the current and six (6)prior-year versions of SureFire. Update. Restore returns. These steps will need to be repeated for each year of SureFire that is being transferred. 📝 Create a backup (for Method 2) ⚠️ Warning Storing SureFire 2011 and earlier backups in the same location will overwrite your data. We recommendthat you create a folder named BACKUP and create a subfolder for each year. Create a backup Open SureFire and log in. SureFire 2012 and later: Click Tools Backup to Disk Archive Backup SureFire 2011 and earlier: Click Tools Backup to Disk Start new Backup OK OK Select All OK Select a destination to store the backup. For network installations, any location that will be accessible to the new SureFire installation will work. For standalone installations, a removable medium, such as a flash drive, is required to move the backups to a new computer. Click OKwhen the backup is complete. 🧩 Uninstall workstations (if using a new server) If you have workstations that will be using a new server, each workstation should have SureFire uninstalled In Control Panel, go to Programs and Features. It may be necessary to change the view to Small Iconsfor this option to be available. Locate and select the year of SureFire that is being moved (i.e. SureFire 2014on X: Drive) Right-click on the name and select Uninstall Follow the on-screen instructions to complete the uninstall process. 📦 Reinstall SureFire to the new location Reinstall SureFire to the new location The current and prior two years of SureFire are available via download from the support site. 🔄 Update SureFire The program, Federal, State, and Bank updates can be found on the support site for the current, and six (6) prior years for manual download and installation. Federal, state and bank updates are available through the software (Communications Menu) for the current, and two (2)prior years for automated download and installation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I override a calculated entry in SureFire? This guide explains what to do when SureFire won’t let you type an amount into a calculated entry, and how to override it when needed. ⚠️ Before You Begin You may see a message box indicating the entry is calculated when you try to type an amount. A calculated entry cannot be deleted, but it can be overridden. 📊 Step-by-Step Guide Step 1: Select the entry you want to override Use this when you need to choose the exact calculated field you want to change. Place the cursor in the entry field that you intend to override. Step 2: Turn on override mode Use this to switch the calculated field so you can enter a new amount. Press the F8 key or right-click in the field and select Override on the shortcut menu. Step 3: Enter the new amount Use this to replace the calculated value with your override. Type the new amount into the field. Step 4: Confirm the change Use this to apply the override. Press Enter. ✅ Success! SureFire displays the entry on a red on a gray background. This will make it easy to identify as an override. 📝 Notes Whenever possible, correct a calculated entry by correcting the supporting form or schedule. When overriding an entry, SureFire assumes that your entry is correct and that the change is permanent. Any other changes you make in the return that would normally affect that entry will not change it. ↩️ How to Reverse an Override To reverse an override and return it to its calculated value, place the cursor in the entry and press Shift+F8. Alternatively, right-click the entry and select Un-override on the shortcut menu. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I print a Birthday Report List within SureFire? This guide walks you through selecting and printing a Birthday Report List in SureFire. ⚠️ Before You Begin Make sure you can access the Reports menu in SureFire. 📊 Step-by-Step Guide Step 1: Open the Reports List Use this when you need to select the Birthday Report List to print. Click the Reports menu and click Reports List. SureFire displays the Select a Report To Print window: Step 2: Choose the report Use this when you need to highlight the correct report. Click the report you want, or use the arrow keys to move up and down the list and highlight the report. Step 3: Confirm your selection Use this when you are ready to continue to the report criteria. When you have selected a report, press Enter or click OK. Step 4: Adjust report criteria Use this when you need to set options for the report before printing. SureFire opens the Report Criteria window, adjust the settings and click OK to continue. Step 5: Preview the report Use this to review the report before printing. SureFire opens a print preview of the report you selected. Step 6: Print the report Use this when you are ready to print to paper. Click the Print icon at the top of the Print Preview window to print the report to paper. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How do I print a Disbursement Summary in SureFire? This guide shows you how to print a Disbursement Summary in SureFire. ⚠️ Before You Begin You will need access to the SureFire main menu to run the Disbursement Summary report. 📊 Step-by-Step Guide Step 1: Open the Reports List Select Reports and then Reports List from the SureFire main menu. Step 2: Choose Disbursement Summary Select Disbursement Summary and click OK. Step 3: Apply Filters (if needed) and Print Complete any necessary filters, then click OK. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I print a form as it appears on the screen in SureFire? To print the screen image of a form, follow the steps below. ⚠️ Before You Begin Make sure you have the return open and can access the form you want to print. 📊 Step-by-Step Guide Step 1: Open the return Use this when you need to open the return that contains the form you want to print. Open the return. Step 2: Select the desired form Use this when you need to choose which form you want to print. Click the desired form. Step 3: Choose PrintForm Use this when you need to open the SureFire printing options for the selected form. Click PrintForm. Step 4: Print the screen image Use this when you want the printed output to match what you see on the screen. In the SureFire Print window, select Print Screen Image option under Select Form to Print, and then click Print. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I print a report that lists the taxpayer and spouse names? Print a report that includes the names, social security numbers, birthdate, and address for the taxpayer and spouse in a 1040 return. Note: SureFire does not currently have a report with these exact elements. You may need to print more than one report to get all of the necessary information. The Birthday report will provide the DOB, but will not have some of the other information. ⚠️ Before You Begin You may need to print more than one report to collect all of the information you want (names, social security numbers, birthdate, and address for both taxpayer and spouse). 📊 Step-by-Step Guide Step 1: Open the Reports area Select Reports on the main menu. Step 2: View the Reports List Select Reports List. Step 3: Use the Help button to see report details Click the Help button. Step 4: Find the 1040 package report descriptions At the bottom of the help file, click Reports Descriptions - 1040 package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I print a report with a list of my clients in SureFire? This guide shows you how to generate and print (or export) a Client List report in SureFire. ⚠️ Before You Begin Make sure you know where to find the Reports section in SureFire. 📊 Step-by-Step Guide Step 1: Open the Client List report Use this when you want to start the report that lists your clients. Go to Reports > Reports List. Step 2: Select the correct report Use this to choose the report type you want to run. Select Client List and click OK. Step 3: Review report criteria Use this to control which clients appear and how results are sorted. The Report Criteria window will appear. Note: You can set filters and how the report can be sorted. If you do not enter a specific User name, the report will be pulled for all users in the software. Step 4: Run the report Use this to generate the report based on your criteria. Click OK. Step 5: Print or export the report Use this to save a copy or print the results. You can export the report or print the report. Use the buttons in the toolbar for these options. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I print a return to PDF using SureFire? This guide shows you how to print a tax return to a PDF file using SureFire. ⚠️ Before You Begin Make sure a tax return is open in SureFire before you start. 📊 Step-by-Step Guide Step 1: Open the Print options Use this when you need to open the print workflow for the currently opened return. While a tax return is open, do one of the following: Press Ctrl+P. Click Print Return on the toolbar. Go to File Print Print This Return. Step 2: Open the SureFire Print window Use this to access the option that creates the PDF. SureFire displays the SureFire Print window. Step 3: Choose Print to PDF Use this to generate a PDF version of the return. Click Print to PDF. SureFire displays the Select File Prefix and location window. Step 4: Select the filename prefix Use this to control how the PDF file name will be generated. Select the prefix you wish to use and SureFire will generate the filename. Step 5: Choose where to save the PDF Use this to select the folder where the PDF will be saved. You can select the location in which you wish to save the file by clicking the yellow folder. SureFire displays the Browse For Folder window. Browse to the location in which you wish to save the file and click OK. Step 6: Save the PDF Use this to finalize the PDF creation. Click OK on the Select File Prefix and location window and SureFire will save the printed return as a .pdf file. Step 7: Print the PDF when ready Use this when you want to print the saved PDF later. When you are ready to print the file, it can be printed from a command prompt to a printer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I print blank forms in SureFire? This guide walks you through printing blank forms in SureFire. ⚠️ Before You Begin Make sure you know which package type you want to print forms for. 📊 Step-by-Step Guide Step 1: Open the Print Forms window Select File > Print > Print Blank Forms to display the Print Forms window. Step 2: Choose the package type In the Package drop-down list, select the package type you want to print forms for. Step 3: Expand the list of available forms In the Available Forms box, click + to expand all forms. Step 4: Add forms to print Select a form you want to print, and then click Add. The form will be added to the Forms to be Printed box. Step 5: Add additional forms (if needed) If needed, repeat the previous step to add other forms to the Forms to be Printed box. Step 6: Print Click Print. 📝 Note To remove a form from the list of forms to be printed, select the unwanted form in the Forms to be Printed box, and then click Remove. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I print client organizers in SureFire Install Version? This article explains how to print Client Organizers for your clients in SureFire Install Version, including what you need before you start and the step-by-step process. ⚠️ Before You Begin You must have the latest version of SureFire, you must be in the lastversion and be working in the 1040 tax package in order to print Client Organizers for your clients from tax year 20XX (XX represents the year of SureFire). You can send a printed organizer to each client to help them collect information for theirtax year. You must have your correct company name, address, and phone number on the Office Information screen in Setup Assistant. This information prints on the cover page of the Client Organizer. 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access all users’ tax returns. Log in to SureFire as Admin. Only the Admin user has access to the tax returns of all users. If you log in as any other user you will not see all the tax returns for all users. Step 2: Open the 1040 tax package Use this to work in the correct tax package. Open the 1040 tax package. Step 3: Open the Client Organizer report Use this to access the organizer printing options. Click the Reports menu and then click Client Organizer. Step 4: Choose organizer options Use this to set how the organizers will be generated. SureFire displays the Organizer Options dialog box. After selecting your organizer options, click OK. Step 5: Proceed to the Select Organizers to Print dialog box Use this to select which clients will receive organizers. Proceeding from the Select Organizers to Print Dialog Box Step 6: Change Username to View All Users Use this to see all clients. Change the Username box to View All Users. View All Users is available only when you are logged in as Admin. Step 7: Select the clients you want Use this to choose which organizers to print. Select the clients for whom you want to print Organizers. A client is selected when there is a checkmark in the small box beside the SSN. Use any one of the following methods to select the clients: Select the check box beside each client's SSN. Type the client's full SSN in the SSN/TIN box. SureFire places a checkmark in the check box. Click the Select All button in the lower-left corner of the dialog box. Step 8: Confirm your selection Use this to move to the print screen. When you have selected the clients you want, press Enter, or click OK. SureFire displays the SureFire Print dialog box. Step 9: Print (or preview) the organizer packets Use this to print one packet per selected client. Click Print to print one copy of the Organizer packet for each client you selected. You may click Print Preview to view the Organizers on-screen first. From Print Preview you can choose to print the organizers on paper or cancel printing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I print mailing labels from SureFire Web Version? This guide explains whether mailing label printing is available in the SureFire Web Version and where to find the correct instructions. ⚠️ Before You Begin At this time, the mailing labels print feature is only available in the SureFire Install Version software. 📊 What to Do Next Use this when you need to print mailing labels. Step 1: Use the SureFire Install Version For instructions, see the solution onhow toprint mailing labels in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I print mailing labels in SureFire? There are two methods of printing mailing labels: ⚠️ Before You Begin Choose the method that matches how many labels you need to print: All clients or a large number of selected clients A single client or a small number of selected clients 📊 Step-by-Step Guide Step 1: Print labels for all clients (or many selected clients) This method is best for printing labels for all clients or for a large number of selected clients. Go to Reports > Mailing Labels. Step 2: Print a label while a tax return is open (single or a few clients) This method is designed for printing a label for a single client or a small number of selected clients. While a tax return is open, press F7. This will open the Query Results window. Click Print Label. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I print returns (2018) 1040 page 1 on a full page - 1040 printingPage color Function as the IRS designed forms to print in 2018 software. ⚠️ Before You Begin You will need: Access to your 2018 return (1040 page 1) A printer connected and ready to print 📊 Step-by-Step Guide Step 1: Print using the IRS-designed form layout Function as the IRS designed forms to print in 2018 software. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I process SureFire acknowledgements if they are greyed out? This guide will help you fix greyed-out SureFire acknowledgement files so you can process them. ⚠️ Before You Begin You will need access to the drive where SureFire is installed. Tip: The path uses: ? = the drive on which SureFire is installed xx = the 2-digit year 📊 Step-by-Step Guide Step 1: Open the SureFire UTSxx folder Use this when you need to access the folder where acknowledgement files are stored. Open ?:\UTSxx. (where ? is the drive on which SureFire is installed and xx is the 2-digit year). Step 2: Open the ACK or RAL folder Use this when you need to find the acknowledgement file that is greyed out. Open the ACK or RAL folder. Step 3: Locate the greyed-out acknowledgement file Use this when you need to identify the specific file SureFire is showing as greyed out. Locate the acknowledgement file that is appearing grey in SureFire. Step 4: Rename the file extension from .ACKI to .ACKU Use this when you need to change the file so SureFire can process it. Right-click the acknowledgement file and rename from .ACKI to .ACKU. ✅ Success! You can now process your acknowledgements. 📝 Notes EFC, IRS, and State Ack files are located in ?:\UTSxx\ACK Bank ack files are located in ?:\UTSxx\RAL. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I rehang an acknowledgement in SureFire using the SureFire Solution Center? This guide shows you how to rehang (resend) an acknowledgement in SureFire using the SureFire Solution Center. ⚠️ Before You Begin You will need: Your Client ID Your Username Your Password 📊 Step-by-Step Guide Step 1: Open the SureFire Solution Center Use this when you need to access the area where acknowledgements can be resent. Go to the SureFire Solution Center or Solution Center (whichever applies). Step 2: Log in Use this to access your e-file status/return query. Log in with your Client ID, Username, and Password. Step 3: Navigate to the correct menu Use this to find the acknowledgements available for the SSN/EIN. Click on E-File then E-File Status (users) or E-File then Return Query (SureFire users). Step 4: Search for the acknowledgement Use this to locate the acknowledgement(s) you want to resend. Enter the SSN/EIN, select the tax year, and click Search. Step 5: Select the acknowledgement to rehang Use this to choose from the available acknowledgements for that SSN/EIN. A list of acknowledgements that are available for that SSN/EIN will appear. The most recent acknowledgement will be listed at the top. Step 6: Rehang the acknowledgement Use this to resend the acknowledgement to your tax program. Click Rehang to resend the acknowledgement to your tax program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I remove states from the state download list on SureFire Solution Center? Once states have been added they cannot be removed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I remove the File Copy watermark on a return in SureFire? This guide shows you how to remove the File Copy watermark from a return by updating your print packet watermark settings. ⚠️ Before You Begin Make sure you are in SureFire and can access the Utilities/Setup Assistant. 📊 Step-by-Step Guide Step 1: Open the Setup Assistant Use this when you need to access the print packet settings. Click Tools Utilities/Setup Assistant. Step 2: Open the Print Packet settings Use this when you need to select the correct print packet. Click Setup View/Edit Print Packets. Step 3: Select the correct packet Use this when you need to target the packet that controls the watermark. In the Packet Filename drop-down list, select File.PFL. Step 4: Turn off the watermark Use this when you need to remove the watermark from the print output. Under Watermark Options, uncheck Print Watermark. Step 5: Save your changes Use this when you need to apply the updated settings. Click Save. Step 6: Close the Utility window Use this when you are finished updating the print packet settings. Close the Utility window by clicking the X in the top right corner. ❌ Note If the following message appears, click Yes. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I rename a return in SureFire? This guide walks you through renaming a return in SureFire. ⚠️ Before You Begin You will need access to the SureFire Tools/Utilities/Setup Assistant area to open Return Explorer. 📊 Step-by-Step Guide Step 1: Open the Setup Assistant Use this when you need to access the Return Explorer tools. Click Tools Utilities/Setup Assistant. Note: SureFire will display the Utility window. Step 2: Open Return Explorer Use this to browse returns and select the return you want to rename. Click File Return Explorer. Step 3: Choose the user name Use this to locate the file(s) you want to rename. Select the user name containing the file(s) in the Look in drop-down list. Notes: The Admin user can select from any user name. Other users will be able to select files only from their own user folder. The Look in drop-down list will be unclickable, or "grayed out"" for non-Admin users. Step 4: Select the file type Use this to filter the return list by the correct file type. Select the file type using the Show drop-down list. Step 5: Choose the action Use this to start the rename process. In the Action box 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I reprint Acknowledgments in SureFire? This guide shows you how to find old acknowledgment files and reprint them in SureFire. How do I find old acks in SureFire 📊 Step-by-Step Guide Step 1: Open the Acknowledgments report Use this to access your acknowledgment printing options. Click the Reports menu and then click Acknowledgments. Step 2: Filter to printed files Use this to locate acknowledgments you printed previously. Click The Filter window. Select the check box labeled Printed Files. Click OK. The Select Acknowledgment Files to Print window opens, displaying all your printed acknowledgment files. Step 3: Select and reprint the acknowledgments Use this to choose which old acknowledgments you want to print again. Select the desired acknowledgment(s) and click OK. The selected acknowledgment(s) will print. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I resend an e-signature email to my customer in SureFire Install Version? This guide shows you how to resend an e-signature email to your customer using SureFire Install Version. ⚠️ Before You Begin You will need: Admin access to log in to SureFire 📊 Step-by-Step Guide Step 1: Log in to SureFire Use this when you need to access the e-signature tools. Log in to SureFire as admin. Step 2: Open the e-Signature Document Center Use this when you need to find the document set you want to resend. Select Tools e-Signature e-Signature Document Center Home. Step 3: Choose the customer’s Document Set Use this when you need to select the correct documents for your customer. Select the Document Set for yourcustomer. Step 4: Open the Document Set Use this when you need to access the email options for that set. Click Open Document Set. Step 5: Click Email in the Document Set window Use this when you are ready to resend the e-signature email. In the Document Set window, click Email. Step 6: Select the email address Use this when you need to choose where the email will be sent. Select the email address. Step 7: Enter the Subject and Message Use this when you want to customize what your customer receives. Enter a Subject and Message. Step 8: Include a pickup link (optional) Use this when you want to provide a link to the documents. Select the Include a pickup link with message checkbox, to provide a link to the documents. Step 9: Send the email Use this when you are ready to resend the e-signature request. Click Send. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How do I restore backup files in the desktop version of SureFire? This guide shows you how to restore backup files in the desktop version of SureFire. ⚠️ Before You Begin Make sure you have the backup file available on disk so you can select the correct drive and directories during the restore process. 📊 Step-by-Step Guide Step 1: Start the Restore Process Use this when you need to begin restoring a backup. Go to Tools > Restore From Disk > From Regular Backup. Step 2: Select the Backup Location Use this when you need to point SureFire to where the backup file is stored. Select the Drive and Directories where the backup file is located, and click OK. Step 3: Choose the Destination User Use this when you need to decide which user will receive the restored returns. In Select Destination User, click the arrow to display users. Select the user to which you want to restore the returns, and then click OK. Step 4: Choose the Originating User(s) Use this when you need to specify which user returns you want to restore from the backup. In Select Originating User Name(s), select the user names whose returns you want to restore, and then click OK. 📝 Note SureFire displays the Restoring to box. If you select more than one user name, each user's list of returns appears consecutively. Step 5: Select Returns to Restore for Each User Use this when you need to choose exactly which returns to restore. Select the returns you want to restore for each user and click OK. The Restore Summary window shows you: How many returns were restored for each user Number of versions Number of return attachments Archived deleted returns e-files Inactive returns Client letters Click OK. Step 6: Finish the Restore Use this when you need to confirm the restore has completed. On Restore complete, click OK. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I run Repair for SureFire? This guide shows you how to run the Repair option for SureFire using the Windows Settings menu. ⚠️ Before You Begin Note: xx represents the year of SureFire that needs repairing. 📊 Step-by-Step Guide Step 1: Open Windows Settings Use this when you need to access the installed apps list. Click the Windows Start button and select Settings. Step 2: Go to Apps Use this when you need to find SureFire in your installed programs. Click on Apps in the Settings window. Step 3: Start the SureFire InstallShield Wizard Use this when you need to open the installer options for your SureFire version. Select SureFire 20xx from the list, then click Modify. The SureFire 20xx InstallShield Wizard will open. Step 4: Click Next Use this to continue through the wizard. Click Next. Step 5: Choose Repair Use this when you want to repair your SureFire installation. Select Repair then click Next. Step 6: Install Use this to begin the repair process. Click Install. ❌ Note It will appear as though the program is installing again. This is normal. Step 7: Finish Use this to complete the wizard. Click Finish. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: How do I run reports in the desktop version of SureFire? This guide shows you how to run reports in the desktop version of SureFire. ⚠️ Before You Begin You must: Log in as Admin or as a user with super user rights. 📊 Step-by-Step Guide Step 1: Open the Reports List Use this when you need to find the report you want to run. Go to Reports then Reports List. Step 2: Select the report Use this when you need to choose which report to run. Select a report and click OK. Step 3: (Optional) Customize report criteria Use this when you need to filter or tailor the report output. In Report Criteria, you can use filters to customize the report if needed. Step 4: Run the report Use this to confirm your selections and generate the report. Click OK. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I see a list of business extensions filed? This guide will show you how to view the IRS Extension Summary report and find the 7004s for the business package you need. ⚠️ Before You Begin You may need to switch to a different package to see the 7004 sent for a particular package. 📊 Step-by-Step Guide Step 1: Open the IRS Extension Summary report Use this when you want to view a list of business extensions filed. Click Change Package, then select the business package for the extension you wish to view. Step 2: Navigate to the report list Use this to locate the correct report. Click Reports, then Reports List. Step 3: Select the IRS Extension Summary report Use this to generate the extension summary you need. Choose the IRS Extension Summary report, then click Ok. ❌ Important Note You will have to switch to a different package to see the 7004 sent for a particular package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I send a return or an e-mail to my other offices using Send Client to Client Mail? This guide explains how to send an e-mail to multiple EFINs in SureFire using the Send Client to Client Mail feature. ⚠️ Before You Begin You will need: The EFINs of the other offices you want to message The subject and body text for your message (Optional) A file to attach, if you want to send a return or other document 📊 Step-by-Step Guide Step 1: Open the feature Use this when you need to start composing a message to other offices. Navigate to Communications. Click Send Client to Client Mail. SureFire opens the Compose/Send Message window. Step 2: Enter the first recipient and your message Use this when you need to start your message and identify the first EFIN. Enter the EFIN to which you want to send the message, the subject of the message, and the body of the message. To enter additional EFINs to which to send the message, continue to the next step. Step 3: Add additional EFINs Use this when you need to send the same message to multiple offices. Press Alt+A or click the Address button. Type each additional EFIN in the Enter Additional Addresses box. As you type, the program creates a list of the EFINs. To delete an EFIN from the list, click to select it, and then click Delete. After creating the list, click OK. Step 4: Confirm it is set to multiple recipients Use this to verify your message is going to multiple EFINs. The word MULTI will appear in the EFIN box, indicating that you are sending this message to multiple EFINs. Step 5: (Optional) Attach a file Use this when you need to send a return or other file with the message. To attach a file(s) to the mail message, click the Attach button. Highlight the file you want to attach and click Open. Step 6: Use the available options Use these options to save, resend, send, print, or cancel your message. Options Open - Select Open to retrieve a previously saved message to resend or send to a different recipient. Save - Press Alt+S or click Save to save the message and the addressee(s). You must give each message a unique name. You must save the message in order to later retrieve it for reading, editing, and/or sending to a different addressee. The word MULTI will appear in the EFIN box, indicating that you are sending this message to multiple EFINs. To send another message to the same list of EFINs, open the saved message, change the subject and text, and send. Send - Click Send to connect to the Electronic Filing Center and send the message. Print - Click Print to print the message. SureFire will send the message to the print device you have designated in Printing Network Setup. Cancel - Click Cancel to close without sending a message. If you have created and saved a message before canceling, the message is saved. Attach - Click Attach to attach a tax return or other file to the message. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I set up automatic updates in SureFire? This guide shows you how to enable and schedule automatic updates in SureFire. ⚠️ Before You Begin You will need: Admin access to log in to SureFire 📊 Step-by-Step Guide Step 1: Log in to SureFire Use this when you need to access the scheduling options. Log in to SureFire with the Admin user name. Step 2: Open the Auto Events schedule Use this when you need to find the automatic update settings. Go toTools Schedule Auto Events. Step 3: Enable automatic update options Use this when you want SureFire to automatically update multiple components. Select Enable Auto Update in the Program Update Options, Module Update Options, Ack Retrieval Options, and Return Save Options. Step 4: Choose the update time Use this when you want updates to run at a specific time of day. Select the Time of Day you would like the software to update. Step 5: Save your settings Use this to apply your automatic update configuration. Click Save. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I setup Tax Form defaults for only one ERO This guide walks you through setting up Tax Form Defaults for only one ERO, and then making sure the correct users have access to the defaults information. ⚠️ Before You Begin Important: The steps in Step 1 will only work with new returns or new carryforward returns. If you have already created or carryforward a return, those returns will not update with the new information. Also: Do not prepare an actual tax return while you are in Tax Form Defaults. 📊 Step-by-Step Guide Step 1: Review Tax Form Defaults setup Use this when you need to set Tax Form Defaults for your ERO information (including the Main Info Page and Form 8879). Log in as the Admin user. Click the Tools menu and click Edit Tax Form Defaults. Choose a package (1040, 1120, 1120S, etc.). You must set tax form defaults in every tax package used in your office. Do not prepare an actual tax return while in Tax Form Defaults. Make sure that you add the ERO information on the Main Info Page and also on the form 8879. Save Return. Close Return. Step 2: Ensure all users have access to the tax form defaults information Use this when you need to copy the Tax Form Defaults files to another location so users can access the updated defaults. Copy Files to another Location Return Explorer. Log in as the Admin user. Click the Tools menu and select Utilities/Setup Assistant. In the Utility box, click on File and select Return Explorer. In the Show box, click the arrow to display a list of file types. Select Tax Form Defaults. In the Action box, select Copy Files to Another Location. Select the file(s) you want to copy from the File List. To select all files press the Select All button or Ctrl+A. Select the user name to which you want to copy the files from the Copy to drop-down list or Click OK. Click the Copy button at the bottom left of the Return Explorer window. Close return explorer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I transmit a return in SureFire? - Transmitting returns after creating the e-file This guide explains how to transmit (send) your return to the Electronic Filing Center after you have created the e-file. ⚠️ Before You Begin Make sure you have already: Created the e-file for the return you want to transmit (training returns will appear in the selection screen). 📊 Step-by-Step Guide Step 1: Log into SureFire Use this when you need to access your return and transmission tools. Log into SureFire. Step 2: Open the return you want to transmit Use this when you need to transmit a specific return. Open the return you want to transmit. Step 3: Clear diagnostic errors Use this to ensure your return is ready for e-file transmission. Click Diagnostics. Once you have cleared all diagnostic errors, click the e-File button. Step 4: Close the return Use this before starting the communications send process. Close the return. Step 5: Send the e-file Use this to transmit your e-file to the Electronic Filing Center. Click Communications Send Federal/State Returns. A selection screen will open listing all of the e-files you have created for training returns. Select the e-file to transmit, then, click the Send. The transmission process will begin. Follow the on-screen prompts. Step 6: Wait for an acknowledgement from the IRS Use this to confirm the IRS has received your transmission. Wait to receive an acknowledgement from the IRS. 📝 Notes ✅ Acknowledgements and Acceptance Notes: To get the acknowledgement you will need to click Communications Get Acks, Mail and Updates. To verify if the return was accepted, see our Knowledge Base article detailing how to use Return Query on the Solution Center. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I un-override an entry field in SureFire? Remove an override from an entry field so it returns to its calculated value. 📊 Step-by-Step Guide Step 1: Place your cursor in the entry Use this when you need to reverse an override. Place your cursor in the entry field that has been overridden. Step 2: Un-override the entry Use this to return the field to its calculated value. To reverse an override and return it to its calculated value, do one of the following: Press the Shift+F8 keys while your cursor is in the entry, or Right-click the entry and click Un-override on the shortcut menu. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I uninstall and reinstall SureFire? This guide walks you through uninstalling and reinstalling SureFire while preserving any data you want to keep. ⚠️ Before You Begin Note: If you have data in the program that you do not wish to lose, rename your ?:\UTSxx folder before uninstalling TaxWise. 📊 Step-by-Step Guide Step 1: Rename the UTSxx Folder (to Preserve Data) Use this when you need to keep your existing program data before uninstalling. Locate the UTSxx folder. Right-click the folder and select Rename. Rename the folder to UTSxx.old. ? represents the drive letter where TaxWise is installed, and xx is the two-digit year of the program. Example before renaming:C:\UTS20 Example after renaming:C:\UTS20.old Step 2: To Uninstall TaxWise Windows® 10 / 11 Click the Windows® Start icon > Settings. Click Apps. Click Installed Apps. Select the three dots to the right of Sure-Fire 20xx. Click Uninstall. Windows® 8.1 Click the Windows® Start icon > Control Panel. Click Programs > Uninstall a program. Select Sure-Fire 20xx from the list. Click Uninstall. Step 3: To Reinstall SureFire Install Version Use this after uninstalling to reinstall the SureFire version. Rename UTSxx.old back to UTSxx. Open UTSxx\TWTECH. Run setup.exe. Note: The file may appear as setup depending on your File Explorer settings. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I update the registration code in SureFire? This guide shows you how to update the registration code in SureFire. ⚠️ Before You Begin You will need: Admin access to log into SureFire New EFIN and Registration Code 📊 Step-by-Step Guide Step 1: Log into SureFire as Admin Use this when you need to access the setup tools. Log into SureFire as Admin. Step 2: Open the Setup Assistant Use this to reach the registration settings. Click Tools Utilities/Setup Assistant Setup Setup Assistant. Step 3: Go to the Register Software tab Use this to update your registration information. Click the Register Software tab. Step 4: Enter your new registration details Use this to update your EFIN and Registration Code. Enter the new EFIN and Registration Code. Step 5: Register the code Use this to apply the new registration code. Click Register Code. Step 6: Save and close Use this to finish the update. Click Save and Close. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is the "What If?"" tool for SureFire Install Version? This article explains how to use the "What If?"" tool and how to start and complete the return. ⚠️ Before You Begin Make sure you are ready to start and complete the return before using the "What If?"" tool. 📊 Step-by-Step Guide Step 1: Use the "What If?"" tool Use this when you want to explore what might happen before finalizing your return. Using the "What If?"" tool Step 2: Start and complete the return After reviewing your scenario, make sure you finish the return process. Start and complete the return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I use the SureFire Support site to see if there is a check ready to print for a taxpayer? This guide shows you how to check whether a taxpayer has a check that is ready to print (or has already been printed) using the SureFire Support site. ⚠️ Before You Begin You will need: Admin login access to the SureFire Support site SSN or EIN for the taxpayer Tax year to search 📊 Step-by-Step Guide Step 1: Navigate to the Support site Use this when you need to access the SureFire Support tools. Navigate to the Support site. Step 2: Log in as Admin Use this when you need the correct permissions to run the return query. Log in as Admin. Step 3: Open Return Query Use this when you need to search for the taxpayer’s e-file information. Click Return Query under the E-File dropdown menu at the top. Step 4: Enter the taxpayer identifier Use this when you need to locate the correct taxpayer record. Enter the SSN or EIN. Step 5: Select the tax year Use this when you need to narrow results to the correct filing period. Select a tax year from the Tax year to search list. Step 6: Run the search Use this when you want to view the taxpayer’s e-file entries. Click Search. The customer name or company name displays, with the newest e-file received at the top of the list. Step 7: Open customer detail information Use this when you need to view disbursement details for the selected customer. Click Select to open detail information for the customer. Step 8: Check Disbursements for print-ready checks Use this when you need to confirm whether checks are ready to print or already printed. Click Disbursements. From there, you will be able to see if there are any checks that are ready to print or have been printed. You can also see the authorization number and disbursement amount. ❌ Note If Disbursements shows that there is a check ready to print, but you have not received the authorization record, please open a support case to receive assistance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How Do I Verify if SureFire Database is Pointing to the correct ODBC Data Source? This guide helps you verify that your SureFire database is pointing to the correct ODBC data source. ⚠️ Before You Begin Make sure you are at your Windows computer and ready to open the Run dialog. 📊 Step-by-Step Guide Step 1: Open the Run dialog Use this when you need to open a Windows command prompt-style window. Press Windows+R. Step 2: Enter the command Use this when you need to type a command into the Run window. On the "Open"" line 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I view my pay-per-return order history in SureFire? This guide shows you how to view your pay-per-return order history in SureFire. ⚠️ Before You Begin You will need access to the SureFire main menu to open the PPR Support options. 📊 Step-by-Step Guide Step 1: Open the Help menu Select Help from the main menu. Step 2: Choose PPR Support Select PPR Support. Step 3: View your order history Click View Order History. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do you edit tax form defaults for states in SureFire? This guide explains how to add states and update the tax form defaults you want included in SureFire. 📊 Step-by-Step Guide Step 1: Add the state in the Main Info form Use this when you need to load the correct state forms. Under the state information section on the Main Info form, add the state and the state forms will populate. Step 2: Update Tax Form Defaults for the state Use this when you need to control which state information is included in Tax Form Defaults. Once the state forms have been loaded, update the state information you wish to include as part of Tax Form Defaults. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is a Preparer ID? The Preparers ID can be any combination of letters and/or numbers, such as the preparers first name, initials, or SSN. This entry is case-sensitive. In order for SureFire to recognize the Preparers ID, you must enter it exactly the same way it was entered originally. For example, if the Preparers ID was originally entered as Sadie, SureFire will not recognize SADIE or sadie. 📚 What This Guide Covers This guide explains: What a Preparer ID is and what you can enter How to enter/setup Preparer IDs in SureFire 2017 What the preparer should do with the Preparer ID on the return ⚠️ Before You Begin You will need: Access to SureFire 2017 Login as the Admin user 📊 Step-by-Step Guide Step 1: Log into SureFire 2017 Use this when you need to access the setup tools. Log onto SureFire 2017 as the Admin user. Step 2: Open Setup Assistant Use this when you need to configure setup options. Click on toolsSetup/Setup Assistant Click on Setup\Setup Assistant Step 3: Add preparers Use this when you need to enter the Preparer ID for each preparer. Add the preparers on the preparer information tab. Step 4: Provide the Preparer ID to the preparer Use this when you need the preparer to enter the ID so it pulls into the return. Provide the preparer with the preparer ID. They will enter the ID on the 8879 or on the main info and the preparer information will be pulled in on the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How many prior years of my program are supported? Here is our support timeline for prior years of your program, including what we can help with during and outside of tax season. ⚠️ Support Availability We currently provide phone, email, web ticket, and chat support for the most current software release as well as the previous two years' releases during tax season.   Outside of tax season (January-April), we are able to support the current tax year plus sixyears prior. Support for products developed over sixyears ago is no longeravailable. 📝 Important Note for Older Software Note: For resolution to issues involving older software, please utilize the self-service tools such as Help inside the software and the Knowledge Base on the Solution Center. 📚 Additional Information See our Knowledge Base article for a list of non-supported installation types.   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cuntos aos anteriores de mi programa son compatibles? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to add an icon for SureFire to your desktop This guide shows you how to create a desktop shortcut for SureFire. ⚠️ Before You Begin You will need: Access to the drive where SureFire is installed 📊 Step-by-Step Guide Step 1: Find the SureFire installation folder Use this when you need to locate the correct folder on your computer. Browse to the drive where SureFire is installed and locate the UTSxx folder, where xx is the two-digit year (for example, C:/UTS20). Step 2: Create a desktop shortcut Use this when you want an icon on your desktop. Locate and right-click twwxx.exe Select Send to Desktop (create shortcut). Step 3: Rename the icon (optional) Use this when you want to change the shortcut name. Note: You will see the icon on your desktop as twwxx.exe - Shortcut. You can right-click the icon and select Rename to change the name. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Learn what happens after you submit a tax return for e-file, and what options you have if you need to make changes. ❌ Important Reminder Once a return has been submitted for E-File, it is not possible to stop the return after it has been sent. The return will have to come back as rejected in order to make the changes, or an Amendment on the return will need to be done. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to change user permissions in SureFire? This guide shows you how to change a user’s permissions in SureFire. ⚠️ Before You Begin You will need to: Log into SureFire asAdmin 📊 Step-by-Step Guide Step 1: Log into SureFire Use this when you need to access the permissions settings. Log into SureFire asAdmin. Step 2: Open the Setup Assistant Use this to reach the user/group configuration area. SelectTools Utilities/Setup Assistant Setup Setup Assistant. Step 3: Go to the Groups Users tab Use this to view users and their assigned groups. Click on the Groups Users tab. Step 4: Select the user Use this to choose which user you want to update. Select theUsername in the list by clicking on it. Step 5: Open View/Edit Use this to edit the user’s group assignment. Click View/Edit. Step 6: Choose the assigned group Use this to grant the correct permissions level. Use the dropdown list under Assigned group to select the desired group, such as SuperUser. Step 7: Confirm changes Use this to apply the updated group selection. Click OK. Step 8: Save and close Use this to finalize the permission update. Click Save and Close. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to create Taxpayer Reminders in SureFire? This guide explains how to create taxpayer reminders for last year’s clients in SureFire, including what you need to set up so the reminders work properly. ⚠️ Before You Begin Note: This method of flagging last year’s clients is available for all types of returns. In order for the taxpayer reminders to work properly, you must have a note entered on the Preparer Use Form in SureFire xx (Prior Year). 📊 Step-by-Step Guide Step 1: Carry forward prior year data Use this to start the process that creates taxpayer reminders for last year’s clients. In SureFire current year, point to the Tools menu, select Carryforward, and select Prior Year Data. SureFire displays the Carry Forward Prior Year Data dialog box. Make sure the Create taxpayer reminders check box is selected and click OK. Follow the steps to carryforward your prior year data. Step 2: Start a new return and load the carryforward data Use this to load the carryforward data and display the taxpayer reminder. Click Start a New Return and enter the SSN or TIN. SureFire displays a confirmation box. Click Yes to load the carryforward data. Step 3: Review the taxpayer reminder Use this to confirm the reminder and open the return. SureFire displays the Taxpayer Reminder. Click OK and the return opens. 📝 Notes By default, SureFire displays the Taxpayer Reminder each time the return is opened. You can deselect the check box on the General tab of the Setup Options if you do not want the reminder shown each time the return is opened. If both a Flips file and Prep use reminders are present for a return, the Flips file reminder is displayed first, followed by the Prep Use reminder. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to perform a software conversion to move prior year data into your current SureFire software. Preparation - Logging in as Admin Conversion - Running the conversion utility and adding files Carry Forward - Moving the converted data into the current year software ⚠️ Before You Begin Ensure you have the admin username and password. Ensure you have the proper year conversion file or folder. 📊 Step-by-Step Guide Step 1: Sign in as Admin Sign in with the admin username to access conversion tools. Step 2: Open Conversion Utility Click on the conversion tile on the main screen in the software. Step 3: Select Your Conversion Click on the link that goes with the conversion that you are trying to complete. Step 4: Add Files to Convert Run the setup, then click "Add Files To Convert" in the top right. Step 5: Pick Conversion Folder The software should auto-pick the folder if using the proper year. Click OK. Step 6: Convert Selected Files Verify the prior year returns are loaded and selected, then click "convert selected files." Step 7: Monitor Progress Wait for the software to convert the files. Step 8: Close Conversion Tool Once finished, click on close. Step 9: Carry Forward Prior Year Data In your current software, go to Tools > Carry Forward > Prior Year Data. Step 10: Carry Forward Taxpayer Data Click the "Carry Forward Taxpayer Data" button. Step 11: Select User Select the username that has the files you want to convert, then click OK. Step 12: Select Returns Hit "All Clients" in the bottom left and hit OK. Step 13: Save and Edit Once complete, hit "Save and Edit." Step 14: Pull Up New Return Start a new return with the SSN under a non-Admin user. Click "Yes" to carry forward. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to download the installation tax software You can download the current year tax software, and any prior year tax software by doing the following: ⚠️ Before You Begin To download tax software, you will need to: Be able to log into our website 📊 Step-by-Step Guide Log into our website Log into our website at HTTP://surefiretaxsoftware.com Open the Products page After you have logged in, click on Products at the top of the page Select the tax year and download You can now select the Tax Year you and you will see a Download button Get older years (Archive Access) If you need more than 3 years back and weren't our customer, we offer an Archive Access Option.  Call our sales team for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to download and install program updates for your SureFire Tax Software. You will learn how to: Access program updates - Get the latest features and fixes Update modules - Keep state and federal forms current Manual updates - Access your Taxwise account for offline updates 📊 Step-by-Step Guide Step 1: Access Program Updates If you're connected to the internet, use the in-app update feature to get the latest version immediately. Open your SureFire Tax Software Click on [Communications] at the top of the window Click [Get Program Updates] Wait for the software to check and download any available updates Step 2: Update Program Modules Module updates include federal, state, and business form updates that ensure compliance with current tax codes. From the Communications menu, click [Get Program Module Updates] Allow the software to download and install all available modules The software will prompt you when the update is complete Step 3: Manual Update (Offline) If you're not connected to the internet or prefer to download updates manually, you can use your Taxwise account. Go to http://support.taxwise.com in your web browser Log in with your Taxwise account credentials Navigate to the Download section Select and download the updates you need Follow the on-screen instructions to install them Step 4: Reset Your Taxwise Password (If Needed) If you can't remember your Taxwise login credentials, you can reset them from the SureFire website. Visit https://surefiretaxsoftware.com/User/RequestReset Enter your account information Follow the reset instructions sent to your email Return to Taxwise and log in with your new credentials 📞 Still Need Help? If you are having trouble downloading or installing updates, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📧 How to Email a Tax Return for Support This guide explains how to locate and email your tax return file to SureFire support so we can help diagnose and resolve your issue. ⚠️ Before You Begin You will need: Email access (Outlook, Gmail, etc.) Access to your computer's file system Knowledge of which user account created the return you need to send The client's SSN or EIN (to identify the return file) A description of the issue you're experiencing 📋 Step-by-Step Instructions Step 1: Locate the Return File on Your Computer Find where your SureFire return files are stored. Open "This PC" or "My Computer" on your computer Navigate to your C: Drive Find the SureFire folder for the tax year: UTSXX (where XX = the last 2 digits of the tax year) Example: For 2016, look for folder "UTS16" Example: For 2023, look for folder "UTS23" Open the UTSXX folder Open the "Users" folder inside it Find the user folder where the return was created Example: If the return was created under "Guest", open the "Guest" folder Example: If created under "ADMIN", open the "ADMIN" folder Step 2: Identify Your Return File Locate the specific return file using the client's SSN or EIN. In the user folder, you'll see multiple return files with similar names Return file names are based on the client's SSN or EIN Find the file that matches the client's SSN/EIN Example: If the SSN is 111-22-3333, the file might be named "6I111223.333" Example: If the EIN is 12-3456789, the file might be named "6I123456.789" Note the exact filename so you can attach the right file Step 3: Create and Send the Email Compose an email to SureFire support with your return file attached. Open your email program (Outlook, Gmail, etc.) Create a new email Enter the recipient: matt@surefiretaxsoftware.com In the subject line, write a brief description of your issue Example: "Help needed with Form 1040 - Error Code 901" Example: "W2 import issue - need technical support" In the email body, describe your issue in detail: Be specific - Describe exactly what error or problem you're experiencing Include context - When did it start? What were you doing? Provide details - Any error codes, error messages, or specific steps to reproduce Example message: "I'm getting Error Code 235 when trying to print checks for client SSN 111-22-3333. I've already tried repairing the software. The return is attached." Click "Attach File" (usually a paperclip icon) Navigate back to the user folder where you found the return file Select the return file you identified in Step 2 Click "Attach" to add it to the email Click "Send" ✅ What Happens Next After you send the email: Our development team will receive your return file We'll review the details you provided We'll investigate the specific issue We'll contact you with a solution or next steps Processing time is typically within 24-48 hours ⚠️ Tips for Better Support To help us resolve your issue faster: Be detailed - The more specific your description, the faster we can help Include error messages - Copy the exact error message if one appears List reproduction steps - Tell us exactly how to see the problem Send the right file - Make sure you're sending the return with the issue, not an unrelated file One issue per email - If you have multiple problems, send separate emails 📞 Still Need Help? If you have questions or need further assistance, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

⚠️ How to Fix Pending Acknowledgement Error Is your return stuck on "E-File Created" or "Sent to EFC"? When you try to re-create the e-file, does it say the return has already been e-filed? Don't worry - this guide will help you resolve this common issue and get your return submitted successfully! 📋 What This Guide Covers How to verify if a return was actually sent How to find and clean up the TRANSMIT folder How to safely delete stuck e-file records How to re-create and resend your return 🚨 Important: Verify First! Before deleting any files, you MUST verify the return hasn't already been accepted or is awaiting acknowledgment. Deleting files for an already-accepted return can cause duplicate filing issues! Step 1: Verify the Return Status Using Return Query First, check if the return has actually been sent and is awaiting acknowledgment: Go to Return Query (also called EFC Return Lookup) Search for the return using the taxpayer's SSN Check if the return shows as Accepted or Pending/Awaiting Acknowledgment 💡 Tip: Not sure how to use Return Query? Search our knowledgebase for "Return Query" for detailed instructions. ✅ If the return is NOT accepted and NOT awaiting acknowledgment → Continue to Step 2 ⏳ If the return IS awaiting acknowledgment → Wait for the IRS/State response ✔️ If the return IS already accepted → No action needed, the return went through! Step 2: Locate the Software Installation Folder Now we need to find the TRANSMIT folder where e-file records are stored: Find the Sure-Fire Tax Software icon on your desktop for the tax year you're having issues with Right-click on the icon Select Properties 📁 Alternative Method: If you don't have the desktop icon, navigate directly to your C: drive and look for a folder named UTSXX where XX is the last 2 digits of the tax year. For example: • C:UTS24 = Tax Year 2024 • C:UTS23 = Tax Year 2023 • C:UTS22 = Tax Year 2022 Step 3: Open the File Location In the Properties window: Click the "Open File Location" button This will open Windows Explorer to the software installation folder Step 4: Navigate to the TRANSMIT Folder Inside the software folder: Look for a folder named TRANSMIT Double-click to open it Step 5: Find and Delete the Stuck E-File Record Inside the TRANSMIT folder, look for files that match this pattern: EI + SSN + State Code + EX.XML Example: EI111223333USEX.XML 📍 Understanding the File Names: Part Meaning Example EI E-file Indicator (always EI) EI 111223333 SSN (no dashes) For SSN 111-22-3333 US Federal Return US = IRS CA California State Return CA = California NY New York State Return NY = New York ⚠️ Critical Warning: Only delete the file for the SPECIFIC return (Federal or State) that is stuck. For example: • If only the State is stuck → Delete only the state file (e.g., EI111223333CAEX.XML) • If only Federal is stuck → Delete only the federal file (e.g., EI111223333USEX.XML) Why? If Federal was already accepted and you delete both files and resend, you'll get a reject on Federal for duplicate filing! Step 6: Re-Create and Send the E-File After deleting the stuck file: Go back to the tax software Open the return Go to E-File → Create E-File The e-file should now create successfully Send the return as normal ✅ Success! Your return should now be able to be recreated and sent successfully. Check the Return Query again in 24-48 hours to confirm the acknowledgment was received. 📝 Quick Reference: Common State Codes Here are some common state codes you might see in TRANSMIT file names: US = Federal CA = California NY = New York TX = Texas FL = Florida IL = Illinois GA = Georgia NC = North Carolina 🔧 Troubleshooting Can't find the TRANSMIT folder? Make sure you're in the correct tax year folder (UTSXX) The folder is case-sensitive on some systems - look for "TRANSMIT" or "Transmit" Still getting the same error after deleting? Make sure you deleted the correct file (check the SSN and state code) Close and reopen the tax software after deleting Try running the software as Administrator Return Query shows it was accepted but software says otherwise? The acknowledgment may not have synced properly - do NOT resend if Return Query shows Accepted Contact support for assistance with syncing the acknowledgment 🆘 Still Need Help? If you're still experiencing issues after following these steps, our support team is here to help! 📝 Submit a Support Ticket 📞 Call 1-800-516-9442

📚 What This Guide Covers This guide provides instructions for performing a "rename reinstall" to fix the "TW has stopped working" error in the TaxWise software. Preparation - Renaming the existing UTS folder Uninstallation - Removing the software via Control Panel Restoration - Renaming the folder back and running the tech setup 📊 Step-by-Step Guide Step 1: Locate UTS Folder Go to your (C:) drive and find the UTS folder for the tax year experiencing the issue. Step 2: Rename UTS Folder Rename the folder by adding "OLD" to the end (e.g., rename UTS24 to UTS24OLD). Step 3: Uninstall Software Open Control Panel, go to Programs and Features, and uninstall the TaxWise software for the problematic year. Step 4: Restore Folder Name Go back to your (C:) drive and rename the "OLD" folder back to its original name (e.g., UTS24). Step 5: Run Tech Setup Open the UTS folder, navigate to the TWTECH subfolder, and run setup.exe. Follow the prompts to ensure the software is up to date. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to Enter Preparer Information in SureFire The Preparer Information screen in Setup Assistant allows you to enter ERO/Preparer Information to be displayed on the Main Information Sheet or Form 8879 for 1040 returns. ⚠️ Before You Begin You will need to: Access the Preparer Information screen in Setup Assistant. Have the correct ERO/Preparer details available for the preparer you are entering. 📊 Step-by-Step Guide Step 1: Enter Preparer Information (New) Use this when you need to add a new preparer for use on the tax forms. Click the New button. SureFire displays the Preparer Details window. Complete all applicable information related to this preparer. Click OK. SureFire displays the information in the ERO/Preparer Information list. Step 2: Modify Existing Preparer Information Use this when you need to update a preparer already entered in SureFire. Select the preparer you want to modify. Click the View/Edit button. SureFire displays the Preparer Details window. Change any necessary information and click OK. Step 3: Set Default Preparer and Default ERO Use this when you want SureFire to automatically enter defaults on your Tax Form Defaults. SureFire allows you to select a default preparer and default ERO. To do this, click the drop-down list below Default Preparer and/or Default ERO and select the one you want to be entered on your Tax Form Defaults. 📝 Active and Inactive ERO/Preparers You can mark preparers as Active or Inactive. Marking a preparer as Inactive allows you to keep the preparer information in SureFire, but not be visible with active preparers. Step 4: Mark an Active Preparer as Inactive Use this when you want to hide a preparer from the Active list while keeping the information saved. To mark an Active preparer as Inactive, use the following steps: Navigate to the Preparer Information screen in Setup Assistant. The Active tab is displayed. Select the Preparer you want to mark as Inactive and click View/Edit. The Preparer Details window is displayed. Deselect the Active check box. Click OK. Click the Inactive tab and see that the preparer is now displayed here rather than on the Active tab. Step 5: Mark an Inactive Preparer as Active Use this when you want to show a previously inactive preparer in the Active list. To mark an Inactive preparer as Active, use the following steps: Navigate to the Preparer Information screen in Setup Assistant. The Active tab is displayed. Click the Inactive tab. Select the preparer you want to mark as Active and click View/Edit. The Preparer Details window is displayed. Select the Active check box. Click OK. Click the Active tab and see that the preparer is now displayed here rather than on the Inactive tab. Step 6: Continue Setup Use this when you have finished entering preparer information and want to move forward. Once you have finished entering preparer information, click the Next button to configure your printing and network settings. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to perform a fresh installation of SureFire 2016 tax software when reinstallation is necessary. This method ensures you have a clean installation and can restore your data properly. ⚠️ Before You Begin You will need: Administrator access to your computer Internet connection to download the software Knowledge of your anti-virus software About 30-45 minutes for the complete installation Backup copies of your tax data if you want to preserve existing returns 📋 Step-by-Step Instructions Step 1: Prepare Your Anti-virus Settings Before installation, configure your anti-virus software to allow SureFire to run. Open your anti-virus software Find the settings for "Exclusions" or "Allowed Programs" Add the folder C:\UTS16 to your exclusion list Note: Each anti-virus software has different steps - refer to your anti-virus provider's instructions if needed Disable your anti-virus software completely during installation This prevents the anti-virus from interfering with the installation process You can re-enable it after installation is complete Step 2: Remove the Old Installation Rename the existing 2016 folder to prevent conflicts. Open "This PC" or "My Computer" Navigate to the C: Drive Find the "UTS16" folder Right-click on "UTS16" and select "Rename" Change the name to "UTS16OLD" Press Enter to confirm the rename Step 3: Download Fresh Software Get a clean copy of the 2016 SureFire software. Visit the SureFire website Log in to your account Download the 2016 tax software installer Save the installer to an easy-to-find location (like your Desktop) Step 4: Install the Fresh Software Install the new copy of SureFire 2016. Run the installer you just downloaded Follow the on-screen prompts to complete the installation After installation finishes, the program will open Do NOT close the program yet - proceed to the next step Step 5: Apply All Software Updates Ensure your new installation has all the latest updates and fixes. In SureFire, click on the "Communications" menu at the top Click "Get Program Updates" Wait for the updates to download and install Close and restart the program when prompted Open the "Communications" menu again Click "Get Module Updates" This downloads the latest tax form updates Wait for these updates to complete Step 6: Restore Your Data (If You Have a Backup) If you backed up your tax returns before the reinstall, you can restore them now. Locate your backup folder containing the USERS data Open "This PC" or "My Computer" Navigate to C:\UTS16\USERS (on your new installation) From your backup, copy the USERS folder Paste it into C:\UTS16 and choose "Overwrite" when prompted This restores all your previously saved tax returns Step 7: Create User Accounts for Your Data Set up user accounts in SureFire to match your restored data. Check what user folders exist in C:\UTS16\USERS Default folders: ADMIN, GUEST, TRAINING (these already exist) Any other folder names represent additional users you need to create In SureFire, create a user account for each additional folder Example: If you see a "JOHN" folder, create a "JOHN" user account Example: If you see a "CLIENTS" folder, create a "CLIENTS" user account Step 8: Run Database Repair Rebuild the database to integrate your restored data. Open the C:\UTS16 folder on your computer Find the "DBREPAIR" file (it may be a .exe file) Double-click to open the Database Repair tool Check ONLY the box labeled "Populate DB from Returns" Click "Start Repair" and wait for it to complete This may take a few minutes depending on the number of returns Step 9: Verify Your Installation Confirm everything is working correctly. Restart SureFire Log in with each user account you created Verify your tax returns are visible Test opening and modifying a return to ensure everything works ✅ Installation Complete! Your SureFire 2016 software has been freshly installed and updated with your data restored. Your software is now ready to use with all your existing tax returns available. 📞 Still Need Help? If you have questions or run into issues during the installation process, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to add more than 14 transactions of the same type to Form 8949 by duplicating and correctly numbering additional pages. 📊 Step-by-Step Guide Step 1: Duplicate Form 8949 Each page of Form 8949 can accommodate 14 transactions. If you have more, you must create a copy. Open Form 8949. At the top of the form, click the Copy 8949 Pg button to generate a new, blank page for your additional transactions. Step 2: Number the Pages Sequential numbering is required for the IRS to correctly process multiple pages. Once you have duplicated the form, you must assign sequential numbers to each copy: Go to the first (parent) form. Change the copy number from 0 to 1. Go to your newly copied page and change its number to 2. You can continue this process (3, 4, 5, etc.) for as many pages as needed to list all short-term and long-term transactions. 📞 Still Need Help? If you have a very large number of transactions or are using a summary statement, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to transfer your tax data from an old computer to a new one using a full reinstall approach. This method works when standard backup and restore options don't work properly. ⚠️ Before You Begin You will need: An external hard drive or USB drive to transfer data Access to both your old and new computer About 30-45 minutes per tax year Administrator access to both computers 📋 Step-by-Step Instructions Step 1: Create Backup Folders on External Drive Create a separate folder on your USB or external hard drive for each tax year you're transferring. Connect your USB or external hard drive to your old computer For each tax year, create a new folder on the external drive Example: Create a folder named "2015" for tax year 2015 Example: Create a folder named "2016" for tax year 2016 Step 2: Prepare the New Computer Install fresh copies of the software on your new computer before transferring data. On the new computer, install SureFire for each tax year you need (Example: 2015, 2016) After installation, perform a full update for each year: Open Communications menu Click "Get Program Updates" Restart the program Click Communications again, then "Get Module Updates" Step 3: Locate the Original Data on Old Computer Find where your tax data is stored on the old computer. On your old computer, open "This PC" or "My Computer" Navigate to the C: Drive (usually C:\) Look for the SureFire installation folder: UTSXX Example: For 2015, find "UTS15" folder Example: For 2016, find "UTS16" folder Inside the UTSXX folder, locate the "USERS" folder Step 4: Copy Data to External Drive Transfer the user data from your old computer to the external drive. Right-click on the "USERS" folder inside the UTSXX directory Select "Copy" Navigate to the corresponding year folder you created on the external drive Example: If copying 2015 data, go to the "2015" folder on your external drive Right-click and select "Paste" Repeat steps 1-4 for each tax year you need to transfer Step 5: Transfer External Drive to New Computer Move your data to the new computer. Disconnect the external drive from your old computer Connect it to your new computer Step 6: Restore Data to New Computer Move the user folders from the external drive to the new computer's installation. On the new computer, open "This PC" or "My Computer" Navigate to C:\ and find the UTSXX folder (Example: C:\UTS15) Go into the UTSXX folder and locate the "USERS" folder that was installed fresh From your external drive, locate the year folder (Example: 2015) and the USERS folder inside it Copy the USERS folder from the external drive Paste it into C:\UTSXX folder and choose "Overwrite" when prompted Repeat for each tax year Step 7: Create User Accounts for Transferred Data Ensure all user accounts exist in the new software installation. Open the C:\UTSXX folder on your new computer Check the USERS folder to see what user folders are present Default folders (ADMIN, GUEST, TRAINING) already exist Any other folders represent user accounts you need to create In SureFire, create user accounts for each additional folder name found Example: If you see a "JOHN" folder, create a "JOHN" user account in SureFire Step 8: Repair the Database Run the database repair tool to ensure your data is properly integrated. Navigate to C:\UTSXX folder on your new computer Find and open the "DBREPAIR" file In the Database Repair window, check ONLY the box for "Populate DB from Returns" Click "Start Repair" Repeat steps for each tax year (UTS15, UTS16, etc.) ✅ You're Done! Your tax data has been successfully transferred from the old computer to the new one. Your SureFire software should now have access to all your transferred returns and client information. 📞 Still Need Help? If you have questions or run into issues during the data transfer process, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to remove a lock from a Mark to transfer return going to SureFire Web Version within Files SureFire Install Version This guide walks you through removing a lock from a Mark so you can transfer the return to the SureFire Web Version from within the Files SureFire Install Version. ⚠️ Before You Begin Follow the steps below in the Files SureFire Install Version. 📊 Step-by-Step Guide Step 1: Go to the Main info page Use this to start where the return settings are located. Go to the Main info page Step 2: Locate the Type of Return Section Use this to find the return type selection that may be causing the lock. Locate the Type of Return Section Step 3: Remove any selection that has been made Use this to clear the return type so the lock can be removed. Remove any selection that has been made (Bank Products, Efile ONLY, Paper) Step 4: Run Diagnostics Use this to refresh/validate the changes. Run Diagnostics Step 5: Select Mark to Transfer Use this to choose the Mark you want to transfer. Select Mark to Transfer Step 6: Click Communications Transfer to SureFire Web Version Use this to transfer the return to the SureFire Web Version. ClickCommunicationsTransfer to SureFire Web Version. ✅ Success! Return will no longer have a lock 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to locate and send a tax return file to Tech Support for troubleshooting. Navigation - Finding the correct data folder on your C: drive Identification - Locating the specific return file by SSN/EIN Communication - Providing necessary details for support 📊 Step-by-Step Guide Step 1: Open Data Folder In your email client, choose to attach a file and navigate to your UTS folder: C:\UTSXX\Users 💡 Note: Replace "XX" with the last two digits of the tax year. For example, the 2016 folder is C:\UTS16\Users. Step 2: Select Username Folder Open the folder corresponding to the username under which the return was created (e.g., the "Guest" folder). Step 3: Locate Return File Find the file named with the SSN or EIN of the return. Example: If the SSN is 111-22-3333, the file name might look like 6I111223.333. Step 4: Describe the Issue Include a detailed description of the problem in your email. Reference specific line numbers and examples where possible. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to Start a New Regular Backup in SureFire? Use this procedure on a regular basis to make copies of your work to guard against data loss and for permanent storage. ⚠️ Before You Begin Before starting, make sure you are ready to choose: Whether to include E-Files (regular and decorated files, plus Federal archive e-files) Whether to include Deleted Returns The user name(s) and return(s) you want to back up The drive and directory where the backup will be saved 📊 Step-by-Step Guide Step 1: Open the Regular Backup option Use this to start the backup process. Click the Tools menu, point to Backup to Disk and select Regular Backup. Step 2: Start a new backup Use this to begin creating a new backup. Select Start a new backup. Step 3: Choose what to include Use this to control which files are included in the backup. Select the Include E-Files check box if you wish to include regular and decorated files (files needed for reject processing) and Federal archive e-files with the backup. Select the Include Deleted Returns check box to include previously deleted returns with the backup. Step 4: Confirm the initial backup settings Use this to proceed to selecting users and returns. Click OK. Step 5: Select the user name(s) Use this to choose whose returns will be backed up. Select the user name(s) whose returns you want to back up and click OK. Step 6: Select the return(s) to back up Use this to choose specific returns from the list. Select the return(s) you want to back up from the list by doing one of the following: Click each individual file to be included in the backup and click OK. To choose a list of sequential files, click the first one, press and hold the Shift key, and click the last one and click OK. To choose a list of non-sequential files, click the first one, press and hold the Ctrl key, and click additional files and click OK. Click the Select All button. Click OK. Step 7: Choose where to save the backup Use this to select the storage location for the backup. Select the drive and directory where you want the backup to be saved, and click OK. Click OK. ❌ Important Note About Overwriting If an earlier backup exists you will receive a Confirm dialog box telling you the files will be overwritten. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to start a New Return in SureFire This information includes steps for the 1040 individual package. Some steps may vary slightly, depending on the package you use. ⚠️ Before You Begin Have the primary Social Security Number (SSN) for the tax return available. 📊 Step-by-Step Guide Use this when you need to start a new 1040 individual return in SureFire. Step 1: Start a New Return Do one of the following: Click the Start a New Return link on the home page. Click the File menu and click Start a New Return. Press the Ctrl+N keys. Step 2: Enter the Primary SSN Enter the primary Social Security Number for the tax return in the SSN box and press the Tab key. Step 3: Handle SSN Re-keying (If Not Carrying Forward) If you are not carrying forward prior year data, enter the SSN again in the Re-key SSN box and click OK and the return will open. Step 4: Load Carry Forward Data (If Available) If you carried forward prior year data for the SSN, SureFire displays a message box similar to the following:   Click Yes to load carry forward data. If there is carry forward data and you select Yes to load it, the return loads at this point and you do not have to re-key the SSN. 📝 Notes Note: By default, the Use SSN to name file feature is enabled. If this check box remains selected, SureFire automatically inserts the SSN in the File name box. If this check box is de-selected and the feature is disabled, you must enter a different file name in the File name box. By default, the Prompt if Return not Carried Forward feature is disabled. If this check box remains deselected, you will not receive a prompt when starting a new return with a taxpayer SSN that was used in a return last year, but not carried forward. If this check box is selected and the feature is enabled, you will be prompted when you start a new return with a taxpayer SSN that was used last year. Step 5: Confirm Carry Forward (If Prompted) Click Yes to carry forward and load data into the new return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to unbatch e-files in SureFire? E-files may be batched when you are trying to transmit. This guide shows you how to unbatch them so you can continue sending returns normally. ⚠️ Before You Begin Make sure you are in the transmission flow where the program prompts you to unbatch. 📊 Step-by-Step Guide Step 1: Open Communications Use this when you need to access the sending options. Go to communications. Step 2: Start sending Federal/State returns to EFC Use this when you need to begin the transmit process. Click send Federal/State returns to EFC. Step 3: Unbatch when prompted Use this when e-files are batched and you want to send them individually. The program will prompt you to click the option unbatch. Click it and continue to send returns as normal. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Return Query?Return Query (also called EFC Return Lookup) is a tool that lets you:Check the e-file status of any tax returnSee if a return was accepted or rejected by the IRSFind out why a return was rejected and what needs to be fixedCheck bank product status and refund disbursement info⚠️ Before You BeginYou will need your Client ID and password to log into the TaxWise Solution Center.Do not know your login info?Go to https://surefiretaxsoftware.com to find your Client IDUse the "Forgot Password" feature on the TaxWise login screenCheck your junk/spam folder for the password reset email📊 Step-by-Step: How to Look Up a ReturnStep 1: Log Into the TaxWise Solution CenterOpen your web browser and go to: https://support.taxwise.comEnter your Client ID, username, and password to log in.Step 2: Go to Return QueryOnce logged in:Click on "E-File" in the menu at the topClick on "Return Query"Step 3: Search for the ReturnEnter the taxpayer information:SSN (Social Security Number) for individual returns, OREIN (Employer Identification Number) for business returnsThe Tax Year will default to the current year. Change it if needed, then click Search.📄 Understanding the ResultsGeneral Information ScreenThe first screen shows the General Information for the return, including:Federal e-file status (Accepted, Rejected, Pending, etc.)Bank product statusState e-file status (click the State links for details)Refund disbursement information❌ How to Find Why a Return Was RejectedIf a return was rejected, follow these steps to find out why and what needs to be fixed.Step 1: Click "Reject History"On the return details page, click the "Reject History" link to see all rejects for this return.Step 2: View the Most Recent RejectDouble-click on the most recent reject in the list to see the details.Step 3: Click the Reject CodeClick on the Reject Code link to see:The explanation of what caused the rejectThe actual value in the return that is causing the problem💡 Example: Understanding a RejectIn the example below, the reject is caused by the SSN of the first dependent. The SSN entered in the return does not match what the IRS has on file.To fix this: Verify the dependent SSN with their Social Security card and correct it in the return.📝 Common Reject ReasonsSSN/Name mismatch - Name or SSN does not match IRS recordsDependent already claimed - Someone else already claimed this dependentPrior year AGI incorrect - The AGI entered for identity verification is wrongIP PIN required - Taxpayer has an Identity Protection PIN that was not enteredDuplicate filing - A return with this SSN was already accepted📞 Still Need Help?If you need help understanding a reject code or fixing a return, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 I am unable to connect to PPR system The SureFire PPR system is usually scheduled to be activated in early January each year. ⚠️ Before You Begin If you are trying to connect outside of the activation window, the system may not be available yet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 I am unable to open a return purchased through PPR This guide explains what to do when you cannot open a return you purchased through PPR. ⚠️ Before You Begin This can occur when you have a corrupt or missing authorization file. 🛠️ Step-by-Step Guide Step 1: Check your authorization codes Use this when you need to verify whether your authorization codes are present. Check your authorizations by pointing to PPR Support on the Help menu, and then selecting View authorization codes. Step 2: Continue through the authorization screen Use this to move to the list of purchased returns (if available). Click Next. Step 3: If your purchased return is listed Use this when you see the return you purchased in the list. If the return you purchased is listed, click Back. Choose the Restore authorization codes option, and then click Next. On the following screen, click Finish. Step 4: If your purchased return is not listed Use this when the return you purchased does not appear in the list. If the return you purchased was not listed, click Exit. You may now proceed to purchase the return authorization normally. ✅ Success! You should be able to open the return after the codes are restored. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 I do not have the option to create the state e-file in SureFire If you run diagnostics and you are not given the option to create the state e-file, this guide will help you check the setting that controls whether SureFire prepares the electronic state return. ⚠️ Before You Begin Make sure you have already run diagnostics and confirmed that the state e-file option is not appearing. 📊 Step-by-Step Guide Step 1: Check the State form e-file selection Use this when you need to enable the state e-file option. Verify that you have selected the Yes box on the State form regarding the question that asks if you would like to electronically file the return. ✅ Success! After selecting Yes on the State form, you should be able to create the state e-file during the e-file process. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 I/O 32 Error 32 When Printing This guide explains how to resolve the I/O 32 Error 32 issue that can occur when printing in SureFire. ⚠️ Before You Begin Make sure you know the drive letter where SureFire is installed, since you will need it to locate the spooler folder. 📊 Step-by-Step Guide Step 1: Close and re-open SureFire Use this when you need to fix the printing error quickly. To correct this problem, close and re-open SureFire. Step 2: Delete the contents of the SureFire Spooler folder (if the issue reoccurs) Use this when the error happens again after restarting. If the problem reoccurs when printing this return, you need to delete the contents of the X:\UTSxx\Spooler folder (where X: is the drive on which SureFire is installed, and xx corresponds to the tax year of your program). ❌ Troubleshooting Note If you delete the spooler contents and the error still continues, please contact support so we can help you further. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Importance of Overrides It’s important to understand Overrides and how they may affect tax returns. 📚 What is an Override? An Override is caused by pressing F8 on your keyboard and allows you to replace the value of any field—whether it’s calculated or free entry—with any value you wish. An Override is sometimes used when the tax preparer feels the software’s calculations are off. ⚠️ Why Overrides Matter While one or two Overrides typically won’t cause any issues, having them present in the return when they’re not necessary can cause rejects or calculation errors. Because an Override forces a different value than what’s calculated, this changes the calculations down the ladder and can cause further deviations. 📝 What to Do Before E-Filing Please check any and all Overrides when e-filing a return to ensure that they are necessary. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Diagnostic Error - Invalid "In Care Of" Field This guide explains how to fix the "Invalid In Care Of" error that appears when running diagnostics on a return for a surviving spouse. ❌ Error Message "Invalid In Care Of" appears when running diagnostics or submitting a return for a deceased taxpayer. What it means: The "In Care Of" field is improperly formatted and needs correction. 📋 Understanding "In Care Of" The "In Care Of" (In Care Of) field is used on tax returns for a deceased taxpayer's final return when the surviving spouse is handling the return. ⚠️ When You Need This Field Use "In Care Of" when: The taxpayer is deceased The surviving spouse is filing the final return The return needs to indicate it's on behalf of the deceased person 📋 How to Fix This Error The Fix Enter the "In Care Of" information in the correct format. On the Main Information Sheet, find the "In Care Of" field Enter the format exactly as shown: % Surviving Spouse Name Start with a percent sign: % Followed by a space Then the surviving spouse's full name ✅ Example Correct format: If the surviving spouse name is John Smith, enter: % John Smith Step-by-Step Open the return in SureFire Navigate to Main Information Sheet Find the "In Care Of" field Clear any existing content Type: % (percent sign + space) Type the surviving spouse's full name Example: % John Smith Save the return Run diagnostics again to verify the error is gone ⚠️ Important Notes Always include the % symbol at the beginning Include a space after the % symbol Use the surviving spouse's full name (first and last) Do not use initials or abbreviations 📞 Still Need Help? If you need help with the "In Care Of" field or continue to get errors, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Increasing the Text Size on Tax Forms This guide shows you how to increase or decrease the text size on your tax forms. ⚠️ Before You Begin You will need to have an opened return in SureFire. 📊 Step-by-Step Guide Step 1: Open your return In an opened return, click the View menu. Step 2: Change the tax form text size Select Edit Tax Form Size. Step 3: Choose a size Select the size of the text and it will update automatically.   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Individual cover sheet not printing my name in SureFire This guide walks you through fixing the issue so your name (and other office information) prints correctly on the Individual cover sheet in SureFire. ⚠️ Before You Begin Please follow these steps to correct the issue: 📊 Step-by-Step Guide Step 1: Login as Admin Use this when you need to access the setup tools required to update office information. Step 2: Go into the Tools Menu Use this when you need to reach the utilities and setup assistance options. Step 3: Select Utilities/Setup Assistance Use this when you need to open the setup assistance area. Step 4: Go into the Setup Menu Use this when you need to access the specific setup section for office information. Step 5: Click on Setup Assistance Use this when you need to begin updating the office details used by the cover sheet. Step 6: Click on Office Information section Use this when you need to update the name/address/company fields. Step 7: Fill in the missing name, address, company name, etc. Use this when you need to correct any missing or incorrect office information. Step 8: After completing the information, click on Save and Close Use this when you need to store the updated information so it can be used on the cover sheet. ✅ Next Step Go back into the return, the information should then display within cover sheet at this time. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to insert a blank line on a SureFire statement. ⚠️ Before You Begin Make sure you are viewing the statement and your cursor is positioned in the correct location. 📊 Step-by-Step Guide Step 1: Place your cursor Press ALT+INSERT while the cursor is on the line below where you want the line to appear. (The blank line is inserted above the line where the cursor is located.) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Install Shield errors 5006 or 5009 when installing This article explains what the common InstallShield error codes 5006 and 5009 mean and what you can do to resolve them. ⚠️ Before You Begin Before troubleshooting, note the exact error code and the full message (including any additional numbers like 0x80070002). This will help you find the correct fix below. 📊 Error Code Meanings & Fixes Step 1: Identify which 5006 variation you received Use this when you see an error starting with 5006. 5006 0x80070002 - This means a file necessary for the update is missing, such as data1.cab or setup.inx. You should contact technical support. 5006 0x80070003 - This occurs because the Documents folder has an invalid target. Right-clickthe Documents folder, select Properties, and click Restore Default. 5006 0x80070052 - This means a directory or file cannot be created -- make sure you have sufficient rights on the machine. Log in to Windows as an Administrator and try installing under that user. Also, delete the contents of the current user's Temp directory (usually C:\Users\[User Name]\AppData\Local\Temp) and then reboot. 5006 0x80070070 - This indicates that your drive(s) is low on space. This could be indicative of either the C: drive (or whatever drive Windows is installed on) or another volume if you are installing SureFire to a drive other than the C: drive. This could also indicate that Disk Quotas have been set too low. Free up some hard drive space by deleting files or programs, and then try running Setup again. Step 2: If you see 5009, check for Windows damage Use this when the installer shows 5009. 5009 - This is usually a sign of a damaged Windows installation, perhaps even a virus infection. You should check your system for viruses, and have a technician examine your system's integrity. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Integer overflow error when opening or starting a return in SureFire Changing your Windows Display settings from 120 DPI (dots per inch) to 96 DPI may solve the problem. ⚠️ Before You Begin Windows XP note: Microsoft stopped support for Windows XP on April 8, 2014. The 2014 and newer CCH Small Firm Services products are not supported on Windows XP. 📊 Step-by-Step Guide Step 1: Open your Windows Display settings Use this when you need to change your Display DPI setting. Right-click the background of your Windows Desktop, and then select Properties. Step 2: Go to the Advanced settings Use this when you need to access the DPI adjustment. On the Settings tab, click Advanced. Step 3: Set Display DPI to 96 DPI Use this when you need to adjust the Display DPI setting. On the General tab of the Advanced Settings dialog box, adjust the Display DPI setting to 96 DPI, and then click OK. Step 4: Apply the change Use this to finish applying the Display settings. Click OK in the Settings dialog box. 📝 Important Note Do not use Classic, Soothing, or DOS Classic on the Color Setup tab in the SureFire Setup Options. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title Here This guide explains the Internal Error Method not found: 'System.String' issue and how to fix it. ⚠️ Before You Begin Make sure you can install or reinstall the required .NET Framework on the PC. 📊 Step-by-Step Guide Problem: When running diagnostics you receive the error "Internal Error Method not found: 'System.String'" Solution: This is due to Microsoft's .NET Framework being damaged or missing. Install\/reinstall the latest version of .NET Framework. (at least version 4.6.2)      📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Invalid Index when pulling Acks This guide helps you resolve an Invalid Index error that can occur when pulling acknowledgements (Acks). ⚠️ Before You Begin Please follow the steps below in order. This process requires downloading and running a required Microsoft component installer. 📊 Step-by-Step Guide Step 1: Close the program Use this when you need to stop the current session before installing the required component. Close the program. Step 2: Download and run the required file Use this when you need to install the missing runtime components. run this file after downloading http://download.cchsfs.com/pa/CRRedist2008.zip Step 3: Log back in Use this when you need to refresh your acknowledgements after the install. after that log back in and your acknowledgements should show up. ✅ Success! If the steps were followed correctly, your acknowledgements should show up after you log back in. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Invalid Index When Starting a New Pay-Per-Return in SureFire When starting a new pay-per-return you are getting an Invalid Index. This guide will help you fix the issue. ⚠️ Before You Begin Make sure you have your SureFire registration code available. 📊 Step-by-Step Guide Step 1: Check your registration code This error may happen if you have not entered your registration code. Make sure you have entered your registration code in the Setup/Setup Assistant screen of your SureFire Software. Step 2: Try starting the new pay-per-return again After entering your registration code, restart the process. Once the registration code is entered, start your new pay-per-return again and confirm the error is resolved. ❌ If You Still See “Invalid Index” This may be caused by your registration code not being entered in the correct place. Re-check the Setup/Setup Assistant screen and ensure the registration code was entered correctly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Security Requirements: User Accounts & Password Rules This guide explains the updated IRS Security Requirements for handling sensitive taxpayer data, including the new requirement for user accounts and the password guidelines you must follow. ⚠️ Before You Begin All users are required to establish a user account and password. 📊 Password Requirements Use this when you need to create or update your password to meet IRS Security Requirements. 8 - 20 characters At least 1 UPPER case letter At least 1 lower case letter At least 1 number At least 1 punctuation or special character (ex.? ! $ * ) Spaces are allowed 🔐 New Login Restrictions (Starting With 2016 Release) Use this to understand what happens after repeated failed logins. Step 1: Know the lockout rule Starting with the 2016 release and all future releases, the new login restrictions will be included. After 5 failed login attempts, users will be locked out of the system. Step 2: Understand who can unlock users Although users will be locked out after 5 failed attempts, Administrators will be able to unlock these users. Step 3: Know the Admin unlock requirement Admin users who are locked out will be required to enter the product activation code or registration code to unlock the Admin account. 📚 Background: Why This Changed The IRS Security Summit has adopted stricter requirements for handling sensitive taxpayer data. As members of the Summit, we are upgrading our products to meet the recommendations and best practices set forth by the Summit in IRS Publication 4557, Safeguarding Taxpayer Data. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Is it available E-signature for Previous Years in SureFire? - Problems with E-signature for Previous Years. E-signature is only available for Current Year. ⚠️ Before You Begin If you are trying to use E-signature for a prior tax year, please note: E-signature is only available for the Current Year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Is there a reason why a password is now required in my SureFire software? TheIRS Security Summitimposed stricter requirements for handling sensitive taxpayer data.   As members of the Summit, our products conform with the recommendations and best practices set forth by the Summit inIRS Publication 4557,Safeguarding Taxpayer Data. ⚠️ Before You Begin The initial release of SureFire will require all users (except the Training user and other users assigned to the Training security group) to establish a password associated with their user name. 📊 Password Requirements Use this when you need to create a password that meets the new security rules. 8-20 Characters 1 UPPER case letter 1 lower case letter 1 number 1 special character (ex. ? ! $ _ *) Upon installation, you will be prompted to enter a password immediately for the ADMIN user. 📊 Additional Security Changes User passwords will expire after 90 days. After this time period, you will be required to enter a new password for all users that follow the guidelines above. Users are required to reenter their password after being logged into SureFire for 24 hours regardless of activity. Users are required to reenter their password after 30 minutes of inactivity in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains what to do when K-1 interest information does not calculate to Schedule B, including how to un-estimate and re-allow transfers. ⚠️ Before You Begin Open the forms you are working on and locate the K-1 transfer destination shown in the Where entered column. 📊 Step-by-Step Guide Step 1: Check where the K-1 data is going Look carefully at the forms and lines to which K-1 information will carry, as shown on-screen in the Where entered column. If you have made a manual entry directly on one of these lines prior to completing the K-1, the K-1 information will have nowhere to go. Step 2: Understand the estimated/override behavior When there is manually entered data in an entry and K-1 data transferring to the same entry, Sure-Fire does two things: Sure-Fire allows the manually entered data to override the K-1 data. The entry is automatically marked as overridden. Sure-Fire flags the entry as estimated. The estimated status alerts you that there is a problem with the entry and will prevent the form from checking off as complete. Step 3: Un-estimate and allow K-1 transfer Press Shift+F3 to un-estimate the entry. Then press Shift+F8 to allow the K-1 data to transfer in. The entry should then look like a normal calculated entry (yellow text). Step 4: Re-enter manual data if needed The manually entered data will have to be re-entered, if appropriate. Step 5: Best practice We strongly recommend that you complete K-1 Worksheets before making any entries on forms to which K-1 data carries. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 K1 Information not flowing to QBI This guide shows you where to check the K1 P/S line 20 to troubleshoot K1 information not flowing to QBI. ⚠️ Before You Begin Open your K1 and locate the K1 P/S line 20. 📊 Step-by-Step Guide Step 1: Check K1 P/S Line 20 Use this when you need to verify the K1 P/S line 20 entry. On the K1 P/S line 20: 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Keep getting program crashing when opening SureFire This guide helps you fix a problem where SureFire crashes and shuts the whole program down when opening it on all workstations. ⚠️ Before You Begin Please note: If you have a network install, you must close SureFire on all workstations before starting the repair. 📊 Step-by-Step Guide Step 1: Run DBR Use this when you need to start the database repair process. Run DBR. Step 2: Close SureFire on all workstations Use this when you need to ensure no one is using the program during the repair. Close the SureFire program. If you have a network install, be sure to close the program on all workstations. Step 3: Browse to the SureFire install drive and run the repair command Use this to locate the SureFire installation and start the repair. Browse to the drive where SureFire is installed via CMD or StartRun (for example, T:\UTS**\dbrepair c) For CMD hit Enter and from Run click OK Step 4: Start the repair Use this to begin the database repair and wait for it to complete. Click Start repair. The Log box will display "Done"" when the repair is finished Step 5: Close the database repair window Use this after the repair completes to return to normal operation. Close the database repair by clicking X in the top-right corner of the window Step 6: Open SureFire Use this to confirm the crash issue is resolved. Open SureFire " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to use keyboard shortcuts to improve efficiency while working in the SureFire Desktop application. ⚠️ Before You Begin You will need the SureFire Desktop application running so you can try the shortcuts as you read. 📊 Step-by-Step Guide Tip: Use the shortcut categories below (Function Keys, Alt Key Shortcuts, Ctrl Key Shortcuts, and Shift Key Shortcuts) to quickly find what you need. Function Keys F1: Display Help F2: Save Return F3: Estimate F5: Calculator F6: Show 2nd Form F7: Return Status F8: Override Entry F9: Link Form F10: Close Form / Return F11: Insert Variable Alt Key Shortcuts Alt + Insert: Insert a line Alt + F1: View Context-Sensitive Help Alt + F9: Sort Ascending Alt + F10: Sort Descending Alt + Delete: Delete a line Alt + Enter: Object Properties Ctrl Key Shortcuts Ctrl + Page Up: Previous Page / Form Ctrl + Page Down: Next Page / Form Ctrl + N: Start a New Return Ctrl + O: Open Return Ctrl + Y: Open Return by SSN / EIN Ctrl + I: Apply for ITIN Ctrl + U: Change User Ctrl + Q: Search / Query for Taxpayer Ctrl + P: Print This Return Ctrl + F9: Auto Link Depreciation Worksheet Ctrl + Z: Undo Entry Text Ctrl + Y: Redo Ctrl + C: Copy Entry Text Ctrl + X: Cut Entry Text Ctrl + V: Paste Entry Text Ctrl + Delete: Delete Entry Text Ctrl + A: Select All Ctrl + F: Find Ctrl + F3: Find Next Ctrl + L: Replace Ctrl + E: Go to Required Entry Ctrl + F10: Add Form / Display Form List Ctrl + Alt + W: Go to Web Ctrl + T: Show Forms Tree Ctrl + H: Print Checks Ctrl + S: Send Federal / State Returns To... Ctrl + G: Get Acks, Mail, and Updates Ctrl + D: Run Return Diagnostics Ctrl + M: Make e-Files Ctrl + B: Backup to Disk Ctrl + R: Restore from Disk Shift Key Shortcuts Shift + F1: IRS Instructions Shift + F3: Un-Estimate Shift + F8: Un-Override Entry Shift + F9: Remove Form Shift + F10: Add New Copy Shift + F11: Pause Timer Other Useful Shortcuts Space Bar: Open a drop-down list Ctrl + F10: Add New Form Shift + F10: Copy This Form ❌ Common Errors If a shortcut doesn’t work, double-check that you’re in the SureFire Desktop application and not in another program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Library not Registered When printing, you may see an error that says library not installed. This guide walks you through the recommended fixes. ⚠️ Before You Begin Before you start, make sure you can access the computer where the printing issue is happening (including the networked CPU, if applicable). 🛠️ Step-by-Step Troubleshooting Step 1: Run a Control Panel Repair Use this when you need to fix the library issue using the built-in repair option. First, try a Control Panel repair. Step 2: Re-run TWTECH on the Networked CPU Use this when the Control Panel repair does not resolve the error. If the Control Panel repair does not work, re-run the TWTECH on the networked CPU. ❌ Troubleshooting Note If you still see the message after completing both steps, you may need additional support to confirm the library installation status and network configuration. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to use the Linking feature to move information from one form to another. ⚠️ Before You Begin Open the form(s) you want to link so you can right-click the appropriate fields. 📊 Step-by-Step Guide Step 1: Set up Linking Linking lets information flow through links so you don’t re-enter the same data. Linking is the function of the software that allows information to flow from one form to another through links. With Linking, you can save time by not entering the same information over and over again. If you know that information that goes on a line would come from another form, try linking to it by doing the following: Set up a Link by right-clicking a field on a form, then select Link.          Step 2: Choose the destination After you click Link, you will be taken to another window that gives you the option of establishing a link to a new form, or to view an existing link.        📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket: https://surefiretaxsoftware.com/User/NewTicket

📚 What This Guide Covers This guide explains how to use the Business Vehicle Worksheet in SureFire to calculate deductible expenses for business vehicles. This worksheet allows you to: Calculate gas and other operating expenses for up to four vehicles. Determine the deductible amount based on business use percentage. Handle parking fees, tolls, and vehicle depreciation. 📊 Step-by-Step Guide Step 1: Open the Worksheet The worksheet is the primary tool for vehicle expense calculation. Navigate to and open the Vehicle Wkt form. Enter the name of the individual or business at the top of the form. Step 2: Enter Vehicle Details Provide details for each vehicle being claimed. For each vehicle, enter the following: Description of the vehicle. Business miles driven. Total miles driven. 💡 Pro Tip SureFire automatically calculates the percent of business use. If you already know the percentage, you can skip the mileage entries and enter it directly on the Business use percent line. Step 3: Enter Expenses List the actual costs associated with the vehicle. Enter your expenses for each vehicle. Note that: The worksheet totals the expenses and calculates the deductible amount based on the percent of business use. Parking fees and tolls are added at 100% (not subject to the business use percentage). Step 4: Handle Depreciation Depreciation is handled separately from operational expenses. To enter depreciation for these vehicles, link from Form 4562 to a Depreciation Worksheet. You must use a separate worksheet for each vehicle. ⚠️ More Than Four Vehicles? If you have more than four vehicles to list, you can duplicate the form by pressing Shift+F10. 📞 Still Need Help? If you have complex vehicle expense scenarios, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title: Correcting Mailing Label Margin Misalignment This guide shows you how to adjust mailing label margins so the printed labels align correctly. ⚠️ Before You Begin Make small margin changes and test on-screen when possible. 📊 Step-by-Step Guide Step 1: Start with small margin adjustments A margin adjustment of .25" is more than likely too large. A good starting value is .07", adjusting as necessary by +\/ - .01" or .02" until the printed labels are satisfactory. Step 2: Use Print to Screen to fine-tune Using the Print to Screen option allows you to fine-tune the adjustments without wasting labels or paper. Step 3: Confirm your printer alignment settings In addition, your printer must be set to print 60 lines per page for the labels to align properly. Hint: Set the top margin to .60" and the left margin to .50". Step 4: Make only slight modifications Remember, it is best to make only slight modifications when attempting to correct misalignment of mailing label margins. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Mailing labels missing columns or rows after adjusting margins This guide helps you fix mailing labels that are missing columns or rows after you adjust margins. ⚠️ Before You Begin Start with small margin changes. Large adjustments are a common cause of missing columns or rows. 📊 Step-by-Step Guide Step 1: Reduce the margin adjustment Use this when you need to correct missing columns or rows after changing margins. To correct this problem, start with small adjustments. A margin adjustment of .25" is more than likely too large. Step 2: Try a smaller starting value Use this to find the right margin setting. A good starting value is .07"" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Message: "The e-files just transmitted have been erased" After Sending E-Files in SureFire This indicates that the transmission has been sent, and the e-filed information (only--not the return data) has been erased. You do not need to re-create the e-file. ⚠️ Before You Begin Note: If the e-files that were just transmitted were not erased, you can delete the e-file. 📊 Step-by-Step Guide Step 1: Open the Setup Assistant Use this when you need to access the tools to erase e-files. Click the Tools menu and select Utilities/Setup Assistant Step 2: Erase the e-files Use this when you need to remove e-files that were not erased after transmission. Click File and select Erase e-files.... Step 3: Select the e-files Use this to choose which e-files you want to erase. Select the e-files and click OK. Step 4: Confirm the warning Use this to permanently erase the selected e-files. Click Yes to the warning, (209) WARNING! These E-files will be permanently erased! Continue? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the Michigan City form and shows you how to find the city abbreviations needed for box 20 of Form W-2. What the Michigan Cities Common Form covers - how it satisfies income tax filing requirements for participating cities How to find city abbreviations - steps to locate the abbreviations to enter in box 20 of Form W-2 ⚠️ Before You Begin Before you start, make sure you know you will be entering the appropriate city abbreviation for the city so any local withholding from that city will be calculated on MI form CF-1040ES. 🔍 Michigan City Form This common form will satisfy the income tax filing requirements for 19 of the cities that impose a city tax. The following cities accept the Michigan Cities Common Form as of 2010: Albion Battle Creek Big Rapids Flint Grand Rapids Grayling Hamtramck Highland Park Ionia Jackson Lansing Lapeer Muskegon Muskegon Heights Pontiac Portland Saginaw Springfield Walker To see a list of the abbreviations to be entered in box 20 of Form W-2, follow the steps below. 📊 Step-by-Step Guide: Show City Abbreviations Step 1: Open Help Use this when you need to access the Michigan city name list for W-2 abbreviations. In a Michigan form, press F1. Step 2: Expand Michigan in the Navigation Pane Use this when you need to locate the Michigan city names for W-2. In the navigation pane, click the plus sign (+) next to Michigan. Step 3: Open the W-2 City Names List Use this when you need the abbreviations to enter in box 20 of Form W-2. Click the link to Michigan city names for W-2. Step 4: Enter the Correct Abbreviation Use this to ensure local withholding is calculated correctly. Enter the appropriate abbreviation for the city so any local withholding from that city will be calculated on MI form CF-1040ES.  📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Missing SureFire icons on desktop using Windows 10 This guide helps you create a SureFire desktop shortcut when the icons are missing on Windows 10. ⚠️ Before You Begin You will need: Access to the drive where SureFire is installed (the X in X:\UTSYY) The correct year folder (the Y in X:\UTSYY) 📊 Step-by-Step Guide Step 1: Open the SureFire installation folder Use this when you need to find the SureFire executable file. Navigate to X:\UTSYY (where X represents the drive the program is installed and Y the year). Step 2: Locate the executable Use this when you need to find the program file to create a shortcut. Locate the twwYY.exe Step 3: Create a desktop shortcut Use this when you need the icon on your desktop. Right Click and select sendto Desktop (create shortcut) Step 4: Rename the shortcut Use this when you want the shortcut to clearly show the year. Rename the file to SureFire 20XX (whichever year it is) ✅ Success! You should now have a SureFire shortcut on your desktop for the correct year. 📝 Note You can also search for the application in the Start menu, and rick click on it and choose pin to taskbar. Windows 10 wont let you drag and drop anything from the search results. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains how to add additional dividend items using the New Schedule B: Additional Dividend Statement.⚠️ Before You BeginMake sure you have the dividend information you need to report.📊 Step-by-Step GuideStep 1: Open the Additional Dividend StatementOn line 5a, use the payer link (F9) to open New Schedule B: Additional Dividend Statement.Step 2: Add your dividend itemsThis form allows you to enter up to 50 items.Step 3: If you have more than 50 itemsIf you have more than 50 items, copy the Additional Dividend Statement by using Shift + F10 to bring up a new schedule.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 My Check Log did not print This guide helps you find a better print summary for your check log using date restrictions. ⚠️ Before You Begin Make sure you are in the SureFire Reports area and can access the Reports List. 📊 Step-by-Step Guide If your check log doesn't print: Run the Check Print Summary from the Reports List using date restrictions. Use this summary because it provides better information than the check usage log. ❌ Common Errors If you still cannot print, double-check your date restriction filters and try the summary again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 My tax payment has not been withdrawn from my bank account from the IRS in SureFire Question: I filed my return, the payment has not been withdrawn from my bank account from the IRS in SureFire 📚 What This Guide Covers This guide explains: When your IRS payment is generally withdrawn from your bank account in SureFire What to do if you do not see the debit after your return is accepted How weekend and bank holiday payment dates can affect withdrawal timing ⚠️ Before You Begin Before you contact anyone, check whether your return has been accepted and whether enough time has passed to expect the debit. 📊 Step-by-Step Guide Step 1: Know when the funds are usually withdrawn Use this when you need to understand the expected timing. Generally, the funds are withdrawn on the payment date you specify if your return has been accepted. Step 2: Wait 7–10 days after acceptance (if you do not see the debit) Use this when you are checking your bank activity. If you still don't see the debit 7-10 days after your return has been accepted, you will need to call IRS e-file Payment Services at 1-888-353-4537. Step 3: Check whether your payment date was a weekend or bank holiday Use this when the payment date you requested may not process immediately. If the payment date requested is a weekend or bank holiday, the payment will be withdrawn on the next business day. In that case, your bank may put a hold on those funds, and treat it as a pending transaction. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Need to check if they can have a list of all email in SureFire Can create labels and birthdays reports. List of all emails is not available—that information will be inside the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 New Electronic Return Originator (ERO) FAQ This article answers common questions about IRS e-file requirements and eligibility for Electronic Return Originators (EROs). 📚 Frequently Asked Questions Q: Can we input a PIN to our computer program prior to receiving approval of our client to submit the return? A: No, EROs must provide the IRS e-file Signature Authorization Form 8879 to those taxpayers who wish to authorize the ERO to enter the taxpayer's PIN. The taxpayer must review the return for accuracy and check the appropriate box in Part II to authorize the ERO to enter the PIN. Q: Can we e-file a return that has a refund of over $10,000? A: Yes, a return can be e-filed that has a refund over $10,000.00. When taxpayers are entitled to refunds, EROs who function as the return preparer should inform taxpayers that they have several options. Part of a refund may be applied to next year's estimated tax and the rest received as a Direct Deposit or paper check. Q: Can we e-file a return for someone who has never filed before? A: Yes, EROs can e-file a return for someone who has never filed before. The IRS e-file Program, however, is limited to tax returns for the current tax year and two previous years. Q: Can I e-file a return for someone under 16 years old? A: Yes, EROs can e-file a return for an individual who is under age 16. Q: Is there still a restriction on using a PIN for a filer under 16 years old? A: Yes, if the taxpayer is under 16 and a first time filer, the Self-Select PIN method cannot be used. However, the Practitioner PIN method has no age restrictions. Q: Can a surviving spouse e-file a joint return? A: IRS e-file Program is now accepting decedent returns. EROs can e-file a joint return on behalf of a surviving spouse. EROs can use both of the electronic signatures, either the Self-Select PIN or Practitioner PIN. Q: Can a personal rep e-file for a deceased person? A: Yes, a personal representative can e-file a return on behalf of a deceased person. If the deceased taxpayer is entitled to a refund, the personal representative must be sure to e-file Form 1310. The name and SSN of the personal Representative of Form 1310 must match name line 2 of Forms 1040EZ, 1040A, and 1040 when filing a decedent return. Q: Can a trust officer e-file for a deceased person? A: No, a trust officer cannot e-file a return for a deceased person. The IRS e-file Program does not accept returns filed by court-appointed individuals. Q: Can we e-file Married Filing Separate returns? A: Yes, EROs can e-file a tax return for taxpayers who are married but filing separate returns from the program 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 New returns not showing changes completed in Tax Form Defaults prior to starting the return in SureFire This guide walks you through deleting the specific return explorer file so your new returns will reflect the changes you made in Tax Form Defaults before starting the return. ⚠️ Before You Begin Please make sure you: Are logged in as an Admin. Know the preparer user name who is having the issue. Understand that you will delete a file listed in File Return Explorer. 📊 Step-by-Step Guide Step 1: Log in as Admin Login as Admin. Step 2: Open the Setup Assistant Click Tools Utilities/Setup Assistant. Step 3: Open File Return Explorer Click File Return Explorer. Step 4: Select the preparer user In the Look In field, select the user name of the preparer having the issue. Step 5: Choose Tax Form Defaults In File Options, select Tax Form Defaults. Step 6: Check for the X000000.000 file If you see a file X000000.000 listed, complete the rest of the steps. Replace X with the year of SureFire. Step 7: Set the action to delete Select Delete Files in the Action field. Step 8: Select the file in the list Ensure the file is selected by clicking on it in the File List. Step 9: Delete the file Click Delete. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 No Acks match the selection criteria you have entered This guide explains what to do when you see the message: Message de error: "528 - No Acks match the selection criteria you have entered." ⚠️ What to Expect Next A Filter Criteria window should open after this message appears. This window lets you choose which types of files you want to display in the Select Acknowledgement Files window. 📊 Step-by-Step Guide Step 1: Open the Filter Criteria window Use this when you see the error message and need to choose what acknowledgements to display. A Filter Criteria window should open after the message appears. Step 2: Select the acknowledgement file types you want to display Use this to control which acknowledgement files appear in the next window. In the Select Acknowledgement Files window, you can select from these file types: IRS Files State Files Printed Files Email files EFC Rejects Bank Files Check the options for the types of Acks you want listed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 No acks to print after downloading This guide helps you troubleshoot when you see a message that there are no acknowledgements to print after downloading. ⚠️ Before You Begin Make sure you are working in the Reports menu and are ready to review the acknowledgement selection and filters. 📊 Step-by-Step Guide Step 1: Open Acknowledgements from the Reports menu Use this when you need to access the acknowledgement selection criteria. On the Reports menu, select Acknowledgements. Step 2: Handle the “No acks match the selection criteria” message Use this when you see a message that no acknowledgements match your criteria. Once a dialog box appears, stating No acks match the selection criteria you have entered, click OK and you should see a Filter Criteria box; make sure all appropriate boxes are checked. Step 3: If some acks show, but others do not, check the filter Use this when the list is incomplete. If some acks show up in the list, but not others, click the Filter button in the Acknowledgement window to check the filter. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 No available printers when configuring printer for Online Check Printing If you still cannot see your printer, you may need to delete some *.dll files. ❌ What This Fix Does This guide helps you delete specific DLL files so you can reinstall the ActiveX controls and then see your printer in the OCP Web page. 📊 Step-by-Step Guide Step 1: Close your browser Use this when you need to close any open internet browser windows before making file changes. Close any open internet browser windows. Step 2: Open Windows Explorer Use this when you need to access the Windows folder where the DLL files are stored. Right-click the Windows Start button (or Windows logo in the bottom left corner), and then click Explore or Open Windows Explorer. Step 3: Go to the Downloaded Program Files folder Use this when you need to locate the DLL files used by the Online Check Printing components. Navigate to the C:\Windows\Downloaded program files folder. Step 4: Delete ocpCheckrenderer.dll Use this when you need to remove the renderer DLL so it can be reinstalled. Right-click the ocpCheckrenderer.dll file, and then click Delete. Click Yes to confirm the deletion. Step 5: Delete printer information.dll Use this when you need to remove the printer information DLL so it can be reinstalled. Repeat steps 4 and 5 for the printer information.dll file. ✅ Next: Reinstall ActiveX controls Once these files are deleted, open your internet browser, return to the OCP Web page, and reinstall the ActiveX controls when prompted. 💡 Note If you do not see the yellow information bar, pressing ALT+N puts the focus on this bar. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 No reports are available" when selecting Reports List This can occur when you logged in to a package of SureFire that does not have any associated reports. ❌ Why you see this message This can occur when you logged in to a package of SureFire that does not have any associated reports. ⚠️ What to check You must be in the package to which you want the report to refer, such as the 1040 package for reports on 1040 return information. 📊 Step-by-Step Guide Step 1: Confirm you are in the correct package You must be in the package to which you want the report to refer. For example, if you want reports on 1040 return information, you must be in the 1040 package. ✅ Success! Once you are in the correct package, the Reports List should show the reports associated with that package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NOL Election not to carry back SureFire will automatically assume that the Net Operating Loss (NOL) is being carried forward unless you complete the carryback information on Form 1045. 📊 Step-by-Step Guide Step 1: Open the Election Explanation form Click Add Form/Display List, select the Election Explanation form, and open it. Step 2: Enter or paste the election statement On the form, press F1 for a cut-and-paste election statement, or type your own. Step 3: Attach to paper returns (if mailing) This form is included in e-files. If you are mailing your client's return, attach the statement to the paper return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Non-Returning Client Log This guide helps you set up and print the Non-Returning Client Log in SureFire. ⚠️ Before You Begin You must run Carry Forward Prior Year Data before you start preparing live tax returns for this tax season. 📊 Step-by-Step Guide Requirements for Accuracy Requirements for Accuracy In order to get an accurate Non-Returning Client Log you must follow the steps below.   Before you start preparing live tax returns for this tax season you must run Carry Forward Prior Year Data from the Tools menu on all your returns.   This procedure creates a "J file" for each tax return you carry forward. The "J file" contains the data carried forward and is stored in the UTSXX\Proforma sub-directory. "J files" get their name from the fact that the first character of the file name is the letter J.   When you started each new return for a prior year client, you must choose to load the prior year data into the new return.   When you load the prior year data, the letter J in the file name is changed to the letter X. SureFire assumes that files beginning with the letter X represent clients who have come back to you for tax preparation. Files beginning with the letter J represent clients who have not yet come back and are, therefore, non-returning clients.   When you run the Non-Returning Client Log or Non-Returning Client Mailing Labels, SureFire scans the UTS12\Proforma sub-directory for files starting with the letter J. SureFire ignores files that start with the letter X, because they represent clients for whom you have already started a return. From the "J files" SureFire pulls the client names, addresses, phone numbers, and other information used in the Non-Returning Client Log or Non-Returning Client Mailing Labels.   Printing the Non-Returning Client Log   To print the Non-Returning Client Log, use the following steps:   Open the Reports menu, point to Non-Returning Clients, then select Non-Returning Client Log.                                                                       Select the Non-returning Client List report and click OK. On the Report Criteria window, select the desired options. Some options will be disabled. Click OK to preview the list. To print on paper, click the Print icon at the top of the Print Preview window                                   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Non-Returning Client Report for SureFire This article explains the requirements you must follow to get an accurate Non-Returning Client Log. ⚠️ Requirements for Accuracy In order to get an accurate Non-Returning Client Log you must follow the steps below. Before you start preparing live tax returns for this tax season you must run Carry Forward Prior Year Data from the Tools menu on all your returns. 📊 Step-by-Step Guide Step 1: Run Carry Forward Prior Year Data Use this when you need to ensure your Non-Returning Client Log is accurate. Before you start preparing live tax returns for this tax season, run Carry Forward Prior Year Data from the Tools menu on all your returns. Step 2: Understand the J file that is created Use this to know what the carry-forward process generates and where it is stored. This procedure creates a "J file"" for each tax return you carry forward. The "J file"" contains the data carried forward and is stored in the UTS15\Proforma sub-directory. "J files"" get their name from the fact that the first character of the file name is the letter J. Step 3: When you started each new return for a prior year client Note: The original article includes this heading, but no additional instructions were provided. When you started each new return for a prior year client 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Padlock on E-files When Transmitting Learn what the padlock icon means when transmitting e-files in SureFire. 📊 Step-by-Step Guide You will see this icon most often when sending a return that include both the Federal and the State return. There are a lot of states that require that the Federal return be in Accepted status before the State return is allowed to be e-filed. This is signified by the padlock symbol in the Send Returns window.   When you receive the Accepted acknowledgment from the IRS for your Federal return, the padlock symbol will disappear, and the State return will be sendable. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Title Here This guide explains how to fix an issue that can occur when the Return Type is set to Paper instead of E-file. ⚠️ Before You Begin Have your return open in SureFire so you can update the Return Type. 📊 Step-by-Step Guide Step 1: Check your Return Type Use this when you need to... verify how your return is currently marked. In your return, confirm whether the Return Type is marked as Paper on the Main Information Sheet. Step 2: Switch to E-file To solve the problem, change the Type of Return to E-file ONLY. Step 3: Re-create and transmit After you switch the return type, re-create and transmit the e-file. ❌ Common Errors If the issue continues, double-check that the return was actually changed to E-file before re-creating the submission. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Partner verification data is not up to date After updating the EFIN on the account, the information on the Partner Verification Screen does not display the correct fees. ⚠️ Before You Begin Customer needs to: Update and validate the new EFIN with the new Registration Code on the Setup Assistant. Refresh the Partner Verification data after the EFIN update/validation. 📊 Step-by-Step Guide Step 1: Update and validate the new EFIN Use this when you need to ensure the account is using the correct EFIN and Registration Code. Update and validate the new EFIN with the new Registration Code on the Setup Assistant. Step 2: Refresh Partner Verification data Use this when the Partner Verification Screen is showing incorrect fees. Then refresh the Partner Verification data. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Partner Verification displaying blank in SureFire Issue: Downloading Partner Verification and no bank information displays on the window. 📚 What This Guide Covers This guide shows you how to: Confirm your SureFire version so Partner Verification can load correctly. Verify your Windows date/time settings (including “Set Automatically”). Re-run Partner Verification from the Setup Assistant. Clear and re-download Partner Verification if it still shows blank. ⚠️ Before You Begin You will need: Access to SureFire Ability to check and adjust Windows date/time settings Access to your local folder C:\UTS20\Control 📊 Step-by-Step Guide Step 1: Confirm your SureFire version Use this when you need to make sure Partner Verification is supported by your current version. Go to SureFire and click Help > About. Verify the version should be 35.01 or higher. Step 2: Verify Windows system date and time Use this when Partner Verification may fail to load due to incorrect system time settings. Verify Windows system date and time. Make sure Set Automatically is set to On even if it appears as the time is correct. Right-click the clock in the task bar. Select adjust date time. Make sure Set Automatically is On. If it is Off, turn it to On. Note: It can sometimes take a few minutes to set/update. Step 3: Re-launch SureFire and re-run Partner Verification Use this when you need to refresh Partner Verification after updating system time. Re-launch SureFire and navigate to: Tools > Utilities > Setup Assistant > Setup > Setup Assistant > Partner Verification Select Refresh. Note: If you select Details you should see all steps as connected successfully. You should see Partner Verification updated successfully:     Step 4: If Partner Verification is still blank, clear ClientConnect.XML and re-download Use this when Refresh does not update Partner Verification and the bank information still does not display. If Partner Verification is still not updated navigate to C:\UTS20\Control and find ClientConnect.XML. Rename ClientConnect.XML to ClientConnect.XML.OLD. Re-open SureFire and re-download Partner Verification (Steps d-f from #2).   Step 5: Contact support if the issue continues Use this when all steps above have been completed/confirmed and Partner Verification still will not download properly. If you are still experiencing Partner Verification download issues after all three above are completed/confirmed, please contact customer support. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Partner Verification not updating - Unable to transmit e-files This article helps you troubleshoot when Partner Verification is not updating and you see an error related to Unable to transmit e-files. ⚠️ Before You Begin Verify that a valid card is the default payment method on the account via My Account. 📊 Step-by-Step Guide Step 1: Check your default payment method Use this when you need to ensure your account has a valid default card for processing. Verify that a valid card is the default payment method on the account via My Account. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

Introduction This article explains the causes and solutions for the pay-per-return-wizard appearing inside a return or when starting a return. Prerequisites Confirm EFIN and registration code are correctly entered in the Setup Assistant. This issue happens typically for only two possible reasons. Either you had marked on the Main Information Sheet a state that hasn't been released yet and hit "yes" to try and purchase it, or your software isn't registered correctly. First, log in under the ADMIN username go to TOOLS > Utility/Setup Options > Setup > Setup Assistant and see if your EFIN and registration code is listed.  If it's not filled in, then fill it in. If your EFIN information is listed, then the only other possibility is you have accidentally entered a Full/Part/Non-Resident state on the Main Information Sheet without having the updates.

📚 What This Guide Covers This article explains how to perform a Restore from Disk in SureFire. This process is used to load tax returns or system information that was previously saved using the Backup to Disk tool, typically from an external device like a flash drive. 📊 Restoration Process Step 1: Access the Restore Tool Only the Admin user can initiate a system-wide restoration of data. Sign into SureFire as an Admin. Navigate to the Tools menu and hover over Restore from Disk. You will see several options; choose the one that matches the type of backup you previously created. Step 2: Select and Restore Returns Choose specific returns or restore your entire database at once. After selecting your restore type, a window will open listing the available returns in the backup. You can: Select individual returns to restore. Select all returns to perform a full restoration. Click the restore button to begin the process. Note that this may take several minutes depending on the volume of data being processed. ✅ Completion Report Once the restoration is finished, SureFire will display a detailed report showing exactly which returns and files were successfully restored to your system. 📞 Still Need Help? If the restoration tool does not recognize your backup device, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains how to place a watermark on a form.⚠️ Before You BeginBefore you start, make sure you can access the program and its print packet settings.📊 Step-by-Step GuideAfter logging into the program go to Tools.Select Utilities/Setup Assistant.Click Setup.Go to View/Edit print packets.In the left-hand corner select the print packet you are wanting to edit, for example; file copy or taxpayer federal copy. Note: you cannot insert a watermark on signature copy, organizer packet or copies to be mailed.    Under Watermark options, check the checkbox next to Print watermark.If you want the watermark to say anything besides "FILE COPY" also check the checkbox next to Custom Watermark and insert your desired text next to Watermark Text.Click save. Watermark will now appear on all forms under the chosen print packet.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 What This Guide Covers This guide explains an error message related to printing 5500 and what it means. ⚠️ Before You Begin Make sure SureFire is installed and that you are using the correct print process for your workflow. 📊 Step-by-Step Guide Step 1: Understand what the error is telling you This error does not affect the return. SureFire is required to use a third-party DLL file to print the 5500. Because of this, the print process is significantly slower than the SureFire print process. Step 2: Know when it is most likely to happen The error seems to be most prevalent when the user exits SureFire too quickly after printing the 5500. Troubleshooting If you notice this error, try allowing SureFire a moment to finish its work after printing the 5500 before exiting the program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Possible error after printing 5500-Employee Benefit Plan return-SureFire This guide explains what this error means and what to expect after printing the 5500. ⚠️ Before You Begin SureFire is required to use a third party DLL file to print the 5500. 📝 What to Know This error does not affect the return. This print process is significantly slower than the SureFire print process. The error seems to be most prevalent when the user exits SureFire too quickly after printing the 5500. ❌ Troubleshooting Tip If you see this error, try waiting a moment after the 5500 finishes printing before exiting SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Pre-Acknowledgement loans - Modules for Pre-Acknowledgement loans Pre-Acknowledgement loans will be available starting the beginning of January. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Price sheet prints without invoice form background This article explains why this happens and what to do next. ⚙️ Step-by-Step Guide Check whether you are missing the INVOICE.H3 file. If it’s missing, contact customer service to have the file put in your mailbox. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Print Client Letter only This guide shows you how to print the Client Letter form. ⚠️ Before You Begin Make sure you have the return open and can see the tree view on the left. 📊 Step-by-Step Guide Step 1: Find the Client Letter Use this when you need to locate the form to print. In the return, locate the Client Letter in the tree view on the left. Step 2: Print the form Use this when you are ready to print. Right-click the Client Letter. In the shortcut menu that appears, select Print This Form. When the Print dialog box appears, click Print. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Print packets default to File Copy This occurs because we changed the default from Global to Print Job to help prevent users from inadvertently creating or modifying the print packets that were set up for them. ⚠️ Before You Begin If you want to change this behavior, you will need to select the Global option the first time you choose your print packets. 📊 Step-by-Step Guide Step 1: Choose the Global option under Save Options Use this when you want to change the default behavior so your print packets use Global instead of Print Job. If you want to change this behavior, the first time you choose your print packets, choose the Global option under Save Options. Step 2: Use the correct user (Admin vs. each user) Use this to make sure the change applies to the right set of print packets. If you only have print packets in the Admin user: you need to do this from the Admin user name. If you have print packets set up for each user: you need to do this the first time you print a return for that user. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Print packets deleted for Admin when printing returns under other usernames in SureFire For example, you might log in with the ADMIN profile and then open a return located in the Guest user name. The Guest user name only has a File.PFL file located in it. You print the return without selecting Global in the Print dialog box. Every PFL file under ADMIN is now deleted except for File.PFL. ⚠️ Before You Begin To resolve: Remove all .PFL files from all users other than Admin. If you need new .PFL files for the Admin user, a fresh copy can be located in UTSXX/PacketFiles. 📊 Step-by-Step Guide Step 1: Remove .PFL files from non-Admin users Use this when you need to stop Admin packet files from being deleted during printing. Remove all .PFL files from all users other than Admin. Step 2: Get fresh .PFL files for Admin (if needed) Use this when Admin needs new packet files. If you need new .PFL files for the Admin user, a fresh copy can be located in UTSXX/PacketFiles. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Print preview window is blank Try adjusting the DPI setting in Windows so the print preview renders correctly. ⚠️ Before You Begin You will need to access Windows display settings and temporarily change the DPI scale. 📊 Step-by-Step Guide To change the Windows DPI Setting to Normal: Right-click in an empty area of your Desktop, and then select Properties On the Settings tab, click Advanced Change the DPI Setting at the top of this dialog box to Normal size (96 DPI) Click OK in the Advanced Settings dialog box, and then click OK to close the Properties dialog box. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Print preview window is blank in SureFire To solve this problem, you need to change the DPI Setting in Windows to Normal. ⚠️ Before You Begin Make sure you can restart your computer after changing the DPI setting. 📊 Step-by-Step Guide Step 1: Open your Windows Display settings Use this when you need to access the DPI scaling options. Right-click in an empty area of your Desktop, and then select Personalize. Select Display from the lower left menu. Step 2: Set DPI to Normal (100%) Use this to ensure Windows uses normal scaling for print preview. Click Set Custom text size (DPI) from top left menu. On the Scale to this percentage of normal size, select 100% from the drop down menu. Step 3: Restart your computer Use this so the DPI changes fully apply. Restart your computer for the changes to take effect. ✅ Success! After restarting, try opening the Print Preview in SureFire again to confirm the window is no longer blank. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Print This Form option is greyed out This can occur when SureFire was installed when a virus scanner was running. ⚠️ Before You Begin To resolve this issue, you will need to reinstall SureFire with your virus scanner disabled. 📊 Step-by-Step Guide Step 1: Disable your virus scanner Use this when you need to... Ensure no virus scanner is running during the SureFire installation. Step 2: Reinstall SureFire Use this when you need to... Reinstall the program while the virus scanner is disabled. Step 3: Re-enable your virus software Use this when you need to... After SureFire is reinstalled, be sure to re-enable your virus software. ✅ Success! After reinstalling SureFire with the virus scanner disabled (and then re-enabling it), the Print This Form option should no longer be greyed out. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains why an email may appear to print like Arabic/another foreign language, and how to fix it by changing the printer driver. ⚠️ Before You Begin You will need to update your printer driver on your Windows system. 📊 Step-by-Step Guide When this has been observed with the HP LaserJet driver, the problem was resolved by changing the printer driver. Changing the driver to an HP LaserJet latest driver should work well.   If you need to add a dedicated printer definition for SureFire: "Adding" a new driver printer to the system (through the Add Printer wizard), devoted solely to SureFire, will allow you to continue to use the print driver as it is in other applications. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide shows you how to fix a printing issue caused by using the wrong printer driver (Windows driver vs. PCL driver). ⚠️ Before You Begin You will need access to your printer settings so you can change to a PCL6 (or matching) driver. 📊 Step-by-Step Guide This can occur when your printer is set to use a Windows driver instead of a PCL driver. To correct the problem, follow the steps below. To change your printer driver: Click the Windows Start button, point to Settings, and then click Control Panel. In the Control Panel window, double-click Printers and Faxes. Right-click the appropriate printer, and then select Properties. Click the Advanced tab, and then click New Driver. In the Add Printer Driver Wizard window, click Next. In the Manufacturer list, select HP, and then select a driver in the Printer list that matches your printer name, or else any driver ending with PCL6. Click Next, and then click Finish. In the Driver drop-down list, select the driver you just installed, click Apply, and then click OK.   ❌ Common Errors If you still see printing issues after switching drivers, re-check that you selected a matching driver or a driver ending with PCL6. Then try printing again. You should no longer have this problem printing Form 706 returns. If the problem persists, contact Customer Support at 866-641-WISE (9473). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide helps you resolve the issue where printed pages are mixed together. ⚠️ Before You Begin You will need access to the printer setup options on your computer. 📊 Step-by-Step Guide 1) Adjust printer settings Use this to select the correct print method and resolve the mix-up. To solve this problem   On the File menu, click Printer Setup Select the PCL: Use this method if you are experiencing printer problems option, and then click Finish Print from the Print Preview window.   ❌ Common Errors If pages are still mixed together, re-check that the printer method/driver settings were saved correctly and try printing again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Printer compatibility workarounds This guide explains printer compatibility workarounds for specific printer models so they work correctly with Sure-Fire. ⚠️ Before You Begin Use these steps only if your printer model does not work correctly using your current Sure-Fire print method and settings. 📊 Step-by-Step Guide Step 1: Brother MFC 4450 Brother MFC 4450 should work with Windows Print Method selected in your Sure-Fire printer setup. Step 2: Okidata Okipage 6E Okidata Okipage 6E: Open the Status Monitor (the Okidata software that came with the printer). Select Preferences or Printer menu (whichever is listed). On the Layout tab, change Emulation from Hy-Per-Windows to HP LaserJet 4. Note: If you are having trouble with an Okipage 6E in XP, see this page on the Okidata support site:  Step 3: Okidata Okipage 8W Okidata Okipage 8W should work with Windows Print Method selected in your Sure-Fire printer setup. Step 4: Okidata Okipage 10E Okidata Okipage 10E: Open the Status Monitor (the Okidata software that came with the printer). On the Printer Setup tab, select the Printer menu. On the Layout tab, make sure Emulation is set to HP LaserJet 6. Note: If you are having trouble with an Okipage 10E in XP, see this page on the Okidata support site:  Step 5: Okidata Okipage 10EX Open the Status Monitor. On the Controls tab, select the Emulation tab. Select PCL. At the Control Panel for the printer, take the printer offline. Select the Level 1 menu, and then click the Personality tab. Click Emulation, and then select HP PCL6. Step 6: Xerox WorkCentre XD100 Select Windows Print Method in your SureFire printer setup. Step 7: Xerox Docuprint 12P Xerox Docuprint 12P emulates the HP LaserJet IIP. Try the LaserJet II or IIP driver. ❌ Common Errors If changes don’t help, confirm you’re using the same print method you selected in Sure-Fire printer setup and re-check your printer’s emulation settings. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Printing Blank Forms Use this guide to print blank forms in SureFire Tax Software. ⚠️ Important Note Note: Blank copies of scannable state forms can not be printed in this way since they are intended only for computer-generated tax returns. Scannable forms completed by hand or with a typewriter are NOT acceptable for paper filing. 📊 Step-by-Step Guide Step 1: Open the Print Blank Forms option Open the File menu, point to Print and click Print Blank Forms. Step 2: Choose the package Select the package for which you want to print forms from the Package drop-down list. Step 3: Add the form(s) Click the desired form(s) under Available Forms and click the Add button. Step 4: Print Click Print to print the forms. 📋 Additional Printing Options To Add Blank Forms to Be Printed Select the tax package containing the blank forms you want to print. Click the plus sign to expand the list of forms. When the list is expanded, a minus box appears to the left of the list. Select one or more forms from the Available Forms box that you want to print. Click Add to move these to the Forms to be Printed box. You can also double-click the form name to move the form to the Forms to be Printed box. To select a form, click it. To select multiple forms, hold down the Ctrl key while you click. Select the number of copies you want to print. Use the up and down arrows in the Copies box. The default number of copies to print is one. Click Print to print the forms. To Remove Forms from Forms to be Printed Select the forms(s) that are not to be included in the Forms to be Printed box and click Remove. You can also double-click the form name. This action moves the selected form to the Available Forms box. Click Remove All to remove all forms from the Forms to be Printed box. This action moves all of the forms to the Available Forms box. To Preview Blank Forms Print Preview is an excellent way to preview tax returns before you print a hard copy. Preview displays the forms on-screen first. You may then print from the Print Preview window. From the Print Preview window you can print forms that are 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Printing from SureFire comes out very small This can occur when you have a different printer selected as your default. ⚠️ Before You Begin Make sure you know which printer you want to use for SureFire output. 📊 Step-by-Step Guide Step 1: Open Printer Setup Use this when you need to set the correct default printer in SureFire. On the File menu of SureFire, click Printer Setup. Step 2: Set your default printer for each output type Use this when you need to ensure Returns, Reports, Checks, and Labels all use the same printer. Under Default Printers, make sure you have your printer selected for each of the drop-down boxes labeled Returns, Reports, Checks, and Labels. Step 3: Save and close Use this when you want to apply the printer changes. Click Save and Close. Step 4: Try printing again Use this to confirm the issue is resolved. Try printing again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Printing labels for previous year's clients This guide explains what you need before you can run mailing labels in SureFire. ⚠️ Before You Begin Make sure you have access to a prior-year SureFire program (if needed) and know how to run reports in the current year. 📊 Step-by-Step Guide Follow the steps below: In order to run mailing labels, you must have a database entry. SureFire does not create a database entry until you create the actual return. To do this, you can either pull up your prior-year SureFire program and run mailing labels out of it, or you can run the mailing labels report from the Non-Returning Client Log. To do this, you first run Prior Year Carryforward. Before beginning any returns, run the Non-returning Client Log option from the Database menu in the current year's software, and then select the Mailing labels option. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Printing labels for previous year's clients This guide explains how to run mailing labels for clients from a prior year in SureFire. ⚠️ Before You Begin To run mailing labels, you must have a database entry. SureFire does not create a database entry until you create the actual return. 📊 Step-by-Step Guide Step 1: Choose how you will generate the mailing labels You have two options: Option A: Pull up your prior-year SureFire program and run mailing labels out of it. Option B: Run the mailing labels report from the prior-year process (using the steps below). Step 2: Run Prior Year Carry forward Before beginning any returns, you must run Prior Year Carry forward. Step 3: Run the Non-returning Client Log in the current year Do this in the current year's software. From the Reports menu, select Non-returning Client Log. Step 4: Select the Mailing labels option After running the Non-returning Client Log option, select the Mailing labels option. Select Mailing labels. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Printing on network If the SureFire Network setup option is selected, each computer (workstation) running SureFire on a network will have its own setup file, named SETUP.workstation;(e.g. SETUP.101), in the UTS directory. This file will contain the defaults for each workstation, so each may use a different default printer. This is based on workstation number, not user name, however, so a preparer logging into a different workstation will be using the printer defaults for that workstation rather than the defaults from their own "home" workstation. 📚 Example Use this when you want to understand how printer defaults work across workstations. Workstation 101 set up to print to an HP LaserJet 4L. Workstation 102 set up to print to a Xerox Docuprint P12. User 1 logging into SureFire on workstation 101 will be using the HP LaserJet 4L. User 1 logging into SureFire on workstation 102 will be using the Xerox printer. 📝 Note The user's initial forms 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 Prior Year Registration Codes This guide provides registration codes for filing prior year tax returns using Sure-Fire Tax Software. These codes allow you to unlock the software for paper filing when e-filing is not available. ⚠️ Before You Begin You will need: EFIN - Use: 070743 for all prior year codes Key Code (if asked) - Use: TWYY where YY = last 2 digits of tax year (example: TW15 for 2015) Registration Code - Found in the table below Important Note: E-filing is only available for the current 3 tax years. These codes are for paper filing only and will disable e-filing capabilities. 📋 How to Use These Codes Step 1: Enter EFIN in Setup Open Sure-Fire Tax Software Go to Setup Options or Setup Assistant Enter the EFIN: 070743 Step 2: Enter Registration Code Find the tax year you need in the table below Copy the Registration Code exactly as shown Paste it into the registration field Step 3: Enter Key Code (If Prompted) If the software asks for a Key Code: Type: TW followed by the last 2 digits of the tax year Example for 2015: TW15 Example for 2010: TW10 📝 Prior Year Registration Codes Tax Year Registration Code 2004 DHBNAHNF 2005 MUOKNUKS 2006 KKEKPMIM 2007 2222-22JN-Q4M8-XT24-7XKVorQQF4-2223-QAM8-EB22-PF2C 2008 CSXA-CAAB-YAVG-JBAA-HAN8 2009 UUK9-7778-UEPC-JF77-VRC2 2010 PPRG-EEEV-PEV8-ZFEE-9272 2011 ACCC-CCCC-PCT7-ZACC-Q696 2012 WWWW-WWWW-4WQD-2MWW-XXCZ 2013 WVVV-VVVV-2VI8-LWVV-OVLG 2014 TNNN-NNNN-GNAI-5TNN-OH8H 2015 MMMM-MMSZ-382J-QFMV-GIBW ✅ Important Notes E-filing Disabled: These codes only work for paper filing. They will not allow e-filing. Data Import Limitation: You cannot import backups from a different EFIN if you haven't registered TaxWise using that EFIN before. All Functions Unlocked: These codes unlock all functions and packages in the software for the specified year. EFIN is Consistent: Always use EFIN 070743 regardless of the tax year. ❌ Troubleshooting Registration code is not being accepted Make sure you: Copied the code exactly as shown (including hyphens and spaces) Are using the correct code for the tax year Entered the correct EFIN (070743) Did not accidentally add extra characters Software still asks for registration code after entering it Try restarting the software. If the issue persists, double-check that: You're in the Setup Options window The code was entered into the correct field You clicked Save or OK to confirm the entry I need a code for a different year not listed Contact our support team for assistance with years not shown in this table. 📞 Still Need Help? If you are having trouble registering your prior year software, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the available options for accessing and installing prior year versions of the tax software. Archive License - Paid option with pre-installed modules and testing Manual Download - Free option for manual installation 🔍 Option 1: Archive License ($249) The Archive license includes all software years back to 2008 with all states and updates pre-loaded and tested on Windows 10. Benefits Pre-installed modules for all years back to 2008 Includes all states and updates Verified to work on Windows 10 💡 How to Order: Contact our sales department and request the "Archive Prior Year software" option. Note that support for this version is limited due to OS restrictions. 🔍 Option 2: Manual Download (Free) You can access prior year software at no cost by manually downloading the necessary files from the support website. Download Instructions Log in to your account at http://support.taxwise.com. Go to Download > Taxwise Software. Download updates under Download > Program Updates AND Download > Module Updates. ⚠️ Support Note: We do not provide any technical support for manually downloaded versions of the software. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Prior year unlocks Use the steps below to delete the password file for a specific tax year and replace it with a blank file so you can unlock prior-year access. ⚠️ Before You Begin Keep in mind that when you do this, you usually have to recreate all users. 📊 Step-by-Step Guide Step 1: Delete the password file for the tax year Use this when you need to remove the existing password for a specific tax year. Delete password.XX where XX is the tax year. Step 2: Replace it with a blank password file Use this when you need to create the replacement file required for the unlock. Replace it with a blank file named password.XX (where XX is the tax year). You can create a text document and just rename it, making sure to rename the file extension. Step 3: Try the password file first, then handle sstorage if needed Use this when the first attempt doesn’t unlock access. Some years you also have to get the sstorage file and do the same. I’d try doing just the password file first and if it doesn’t let you in, then do sstorage as well. ❌ Common Errors If the blank password.XX file doesn’t let you in, you may need to also update the sstorage file for that year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers If a user is showing forms set to “Private Forms” and can’t add forms like normal, this guide shows how to unlock access. ⚠️ Before You Begin You’ll need to access the Lock/Unlock Private Forms List from the Tools menu. 📋 Steps Click on Tools > Lock/Unlock Private Forms List Take the user to the side that is needed (lock vs. unlocked) Click Ok and Closeout of the return and go back in The user can now view forms (unlocked) or can’t view forms (locked).                                       📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Processing and printing acknowledgements in SureFire This guide explains how to: Print acknowledgements immediately after a communications session Print acknowledgements later using the Acknowledgements report Reprint acknowledgements that were already printed Show only unprinted acknowledgements Set up automatic retrieval of acknowledgements ⚠️ Before You Begin Make sure you know where to find the SureFire menus mentioned below (Communications, Reports, Tools). If you need to set up automatic retrieval, you must be logged in as the Admin user. 📊 Step-by-Step Guide Step 1: Print acknowledgements immediately after the communications session Use this when you want acknowledgements printed right after you finish the communications session. Click Communications Get Mail, Acks, Updates. Select the acknowledgements you want to print. Click OK. Click Details to print the acknowledgements. Note: To quickly select all acknowledgements, press Ctrl+A then press Space. Step 2: Print an acknowledgement at a later time Use this when you want to print acknowledgements after the communications session has already completed. Click Reports Acknowledgements. Any acknowledgement that has not been printed shows the word False. Select the acknowledgements you want to print. Click OK to print those acknowledgments. ❌ Important Note If all acknowledgements have been printed, you will receive a message stating that no acknowledgements exist for the selected criteria. To reprint acknowledgements, use the instructions below. Step 3: Reprint acknowledgements Use this when you need to print acknowledgements again after they were already printed. Click Reports Acknowledgements. Click OK to show the Filter Criteria dialog box. Select Printed Files. Click OK. You will see a list of all printed acknowledgements. Select the acknowledgements you want print. Click OK. Click Details to reprint the acknowledgments. Step 4: Show only unprinted acknowledgements Use this when you want SureFire to display only acknowledgements that have not been printed. Click Reports Acknowledgements. Click Filter. In the Filter Criteria dialog box, clear the Printed Files check box, and then click OK. Click Cancel. Step 5: Set up automatic retrieval of acknowledgements Use this when you want SureFire to automatically retrieve acknowledgements. Log in as the Admin user. On the Tools menu, click Schedule Auto Events. Select Enable Auto Get Acks. Select the workstation and time interval. Click Save. Close and reopen SureFire for the changes to take effect. 📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Procesamiento e impresin de acknowledgements 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is PROFORMA files and Prior Year Carry Forward? When you run the Prior Year Carry Forward (PYCF) in SureFire, the prior year's SureFire returns are accessed and you then select which returns to carry forward. These returns are loaded as PRF files in the PROFORMA folder inside your SureFire program folder. 📝 Important Notes The carry forward process also populates the database for your Non-Returning Client List (NRCL). The NRCL, found on the Reports menu, provides mailing labels and a list of returns you have carried forward but not yet started in the current tax year. If you carry forward a return after you have already started it and do not create a new return loading the PYCF data, it will appear on your Non-Returning Client List. Avoid carrying forward returns that you do not intend to delete and start over. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Program does not update - SureFire To resolve this problem, you need to run Setup.exe as described below. ⚠️ Before You Begin Note: If you are not the Administrator on your computer, you need to first turn off User Account Control in Windows. For information and instructions on doing this, see the Microsoft Web site. 📊 Step-by-Step Guide Step 1: Open the Setup.exe file Use this when you need to run the update installer manually. Right click the Start button, and then click Explore. Navigate to the X:\UTSxx\Updates folder (where X: is the drive on which SureFire is installed, and xx corresponds to the tax year of your program), and double-click the Setup.exe file. Step 2: Confirm the update version Use this to make sure the correct update version is applied. In the Updated dialog box, which now shows the correct version number for the update you had downloaded and installed, click OK. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to enter qualified dividends by using the Additional Dividend Statement from the Schedule B workflow. ⚠️ Before You Begin You should be working in the Schedule B area where you can access line 5a and related statements. 📊 Step-by-Step Guide Step 1: Open the Additional Dividend Statement Go to the Schedule B, line 5a and link (F9) to the Additional Dividend Statement. Step 2: Enter the qualified dividends Enter the qualified dividends in the appropriate column of this statement. See the F1 help for this form for more information. ❌ Common Errors Make sure you are using the correct statement (Additional Dividend Statement) and that you enter qualified dividends into the appropriate column. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Quick Search To Find and Open a Return Use this guide to quickly search for and open a return using a full or partial SSN/EIN, or a taxpayer last name (1040 returns only). ⚠️ Before You Begin Make sure you have the taxpayer information you want to search for: Full SSN or EIN, or Partial SSN or EIN, or Taxpayer last name (1040 returns only) 📊 Step-by-Step Guide Step 1: Search by Full SSN or EIN Use this when you need to find a specific return using the taxpayer’s full SSN or EIN. Press Ctrl+Q to open Search/Query for Taxpayer. Enter the taxpayer SSN or EIN. Click Search or press Enter. The Query Results window for the tax return will open immediately. If the Edit Return button is enabled on the Query Results window, you can click it to open the return. Note about user access: If you are logged in as the user who owns the return, the return will open. If the return is located in another user's directory you will be prompted to change to that user name. If the user name you are changing to is password protected you must know and enter the password. When you click OK on the Change User window, the return will open. Step 2: Search by Partial SSN or EIN Use this when you only know part of the SSN or EIN and want to see matching returns. If you enter a partial SSN or EIN and follow the same steps given above, a list of returns matching the criteria will appear in the bottom part of the Search for Taxpayer window. Double-click the desired return to open it. If another user owns the return you will be prompted to change to that user name first. Step 3: Search by Taxpayer Last Name (1040 Returns Only) Use this when you want to search by last name for 1040 returns. Press Ctrl+Q to open Search/Query for Taxpayer. Enter all or part of the taxpayer last name in the Taxpayer's Last Name box. Click Search or press Enter. What happens next: If there is only one return with that taxpayer last name and you are logged in as the user who owns the return, the Query Results window for the tax return will open immediately. If there is more than one return that meets the criteria a list of returns matching the last name or partial last name will be shown in the box at the bottom of the window. Double-click the desired taxpayer. If the Edit Return button is enabled on the Query Results window, you can click it to open the return. Note about user access: If you are logged in as the user who owns the return, the return will open. If the return is located in another user's directory you will be prompted to change to that user name. If the user name you are changing to is password protected you must know and enter the password. When you click OK on the Change User window, the return will open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers Below are common circumstances that can cause this SureFire range check error. ⚠️ Before You Begin Make sure you have the correct tax year directory and that your ACK/RAL acknowledgements are named correctly. 📊 Step-by-Step Guide Step-by-step: Find the matching cause Use the list below to identify what matches your situation. Below are circumstances that can cause this error:    The 000000i.chk file may have been deleted from the directory. Either replace it in the UTSxx (where xx is the tax year of your program) directory or reinstall the software to restore this file.    An e-file/RAL acknowledgment may have been improperly renamed. Check the ACK and RAL directories for acknowledgements not named according to the 8.3 naming convention (eight characters-period-three characters) and rename them correctly.    Alternately, using the Wide List in the Print Acknowledgement window will allow you to see and print even improperly named acks. You must change Wide Form=0 to Wide Form=1 under the Acknowledgement Options heading in setup. to change to the Wide List, as the Range Check Error prevents you from seeing this option in the Print Acknowledgement window.    There may have been a PDF attached to the return, but the attachment was either moved or renamed before the e-file was transmitted. To solve this problem, rename the attachment to the original name; move it back to the original location; or remove the attachment altogether.    The filename and EIN in the return may not match if you are using the EIN to name the file. You can locate the problem return by erasing all e-files, opening each return, re-creating the e-file for it, and then attempting to transmit each one until you encounter this error message. ❌ Common Errors If your issue matches one of the scenarios above, follow the corresponding fix in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Range Check error when printing or accessing print packets To resolve the error, you need to delete the .PFL files. ⚠️ Before You Begin Make sure you are logged in as the Admin user before you start. 📊 Step-by-Step Guide Step 1: Log into Sure-Fire as the Admin user Use this when you need to access the required tools and utilities. Log into Sure-Fire as the Admin user. On the Tools menu, select Utilities/Setup Assistant. Click File, and then select Return Explorer. In the Show drop-down box, select Packet Form Lists. In the Action drop-down box, select Delete Files. Click Select All, and then click Delete. Click Yes in the Confirm dialog box, and then click OK. ✅ Success! These files will automatically be re-created the next time you edit the print packets. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Range check error when trying to retrieve entry at index 175 on form 1065K-3 This guide explains how to: Uninstall a module - remove federal, state, and bank modules currently installed on your system. Download a module - get the correct module from the SureFire Solution Center website. ⚠️ Before You Begin Before you uninstall or download modules, make sure you have access to the SureFire Solution Center login details (Client ID, User Name, and Password). 📊 Step-by-Step Guide Step 1: Uninstall a module Use this when you need to remove a module that is currently installed on your system. Click Tools Utilities/Setup Assistant. In the Utility window, click Tools Uninstall Modules. A window will appear listing the federal, state, and bank modules currently installed on your system. Select the package(s) you wish to uninstall. Click OK. A message will tell you when the process is complete. Step 2: Download a module Use this when you need to install the correct module (for example, 1065, 1040, etc.). Go to the SureFire Solution Center website. Log in with your Client ID, User Name, and Password. Click the Downloads dropdown. Click on Program Updates. Download the module (1065, 1040, etc in question). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Record Lock 730 and Error -310 Record Lock Record Lock (730) Error -310 Can't start a new return Can't open existing return Could not Flush record while opening or editing returns in SureFire. ⚠️ Before You Begin If the power went out during return, you may see Record Lock (730) and Error -310 when trying to open or edit a return. 📊 Step-by-Step Guide Step 1: Close SureFire Use this when you need to stop the current session that is failing to open or flush records. Close the SureFire program. Step 2: If You Have a Network Install Use this when SureFire is installed on a network and the issue may be affecting access to returns. If you have a network install ❌ Common Errors Record Lock (730) Error -310 Can't start a new return Can't open existing return Could not Flush record while opening or editing returns in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rejects on Deadline day This article explains what to do when an IRS electronic return is rejected around the filing deadline, including the IRS perfection period and when a paper return is required. ⚠️ Before You Begin Keep in mind the IRS allows a limited time to retransmit or correct rejected returns after the due date. 📊 Key Timing Rules for Rejected Returns The IRS allows 5 days to retransmit returns that were sent prior to the due date, but were rejected. If the filing deadline is April 15th, then you would have until April 20th to correct a return that was submitted before the deadline, but then rejected. This 5-day perfection period also applies in years where the filing deadline has been changed from April 15th. 📝 If You Cannot Correct the Electronic Return If the taxpayer chooses not to have the electronic portion of the return corrected and transmitted to the IRS or if it cannot be accepted for processing by the IRS, the taxpayer must file a paper return. Step 1: Know the Paper Return Deadline In order to be filed timely, the paper return must be filed by the later of: The due date of the return Ten calendar days after the IRS gives notification that the electronic portion of the return is rejected or that it cannot be accepted for processing Step 2: Include an Explanation The paper return should include an explanation of why the return is being filed after the due date. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the correct procedure for removing a dependent from a tax return. Simply clearing their data is not enough; you must follow these steps to prevent e-file rejections. 📊 Step-by-Step Guide Step 1: Clear Dependent Data Start by removing the personal information for the dependent. Navigate to the Main Information section of the return and delete the information for the dependent you wish to remove. Step 2: Delete the Row You must explicitly delete the row to ensure no "ghost" data remains. Right-click on one of the empty fields in the section where the dependent's information was located, then select Delete Row from the menu. ⚠️ Why This is Important Explicitly deleting the row ensures that the e-file record is clean. If a row is left "empty" but not deleted, the software may attempt to transmit a partial record, leading to an e-file rejection for missing dependent information. 📞 Still Need Help? If you are encountering e-file rejects after removing a dependent, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains what to do when SureFire marks a required field as missing important information—even though it should be blank. ⚠️ Before You Begin You will need to be able to highlight the field in question in your tax software. 📊 Step-by-Step Guide Step 1: Highlight the field Use this when the software reports missing required information for a field that should actually be empty. In some cases, some fields should be empty despite the program marking it as missing important information. Step 2: Use the Estimate option You can do this by either: Highlighting the field and hitting the F3 key on your keyboard Or right-clicking the field and selecting Estimate from the menu Step 3: Confirm the line is removed This will "estimate" the line and remove it as a field missing required information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to remove or delete individual tax forms from an active return in SureFire, as well as common reasons why a form might be locked and unable to be removed. 📊 Step-by-Step Guide How to Remove a Form Removing a form is done through the Forms Tree on the left-hand side of your screen. In the Forms Tree, locate the form you wish to delete. Right-click the form name and select Remove Form from the context menu. A confirmation message will appear, listing the form and all associated pages that will be removed from the return. ❌ Unable to Remove a Form? If the "Remove Form" option is unavailable or the form will not delete, it is likely due to one of the following reasons: Interview Process - If you used the Interview method to start the return, certain forms may be marked as required based on your answers. Form Dependencies - The form you are trying to delete may be required by another form or specific field elsewhere in the tax return. 📞 Still Need Help? If you need to remove a form that is locked by the system, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to use the Rental Worksheet for Property 1C on Schedule E when there is royalty income from K-1 P/S Worksheets. SureFire uses line C for any royalty income from K-1 P/S (partner/shareholder) Worksheets. The form displays the words "FROM K-1" in the Address field when there is royalty income coming from one or more K-1 P/S Worksheets.                                 If the client has K-1s, fill in a K-1 worksheet for each before completing Schedule E. If the client does not have K-1 income, you can use this line for a third property. However, you cannot link to Rental Worksheet for this line. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to report Employer Health Insurance amounts on the W-2 using the correct Box 12 code and how to set up the deduction in Sure-Fire. ⚠️ Before You Begin Before you start, make sure you: Have the employee set up in Sure-Fire Know the correct Box 12 code to use (DD for ER Health Cvrg) 📊 Step-by-Step Guide Step 1: Create the new deduction Go to the Payroll or ATF Payroll Menu — → Deductions — → New Deduction Step 2: Mark it as an Employer contribution Check the Employer Contribution box Step 3: Set up the calculation tabs Click the Calculation tab, then click the Tax Reporting box Step 4: Choose the correct W-2 Box and Box 12 code In the W2 Box, select 12 - Miscellaneous. From the Box 12 Code, select DD-ER Health Cvrg. Step 5: Save your changes Click Ok, click Ok, then click Close Step 6: Add the deduction to the employee Make sure to add the deduction to the employee. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reports showing zeros for totals This guide explains common reasons totals may show as zero in SureFire reports and how to restore missing database information. ⚠️ Before You Begin Before you start, make sure you are working with the most recent version of SureFire and that your report date filter is set correctly. 🧩 Why Totals May Show as Zero This may result from running an older version of a report that has been updated. Make sure you are running the most recent version of SureFire. This could also result from database records with empty Created date fields. The report filter will omit these returns if the Date filter criteria is set to Created. You can try running the report with the Date report criteria field changed to something like Edited or Accepted to see if the correct totals show. Finally, database information could simply be missing. To resolve this problem, re-process your acknowledgements and then run the DBRepair.exe file with the Populate DB from Returns option checked. 🛠️ To Restore Database Information Step 1: Re-process your acknowledgements Use this when you need to refresh acknowledgements so the database can be repopulated correctly. Re-process your acknowledgements by selecting the Communications menu, and then clicking Get Acks, Mail and Updates. When the process is complete, click Close in the Electronic Filing Center dialog box. Step 2: Close SureFire Use this before running DBRepair.exe to avoid conflicts with open application files. Close SureFire. Step 3: Open Windows Explorer Use this to locate the DBRepair.exe file for your tax year. Right-click the Start button, and then click Open Windows Explorer. Step 4: Navigate to the DBRepair.exe folder Use this to find the correct DBRepair.exe for your SureFire installation and tax year. Navigate to the X:\UTSXX (where X: corresponds to the drive where SureFire is installed, and XX corresponds to the tax year of your program) directory, and then double-click the DBRepair.exe file. Step 5: Populate the database from returns Use this to repopulate missing database information so totals can calculate correctly. In the DB Repair window, select the Populate DB from Returns check box. Click Start repair. When the repair process is complete. close the DB Repair window. Step 6: Confirm the issue is resolved Use this to verify that your report totals are no longer showing zeros. Open SureFire and confirm that the problem has been resolved. If not, contact Customer Service at 866-641-9473. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to reprint/reissue a damaged or incorrectly printed check in SureFire. ⚠️ Before You Begin Make sure you have possession of the original check. If you do not have it, follow your bank’s procedure to reissue the check instead of reprinting it. 📊 Step-by-Step Guide Step 1: Confirm what you’re dealing with The check initially printed was damaged or was not printed correctly. In this scenario, you can Reprint the check, write Void on the original check, and then return the voided check to the bank. Step 2: Reprint the check (as needed) SureFire allows you to print a check as many times as you need, provided you answer the on-screen questions correctly. When prompted the first time, you are asked: “Are there any checks in this session to void?” If you keep answering “Yes” and highlight the SSN, you will be able to keep printing over and over. If you indicate that there are no checks to void, you are prompted to send that check print data back to CCH. At this point, you would go to REPRINT CHECKS to print another check. You can reprint the check as many times as you need, provided you answer the question correctly about voiding. Step 3: Gather the required information To reprint a check, you need: SSN and the authorization number (you can obtain the authorization number by pressing F7 while the return is open) Original check amount Original check number Step 4: Use the Bank menu in SureFire When all information has been gathered: Select Reprint Checks from the Bank menu in SureFire. Follow the screen prompts. ❌ Common Errors If you do not have possession of the original check, do not attempt reprinting. Instead, follow the bank's procedure to reissue the check. This is also the procedure to follow if a check is lost, mislaid, stolen, destroyed, or misappropriated. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides a comprehensive, step-by-step walkthrough for resetting your e-signature password in SureFire. This process applies to all years of the software where e-signature is enabled. 📊 Step-by-Step Guide Step 1: Preparation Ensuring a clean state for the reset process. Clear your browser history. Log into SureFire as an Admin user. Step 2: Access e-Signature Settings Navigate to the document center home. Go to the Tools menu. Select e-Signature and then click e-Signature Document Center Home. Select the specific account you wish to manage. Click Next. (Verify the correct account is displaying before proceeding). Step 3: Initiate Password Recovery Request a reset link from the system. Under the Signature Password field, click the forgot password link. Verify your username is correct, then click Continue for new Password/Pin. Click Continue on the Credential Recovery window. Click Close this Window on the Email Authorization window. Close your browser. Step 4: Finalize Reset via Email Complete the process using the secure link sent to your inbox. Open your email and find the e-Signature Password Recovery Authorization message. Click the password reset link provided in the email. ⚠️ Note: The reset link is only valid for 15 minutes. Click Continue for new Password/Pin. Enter and confirm your new password. Click Continue. A success message will display. Close your browser. ✅ Success! You can now log in to your e-signature account with your newly created password. 📞 Still Need Help? If you do not receive the recovery email or the link has expired, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Resolving printing issues This guide helps you troubleshoot printing problems by verifying your Print Packet setup, selecting the correct printers, and adjusting printer/network settings. ⚠️ Before You Begin If the right forms are not printing (or the output looks strange), start by checking your Print Packet and printer selections in Sure-Fire. 📊 Step-by-Step Guide Step 1: Verify the Print Packet setup If the right forms are not printing... You need to verify the Print Packet setup. On the Tools menu, select Utilities/Setup Options, point to Setup, and then select View/Edit Print Packets. Make sure the print packet lists the form you want to print with the correct number of copies. If the print packet is correct, but you are still not getting the desired output, try Print Completed Forms. If Print Completed Forms is already checked, de-select it, remove all selected forms, and set up the forms from the defaults. Step 2: Check printer selections and try PCL printing If nothing is printing at all, or the output on the page looks strange... Make sure the correct printers are selected in Setup Options and try PCL printing. On the Tools menu, select Utilities/Setup Options, point to Setup, and then select Setup Options. On the Printer Setup tab, make sure the correct printer is selected next to Returns, Reports; Check Printing; and Label Printing. Switch from Windows: Standard for the most common printers to PCL: Use this if you are experiencing printer problems. Select Save as Workstation Defaults, click Next, and then Finish. If the problem persists, go back and click the box below PCL for Autoload soft fonts each time a tax return is sent to the printer. If the problem persists, try Classic Print. If this does not work, proceed to check printer settings outside of Sure-Fire. For example, there may be multiple versions of the same printer, and the correct one is not selected. Step 3: Printing checks Make sure the printer driver is up to date and the PCL version. If the printer is on a network, make sure it is set up as a local printer using a custom-defined Standard TCP/IP port (see below) using a PCL driver, printer-specific if possible. If the customer you are using is Online Check Printing, make sure you are using a 32-bit version of Internet Explorer and that https://taxwise.com is included in the Trusted Sites zone of your IE Internet Options. The security level for this zone should be Medium or below. Step 4: General printer troubleshooting outside CCH SFS products Update the driver or add a second copy of the printer for troubleshooting In Windows 7 or Vista, make sure your printer is supported. Many older printers were not given updated drivers for these later versions of Windows. If you are unsure if the driver is PCL, check the manufacturer’s Web site for PCL or PCL compatible drivers (we have included certain major-manufacturer Web sites at the bottom of this document, for your convenience). Note: Dell refers to its PCL-compatible drivers as XL and its post-script-compatible drivers as XPS. Try finding the most up-to-date driver for the printer at the manufacturer’s Web site. Add a second copy of the printer with the new driver. If it works, switch the driver on the original printer to the new one. Step 5: Change the Printer Properties Right-click the printer and select Printer Properties. On the Advanced tab, try changing the spool settings: Spool print documents so program finishes printing faster; Start printing after the last page is spooled; start printing immediately; or Print directly to the printer. Step 6: Is the printer on a network? Set it up as a local printer using a custom Standard TCP/IP port. Make sure the port is not an Internet Port (http://xxx.xxx.xxx.xxx). If it is, add a new printer. Select Local Printer attached to this computer, but do NOT select automatically detect. Select Create a new port, and then choose Standard TCP/IP port. When the Standard TCP/IP Printer Port Wizard comes up, click Next. Enter the IP address of the printer in the Printer Name or IP Address field, and then click Next. Select the printer-specific driver, not a universal driver, and then print a test page. Step 7: Selected printer manufacturer support sites Dell — http://support.dell.com HP — http://www.hp.com/#Support Brother — http://www.brother-usa.com/Support Canon — http://www.usa.canon.com/cusa/support Kodak — http://support.en.kodak.com 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Restore Print Packet Files Restoring the Print Packet files is only available once you select Packet Form List Archives in the Show field. If you have made changes to your print packet and wish to revert back to the prior version, use the steps below. ⚠️ Before You Begin You will need to: Be logged in as a user assigned to Admin. Use the Packet Form List Archives option in the Show field to access the restore files. 📊 Step-by-Step Guide Step 1: Log in as an Admin user Use this when you need to access the restore tools. Login as a user assigned to Admin. Step 2: Open the Setup Options Utility Use this to reach the Utility where you can restore files. Click the Tools menu and Utilities/Setup Options (Utilities/Setup Assistant for SureFire 2014 or newer). SureFire displays the Utility. Step 3: Return to Explorer Use this to navigate to the file list for restoration. Click the File menu and Return Explorer. Step 4: Choose the user name Use this to view the correct archive files for the right user. Select the appropriate user name from the Look in: field. Step 5: Show the Packet Form List Archives Use this to make the backup files available for restore. Select Packet Form List Archives in the Show field. SureFire displays the backup files in the File List. Step 6: Select the file to restore Use this to pick the prior version you want to revert to. Select the appropriate file you wish to restore from the File List. Step 7: Restore the selected file Use this to begin the restore process. Select Restore a File from the Action field. Click the Restore button. Step 8: Close the Utility Use this to return to the Utility after restoring. Click the Close button to return to the Utility. ✅ Success! Your print packet has now been restored to the previous version. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides instructions on how to restore tax returns from a backup disk or drive. This is useful for recovering lost data or transferring returns between computers. ⚠️ Caution Restoring returns will overwrite any existing returns with the same name on your hard drive. Any changes made since the last backup will be permanently lost. 📊 Step-by-Step Guide Step 1: Initiate Restore Access the restore utility from the main menu. On the Tools menu, select Restore from Disk. Step 2: Locate Backup Files Tell the software where your backup is stored. Select the drive and specific directory where your backup file is located, then click OK. Step 3: Select Users Choose which user accounts contain the returns you want to restore. Highlight the name of each user you want to select. You can use CTRL+Click for multiple users or click Select All. Once finished, press ENTER or click OK. Step 4: Select Returns Choose the specific client files to bring back into the system. Highlight each individual return you want to restore. Again, use CTRL+Click for multiple selections or click Select All. Press ENTER or click OK to finalize the restoration process. 📞 Still Need Help? If you encounter errors during the restore process or the backup file is not recognized, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to restore a tax return that has been accidentally deleted from the SureFire Install version. Your data is often recoverable through a simple process on the main dashboard. 📊 Step-by-Step Guide Step 1: Start a New Return The restoration process is triggered by attempting to create a return with the same SSN. From the main dashboard, click on the Start A New Return window. Step 2: Enter the SSN The software will detect if a deleted record exists for the SSN you enter. Type in the Social Security Number (SSN) of the return that was deleted. A system message should appear stating: "This return was previously deleted - would you like to restore the deleted return?" Step 3: Confirm Restoration Finalize the process to bring back your data. Click Yes to the prompt. The return will open immediately, restored to the exact state it was in before it was deleted. ✅ Success! Your return has been restored and is now available for further editing or filing. 📞 Still Need Help? If the restoration prompt does not appear or you do not have the SSN available, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Restoring Emergency Recovery Files If you lost all of your data and needed to do an emergency recovery with multiple users and a lot of files, this is where you wanna be. Once we have download and transferred the files to you, you will need to go through a few steps to get everything back. 📊 Step-by-Step Guide Step 1: Download and recreate users Use this when you need to make sure your software is current and that all users exist before restoring returns. You need to download the software and make sure that it is up to date by checking program updates and module updates. Once you do that you want to go ahead and create all of the same users inside of the software.     Step 2: Move returns into the [Guest] folder Use this when you need to stage the recovered return files so the database can be populated. Now you will close the program and take the folder with the returns in it and put them into the [Guest] folder.       Step 3: Open dbrepair from the UTSXX folder Use this when you need to populate the database from the staged returns. Once you have copied the returns you want to back out to the UTSXX folder. Once here you want to find the dbrepair file.     Step 4: Populate DB from returns Use this when you need to rebuild/populate the database using the recovered return files. Once you open the dbrepair you want to check the box for populate DB from returns and then hit start. After this process is complete it will say done and you just want to close this window.         Step 5: Log in as Admin (do not open files) Use this when you need to identify which user created each return so you can place files correctly. Now you will reopen the program and log in under the Admin. MAKE SURE NOT TO OPEN ANY FILES. On the return list, it will show what user created the file and the name of the file. For this example, I moved the file name and user name columns to  the left of the return list.     Step 6: Export the return list to Excel Use this when you need an easy reference for recoveries that have a lot of returns. Now we want to export the list so that we can easily sore the information. This is especially useful for recoveries that have a lot of returns. Make sure to select the excel spreadsheet before exporting. Then hit the export box by the green checkmark.     Step 7: Open ReturnGridExplorer from the Admin folder Use this when you need to view the exported return grid information. When you export the file it will save it into the Admin folder. Go into the admin folder and file the file marked ReturnGridExplorer and open that file.   Step 8: Add matching user folders into the Guest folder Use this when you need to prepare the Guest folder with the correct user folder names. During the next step, we recommend adding new folders into the guest folder that has the same names as the users you had to create in the software.     Step 9: Use the Excel spreadsheet to locate each file Use this when you need to map each return to the correct user folder. Now that you have added those folders into the guest folder, you want to open the other window that has the excel spreadsheet and reference that information to know which file needs to be located in the specific user folder.     Step 10: Move each file into the correct user folder Use this when you need to separate the recovered files into the correct user folders. From here you want to take all of those files you have separated and put them in the actual user folder under the corresponding user.     Step 11: Reopen the program and open the files Use this when you’re ready to verify that each return opens correctly under the right user. Once you have moved each file into the corresponding folder you can reopen the program and open the files. NOTE - If you go to open the file and its blank, that means you didn't put the return under the correct username that created the return!   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Return locked by another user in SureFire This guide helps you fix the message: Return locked by another user It will walk you through verifying whether the return is open on another workstation and then correcting the issue if it is not. ⚠️ Before You Begin First verify that no user on your network currently has this return open. If they do, then this is not an error. If no one on the network has this return open, then follow the steps below. 📊 Step-by-Step Guide Step 1: Close SureFire on all workstations Use this when you need to ensure no workstation is actively using the return. Close SureFire on all workstations. Step 2: Locate the ratstorage.dat file Use this when you need to access the file that controls return locking. Navigate to the X:\UTSxx folder. Step 3: Rename ratstorage.dat Use this when you need to delete the lock storage file by renaming it. Right-click the ratstorage.dat file and then select Rename. Then just add .old to the back so it reads ratstorage.dat.old Click OK to confirm the Rename. ✅ Success! You will no longer receive this error when opening this return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Returns are not showing in list after moving into User folders in SureFire This guide explains what to do when returns do not appear in the list after moving them into User folders in SureFire. ⚠️ Before You Begin Make sure no one is working in the program and have the program completely closed on all workstations before following these steps. 📊 Step-by-Step Guide Step 1: Copy the returns to the correct user Use this when you need to ensure the returns are associated with the right user account. Copy all the returns to the user name that created the returns. Step 2: If you cannot remember the username Use this when you do not know which username originally created the returns. If you cannot remember the username that created them, place the returns in the folder requested by the customer, and then skip the following steps and see the next section. Step 3: Open Windows Explorer Use this to access the SureFire UTSXX folder. Right-click the Windows Start menu, and then click Open Windows Explorer. Step 4: Run DBRepair Use this to repopulate the database from the returns. Navigate to the X:\UTSXX folder (where X is the drive on which SureFire is installed, and XX is the tax year of the program), and run DBRepair. Note: SureFire must be closed before running the DBRepair utility. Step 5: Populate the database from returns Use this to ensure DBRepair pulls in the returns you moved. Place a check mark in the Populate DB from returns check box. Step 6: Start the repair Use this to begin the DBRepair process. Click the Start repair button. ✅ Success Now all returns will populate and exist under the user name of the folder they were placed in. 📌 If You Do Not Remember What User Folder the Returns Were In Originally Step 1: Move returns into the customer-requested username folder Use this when the original username is unknown. Move all the returns into the folder matching the username the Customer requests. Step 2: Open Run from the Start menu Use this to launch DBRepair with the correct command. With all the returns in the folder that the customer requests click on the start menu of Windows and type Run. Step 3: Run DBrepair.exe from the command Use this to repopulate returns for the specified tax year. Open the Run application and type "X:\UTSXX\DBrepair.exe c" Replace the Xs with the relevant drive letter and year numbers respectively. Step 4: Allow DBRepair to complete Use this to finish the repopulation process. Allow DBRepair C to complete after hitting the Start Repair button. Now all returns will populate and exist under the user name of the folder they were placed in. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Returns do not appear in SureFire Web Version after SureFire Install Version uploads This guide explains why this happens and how to resolve it. ⚠️ Before You Begin You may need to manually edit the URL in your Setup.0 file. Note: If you have multiple Setup files, you will have to edit each one. 🧩 Why This Happens This occurs when a SureFire Install Version location brings forward your setup files from SureFire 2012. The Alternative Preparation Solution (SafetyNet) was new for 2012 and the carryforward for the setup file did not take this into consideration. If your IRS site brought forward the setup files from 2012, the SafetyNet URL is pointing to the 2012 service instead of the 2013 service. 🛠️ Resolution Options ✅ Option 1: Wait for the Program Update This will be resolved in the 28.02 program update scheduled to be released the week of January 27th, 2014. ✅ Option 2: Manually Edit the URL You can also manually edit and change the year in the URL to resolve this issue. 📋 Step-by-Step Guide Step 1: Open the SureFire 2013 desktop icon properties Use this to find the Setup.0 file location. Right-click on the SureFire 2013 desktop icon. Click on Properties. Click the Open File Location button (or Find Target for Windows XP users). Step 2: Open the Setup.0 file in Notepad Use this to edit the SafetyNet URL year. Locate the Setup.0 file. Right-click on the file. Click on Open With. Choose Notepad and click OK. Step 3: Change the year in the Return Transfer address Use this to switch the SafetyNet URL from 2012 to 2013. The Setup.0 file will then open in Notepad. Locate the [Communications] section. Locate the TWO Return Transfer address. Once you locate the address, change the 2012 to 2013 in that address line. Step 4: Save and close Notepad Use this to ensure your changes are applied. Click the "X"" in the top right-hand corner to close the Notepad window. A pop-up window will appear asking if you want to save changes. Click Save. " ❌ Troubleshooting Tip If returns still do not appear, double-check that you updated both Return Transfer address lines (the TWO addresses) and that you changed 2012 to 2013 in each one. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Returns missing from SureFire returns list Returns have been e-filed and accepted, but now they are not able to find the returns in the on the returns list. ⚠️ Before You Begin Please make sure SureFire is closed before running DBRepair. 📊 Step-by-Step Guide Step 1: Open the DBRepair tool Use this when you need to repair the SureFire database so your returns show up again. Right-click the SureFire icon. Select Open File Location. Double-click DBRepair.exe. Step 2: Run the repair Use this to repair the database checks. Select each check box in the top half of the window. Click Start repair. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides troubleshooting steps for tax returns that are stuck in "eFile Batched" status on the Return List screen. Software Fix - Unbatching and resending returns from within the software Website Check - Verifying return status on the support website Rehanging Acks - Updating your software status manually 📊 Troubleshooting Steps Step 1: Unbatch and Resend In the Tax Software, go to Communications > Send Federal/State. Click the "unbatched" button and send the returns individually. 💡 Note: This issue is often caused by antivirus software or internet connectivity interruptions. Step 2: Verify Status Online If the returns are not listed in the software, log in to http://support.taxwise.com. Use the Return Query to check if the returns were received. Step 3: Rehang Acknowledgments If the returns were successfully sent according to the website, click the [Rehang] button next to the return on the website. This will update the status in your local software. ⚠️ Still Stuck? If the returns were never sent or do not appear in the online Return Query, follow the instructions for "Fix Pending Ack Error" in our Knowledgebase. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Running Diagnostics Catastrophic Failure (Exception from HRESULT: 0x8000FFFF(E_UNEXPECTED)) SureFire 2020 - Catastrophic Failure (Exception from HRESULT: 0x8000FFFF(E_UNEXPECTED)) This guide walks you through updating SureFire and then running diagnostics. ⚠️ Before You Begin Please make sure you: Install the SureFire program update and modules. 📊 Step-by-Step Guide Step 1: Install the SureFire program update and modules Use this when you need to update SureFire before running diagnostics. Install SureFire program update and modules. Step 2: Navigate to Communications Use this when you need to access update options. Click on communications Step 3: Open Program Update Use this when you need to run the program update. Click on Program update Step 4: Return to Communications Use this when you need to access module updates next. Click on communications Step 5: Open Module Updates Use this when you need to update the modules. Click on module updates Step 6: Run diagnostics in SureFire Use this when you are ready to perform diagnostics after updates. Now we can run diagnostics in SureFire 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Security Groups, Permissions, and User Names in Sure-Fire Install Version This article explains: How Admin print defaults and history lists work for other user names The default security groups in SureFire and what each group can do Special groups like InterviewUsers (if applicable) and Training ⚠️ Before You Begin Keep these points in mind as you review security groups and user permissions: The Admin user can modify print defaults, create Private Forms lists, and create custom history lists on form entries in each package used in the office. You do not copy print defaults to each new user name. Instead, each user uses the same print defaults as Admin unless the user modifies their own print defaults. The same concept applies to user-defined history lists. When any other user modifies tax form defaults or print packet defaults, those settings affect only that user name. 📊 Default Security Groups There are six default security groups in SureFire: Administrators, Demo, Preparer, ReturnManager, SuperUser, and Training. You may have an additional default security group if you have purchased the SureFire Tax Interview. This group is called InterviewUsers. Administrators Only the Admin user can be assigned to the Administrators group. The Admin user has access to all menu commands and actions except Start a New Return. Demo The Demo security group is for SureFire company use only. Do not assign user names you create to the Demo security group. Preparer Users have rights to all functionality except: Edit Tax Form Defaults Return Explorer Setup Assistant Creating, transmitting, or getting acknowledgments for e-files The user can run diagnostics and clear e-file errors, but cannot create e-files. ReturnManager Has all rights of SuperUser, plus the ability to view and/or edit returns from any user. This eliminates the need to share the Admin password while maintaining group security. SuperUser Can access all menu commands and actions in SureFire and the Utility, except: Groups Users Edit History List Edit Tax Form Defaults Restrict Report Access To limit actions for new users, create custom security groups, assign actions, and then assign users accordingly. InterviewUsers (if applicable) Available if you purchased SureFire Interview. Same rights as SuperUser, except that when starting a new return, the Start Return in Interview Mode option is pre-selected and locked. Upon entering the Social Security number, the Tax Interview opens automatically instead of a blank return. Training Users can prepare practice returns and transmit them to the Training Electronic Filing Center. A user cannot belong to both the Training group and another group simultaneously. When assigned to the Training group, previous group assignments are automatically removed. Non-training users cannot access returns created by Training users. If a Training user is later reassigned to another group, they still cannot access their old training returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains how to unlink the state.⚠️ Before You BeginMake sure you have the correct state form open in SureFire.📊 Step-by-Step GuideAdd state forms into the return.Locate the "Do you want to electronically file this return?" section (will appear in red) on the state form.The second line reads Check here if you want to file this return as unlinked; check that box Run diagnostics, create the e-file for both federal and state returns. When transmitting returns both will be active to send.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Setting up iTransact in SureFire Once all information has been entered, click Next to verify fee information and additional services. 💳 Accepting Payments with iTransact You receive client payments quickly and easily when you accept credit card payments through the iTransact service. With an iTransact account, you can offer your clients the option of using a credit card as a method of payment. Paying by credit card is convenient for them and profitable for you! Payments are received without the risk of insufficient funds associated with checks. ⚠️ Before You Begin You must apply with iTransact on the SureFire Solution Center in order to offer this service. 📌 Important Note Note: Make sure your company's iTransact Client ID is entered on the Office Information screen of Setup Assistant. 📊 Step-by-Step Guide Once you have be approved to offer this service, use the following steps to accept payments: Step 1: Open the iTransact link from the applicable return Click the iTransact link near the bottom of the Price Sheet in the applicable return. Step 2: Complete the Secure Payment Form SureFire launches the Secure Payment Form in an internet browserwindow. Step 3: Submit the payment securely Complete all applicable information on form and click Submit Securely. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Setup Assistant window displays when opening SureFire The Setup Assistant window appears every time SureFire is opened. ⚠️ Before You Begin Try the steps below to prevent the Setup Assistant from showing every time SureFire opens. 📊 Step-by-Step Guide Step 1: Log in as the Admin user Use this when you need to access the Setup Assistant settings. Log into SureFire as theAdminuser. Step 2: Open the Setup Assistant Use this when you need to complete registration/setup. ClickToolsUtilities/Setup AssistantSetupSetup Assistant. Step 3: Register the software Use this when you need to enter your EFIN and registration code. Click on theRegister Softwaretab. Step 4: Enter your EFIN Use this when you need to populate the registration fields. Enter your EFIN and press theTab keyon your keyboard. Step 5: Register Code Use this when you need to submit your registration code. ClickRegister Code. Note: If your Registration Code doesn't populate automatically, enter the code and clickRegister Code. Step 6: Save and close Use this when you want to apply the setup changes. ClickSave and Close. OR: Standalone Use this when SureFire is installed as a standalone setup. Standalone: Close SureFire Navigateto C:\UTSxx (where xx represents the year of the program that is having the problem) Locate and delete setup.0 Open SureFire and fill out the Setup Assistant OR: Network Use this when SureFire is used on a network with mapped drives. Network: Close SureFire Navigateto ?:\UTSxx (where ? is the letter of the mapped network drive) Locate and delete setup.0 and setup.xxx (where xxx is the workstation number of the computer) Open SureFire and fill out the Setup Assistant Make sure to select Save as Workstation Defaults 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Setup Business Billing for Pay Per Returns This guide walks you through setting up business billing for Pay Per Returns by first ensuring you have the correct TaxWise login information, then going to the Payment Methods page. ⚠️ Before You Begin You will need your TaxWise login information. 📊 Step-by-Step Guide First, you will need your TaxWise log in information. Use your http://support.taxwise.com log in information. Step 1: If you do not have your login information If you do not have this information, please make sure to log into TaxWise and request a reset. If you do not have this information, please make sure to log into http://surefiretaxsoftware.com and click SIGNIN Step 2: Request a reset from the Dashboard Use this when you need to reset your login information. After you are on the Dashboard click on Get Help > Request Reset and request a reset for your login information.  Step 3: Wait for the email Once the reset is requested, you will receive your login details by email. Once you do this it will be emailed to you. Step 4: Go to the Payment Methods page Now that you have your login information, you will want to go to the Payment Methods page. Now that you have your login information you will want to go to: https://support.taxwise.com/myinformation/PaymentMethods 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Share violation. Cannot open file Z:\UTS20\ratstorage.dat. This message usually appears when the program cannot access a file on the Z: drive because it is locked, in use, or missing. ⚠️ Before You Begin Before trying anything else, confirm: The file ratstorage.dat exists at Z:\UTS20\ No other user or process is currently using the file You have permission to access the Z: drive 🛠️ What Happened Original note: Deleted ratstorage.dat and rattime.dat ❌ Common Errors If the application is trying to open Z:\UTS20\ratstorage.dat but the file was deleted (or is otherwise unavailable), you may see this share violation/cannot open error. 📋 Next Steps Step 1: Verify the file location Use this when you need to confirm the file exists. Check that ratstorage.dat is present in Z:\UTS20\. Step 2: Check for file locks Use this when the file exists but still cannot be opened. Make sure no other user or process is currently accessing the file on the Z: drive. Step 3: Restore or recreate missing files (if needed) Use this when the file was deleted and the application expects it. If ratstorage.dat (and/or rattime.dat) were deleted, you may need to restore them from a backup or have support help you recreate the required files. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide helps you fix the error that indicates side-by-side configuration is incorrect in SureFire. ⚠️ Before You Begin You will need access to the drive where SureFire is installed (and the correct UTS(YY) folder for your tax year). 📊 Step-by-Step Guide Step 1: Open your SureFire installation folder Go to the drive where SureFire is installed. Open the drive where SureFire is installed. Open the UTS(YY) folder (where YY is the tax year). Step 2: Replace the TWW.exe file Delete the old TWW.exe so a new one can be installed. Right-click the TWW.exe (Green TW Icon) file and choose Delete. (If the .exe will not delete, reboot the system.) Open the Updates folder (i.e. C:\UTS(YY)\Updates). Double-click and run Setup.exe. ✅ Success! This will populate a new TWW.exe file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Snap.exe error with HP LaserJet 1100 This guide explains why this happens and how to change your printer driver to resolve it. ⚠️ Before You Begin You will need access to your Windows Control Panel to update the printer driver. 📊 Step-by-Step Guide What you’re seeing This can occur when there is a conflict between Sure-Fire and a particular device driver. For the HP Laserjet 1100, change the printer driver to an HP LaserJet 4L or HP LaserJet 4 driver.   Step 1: Change your printer driver Click the Windows Start button, point to Settings, and then click Control Panel. In the Control Panel window, double-click Printers and Faxes. Right-click the appropriate printer, and then select Properties. Click the Advanced tab, and then click New Driver. In the Add Printer Driver Wizard window, click Next. In the Manufacturer list, select HP, and then in the Printer list, select HP LaserJet 4L or HP LaserJet 4. Click Next, and then click Finish. In the Driver drop-down list, select the driver you just installed, click Apply, and then click OK. Step 2: Set up scanning (if needed) If you need to scan, choose Add a printer (select the HP LaserJet 4L or HP LaserJet 4 driver), then set that printer as the default. You can change back to the original driver quickly by navigating to the Printers folder rather than having to change drivers again. ❌ Common Errors If you still see the issue after updating the driver, confirm you selected an HP LaserJet 4L or HP LaserJet 4 driver. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Software cannot be found (Refunds Today download issues) You may see an error that says: "Software cannot be found. Either it is not installed or this workstation cannot access the drive on which it is installed. This process cannot continue. ⚠️ Before You Begin This error usually means one of the following: The software is not installed on this workstation. This workstation cannot access the drive where the software is installed. Refunds Today may not be able to continue because it cannot reach the required installation location. 🧩 What to Do Next Step 1: Confirm the software is installed Use this when you need to verify the required program is present on the machine you are using. Check whether the required software (for Refunds Today) is installed on this workstation. If it is not installed, install it and try again. Step 2: Check drive access from this workstation Use this when the software is installed on a network drive or shared location. If the software is installed on a drive that is shared, make sure this workstation can access that drive. If it cannot, the process cannot continue. Step 3: Try downloading Refunds Today again Use this after confirming installation and drive access. After confirming installation and access to the drive, try the Refunds Today download again. ❌ Troubleshooting Notes If you still receive the same message, it confirms the workstation still cannot find the software or cannot reach the drive where it is installed. At that point, you will likely need help verifying the installation location and permissions/access for the workstation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Software cannot be updated because files are in use in SureFire This message usually means SureFire files are still being used by the software on one or more computers. To fix it, you need to close the open files and make sure SureFire is fully closed on the affected workstation(s). ⚠️ Before You Begin Before updating, confirm that SureFire is not running and that no open files are still locked by another session. 📊 Step-by-Step Guide Step 1: Close the open files Use this when you need to stop SureFire from being locked by another running session. To resolve this issue, close the open files, and make sure the software is closed on each workstation. If you find it open on any workstation, close the program and try again. Step 2: Standalone Installation (single computer) Use this when SureFire is not open on your computer. Standalone Installation: If your software is not open on your computer, you can resolve the issue by rebooting the computer, or by manually closing the open files on the computer. Step 3: Network Installation (server + workstations) Use this when SureFire is not open on any workstation. Network Installation: If your software is not open on any workstation, you can resolve the issue by rebooting the server, or by manually closing the open files on the server. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to get the Solution Center to show up correctly when using the tab view. ⚠️ Before You Begin You will just need access to the SureFire software on your computer. 📊 Step-by-Step Guide Follow the steps below: The Solution Center by default is set to show up every time you click the tab in the software called "Solution Center".It is treated as a browser, so if you visit another page on the tab and click the "Home Tab" to go back the software, your Solution Center page will not automatically come back up.To Fix this, simply press the "Home" button located above the browser page.   ❌ Common Errors If the page still doesn't come back, double-check that you're returning to the software using the Home Tab / Home button. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SSN exist on another return file in SureFire - Unable to open return file The SSN was entered in multiple return files in error. Deleted the bad return files. ⚠️ Before You Begin You will need: Access to the correct SureFire return files Ability to delete or remove the incorrect return files 📊 Step-by-Step Guide Step 1: Confirm the SSN was entered in multiple return files Use this when you need to verify why SureFire is unable to open the return file. The SSN was entered in multiple return files in error. Step 2: Delete the incorrect (bad) return files Use this when you need to remove duplicates so the correct return file can be opened. Deleted the bad return files. ✅ Success! The issue was resolved by removing the return files that incorrectly contained the SSN. ❌ Common Errors If you still see the problem, double-check that the SSN is not present in any other return file besides the one you are trying to open. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Stack pointer in SureFire when opening a return This article provides a quick fix when you encounter issues related to the stack pointer while opening a return in SureFire. ⚠️ Before You Begin Make sure you have access to the return modules that are associated with the return you are trying to open. 🛠️ Step-by-Step Guide Step 1: Uninstall and reinstall the return’s modules Use this when you need to resolve stack pointer issues when opening a return. Uninstall and reinstall the modules associated with the return in question. ✅ Success! After reinstalling the modules, try opening the return again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this error? This guide explains the common “Stack Pointer Error” and what to do when you see it in SureFire Desktop. ⚠️ Before You Begin Before troubleshooting, make sure you can access SureFire and download updates if needed. 📊 Step-by-Step Guide Step 1: Check for program updates To ensure you are always up to date: Go to COMMUNICATIONS > GET PROGRAM UPDATES Start the download if you are missing any updates After the update is complete, close and reopen your SureFire program to apply it ❌ Common Errors If you still see the error after updating, reopen SureFire again and confirm the update finished successfully. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Starting a Business Return Note: Preparation of business returns requires the installation of the Desktop software with all updates applied! Need to prepare a business return, such as a 1041, 1065, or maybe an 1120? It’s just as simple as opening a new 1040 return! In order to get started, please follow the steps below: ⚠️ Before You Begin Business return preparation requires: Installation of the Desktop software All updates applied 📊 Step-by-Step Guide Step 1: Sign in with an authorized user Use this when you need to sign in to start a new return. Sign in to the software as a User that is authorized to start new returns (Guest and all SuperUsers can do this by default) Step 2: Select the package (return type) Use this when you need to choose what type of return the software will open. After signing in, the Select Package window will appear. This is where you will need to select the type of return you want the software to open when starting a return. Step 3: Start the return and enter the EIN Use this when you need to begin the business return and provide the correct business identifier. Now, you will be able to start a return like normal. When starting a return that is a business return, notice the fields have now changed from asking for a SSN to needing the EIN of the business. And that's all there is to it! After entering the EIN and selecting OK, you will be greeted with the needed forms for the return type you are preparing.     📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article shows how to start a return when you do not have a TIN (Taxpayer Identification Number) yet. ⚠️ Before You Begin Make sure you have access to the return in your Sure-Fire software. 📊 Step-by-Step Guide Step 1: Confirm you are in the Individual Package Make sure you are in the Individual Package. Step 2: Open the ITIN application Press CTRL+I, or select Apply for an ITIN from the File menu. Step 3: Enter the SSN/ITIN where needed Sure-Fire then opens a new return, completing the SSN and entering it as needed in SSN fields. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State County and Business Codes This guide shows you where to find state county and business codes in SureFire. 📊 Step-by-Step Guide Use the instructions below to look up the correct codes for the state you are filing. Open the Help lookup Use the F1 help options to find the codes for the state needed. Some states may require you to input a county or business code when filing the state return with the SureFire Software. Since each state's codes are different, you can use the F1 help options to find the codes for the state needed. When in the return, if you have the field selected that needs the code, you can press F1 on your keyboard and it will open a window with the codes on it, or a link that will take you to them.                                                      

🔍 State forms calculate incorrectly Often, what seems like an incorrect calculation can be corrected by changing entries in other fields used to calculate each amount. 📊 What to Check Use this when you need to fix a state calculation that doesn’t look right. Step 1: Review related fields that drive the calculation Often, what seems like an incorrect calculation can be corrected by changing entries in other fields used to calculate each amount. Step 2: Use the state module help for correct data entry Use the built-in help to confirm the proper way to enter data for the specific form. All state modules have a help file that offers guidance on proper data entry for each form. To see this help file on the screen, you must have a state form open and then press F1. Step 3: Adjust federal form entries so information carries over correctly This solution may be to alter where or what you enter on federal forms to have the information carry over properly to the state return. Step 4: Confirm state abbreviations in the correct areas Also, make sure the state abbreviations are entered appropriately in the State Information section of the Main Information Sheet and Forms W-2 and 1099, and that the asterisk boxes next to the state abbreviations are used properly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains why state forms may not be calculated properly and where to get line-by-line help. ⚠️ Before You Begin You may need to confirm state abbreviations and review related entries on the federal form. 📊 Step-by-Step Guide Step 1: Check the lines on the state form This may be due to the entries on certain lines of the state form. Step 2: Check the linked Federal return The issue may also be caused by the linked Federal form. Step 3: Open state help for exact instructions To see what to enter, open a state form and press F1. This will tell you exactly how to enter items on the Federal return so they carry properly to the state return. Make sure state abbreviations are correct on the Main Info sheet as well as W-2/1099 and other forms, and make sure the asterisk boxes next to the state abbreviations are used properly. ❌ Common Errors If the calculated values still look incorrect after verifying the entries, re-check the relevant state and federal lines using the F1 help guidance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains why state information might not carry from your W-2/1099 data to your state forms, and how to fix it. ⚠️ Before You Begin You will need to review your state abbreviation selections on the Main Info sheet and the W-2/1099 form. 📊 Step-by-Step Guide Step 1: Confirm the state abbreviation This can occur when you have not entered the correct state abbreviation in the State box on the Main Info sheet, or on the W-2/1099 form itself. To access state help, press F1 on any open state form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State information is not transferring correctly from the federal return All states have a help file that contains state instructions. This guide explains where to find those instructions and how they can help you enter federal information so it carries correctly to the state return. ⚠️ Before You Begin You will need to: Open a state form on your screen Use the keyboard to press F1 to access the state help file 📊 Step-by-Step Guide Step 1: Open the state help file Use this when you need to find the exact state instructions for entering federal information. Open a state form on your screen. Press F1. F1 will bring up the help file for that particular state. Step 2: Follow the state instructions for federal-to-state carryover Use this when you need to ensure federal entries flow correctly to the state return. The information in this file will tell you exactly how to enter information on the Federal return to carry correctly to the state return. Step 3: Check for required federal boxes and codes Use this when a specific federal selection or code is required for state information to transfer. If there is a particular box to check on a Federal form (such as a 1099-R), or a code that needs to be entered on a W-2 for information to flow over to the state, Sure-Fire help will guide you through that process. Step 4: Review the state “Tax Tips” Use this when you want additional guidance form-by-form. Also located in the Sure-Fire help screen on the states, are "Tax Tips" for that state. These will give you helpful information on a form by form basis. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide shows you how to find state-specific instructions in SureFire using F1. 📝 Instructions To find the state instructions you want, open the state form in SureFire, and then press F1. This brings up a Help file that is customized to that state. The information there explains how to enter information on your Federal return to make sure it is correctly carried to your state return. Help files also offer links to the appropriate state Web sites.Within the F1 Help for each state, there is also a section of Tips for each state form. These give SureFire-specific instructions for using each form in the state package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains how to fix when your state refund does not show on the F7 query screen.⚠️ Before You BeginYou should be working inside your SureFire return.📊 Step-by-Step GuideStep 1: Remove the stateRemove the state from the Main Information sheet in the return, then close the form.Step 2: Re-add the stateGo back and re-add the state.      📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

📚 What This Guide Covers This guide explains how to view returns for other users. 📊 Step-by-Step Guide Step 1: Select All Users returns The first time you click All Returns, you need to select the Include Returns From All Users check box in the upper right corner to see the returns for all users. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire 2018 not able to add Client letters to 1040 When you try to add a cover sheet or a privacy letter, the program is only adding another client letter and not going to the cletter path to choose the letter you want. ⚠️ Before You Begin Make sure you have already added the client letter (even if it was added incorrectly) so you can then open the correct letter from the Cletter folder. 📊 Step-by-Step Guide Step 1: Add the client letter Add the client letter first. Step 2: Open the letter from the Letters menu Once it has been added, click on letters at the top of the program, then select open letter. Step 3: Navigate to the Cletter folder and choose the letter The Cletter folder will open. Navigate to the letter you want and select it from there. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire 2022 System Requirements This guide lists the system requirements for SureFire 2022, including the differences between Base, Better, and Best configurations. ⚠️ Before You Begin Make sure your computer meets the requirements below before installing SureFire 2022. 📋 SureFire 2022 System Requirements Requirement Base Better Best Operating System Windows 10 Windows 10 Windows 11 Processor 2.8 GHz processor Intel core i5 or better and equivalent processors Intel core i7 or better and equivalent processors Intel core i7 or better and equivalent processors Memory (RAM) 4 GB 8 GB 8 GB Available Hard Disk Space 3 GB 5 GB 10 GB on solid state drive Computer Monitor (Display) 1024x768 1024x768 or higher 1920x1080 (1080p or 1080i) Internet Browser Google Chrome or Microsoft Edge Google Chrome or Microsoft Edge Google Chrome or Microsoft Edge Printer (Microsoft Windows Compatible) Inkjet (non-W-2/1099 forms); Laser (W-2/1099 forms) Inkjet (non-W-2/1099 forms); Laser (W-2/1099 forms) Laser ❓ What is the difference in Base, Better and Best configurations? Base: SureFire will install and run correctly in this minimal configuration, but performance may not be suitable for some users. Better: Enhances performance and application response times to meet the needs of most SureFire users. Best: Recommended for optimum performance, especially for users who prepare complex returns or large numbers of returns. 📝 Additional System Notes Operating Systems Windows 8.1 will no longer be supported by SureFire. Microsoft will end support on Jan. 10, 2023, so Windows 8.1 will no longer receive vital security updates after this date. Can SureFire be installed on network attached storage (NAS) devices? Due to performance and stability issues with some NAS devices, we do not support the installation of SureFire on these devices. Browser Support Microsoft Edge Google Chrome *This product uses .NET Framework 4.8 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire 20YY on \ Drive - Broken Install Version icon This article explains how to fix the broken SureFire Install Version icon that displays “SureFire 20YY on \ Drive.” ⚠️ Before You Begin Make sure you can: Uninstall SureFire on the affected computer Map a network drive on the affected computer Run Command Prompt as Administrator 📊 Step-by-Step Guide Step 1: Fix the broken entry Use this when you need to remove the broken SureFire entry and reinstall from a working source. Uninstall SureFire on the affected computer. Map a network drive on the affected computer. Reinstall SureFire from the mapped network drive. Step 2: Delete the broken shortcut Use this when the broken icon/shortcut still appears after reinstalling. In cmd prompt (run as Administrator), enter the following commands: Commands: cd \ cd users\public\desktop rd /S /Q taxwis~1 📝 Notes on the shortcut file name For Refunds Today, the file name will be refund~1 instead of taxwis~1 For multiple icons, increase the number at the end. 💡 If taxwis~1 doesn’t work To find the file names if the taxwis~1 doesn’t work: Use dir /x to list the files in the directory. Then use rd /s /q and the correct file name. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Bank Update Installation Instructions This guide explains how to: Add a bank to a return so the bank forms appear automatically Install the bank update on stand-alone computers or across a network Complete installation depending on where you downloaded the update (SureFire Solution Center or Electronic Filing Center) 📚 Step-by-Step Guide 1.0 - Adding a Bank to a return Use this when you need to bring up the bank forms in SureFire. To bring up the bank forms, select Bank Products as the type of return on the Main Information Sheet, then check the appropriate bank. If the bank is installed correctly, the forms will appear in the tree view automatically. 2.0 - Installation Use this when you need to install the bank update. If you are using multiple stand-alone computers (not on a network), you must install this update on all computers using SureFire. If SureFire is on a network, the program must be closed at ALL workstations for the update to be applied correctly. 2.1 - If you downloaded and installed from the SureFire Solution Center Use this when the update came from the SureFire Solution Center. When you ran the executable file the bank was installed, so no additional steps are necessary. The state will be available in SureFire. However, if you have other non-networked computers using SureFire, you must install the bank on those computers also. To do so, first transfer the update to removable media, and then install the update from the removable media. Instructions for transferring and installing are included in this document. 2.2 - If you downloaded from the Electronic Filing Center Use this when the update came from the Electronic Filing Center. After downloading, the bank should have installed to your computer automatically. If the bank did not install automatically, follow the steps below. To install the bank after downloading Open SureFire and log in as a user having administrative rights Click Tools, then Utility/Setup Options. Click Tools, then Install Module Updates. A screen listing available bank updates will appear. Click to highlight the bank you want to install. If the bank is listed more than one time, press and hold CTRL as you select each file, which represent updates to the software, and then click OK. When you see the message Module Updates Applied, click OK to go back to the Utility Program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire can calculate the allocation on the 1041 Yes, we will accommodate the allocation of expenses to income for beneficiaries in the 1041 package. ⚠️ Before You Begin The preparer will have the choice of: Allowing the program to automatically calculate the allocation by prorating income to expenses Manually allocating expenses using the Distribution Worksheet 📊 Step-by-Step Guide Step 1: Choose automatic or manual allocation Use this when you want the program to handle the allocation for you. In the 1041 package, you can allow the program to automatically calculate the allocation by prorating income to expenses. Step 2: Open the Deduction Allocation Worksheet (manual allocation) Use this when you want to allocate expenses in any way you wish. If desired, you can go into the Distribution Worksheet in the 1041 package and press F9 at the top of the form to the Deduction Allocation Worksheet, then allocate the expenses in any way you wish. ✅ Success! You can accommodate the allocation of expenses to income for beneficiaries in the 1041 package using either automatic prorating or manual allocation through the Deduction Allocation Worksheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this error? When opening SureFire in Windows 10 you receive a 221 database error followed by ODBC: Driver does not support this function. ⚠️ Before You Begin Try the steps below in order. If one step doesn’t fix the issue, move to the next. 🛠️ Step-by-Step Guide Step 1: Run SureFire as administrator Use this when you need to give SureFire the required permissions to start correctly in Windows 10. Right-click the SureFire Install Version icon and select Run as administrator. Step 2: Run the Control Panel Repair utility Use this when the administrator launch does not resolve the 221 database error / ODBC driver message. If the issue persists, run the Control Panel Repair utility. Step 3: Re-register SureFire by uninstalling and reinstalling Use this when the repair utility does not resolve the issue and SureFire must be re-registered with the operating system. If the above instructions do not resolve the issue, SureFire will need to be re-registered with the operating system. You can do this by uninstalling and reinstalling the program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to fix SureFire not updating by running Setup.exe. ⚠️ Before You Begin Make sure you have access to the SureFire Updates folder and know your program drive letter. 📊 Step-by-Step Guide To resolve this problem, you need to run Setup.exe as described below.   Note: If you are not the Administrator on your computer, you need to first turn off User Account Control in Windows. For information and instructions on doing this, see the Microsoft Web site.   To run Setup.exe   Right-click the Start button, and then click Explore. Navigate to the X:\UTSxx\Updates folder (where X: is the drive on which Sure-Fire is installed, and xx corresponds to the tax year of your program), and double-click the Setup.exe file. In the Updated dialog box, which now shows the correct version number for the update you had downloaded and installed, click OK. ❌ Common Errors If Setup.exe still won't run, confirm you launched it from the correct updates folder. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: NJ1CBT65 - Total Due contains calculation error SureFire e-file rejection error: Total Due contains calculation errorReturnState/ReturnData/TotalDueValue: ⚠️ Before You Begin Make sure you are ready to update your NJ Business module. 🛠️ Fix / Step-by-Step Step 1: Update the NJ Business module The fix for this issue was included in the last NJ Business module update. Please update module. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Error: AmendedReturnForCalendarYrCd value is invalid This article explains what to do when you see an E-File Validation Error that mentions: Element: http://www.irs.gov/efile:AmendedReturnForCalendarYrCd Error: The value '2020' is invalid according to its datatype 'String' Constraint: The Enumeration constraint failed ⚠️ Before You Begin Before troubleshooting, please make sure you have the ability to update and (if needed) uninstall/reinstall the SureFire module. 🛠️ Step-by-Step Guide Step 1: Update SureFire to the latest version Use this when you need to ensure your software has the most current E-File validation rules. Make sure the Software is updated to the latest version. Step 2: Un-install and re-install the module (if necessary) Use this when the update alone does not resolve the validation error. Un-install and re-install module if necessary. ✅ Success! After updating (and re-installing the module if needed), try the E-File validation again to confirm the error is resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Validation Error: CaliforniaEarnedIncome has incomplete content This is a known reported issue that was corrected with State Individual CA Module V4.0 that was released on 02-20-2023   Message summary: The element 'CaliforniaEarnedIncome' in namespace 'www.ftb.ca.gov/efile' has incomplete content. List of possible elements expected: 'StateWages - SureFire E-File Validation Error:The element 'CaliforniaEarnedIncome' in namespace 'www.ftb.ca.gov/efile' has incompl ⚠️ Before You Begin You will need to: Update to State Individual CA Module V4.0 (released 02-20-2023) Create your e-file after updating 📊 Step-by-Step Guide Step 1: Update your State Individual CA Module Use this when you need to install the fix for the validation error. Please update module and create efile. Step 2: Create your e-file Use this after the module update so the corrected validation logic is used. Please update module and create efile. ✅ Success! The issue was corrected with State Individual CA Module V4.0 released on 02-20-2023. After updating and recreating your e-file, the validation error should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-Signature account is blocked (wrong email address for user) This issue usually occurs when the wrong email address was entered during customer setup for e-signature or when an e-signature transaction was sent. ⚠️ Before You Begin You may see this happen when the user has multiple accounts. 📝 What’s Causing This? This can happen when the user has multiple accounts. Signix will disable all accounts except the Admin's. ✅ Fix: Use the Correct Email Address Step 1: Confirm you are using the correct email for E-signature Please make sure to use only one email for E-signature. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is the SureFire EIN database? Information stored in the EIN database can be carried forward to the next year's software. It can also be imported/exported within the software. ⚠️ Important Note Note: The EIN database cannot be manually edited. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Error Prompting - McUICnt.exe - Entry Point Not Found This article addresses an error prompt related to McUICnt.exe and the missing entry point BCryptHash in a McAfee dynamic link library. Error message: The procedure entry point BCryptHash could not be located in the dynamic link library C:\Program Files (x86)\McAfee Security Scan\4.1.321\SecurityScanner.dll. ⚠️ Before You Begin Please note: the original guidance for this issue is to refer to McAfee Support for further assistance. 🛠️ What to Do Use this when you see the error that indicates the entry point BCryptHash could not be located in SecurityScanner.dll. Step 1: Contact McAfee Support Referred to McAfee Support for further assistance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains why Sure-Fire may freeze when previewing or printing and what to do to fix it. ❌ Common Errors This can occur when brackets or parentheses, such as ]}, been deleted from a portion of a letter. For example, if you modified the part of a letter that usually reads, INSERT CORRECT STATE ADDRESS. SEE F1 HELP FOR ADDRESSES]}, make sure not to delete the ]} (or any other brackets or parentheses) from the Edit view. 📊 Step-by-Step Guide Step 1: Check the letter content In the Edit view, make sure you did not delete any required brackets or parentheses (like ]}). Step 2: If you’re stuck in Preview mode If you are stuck in Preview mode of the Client Letter and you are unable to edit the letter for this reason, use one of the following choices: Remove the offending letter, then modify it again. Add a new letter, change to the Edit view, then open the offending letter and add the ]} wherever it is missing. After that, remove the new letter and try printing or previewing the modified letter again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire freezes when previewing or printing This issue can occur when brackets or parentheses (such as ]}) have been deleted from a portion of a letter. ⚠️ Before You Begin For example, if you modified the part of a letter that usually reads: INSERT CORRECT STATE ADDRESS. SEE F1 HELP FOR ADDRESSES]} Make sure not to delete the ]} (or any other brackets or parentheses) from the Edit view. 📊 Step-by-Step Guide Step 1: Remove the offending letter and modify it again If you are stuck in the Preview mode of the Client Letter and you are unable to edit the letter for this reason, you have two choices. Remove the offending letter, and then modify it again. Step 2: Add a new letter, fix the missing brackets, then try again Use this option when you cannot edit the letter directly while in Preview mode. Add a new letter, and change to the Edit view. Then you can open the offending letter and add the ]} wherever it is missing. You can then remove the new letter and try to print or preview the modified letter again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Install Version 2018 and Prior Compatibility With Windows 11 Installing or opening SureFire Install Version software for tax year 2018 or prior is not supported on a computer system running Microsoft Windows 11. Microsoft Windows 11 and the prior years of SureFire Install Version are not compatible, and may encounter a Blue Screen error and have the system shut down or restart. It is advised to install or migrate program years 2018 and prior to a system running Microsoft Windows 10 or older to act as an archive system and allow continued access to these software. 📊 Step-by-Step Guide Step 1: Confirm your Windows version Use this when you need to verify whether your system is supported. Do not install or open SureFire Install Version software for tax year 2018 or prior on a computer running Microsoft Windows 11. Step 2: Avoid compatibility issues Use this when you need to understand what can happen. Windows 11 and prior years of SureFire Install Version are not compatible and may encounter a Blue Screen error, which can cause the system to shut down or restart. Step 3: Use an archive system on Windows 10 or older Use this when you need continued access to older program years. Install or migrate program years 2018 and prior to a system running Microsoft Windows 10 or older to act as an archive system and allow continued access to these software. ❌ Compatibility Warning Installing or opening SureFire Install Version software for tax year 2018 or prior is not supported on Microsoft Windows 11. These versions may not be compatible and can cause a Blue Screen error, leading to the system shutting down or restarting. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Install Version Utility/Setup Assistant is greyed out This guide helps you when the Utility/Setup Assistant option is greyed out in SureFire and you are trying to access it within the program. ⚠️ Before You Begin Before starting, make sure you know which SureFire version you are troubleshooting: 20YY - "YY" is the year of the software you are troubleshooting. 📊 Step-by-Step Guide Step 1: Close SureFire 20YY Use this when you need to stop the program before changing background processes. 1.) Close SureFire 20YY (YY being the year of the software you are troubleshooting.) Step 2: Open Task Manager Use this to manage any background tasks that may be preventing the Utility/Setup Assistant from opening. 2.) Open Task Manager Step 3: End the background process Use this to stop any running process that includes the SureFire executable name. 3.) In the Background processes area, end any task that has "twwYY.exe"" in the name 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Large Icons have disappeared This guide shows you how to restore the SureFire Large Icons view. ⚠️ Before You Begin Make sure the program is open. 📊 Step-by-Step Guide Step 1: Open the View menu Use this when you need to access the icon display settings. With the program opened, Click Viewmenu. Step 2: Enable Large Icons Use this to switch back to the Large Icons layout. Select Use Large Icons. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire locks up after communications session This guide walks you through the steps to resolve a SureFire lock-up after a communications session. ⚠️ Before You Begin Follow the steps below carefully. You will use Windows tools (Task Manager and Services) to stop and start specific processes/services. 📊 Step-by-Step Guide Step 1: Check for an off-screen SureFire window Use this when you need to ensure SureFire is not hidden behind an off-screen window. Ensure that SureFire is not opening a window off-screen. Step 2: Open Task Manager Use this when you need to end the SureFire process. Open Task Manager by pressing Ctrl+Shift+Esc. Step 3: End the SureFire process Use this when you need to stop the running TWWxx.exe process. Right-click TWWxx.exe in the Processes list (where xx corresponds to the 2-digit year). Click End task. Step 4: Close Task Manager Use this when you are ready to restart required services. Close Task Manager. Step 5: Open the Services window Use this when you need to start required services. Click the Windows Start icon or Type here to search box on the taskbar. Type Services and press the Enter key. This will open the Services window. Step 6: Start Remote Access Connection Manager (if needed) Use this when Remote Access Connection Manager is not running. If Remote Access Connection Manager is not running, right-click on it and click Start. Step 7: Start Telephony (if needed) Use this when Telephony is not running. If Telephony is not running, right-click on it and click Start. Step 8: Try the communications session again Use this when you want to confirm the issue is resolved. Close the Services window and try the communications session again. 📝 Note By right-clicking each of these services and choosing Properties, the services can be set to start automatically by changing the Startup type to Automatic. ❌ If the services were already running If both of the services above were already running, the HOMEPAGE.XML file in ?:\UTSxx\TWHomepage may be corrupt (where ? is the drive where SureFire is installed). Deleting it should resolve this issue. SureFire will regenerate a new HOMEPAGE.XML when you open the program again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire program shortcut is missing after workstation installation This guide explains why the SureFire program shortcut may be missing after installing on a workstation, and what you can do to fix it. ⚠️ Before You Begin Try these fixes based on what caused the shortcut to disappear: The shortcut was moved or deleted (accidentally, by PC cleanup software, or by an antivirus program). SureFire was installed on a workstation without using a mapped network drive. 📊 Step-by-Step Guide Step 1: Recreate the shortcut from the SureFire executable This is the right fix when the shortcut was moved or deleted. This can occur when the program shortcut has been moved or deleted, whether by accident, PC cleanup software, or an antivirus program. A new shortcut can be created from the program executable in the UTSxx folder (where xx is the 2-digit year of SureFire).   See our Knowledge Base solution detailing how to add an icon for SureFire to your desktop. Step 2: If you installed without a mapped network drive, reinstall correctly This is the right fix when SureFire was installed without using a mapped network drive. This can also occur when SureFire is installed on a workstation without using a mapped network drive, such as the Network tab (previously My Network Places) in File Explorer. To correct this problem, you must uninstall SureFire, map a network drive, then reinstall from the mapped network drive.   See our Knowledge Base solutions detailing: How to map a network drive in Windows How to uninstall and reinstall SureFire ❌ Troubleshooting Notes If the shortcut was removed by cleanup or antivirus software, recreating the shortcut from the executable in the UTSxx folder should resolve the issue. If the installation path was selected using the Network tab instead of a mapped network drive, you will need to uninstall, map a network drive, and reinstall from the mapped network drive. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire seems frozen instead of displaying DCR This guide explains why SureFire may appear frozen instead of displaying your DCR, and how to check whether SureFire is still running. ⚠️ Before You Begin Do not force SureFire to close during the DCR generation process. This issue can occur after a large database update, when the DCR takes longer to generate. 🧩 Why This Happens Use this when you need to understand what might be causing the delay or freeze. Large database updates: After a large database update, the DCR may take longer to generate. During this time, SureFire may appear frozen. Do not force SureFire to close while it is working. Obstructed dialog box: This can also occur when a SureFire dialog box has popped up, but it is obstructed by another program window. Try switching to another program currently running. Then switch back to SureFire. If SureFire still seems frozen after switching programs, follow the steps below to determine if SureFire is frozen. 📊 Step-by-Step Guide Step 1: Open Windows Explorer Use this to check whether SureFire is still actively generating the DCR. Right-click the Windows Start button, and then click Explore or Open Windows Explorer. Step 2: Go to the Transmit folder Go to the UTSXX/Transmit folder (where XX is the tax year of your program). Step 3: Check the TXMaster file size Look at the entry in the File Size column for the TXMaster file (where X is the last digit of the tax year). Step 4: Refresh the view Press F5 to refresh the view. Step 5: Interpret the results If the file size changes after refreshing, SureFire is still running. Once the file stops growing, the DCR should appear. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire shortcut is missing from desktop This guide shows you how to place a SureFire shortcut on your desktop. ⚠️ Before You Begin You will need: Access to the drive where SureFire is installed The correct SureFire folder for the 2-digit year 📊 Step-by-Step Guide Step 1: Browse to the SureFire folder Use this when you need to find the SureFire executable for your installed year. Browse to ?:\UTSxx Note: ?: is the drive on which SureFire is installed and xx is the 2-digit year. Step 2: Locate the executable Use this to find the file you will create a shortcut from. Locate twwxx.exe Step 3: Create the desktop shortcut Use this to add the SureFire shortcut to your desktop. Right-click on twwxx.exe and select Send To Desktop (create shortcut). ✅ Success! Note: These steps will work for all years of SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire: Carry Forward FAQ and Common Issues This article covers common questions and issues related to Carry Forward in SureFire. 📚 What This Guide Covers What Carry Forward is How to carry forward prior year data How to copy prior year data into the current year return How to carry forward Users Groups, Tax Form Defaults, or other information Common error messages Other common carry forward issues ⚠️ Before You Begin Before using Carry Forward, make sure you understand what data is being pulled from last year and what version of SureFire you are starting the new return in. ❓ Carry Forward FAQ What is Carry Forward? Use this when you need to understand what the feature does. Carry Forward Prior Year Data pulls data from last year's return into a file that is readable by the current version of SureFire. When you start a new return for a client How do I carry forward prior year data? Use this when you need to bring last year’s information into the current year return. How do I carry forward prior year data? How do I copy prior year data into the current year return? Use this when you need to ensure the current year return is populated from last year. How do I copy prior year data into the current year return? How do I carry forward Users Groups, Tax Form Defaults, or other information? Use this when you need more than just return data carried forward. How do I carry forward Users Groups, Tax Form Defaults, or other information? ❌ Common Error Messages ❌ Common Errors "No User selected. Exiting function."" Choosing all clients when carrying forward gives a bad package error I'm receiving an error message when starting a new return with carry forward information 113: Invalid batch form number when carrying forward prior year data 📝 Other Common Issues Questions Is it possible to carry forward prior year state return data in SureFire (Install Version) or SureFire Web Version? Use this when you need to know whether state return data can be carried forward in both versions. Is it possible to carry forward prior year state return data in SureFire (Install Version) or SureFire Web Version? Carrying forward a return with more than four dependents does not bring forward the Additional Dependent statement Use this when dependent-related statements are missing after carry forward. Carrying forward a return with more than four dependents does not bring forward the Additional Dependent statement My office information is not carrying forward Use this when office details do not appear in the new return after carry forward. My office information is not carrying forward Schedule E is not carrying forward in a return Use this when a specific schedule does not populate after carry forward. Schedule E is not carrying forward in a return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire: Frequently Asked Questions This article addresses the following questions: What is an EFIN and why do I need one? What is a PTIN and why do I need one? What is a Client ID Number and why do I need one? What is a Registration Code and why do I need one? How do I get a copy of the invoice for my SureFire software? How do I get training for my software purchase? How do I get support for SureFire? Where do I enter 1040 tax data in the return? How do I reset my password? When will the forms I need be released? When can I E-file for my state? How do I get information on Bank Product offerings? 📚 Questions & Answers 1.) What is an EFIN and why do I need one? - [Return to Top] Your Electronic Filing Identification Number (EFIN) is provided by IRS E-Services and is required to E-file tax returns. Once you have obtained your EFIN, you will need to upload it to the SureFire support site along with a copy of your IRS EFIN letter. If you already have an EFIN, you will need to upload the EFIN letter youve received from the IRS. Instructions on how to upload the EFIN letter can be found here. If you dont have an EFIN or the IRS EFIN letter, you will need to obtain one from the IRS. Instructions can be found by visiting the IRS e-Services page or by calling 866-255-0654. 2.) What is a PTIN and why do I need one?- [Return to Top] The Preparer Tax Identification Number (PTIN) is issued by the IRS and is required of all preparers. It is used to keep your preparer account information current and to receive communications from the IRS Return Preparer Office. A PTIN can be applied for and obtained by visiting the IRS PTIN page. 3.) What is a Client ID Number and why do I need one?- [Return to Top] Your Client ID is a number assigned to you by Wolters Kluwer. This Client ID will be used to register your software, gain access to certain sections of the Solution Center and allow you to dial into support. You should receive an email containing your Client ID shortly after purchasing your software. 4.) What is a Registration Code and why do I need one?- [Return to Top] Your Registration Code is issued by SureFire and is required to login to the SureFire support site, login to SureFire Web Version the first time, register your SureFire Install Version software and to reset your Admin password. Shortly after purchasing your SureFire software, you should receive your Registration Code in an email from us. If you have previously logged into the SureFire support site as an Admin user and have created a password, you can find your Registration Code here. If you have not received your Registration Code after having purchased SureFire, you will need to have your Client ID on hand and contact our support team at 866-641-9473. Once obtained, please be sure to keep both items in a safe place for future reference. 5.) How do I get a copy of the invoice for my SureFire software?- [Return to Top] To obtain a copy of your invoice, visit the SureFire Support Site. Under Account Services, select Billing Detail and enter a date range to search for your invoices during that time frame. 6.) How do I get training for my software purchase?- [Return to Top] To register for a SureFire training event, visit our Events page and sign up for one of our SureFire training sessions. For information on how to get started with SureFire, visit the SureFire Getting Started page. To access a library of informational training videos, visit our Education Library for SureFire Install Version here. SureFire Web Version users can visit the SureFire Web Version Education Library here. We also have a Knowledge Base found here that you can use to find helpful articles on a variety of topics. 7.) How do I get support for SureFire?- [Return to Top] To get help with your new software, please visit the SureFire Support Site. On the SureFire Support Site, you will find the phone number and hours for support listed as well as a link to live chats. Live chats are also available in Spanish. Other self-help links on this page include the SureFire Blog, Knowledge Library, Latest News and the Onboarding Libraries. Also, you can always access helpful information directly within the SureFire software under the Help menu which can also be accessed by pressing the F1 key. If you are having issues navigating the SureFire Support Site, be sure to visit our Knowledge Base. From the SureFire Support Site, select the Knowledge Base link. The Knowledge Base offers many helpful articles such as how to navigate the support site, how to view and change billing methods, where to access COA requests and view invoices. 8.) Where do I enter 1040 tax data in the return?- [Return to Top] Each product comes with a helpful guide that can be found under Program Help. To access these guides, be sure to search for Guide to Entering 1040 Tax Data under the Help tab. This will tell you where to enter information and access various forms within SureFire. 9.) How do I reset my password?- [Return to Top] Only SureFire Install Version administrators can reset passwords. Under the File menu, select Reset Admin Password. You will need your Client ID, EFIN and Registration Code. Once this info is provided, the Admin user account password will be reset to blank. When you log back into SureFire, the system will then ask you to create a new password. For all other SureFire Install Version users, you will need to contact your companys SureFire administrator to have them reset your password. SureFire Web Version users can reset their password directly from the SureFire login page. On the login page, select Forgot username or password and follow the prompts to reset your password. 10.) When will the forms I need be released?- [Return to Top] To find out when forms will be released, visit the SureFire Support Site. Under Quick Links, select Forms Release Schedule and select the jurisdiction you need to view the form status. 11.) When can I E-file for my state?- [Return to Top] To find out when you can E-file in your state, visit the SureFire Support Site. Under Quick Links, select Module Delivery and E-file Dates. Enter your login credentials, select your jurisdiction and you will see the estimated and actual release dates as well as estimated and actual E-file release dates. 12.) How do I get information on Bank Product offerings?- [Return to Top] To learn more about our Bank Product partners and programs details, please be sure to visit our Settlement Solutions page for more information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article outlines the hardware and software requirements for running SureFire Desktop. Ensuring your system meets these specifications will provide a smooth and stable experience. 📊 System Requirements Component Minimum Recommended Optimal OS Windows 7 (All SP) Windows 8.1/10 (All SP) Windows 10 (All SP) CPU 1.0 GHz 2.8 GHz i5 or AMD Equiv. RAM 2 GB 4 GB 6 GB+ Disk 1 GB 3 GB 3 GB+ (SSD) Display 1024x768 1280x720 1920x1080 Printer Inkjet (PCL) Laser (PCL) Laser (PCL) ⚠️ Important Notes Unsupported OS: Windows XP, Windows Vista, Windows Education, and Windows S variations are NOT supported. Dependencies: Microsoft .NET Framework 4.5.2 and Internet Explorer 11 are required for full functionality. 📞 Still Need Help? If you are unsure if your computer meets these requirements, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Tax Form Defaults shows $0 for fees This is working as designed. Client Connect updates the database and the returns pull from the database. If you open a return and not Tax Form Defaults, you will see the correct fees. 📝 Client Connect/Partner Verification definition Verifying your partners Use the Partner Verification area to download settlement solution elections and fees, as well as additional partner services, such as Versicom and Protection Plus. By downloading your settlement solution fees automatically on this screen, you no longer have to enter the fees manually in the Price Sheet in the software, saving you time and possible EFC mis-matched fee rejects. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Tax Return Status/Query results window no longer shows Return Type in SureFire 2014 or newer This field was used to show whether the return was paper filed or e-filed, but was removed by Development because the E-File Information section provides more accurate information. A better indication of paper or e-file is to use the Sub ID (Submission ID) field. ⚠️ Before You Begin No special setup is required. This change affects SureFire 2014 and newer versions. 📝 What Changed? The Return Type field is no longer shown in the Tax Return Status/Query results window in SureFire 2014 or newer. This field was originally used to show whether the return was paper filed or e-filed, but it was removed because the E-File Information section provides more accurate information. 🔎 How to Tell Paper vs. E-File Now Step 1: Use the Sub ID (Submission ID) Use this when you need to determine whether a return was paper filed or e-filed. A better indication of paper or e-file is to use the Sub ID (Submission ID) field. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Taxpayer copy watermark prints regardless of print packet selected This is how forms print if you have purchased an E-File Only package. To remove this watermark, you would need to contact customer support to purchase a package that includes paper-filing of returns. ⚠️ Before You Begin If you have an E-File Only package, the Taxpayer Copy watermark will print on forms regardless of the print packet selected. 📊 What to Do Step 1: Confirm your package type This guide applies when you have purchased an E-File Only package. Step 2: Contact customer support to remove the watermark To remove the watermark, you would need to contact customer support to purchase a package that includes paper-filing of returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 TeamViewer link for Mac OS This article provides the download link for the TeamViewer Mac OS installer. 📥 Download Link Download link for TeamViewer Mac OS: http://download.teamviewer.com/download/version_8x/TeamViewerQS.dmg 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the Interview Users group in SureFire and how to assign this role to a specific user. This group is designed for users who prefer the guided Tax Interview interface when starting new returns. 🔍 What is the Interview Users Group? Interview Users have the same administrative rights as Super Users but with a customized entry workflow. When a user in this group initiates a new return, SureFire automatically opens the Tax Interview wizard instead of the standard New Return dialog box, providing a more structured, step-by-step entry process. 📊 Step-by-Step Guide Step 1: Sign in as Admin Only the ADMIN user has the authority to modify security roles and group assignments. Step 2: Access Security Manager On the Tools menu, select Utilities/Setup Options. In the Utilities Program, go to the Setup menu and select Security Manager. Step 3: Modify User Profile Navigate to the Users tab and highlight the appropriate user. Click the Modify button. In the group selection list, highlight the Interview Users group and click Add to move it to the Assigned Groups list. Click OK to save your changes. 📞 Still Need Help? If you need help configuring custom user permissions, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The Return list is blank in SureFire This guide will help you fix a blank Return list in SureFire by running the DB repair process. ⚠️ Before You Begin Important: SureFire must be closed to run DBrepair. 📊 Step-by-Step Guide Step 1: Run DBrepair.exe Use this when you need to repair the SureFire database so returns populate correctly. Run theDBrepair.exe program. You can find it inside the folder Y:\UTSxx (where Y represents the drive where SureFire is installed and xx is the year of the program). Step 2: Populate returns Use this to ensure the returns data is loaded during the repair. Mark the check box Populate DB from returns'. Step 3: Start the repair Use this to begin the database repair process. Click in Start Repair. Step 4: Close DBrepair Use this after the repair finishes. Close DBrepair. Step 5: Reopen SureFire and verify Use this to confirm the Return list is no longer blank. Open SureFire, now you should be able to see all the returns on the list. ✅ Success! If the repair completed correctly, the Return list should now display all returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The return shows sent to EFC in SureFire but was not received by the EFC. If a return appears to be stuck in Transmitted status and does not show up in the Return Status tool, follow the steps below. ⚠️ Before You Begin You will need to access the SureFire transmit folder on the drive where SureFire is installed. 📊 Step-by-Step Guide Step 1: Browse to the transmit folder Use this when you need to locate the transmitted e-file(s) that may be stuck. Browse to ?:\UTSxx\TRANSMIT. ? is the drive where SureFire is installed. xx is the year of SureFire that you are using. Step 2: Identify the affected files Use this when you need to find the specific return files that must be re-transmitted. Locate files with EA or EI in the name followed by the TIN of the return that needs to be re-transmitted. Step 3: Create an OLD folder Use this when you need to move the affected files out of the transmit location before re-creating the e-file. Create a new folder named OLD. Right-click on any blank space in the window. Click New Folder. Right-click on the new folder, and select Rename. Rename it to OLD. Step 4: Move the affected files Use this when you need to prevent the stuck files from being used again. Move affected EA and EI files to the OLD folder. Step 5: Open the return in SureFire Use this when you need to re-generate the e-file for the return. Open the return in SureFire. Step 6: Run Diagnostics and re-create the e-file Use this when you need to ensure the return is valid and the e-file is rebuilt correctly. Run Diagnostics and re-create the e-file. Step 7: Send the re-created e-file Use this when you need to re-transmit the return to EFC. Send the re-created e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The Save and Cancel buttons do not display when attempting to change or update a password in SureFire This guide will help you fix an issue where the Save and Cancel buttons do not appear when you try to change or update your password in SureFire. ⚠️ Before You Begin Follow the steps below to ensure your Windows display scaling is set correctly. 📊 Step-by-Step Guide Step 1: Close SureFire Use this when you need to fully exit the application before changing display settings. Close SureFire. Step 2: Open Windows Display settings Use this to adjust the scaling so the password screen buttons display correctly. On the desktop, right-click an empty space and select Display settings. Step 3: Set scaling to 100% Use this to prevent UI elements from being hidden or mis-sized. Under Scale and layout, select 100% from the Change the size of text, apps, and other items drop-down list. Step 4: Re-open SureFire Use this to reload the password screen with the updated display scaling. Re-open SureFire to complete the password change or update. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The transmission skips over Send Tax Return when transmitting e-files in SureFire This can occur when there is a return of size 0 KB in the database. ⚠️ Before You Begin Make sure you can access the SureFire UTS folder for the correct year and check user folders for any 0 KB files. 📊 Step-by-Step Guide Step 1: Open the correct UTS folder Use this when you need to locate the data for the current SureFire year. Open the UTSxx folder (where xx is the 2-digit year of SureFire). Step 2: Open the Users folder Use this to view all user folders that may contain damaged files. Open the Users folder. Step 3: Check each user folder for 0 KB files Use this to identify the return that is causing the transmission to skip. Check each user folder for any 0 KB files. Step 4: Create a folder for damaged returns Use this to isolate the problematic files so they do not interfere with transmission. Create a new folder and name it Damaged Returns. Step 5: Move the 0 KB file(s) Use this to remove the 0 KB file from the normal workflow. Move the 0 KB file into the Damaged Returns folder. ✅ Success! You should now be able to transmit your e-files successfully. ❌ Additional Issue to Check Another issue might be an attached PDF is too large of a file, such as when they attach a 1099-B to a form 8354. (The limit of file size is 1Mb, where 1,000Kb equals 1Mb. So 26,000Kb is equal to 26Mb, far too large. They will need to paper file if this is the case.) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 This Program is being updated. Please exit immediately and reenter after the update has been applied. If you are getting a message that says "This Program is being updated. Please exit immediately and reenter after the update has been applied." ⚠️ Before You Begin Please follow the steps below to clear the update files so you can reopen the program and redownload the updates. 📊 Step-by-Step Guide Step 1: Open the UTS18 folder Use this when you need to locate the update files. To fix this issue simply go into the UTS18 folder. Step 2: Delete the mutex.dat and update.dat files Use this when you need to remove the files that are preventing the update from completing. Once in the folder find the files labeled mutex.dat and update.dat and delete them.  Step 3: Reopen the program and redownload updates Use this when you need to trigger the update process again. Once deleted you can open the program and redownload the updates. ✅ Success! You should now be able to open the program and redownload the updates. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 This user is locked into using the private forms list This user is locked into using the private forms list, but a private forms list has not been set up for this user in this package. Please have the Admin unlock this user so a private forms list can be set up. ⚠️ Before You Begin You will need: Admin access to the account/package 📊 Step-by-Step Guide Step 1: Open the Lock/Unlock Private Forms List Tool Use this when you need to unlock the user so a private forms list can be created. From the admin user, go to Tools. Step 2: Unlock the User Use this to move the user from locked to unlocked. Click Lock/Unlock Private Forms List, then move the locked user to unlocked users. ✅ Success! Once the user is unlocked, a private forms list can be set up for them in this package. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Timer In Return Stopped working in SureFire The timer located at the bottom of the return file stopped working. ⚠️ Before You Begin To correct this issue, you will need to uninstall and reinstall the SureFire program. 📊 Step-by-Step Guide Step 1: Uninstall and Reinstall SureFire Use this when you need to fix the return timer that stopped working. Uninstall/Reinstall the program to correct this issue. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides information on the Toll-Free Tax Info Hotline PLUS (TFTI+) service, which allows your clients to track their return status via: Text Message - Automated updates sent directly to their phone. Email - Up-to-the-minute status notifications. Toll-Free Hotline - A dedicated number for status checks. Website - Online access for client convenience. 📊 Service Overview TFTI+ is an integrated service powered by Versicom that keeps your clients informed throughout the filing process. Once you have purchased TFTI+ from your sales representative and e-filed a client's return, the Electronic Filing Center automatically transmits processing milestones to Versicom. This ensures your clients always have the latest status of their tax return and Settlement Solution. ✅ Client Access Taxpayers can check their return status at any time by calling the toll-free hotline: 866-730-2274 📞 Still Need Help? If you have questions about setting up TFTI+, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Too many retries" or other trouble connecting to EFC This issue is caused by a failure of your SureFire program to connect successfully to the EFC. This is generally caused by your firewall software or a setting in another installed program. Please use the steps below to resolve the issue. 📊 Step-by-Step Guide Step 1: Check your firewall settings Use this when you need to allow SureFire to connect to the EFC. Open your firewall software and set an exception for the SureFire program. Make sure that your firewall allows bidirectional communication through port number 443, which is used by SureFire. 📝 Note Other Microsoft products that use embedded Web technology, such as Outlook, also have a Work Offline option. Sometimes using this mode in one of these products will also cause other products to use the Work Offline mode. Changing this mode in IE should resume Online Mode in other applications. Step 2: Test your connection to the EFC outside of SureFire Use this to confirm whether the connection issue is specific to SureFire or broader. Following this URL will also test your connection to the 2012 Electronic Filing Center: https://ws.SureFire.com/efc/2012/efcservice.svc 📝 Note For the 2013 EFC (or other years), simply change the year shown in the URL above, e.g.:https://ws.SureFire.com/efc/2013/efcservice.svc Step 3: Verify your computer date Use this when SureFire cannot connect due to date/time mismatches. You should also ensure that the date on your computer is set correctly. If it differs from the date on our system, you may be unable to connect. Step 4: Check your Default Browser Use this if your browser settings may be affecting connectivity.   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers TX Range Check Error TX will need to be removed from the State Information section of the Main Info sheet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to access program menus in SureFire Issue: Not able to access all of the program's menus. This guide walks you through a few quick steps to resolve the issue when SureFire menus won’t open properly. ⚠️ Before You Begin Please follow the steps in order. If SureFire closes normally, you can stop once the issue is resolved. 📊 Step-by-Step Guide Step 1: Confirm SureFire isn’t opened twice The program appears to be opened it twice in error. Check that SureFire is not running more than once. If it is, close the extra instance(s) and try again. Step 2: Close SureFire for that year Closed SureFire (all programs of that year) to fix the issue. Close SureFire completely for all programs of that year, then reopen it and check whether you can access the menus. Step 3: If SureFire does not close, force close using Task Manager If program does not close after clicking X force to close using task Manager Follow these steps: On Windows, open the search box. Type: Task Manager. In Task Manager, look for SureFire. Click SureFire, then click End task. ❌ Troubleshooting Note If you still cannot access all menus after force closing, try closing and reopening SureFire again (including closing all programs for that year). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to access user for specified return (Admin) If you see this message when opening a return as an Admin user: "Unable to access user for specified return. User must be created in Security Manager before this return can be edited" This guide walks you through unlocking the user account so the return can be edited. ⚠️ Before You Begin Make sure you are logged in as the Admin user before you start. 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access the setup tools. Login as the Admin user. Step 2: Open Utilities/Setup Assistant Use this to reach the Setup Assistant. Click the Tools menu, then select Utilities/Setup Assistant. Step 3: Navigate to Setup Assistant Use this to open the correct setup area. From the Utility, click the Setup menu, then click Setup Assistant. Step 4: Go to Groups/Users Use this to find the user account you need to unlock. From Setup Assistant, click the Groups Users tab. Step 5: Select the user and open View/Edit Use this to edit the selected user’s account status. Click the user you wish to unlock and click the View/Edit button. Step 6: Unlock the account Use this to remove the lock so the return can be edited. To unlock the account, remove the check box beside Account Locked and click OK. The user account is no longer locked. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to Click on E-file Button This guide helps you troubleshoot when the E-file button is grey and you can’t click it after running diagnostics. ⚠️ Before You Begin You’ll check for program updates, confirm your user permissions (E-Filing privileges), and verify your Registration Code. 📊 Step-by-Step Guide Step 1: Confirm the program is updated First, check if your program is updated. If after you run diagnostics on a return, the E-file button is grey in color and you are unable to click on it, there are a few things that could be wrong. The first thing to check is if you are updated.                                                             To update the program go to Communications  on the main page of the program after logging in, then to Get Program Updates. Ensure to go through the entire update process for the updates to be applied. Step 2: Check your E-Filing privileges If that does not fix the issue, the user that you are signed in as may not have E-Filing privileges. To check this: Sign in as Admin Navigate to Tools>Utilities/Setup Assistant. In the Setup Assistant, go to the Groups and Users option on the left, highlight your user and select View/Edit. Here, you will be able to see what group your user belongs to. Most users may want to be set to SuperUser to reduce restrictions. Step 3: Verify the Registration Code (installation) This issue can also be caused by the program not being able to validate the Registration Code for the installation of the software. To manually do this: Sign in as the Admin user Go to Tools >Utilities/Setup Assistant From the Utility window, select Setup>Setup Assistant Enter your EFIN and Registration Code, then click verify. After verification, select Save and Close. Step 4: Contact customer service if it still won’t work If you are still unable to E-file contact customer service to continue troubleshooting. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to Contact EFC Webservice This guide explains what causes this error for some customers and shows you how to fix it by deleting the SureFire setup files in the UTSxx folder. ⚠️ Before You Begin This issue may affect IRS Modem customers. 📊 Step-by-Step Guide Step 1: Delete the setup files in the UTSxx directory This happens when the EFC address was not carried forward into the 2009 setup files. Deleting the setup files forces SureFire to rebuild them. To delete these files: Close SureFire. If on a network, close the program on all workstations. Right-click the Start button, then click Explore. Navigate to the X:\UTSxx folder (where X: is the drive Sure-Fire is installed on, and xx is the tax year of your program). Right-click each file called setup (with any file extension, such as setup.0), then click Delete. Click Yes to confirm each deletion. Step 2: Reopen SureFire and respond to the carry-forward prompts Open SureFire. When prompted to carry forward last year’s setup information, click No. Click No to any other carry forward prompts. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to convert the module US to correct binding when creating an e-file using SureFire This guide shows you how to resolve the error by uninstalling the module mentioned in the message, removing related files, and then reinstalling the module from the Solution Center. ⚠️ Before You Begin Follow the steps below to correct the error. You will: Uninstall the module named in the error message Remove specific files from the SureFire mailbox folder Reinstall the module from the Solution Center 📊 Step-by-Step Guide Step 1: Uninstall the module mentioned in the error Use this when you need to remove the module that is causing the binding issue. Click Tools Utilities/Setup Assistant. Click Tools Uninstall Modules in the Utility window. Select the module that is giving the error and click OK. Click OK when the process is complete. Step 2: Close SureFire Use this to ensure the changes take effect before you remove mailbox files. Close SureFire. Step 3: Remove STU files from the mailbox folder Use this when you need to clear files that start with STU in the SureFire mailbox directory. Go to ?:\UTSxx\Mailbox and remove files that contain STU at the beginning of the filename. Note: (? is the drive where SureFire is installed and xx is the 2-digit year of the software) Step 4: Reinstall the module from the Solution Center Use this to restore the correct module version after uninstalling and clearing the mailbox files. Reinstall the module from the Solution Center. ✅ Success! You have completed the steps to correct the error by uninstalling the problematic module, removing the STU files from the mailbox folder, and reinstalling the module from the Solution Center. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to create e-file in SureFire If you cannot create an e-file in SureFire, this guide will help you verify the user rights for the user who is missing access to the e-file button. Note: SureFire software and modules are updated. ⚠️ Before You Begin You will need access to SureFire to check user permissions. 📊 Step-by-Step Guide Step 1: Verify the user rights Use this when you need to confirm the user has the correct e-filing permissions. Go to Tools, Utility/Setup Assistant, Setup and Setup Assistant. Step 2: Open Groups and Users Use this to locate the user permissions you need to review. Click on Groups and Users. Step 3: Check the rights for the user who cannot click the e-file button Use this to identify why the e-file button is unavailable. Check the user rights for the user that cannot click on the e-file button. Step 4: Confirm whether the user is set as Preparer Use this to resolve the most common cause of missing e-file access. If they have the preparer user then that is the issue. Preparer does not have e-filing rights. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to edit SSN in return for SureFire - Return has incorrect SSN SureFire would freeze every time. Follow the steps below to repair the database and then edit the SSN in the return. ⚠️ Before You Begin Please make sure you can access the UTSXX folder (where XX is the year) and run the database repair tool. 📊 Step-by-Step Guide Step 1: Open the correct UTS folder Use this when you need to access the database repair files. Go to UTSXX (where XX is the year). Step 2: Locate DBrepair.exe Use this to find the repair utility. Locate DBrapair.exe. Step 3: Run DBrepair Use this to repair the database. Run DBrepair. Step 4: Populate DB from returns only Use this to ensure the database is updated using return data only. Mark Populate DB from returns only. Step 5: Close and edit the SSN Use this to finish the repair and confirm the SSN can be edited. Close, and now can edit SSN in return. ✅ Success! After running DBrepair and selecting Populate DB from returns only, you should be able to edit the SSN in the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to get past the SureFire login screen The program does not move past the login screen when logging in. ⚠️ Before You Begin Follow these steps to refresh the SureFire setup: Close SureFire on all computers (if you are on a network). Make sure you can access the UTSxx folder and the Updates folder. 🧩 Step-by-Step Guide Step 1: Close SureFire Close SureFire (on all computers if on a network). Step 2: Open UTSxx Open UTSxx. Step 3: Open the Updates folder Open the Updates folder. Step 4: Run setup.exe Run setup.exe. ❌ Troubleshooting If the program still does not move past the login screen after running setup.exe, please contact support for further assistance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to open SureFire using the icon on the desktop This guide helps you confirm that the SureFire desktop icon is pointing to the correct location on your computer. ⚠️ Before You Begin You will need: Access to the SureFire icon on your desktop Basic ability to view and verify file paths in Windows 📊 Step-by-Step Guide Step 1: Check the icon location Use this when you need to make sure the SureFire icon is pointing to the correct location. Right-click on the SureFire icon. Step 2: Open Properties Use this to view the Target and Start In paths. Select Properties. Step 3: Verify the Target and Start In fields Use this to confirm the icon points to the correct SureFire installation. Verify the Target and Start In fields have the correct path. 📝 Notes The Target path will look similar to C:\UTS20\tww20.exe. Substitute the drive letter shown in the example with the drive letter that SureFire is installed on if different. The Start In path will look similar to C:\UTS20\. Substitute the drive letter shown in the example with the drive letter that SureFire is installed on if different. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to print bank products forms in SureFire This guide explains how to print bank forms in SureFire by adding the bank form to your print packet. ⚠️ Before You Begin If the bank forms do not print out as part of the packet, an adjustment will need to be made in the Print Packet to include the bank form to be printed. 📊 Step-by-Step Guide Step 1: Open the Tools menu in SureFire Use this when you need to access the setup options. Open the Tools menu in SureFire. Step 2: Go to Utilities/Setup Assistant Use this to reach the print packet settings. Select Utilities/Setup Assistant. Step 3: Open the Setup menu Use this to access print packet configuration. In the Utility window, open the Setup menu. Step 4: Select View/Edit Print Packets Use this to edit which forms are included in the packet. Select View/Edit Print Packets. Step 5: Choose the packet(s) you want to update Use this to ensure the bank form is included for the correct copies. Select the Packets from the list (Signature Pages, File Copy, Taxpayer Federal Copy, Taxpayer State Copy, Federal Copy to be Mailed, State Copy to be Mailed ). Step 6: Add Bank Forms to the packet Use this to include the bank form in the print packet. On the left side of the window, select Bank Forms under Available Forms. Click on Add button in the middle, this will transfer the forms to right side. Step 7: Save your changes Use this to apply the updated print packet settings. Click on Save . 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to print organizers all at the same time to individual PDF packets in SureFire 2019 This guide explains the current status of the organizer printing feature in SureFire 2019 and what to expect going forward. ⚠️ Before You Begin Note: This functionality worked very well in SureFire 2018, but you may be unable to print organizers all at the same time to individual PDF packets in SureFire 2019. 📌 Current Status This feature will be fixed in Tax year 2020 and will function as designed for 2019. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unable to See the Return List Window in SureFire SureFire is open, but the return list window is hidden. Follow the steps below to bring it back into view. ⚠️ Before You Begin Try these steps while SureFire is open. 📊 Step-by-Step Guide Step 1: Use the keyboard to move the hidden window Use this when you need to bring the hidden return list window back into view. Press Alt+Spacebar. Press M. Use the mouse and/or arrow keys to move the window to the desired location, then press Esc to release the window. Step 2: Repeat the move command (if Step 1 didn’t work) If the first attempt doesn’t seem to have any effect, try the steps below. Press Alt+Spacebar. Press R. Press Alt+Spacebar. Press M. Use the mouse and/or arrow keys to move the window to the desired location, then press Esc to release the window. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to update your EFIN setup so you can register. ⚠️ Before You Begin You must have your updated EFIN available from the IRS and be able to enter it in Setup Options. 📊 Step-by-Step Guide Step 1: Update your EFIN in Setup Options Your EFIN must be set or changed in Setup Options before you can register. Your EFIN must be set or changed in Setup Options before you can register . For instance, if you had a CCH SFS-issued fake EFIN, when you get your actual EFIN from the IRS you must have it added to your account. A new registration code from us is generated so you must change your EFIN in Setup Options first. The Register Software window opens after you click Finish in Setup Options so that you can input your new registration code. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Missing Shortcut column / Missing columns in Add Forms window This guide will help you restore missing columns in the Add Forms window in SureFire. ⚠️ Before You Begin Make sure you are in the Add Forms window where the columns are missing. 📊 Step-by-Step Guide Step 1: Right-click on the description area Use this when you need to open the column options. Right click on description Step 2: Mark the column you are missing (or want to add) Use this when you need to enable the missing column. Mark the column you are missing or want to add Step 3: If all boxes are marked, adjust the column widths Use this when the columns are enabled but not displaying correctly. If boxes are all marked Adjust each column just like you would adjust a excel column with your mouse. Step 4: Confirm the rows display correctly Use this to verify the fix. Now will see all rows correctly ✅ Success! You should now see the missing columns and all rows correctly in the Add Forms window. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Unexpected Error and need to close when open any return in SureFire - Can't open all years of SureFire Only run this on the latest of SureFire. This will repair the prior year as well once run once. If on a Network Drive be sure to do this on the main computer only once all instances of SureFire are closed for that year in the office. ⚠️ Before You Begin Only run this on the latest of SureFire. This will repair the prior year as well once run once. If on a Network Drive, be sure to do this on the main computer only once all instances of SureFire are closed for that year in the office. 🛠️ Uninstall and Reinstall SureFire Step 1: Rename the SureFire folder Use this to prepare the program for a clean reinstall. Rename UTS20XX folder to UTS20XXOLD (where XX is the number of year of the program, for example 20, or 21) in the Drive where SureFire is saved. Step 2: Open Programs and Features Use this to uninstall the current SureFire version. Click on the Windows Start Button, Go to Control panel Programs and Features. Step 3: Uninstall the most current year Use this to remove the latest SureFire so it can be reinstalled. Find the most current year of SureFire, select it, and click "Uninstall program." Step 4: Rename the folder back to the original name Use this to restore the folder name expected by SureFire. Rename folder back to original name (UTS20XX). Step 5: Go inside the UTS20XX folder Use this to continue with the next part of the process. Inside of the UTS20XX 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔧 Uninstall / Reinstall Federal or State Modules Need to fix a corrupted module or reinstall a state/federal package? This guide will walk you through how to properly uninstall and reinstall modules in Sure-Fire Tax Software. Whether you're troubleshooting errors or need a fresh install, we've got you covered! 📋 What This Guide Covers Part 1: How to uninstall a module (Federal, State, or Bank) Part 2: How to reinstall a module Part 3: How to do a "Full Clean" reinstall (when normal reinstall doesn't work) 💡 When Would I Need This? A state or federal module is showing errors or acting strange You're getting calculation errors on specific forms A module update didn't install correctly You need to start fresh with a clean module installation Bank product software needs to be reinstalled 📦 Part 1: How to Uninstall a Module Step 1: Open the Utility Window Open Sure-Fire Tax Software Go to Tools at the top menu bar Select Utilities/Setup Assistant Step 2: Access Uninstall Modules In the Utility window, click Tools Select Uninstall Modules Step 3: Select and Uninstall A window will appear listing all installed modules: Federal modules State modules Bank products Select the package(s) you wish to uninstall by clicking on them Click OK or press Enter Wait for the confirmation message that the process is complete ✅ Done! The module has been uninstalled from your system. 📥 Part 2: How to Reinstall a Module After uninstalling a module, reinstalling it is simple: Close the Utility window if it's still open Go back to the main Sure-Fire Tax Software Go to Communications in the top menu Select Get Module Updates Wait for the download and installation to complete ✅ Done! The Federal module, state, and/or bank software will now be available when you restart the program. 🧹 Part 3: Full Clean Reinstall (Advanced) ⚠️ Use this method only if the normal reinstall (Part 2) doesn't fix your issue. This completely removes all cached module files. Step 1: Uninstall the Module First Follow the steps in Part 1 above to uninstall the module normally: Tools → Utilities/Setup Assistant → Tools → Uninstall Modules Step 2: Navigate to the MAILBOX Folder Open File Explorer (Windows key + E) Navigate to your Sure-Fire installation folder: C:\UTSXX\MAILBOX Where XX = last 2 digits of the tax year 📁 Example Paths:• C:\UTS25\MAILBOX = Tax Year 2025• C:\UTS24\MAILBOX = Tax Year 2024• C:\UTS23\MAILBOX = Tax Year 2023 Step 3: Delete STU Files Inside the MAILBOX folder, scroll to the bottom (files are in alphabetical order) Look for any files that start with STU Delete all files beginning with "STU" 🔍 What STU files look like:• STUIUS01.ZIP, STUIUS02.ZIP (Federal - US)• STUICA01.ZIP (California)• STUINY01.ZIP (New York)• STUITX01.ZIP (Texas)• etc. Step 4: Reinstall the Module Go back to Sure-Fire Tax Software Go to Communications → Get Module Updates Wait for the fresh download and installation ✅ Done! You now have a completely fresh installation of the module with no cached data. 📝 Quick Reference Action Menu Path Open Utility Tools → Utilities/Setup Assistant Uninstall Module Tools → Uninstall Modules (in Utility) Reinstall Module Communications → Get Module Updates MAILBOX Folder C:UTSXXMAILBOX 🔧 Troubleshooting Module still not working after reinstall? Try the Full Clean Reinstall (Part 3) Make sure you deleted ALL files starting with "STU" Restart the computer and try again Can't find the MAILBOX folder? Make sure you're looking in the correct tax year folder (UTSXX) The folder might be on a different drive if you installed elsewhere Try searching your computer for "MAILBOX" Get Module Updates not downloading anything? Check your internet connection Try running the software as Administrator Temporarily disable firewall/antivirus and try again 📚 Related Articles How to Add State Updates to Software How to do a Rename Reinstall 🆘 Still Need Help? If you're still experiencing issues after following these steps, our support team is here to help! 📝 Submit a Support Ticket 📞 Call 1-800-516-9442

📚 What This Guide Covers This article shows you how to uninstall SureFire on older Windows versions (Vista and Windows 7/8). ⚠️ Before You Begin Follow the instructions that match your Windows version. 📊 Step-by-Step Guide Windows Vista Click the Start button, and then click Control Panel. Double-click Programs and Features. Select Sure-Fire 20xx (where xx corresponds to the tax year of your program), and then click Uninstall. Windows 7 / Windows 8 Click the Start button, and then click Control Panel. Click Programs, and then click Uninstall a program in the Programs and Features section. In the list, select Sure-Fire 20xx (where xx corresponds to the tax year of your program), and then click Uninstall. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Universal media for storing/backing up returns Some common media our users favor for storing or backing up their clients returns are CD-R/CD-RW discs, USB thumb drives, or separate backup hard drives. 📋 Common Media Options CD-R/CD-RW discs USB thumb drives Separate backup hard drives ❌ If You Need Help If you have difficulties backing up your data or other issues, we recommend contacting the manufacturers of your media for further assistance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how the ADMIN user can unlock a user account that has been locked due to multiple incorrect password attempts. 📊 Step-by-Step Guide Step 1: Access Utilities Only the ADMIN user has the permissions required to unlock other accounts. Sign in to SureFire as the ADMIN. Select TOOLS from the top menu and then select UTILITIES/SETUP ASSISTANT. Step 2: Open Setup Assistant The Setup Assistant is the management hub for users and software configuration. In the new window that appears, click the SETUP menu and then select SETUP ASSISTANT. Step 3: Manage Users Locate the specific user whose account is currently locked. Select GROUPS & USERS from the left-hand navigation pane. In the user list, double-click the user you wish to edit to open their User Details window. Step 4: Unlock Account Uncheck the lock status and save your changes. In the top-left corner of the User Details window, find the ACCOUNT LOCKED checkbox and uncheck it. Verify or update the password if necessary, then click OK. Finally, ensure you click SAVE & CLOSE as you exit the Setup Assistant. 📞 Still Need Help? If the account remains locked or the ADMIN password is forgotten, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this error? This is a visual error. The updates are installing properly. ⚠️ Before You Begin To confirm installation of the states, you can add the state abbreviations to the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Add state abbreviations to the Main Information Sheet Use this to confirm the states were installed. This will display the state forms loaded in the SureFire forms tree. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to update your Registration Code for SureFire. ⚠️ Before You Begin You'll need your EFIN and your new registration code. 📊 Step-by-Step Guide To update the Registration Code  In years 2014 and newer, follow the below steps:   Click Tools at the top of your program window Select Utilities/Setup Assistant Click Setup and then Setup Assistant From here, click on Register Software on the left Enter your EFIN and registration code, then click on Validate Registration Code.           For 2013 and prior years, follow the below steps:   On the Tools menu, click Utilities/Setup Options. In the Sure-Fire Utility, select Setup and then click Setup Options/Assistant. On the Company tab, enter the new EFIN. Click Next until you arrive at the Color Setup tab. Click Finish. Enter your new Registration Code and then click OK.   ❌ Common Errors If validation fails, confirm the EFIN and registration code match what SureFire issued for your tax year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Upgrading from PPR to an Unlimited Package If you purchase PPR but you later want to upgrade to an unlimited version of SureFire and your PPR charges (not including filing fees) will meet or exceed the full retail price of the desired SureFire package (such as Federal 1040 and your resident state), contact your salesperson to convert your installation from PPR. ⚠️ Before You Begin To qualify for the upgrade, your PPR charges (excluding filing fees) must meet or exceed the full retail price of the desired SureFire package (for example, Federal 1040 and your resident state). 📊 Step-by-Step Guide Step 1: Confirm your PPR charges meet the upgrade threshold Use this when you need to... Make sure your PPR charges (not including filing fees) will meet or exceed the full retail price of the SureFire package you want. Step 2: Contact your salesperson to convert your installation Use this when you need to... Reach out to your salesperson so they can convert your installation from PPR to the unlimited version. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 URL u2ltw.dll that implements function... when running reports This can occur when the u2ltw.dll file is missing from the C:\Program Files\Business Objects\common\2.8\bin folder. To correct this problem, you need to download the attached u2ltw.dll file to the C:\Program Files\Business Objects\common\2.8\bin folder and restart TaxWise. ⚠️ Before You Begin Make sure you have access to the C:\Program Files\Business Objects\common\2.8\bin folder so you can place the missing u2ltw.dll file there. 📊 Step-by-Step Guide Step 1: Download the attached u2ltw.dll file Use this when you need to save the missing DLL to your computer. Right-click the file attached below, and then click Save Target As. Step 2: Save it to the correct folder Use this when you need to place the DLL where TaxWise/Business Objects expects it. Navigate to the C:\Program Files\Business Objects\common\2.8\bin folder, and then click Save. Step 3: Restart TaxWise Use this when you need the updated DLL to be loaded. Restart your TaxWise program. ✅ Attached File u2ltw.dll 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 URL u2ltw.dll that implements function... when running reports This can occur when the u2ltw.dll file is missing from the C:\Program Files\Business Objects\common\2.8\bin folder. To correct this problem, you need to download the attached u2ltw.dll file to the C:\Program Files\Business Objects\common\2.8\bin folder and restart SureFire. ⚠️ Before You Begin You will need to: Download the attached u2ltw.dll file Place it in C:\Program Files\Business Objects\common\2.8\bin Restart your SureFire program 📊 Step-by-Step Guide Step 1: Download the attached u2ltw.dll file Use this when you need to get the missing DLL file. Right-click the file attached below, and then click Save Target As. Step 2: Save it to the correct folder Use this when you need to restore the required file location. Navigate to the C:\Program Files\Business Objects\common\2.8\bin folder, and then click Save. Step 3: Restart SureFire Use this when you need the program to reload the updated file. Restart your SureFire program. ✅ Success! You are now able to run reports without receiving this message. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to use Form 8822 to change a taxpayer’s address in Sure-Fire. ⚠️ Before You Begin You will need the information required to identify the correct Business vs. Individual option. 📊 Step-by-Step Guide Step 1: Choose the correct filing type Use this to select whether you are changing a Business or Individual address. You must indicate this form as either Business or Individual. If you select the Individual check box, enter T for taxpayer, S for spouse, or J for a joint return. Information will carry over from the Main Information Sheet. Step 2: Confirm what the form can be used for This form may be used to change both home and business addresses. Do NOT attach it to the client’s return. Select the appropriate check boxes in Parts I and II. Step 3: Mail the form Mail this form to the appropriate IRS center, per the IRS instructions. Press SHIFT+F1 for IRS instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket Note: If you do need to file the change of address form, Form 8822 is found in the Miscellaneous package in Sure-Fire because it can be used for multiple packages.You must indicate this form as either Business or Individual. If you select the Individual check box, you must enter either T for taxpayer, S for spouse or J for a joint return. Information will carry over from the Main Information Sheet.This form may be used to change both home and business addresses. It must NOT be attached to the client's return. The appropriate check boxes in Parts I and II should be selected.Mail this form to the appropriate IRS center, per the IRS instructions. Press SHIFT+F1 for IRS instructions.

🔍 Use of PTINs in SureFire You may apply for a PTIN only if you are a paid tax return preparer. If you use a PTIN, you will meet the requirement under IRC section 6109(a) (4) of furnishing your identifying number on returns you prepare. The PTIN cannot be used in place of the Employer Identification Number (EIN) belonging to the tax preparation firm. ⚠️ Before You Begin You can apply for a PTIN only if you are a paid tax return preparer. Important: Your PTIN cannot be used in place of the Employer Identification Number (EIN) belonging to the tax preparation firm. 📊 Step-by-Step Guide Step 1: Apply for your PTIN using Form W-12 Use this when you need to apply for a PTIN. Use the Form W-12, to apply for a PTIN (PDF). Step 2: Complete the form online, then print and mail Use this when you want to fill out the form before printing. You can complete this form online at https://www.irs.gov/pub/irs-pdf/iw12.pdf before printing and mailing it. (Adobe Reader is required.) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers The Return Explorer is a robust management tool that allows you to move, rename, delete, and manipulate tax returns within the SureFire system. This guide shows you how to access it. 📊 Accessing the Return Explorer Step 1: Sign In You must have appropriate permissions to modify return files. Sign into the SureFire software using the ADMIN account or the specific user account that created the returns you wish to adjust. Step 2: Navigate to Utilities Select the Tools drop-down menu from the top of the program window. Click on Utility/Setup Assistant (Note: This may be labeled "Utility/Setup Options" in version 2013 and below). Step 3: Launch Explorer In the Utility window that appears, go to the File menu and select File Explorer to open the Return Explorer management interface. 💡 Capabilities Once inside the Return Explorer, you can perform bulk actions on files, organize returns by package, and manage user access to specific client folders. 📞 Still Need Help? If you need help moving large volumes of data or renaming returns, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains how to use the Return Query tool to track the status of your e-filed returns, view acknowledgements, and troubleshoot rejections. 📊 Using the Return Query Step 1: Open the Search Tool Access the query tool from the main application menu. Click File in the top left corner of your program window and select Search/Query for Taxpayer... Step 2: Filter and Find Use search filters to locate specific client files. The Return Query window offers multiple search options and filters (such as SSN, Name, or E-file Status). Once you have located the correct taxpayer, click on the return to open the Status window. Step 3: Check Return Status Review transmission dates and processing details. The Status window displays vital information about the return, including: Sent Date: When the e-file was transmitted. Received Date: When the IRS/State acknowledged the return. Financial Info: Earned income and other baseline data. Step 4: Troubleshoot Rejections Find out exactly why a return was not accepted. If a return has been rejected, click on the Reject tab in the Status window. This will display all pending rejection codes and descriptions for that return, allowing you to make the necessary corrections. 📞 Still Need Help? If you need assistance interpreting a complex rejection code, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 utsPrintManager.dll is either not designed to run on Windows in SureFire C:\UTSXX\Printmanager\utsPrintManager.dll is either not designed to run on Windows or it contains an error. This guide explains how to send your copy of PrintManager to the client PC to resolve the issue. ⚠️ Before You Begin You will need access to: Your PC (the machine where the PrintManager copy is working) The Client PC (the machine showing the error) GoToAssist (to send files) 📊 Step-by-Step Guide Step 1: Send your copy of PrintManager to the client PC Use this when you need to provide the client PC with a working PrintManager folder. On your PC Go to C:\UTSXX\PrintManager Right click on PrintManager, click on copy Paste a copy to your desktop to send to the client PC. Using GoToAssist, click on tools Click on send files Save folder to client PC desktop Step 2: Replace the PrintManager folder on the client PC Use this when you need to remove the faulty PrintManager and replace it with the working copy. On Client PC Go to C:\UTSXX\PrintManager or Network location Right click on PrintManager, click on rename Rename Prinrmanager to Printmanager.old Locate the Printmamager folder on client desktop Right click on PrintManager, click on cut Paste PrintManagerto C:\UTSXX\PrintManager or Network location on client PC. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains what to do when you encounter various errors when using eFile Cabinet to print returns. ⚠️ Before You Begin You will need to be able to print a return using SureFire’s Print Manager. 📊 Step-by-Step Guide Step 1: Use Print Return in PDF Format Use this instead of printing directly with eFile Cabinet. The eFile Cabinet software is a third-party application that SureFire does not support. However, you can use the Print Return in PDF Format feature in the Print Manager to convert returns to PDF format, and then save the files in your eFile Cabinet software. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide provides the allowed character range for W-2 verification codes in the SureFire software. 📊 Character Requirements ❌ Common Errors If you receive a W-2 verification code error, ensure the code follows these requirements: Letters: Only A through F Numbers: 0 through 9 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Return Explorer in SureFire? This guide explains the actions you can perform using Return Explorer in SureFire. For instructions on opening Return Explorer, see our article detailing how to delete a tax return using Return Explorer in SureFire. ⚠️ Before You Begin Make sure you understand the impact of each action (for example, whether files are copied, moved, deleted, or restored). 📊 Actions You Can Perform in Return Explorer The following table describes the actions you can perform in Return Explorer. Return Explorer Action Definition Copy Files to Another Location This action allows you to copy Tax Form Defaults, Private Forms lists, Print Packet Form lists, History lists, and User-Defined History Lists. You cannot copy tax returns to another user. The Admin user can copy any type of user file except tax returns. Delete Files This action allows you to delete tax returns and other files. SureFire allows you to restore the return after deletion, if needed. Move Files to Another Location This action allows you to move tax returns and other files from one user name to another. When a file is moved it is no longer available in the original location. Rename a Return This action allows you to change the file name of an existing tax return. SureFire automatically puts a two-character code at the beginning of a tax return. This file name indication shows the tax year and tax package. When you rename a return, do not type this code as part of the new file name. Restore a File This action is only available once you select Packet Form List Archives in the Show field. SureFire makes a backup copy of your print packet before any changes are made. Restore a File allows a user assigned to Admin or Return Manager to restore the print packet back to the options you had set before making changes. 📊 Sorting the File List Files in Return Explorer can be sorted in the following ways: File Name - lists the file name of the tax return or file SSN/EIN - lists the SSN/EIN of the primary taxpayer Taxpayer Name - lists the name of the primary taxpayer Package - lists the package type of the return Return Type - lists the type of return (E-file, Paper) Preparer Id - lists the preparer id that created the return Return Stage - lists the return state assigned to the return Return Status - lists the status of the return Edited - lists the date and time stamp when the return was last edited 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What are the supported modules and pricing for SureFire Pay per Return (PPR)? This guide lists the SureFire Pay-Per-Return fees by module and filing type. 📋 SureFire Pay-Per-Return Fees Individual (1040) E-filing of federal and companion state - $20 Additional States - $12 per state Business and Specialty (1065, 1120, 1120S, 1041, 706, 709, 990) Federal and companion state - $35 (includes e-filing for 1065, 1120, 1120s, and 1041) Additional States - $18 per state https://www.wolterskluwer.com/en/solutions/SureFirePay-Per-Return Packages 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What Client Letter Templates are available for SureFire? The following templates are available in SureFire: 📋 Template Availability Letter templates for each tax package except Miscellaneous, available in English and Spanish. A template that provides a cover sheet for individual returns (Indiv Cover Sheet.CL). This cover sheet is designed to be used alone, not with a third-party folder or envelope. A template that provides a cover sheet for business returns (Business Cover Sheet.CL). This cover sheet is designed to be used alone, not with a third-party folder or envelope. Templates for cover sheets and slip sheets compatible with folders and envelopes from Nelco. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This article explains the meaning of an Acknowledgement (ACK) and how to view them within SureFire to track the status of your e-filed returns. 🔍 What is an ACK? An Acknowledgement is a formal response from the IRS or a state tax agency regarding an e-filed return. When you transmit a return electronically, the taxing authority (IRS or State) sends back an Acknowledgement. This message indicates one of two primary results: Accepted: The return has been received and passes initial processing. Rejected: The return has an error that must be corrected before it can be re-filed. 📊 How to View Acknowledgements You can monitor all received acknowledgements through the built-in reporting tool: Go to the Reports menu at the top of the program window. Select Acknowledgements. The Acknowledgements window provides a comprehensive list of all federal and state acceptances, rejections, and direct communications from the IRS. 📞 Still Need Help? If you have questions about a specific rejection code in your acknowledgements, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 When open return SureFire closes - When open return SureFire closes This guide provides step-by-step instructions to help you resolve an issue where SureFire closes when you open a return. ⚠️ Before You Begin Follow the steps below in order. Each step builds on the previous one. 📊 Step-by-Step Guide Step 1: Remove return from the users folder Use this when you need to: Remove the return from the users folder. Remove return from users folder Step 2: Move return to the desktop Use this when you need to: Temporarily place the return on your desktop. Move return to deskop Step 3: Run DBrepair Use this when you need to: Repair the database. Run DBrepair Step 4: Put return back in the users folder Use this when you need to: Restore the return to its original location. Put return back in users folder Step 5: Run DBreair C in command prompt Use this when you need to: Run the repair command from the command prompt. Run DBreair C in command prompt Step 6: Confirm you can open the return Use this when you need to: Verify the issue is resolved. Now can open return ✅ Success! Now can open return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 When registering the program When registering SureFire, you may see the message "Some or all identity could not be translated." and the registration process may not complete. ⚠️ Before You Begin To complete the registration with SureFire, the computer language will need to be set to English. Good to know: Once the SureFire registration process is completed, the language setting can be changed back. 📊 Step-by-Step Guide Step 1: Change your system default language to English Use this when you need to set your computer language to English so the SureFire registration can complete. For step-by-step instructions on changing the system default language, see the Microsoft article onchangingthe default input language for Windows. ❌ Common Errors If you still see "Some or all identity could not be translated." after setting the language to English, double-check that the system default language is fully updated before continuing the registration. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 When starting a new declaration This guide explains how to fix the issue by downloading the required updates from the SureFire Solution Center. ⚠️ Before You Begin To ensure updates install properly: Close any open tax returns on all workstations. If any returns are open, updates will not be installed properly. 📊 Step-by-Step Guide Step 1: Close open returns on all workstations Use this when you need to ensure updates install correctly. Close any open tax returns on all workstations. If any returns are open, updates will not be installed properly. Step 2: Open the SureFire Solution Center Use this to access the update downloads. Click the Solution Center Knowledge Base tab in the software to access your SureFire Solution Center. Then, click Launch SureFire Solution Center or go to http://support.SureFire.com. Step 3: Go to Product Updates Use this to find the correct update files. Click Product Updates under the Preparer Solutions section. Step 4: Log in Use this to access your downloads. Log in with your client ID, user name, and password. Step 5: Download the latest SureFire program update Use this to update the SureFire program components. Click the Download icon to download the latest SureFire programupdate and save the modules to your Windows desktop or another easy-to-remember location. Step 6: Download the latest federal module update for your return type Use this to update the federal modules for the return you are preparing. Click the Download icon to download the latest federal module update for the return type that you are attempting to prepare and save the modules to your Windows desktop or another easy-to-remember location. Step 7: Close SureFire completely Use this to prevent installation conflicts. Once the modules aredownloaded, close SureFire completely on all workstations. Step 8: Install the updates in the correct order Use this to install all downloaded modules successfully. Navigate to the location where yousaved the files, and then double-click it to install the updates in the same order that they were downloaded. Step 9: Resume starting a new return Use this to continue your work after updates are installed. You can now open SureFire and resume starting a new return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 When will the new tax program be released for SureFire? The New Program for the upcoming tax season usually comes out the week of Thanksgiving for you to download from support.SureFire.com 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Where do I mail a paper return with or without a payment? For the most current addresses for mailing federal and state tax returns see, Where to File Paper Returns With or Without a Payment. ⚠️ Before You Begin Use the link above to find the most current mailing addresses for both federal and state tax returns. 📊 Step-by-Step Guide Step 1: Find the correct mailing address Use this when you need to mail a paper return, with or without a payment. Go to the article titled Where to File Paper Returns With or Without a Payment to get the most current federal and state addresses. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Where to Mail Corporate Returns This guide explains where to mail corporate returns based on the corporation’s location and total assets. Applies to 2016, 2015, and prior years. 📝 Important Note Note: This information can also be found in the form instructions in Sure-Fire. To access these instructions while using Form 1120 or 1120S, press SHIFT+F1. 📬 Mailing Addresses (Based on Your Situation) If the corporation's principal business, office, or agency is located in: Step 1: Use the Cincinnati, OH address And the total assets at the end of the tax year are: Less than $10 million and Schedule M-3 is not filed Department of the Treasury Internal Revenue Service Center Cincinnati, OH 45999-0012 States: Connecticut, Delaware, District of Columbia, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia, Wisconsin Step 2: Use the Ogden, UT address (Schedule M-3 filed or $10M+) And the total assets at the end of the tax year are: $10 million or more or less than $10 million and Schedule M-3 is filed Department of the Treasury Internal Revenue Service Center Ogden, UT 84201-0012 States: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Idaho, Iowa, Kansas, Louisiana, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, Wyoming Step 3: Use the Ogden, UT address (Any amount) And the total assets at the end of the tax year are: Any amount Department of the Treasury Internal Revenue Service Center Ogden, UT 84201-0012 Step 4: If the corporation is outside the U.S. If the corporation's principal business, office, or agency is located in: A foreign country or U.S. possession Any amount Internal Revenue Service Center P.O. Box 409101 Ogden, UT 84409-0012 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Where to Mail Partnership Returns Use this guide to find the correct Internal Revenue Service Center address for mailing Form 1065 partnership returns based on where the partnership’s principal business, office, or agency is located and the total assets at the end of the tax year. 📝 Note To access these instructions while using Form 1065, press SHIFT+F1. 📊 Mailing Addresses (Form 1065) Use the address that matches your partnership’s location and total assets at the end of the tax year. IF the partnership's principal business, office, or agency is located in: And the total assets at the end of the tax year are: Use the following Internal Revenue Service Center address: Form 1065 with Schedule M-3 attached Any amount Department of the Treasury Internal Revenue Service Ogden, UT 84201-0011 Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia, Wisconsin Less than $10 million Department of the Treasury Internal Revenue Service Cincinnati, OH 45999-0011 Any of the above $10 million or more Department of the Treasury Internal Revenue Service Ogden, UT 84201-0011 Alabama, Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Iowa, Kansas, Louisiana, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, Wyoming Any amount Department of the Treasury Internal Revenue Service Ogden, UT 84201-0011 A foreign country or U.S. possession Any amount Internal Revenue Service P.O. Box 409101 Ogden, UT 84409 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Which IRS and state forms are approved for e-filing in SureFire? The IRS and state tax agencies approve forms for e-filing at various times during the early part of the filing season. The forms are available for download shortly after we receive approval to release the final versions. 📚 What This Guide Covers This guide explains how to check which IRS and state forms are currently approved for e-filing in SureFire. 📊 Step-by-Step Guide Step 1: Check the current e-file approval status Use this when you need to confirm whether a specific form is currently approved for e-filing. You can visit the Module Delivery and Efile Dates page on the SureFire Customer Support Web site at https://www.cchsfs.com/ModuleStatus/ to determine the current status of particular e-fileable forms. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Which prior year federal and state returns can I e-file using SureFire? This article lists which prior year federal and state returns you can e-file using SureFire. ⚠️ Before You Begin Use the legend at the bottom of this page to understand what each “Yes” status means. 📊 Prior Year E-File Support (Federal and States) State       Individual MeF       Corporate       S-Corp       Partnership       Fiduciary       AKNot Supported ALYes - prior 2 ARYes - prior 2 AZYes - prior 2 CAYes - prior 2 COYes - prior 2 CTYes - prior 2 DCYes - prior 2 DEYes - prior 2 FLYes - prior 2 GAYes - prior 2 HIYes - prior 2 IAYes IDYes - prior 2 ILYes INYes - prior 2 KSYes - prior 2 KYYes LAYes - prior 2 MAYes MDYes - prior 2 MEYes - prior 2 MIYes - prior 2 MOYes - prior 2 MNYes - prior 2 MSYes - prior 2 MTYes - prior 2 NCYes - prior 2 NDYes - prior 2 NEYes - TY2013+ NH  NJYes - prior 2 NMYes - prior 2 NYYes - prior 2 NYCYes - prior 2 NV  OHYes - prior 2 OKYes - prior 2 ORYes - prior 2 PAYes - prior 2 RIYes SCYes - prior 2 SD  TNYes TXYes - TY2008+ UTYes - prior 2 VAYes - prior 2 VTYes - prior 2 WA  WIYes - prior 2 WVYes - prior 2 WY  FederalYes - prior 2 📝 Legend:   Yes - prior 2: Agency software support rolling Prior 2 tax years. Yes: Agency or software only began supporting e-file for this prior year. Most likely, these types will transition to "prior 2" status next year. : Either this tax type does not exist for this state 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Why am I unable to create e-files in SureFire? - After running diagnostics, the e-file button is greyed out. SureFire Web Version users are unable to e-file individual returns from the desktop program. SureFire Web Version users should use the Mark to Transfer button to transfer the return to SureFire Web Version before e-filing. ⚠️ Before You Begin Ensure the active user is assigned to a security group that can create e-files. Users assigned to the Preparer group cannot create an e-file. 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access setup and security settings. Log into SureFire as Admin. Step 2: Open the Setup Assistant Use this to reach the user group assignment area. Click Tools Utilities/Setup Assistant. Step 3: Start Setup Assistant Use this to begin editing setup options. Click Setup Setup Assistant. Step 4: Go to the Groups Users tab Use this to find the specific user who cannot create e-files. Select the Groups Users tab. Step 5: Select the user and open View/Edit Use this to edit the security group assignment for the user. Select the user that is unable to create e-files then click View/Edit. Step 6: Assign the correct security group Use this to grant permission to create e-files. Select SuperUser or ReturnManager from the Assigned group list and click OK. Step 7: Save changes Use this to apply the updated permissions. Click Save and Close. ✅ Success! Note: This user will now be able to create e-files. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Why am I unable to create new returns in SureFire? This article explains some common reasons you may be unable to create new returns in SureFire and how to fix user permissions. ⚠️ Before You Begin You may need to confirm which user account is being used and whether that user has the correct permissions to create new returns. 🧩 Possible Explanations Some possible explanations for this are: Administrators are not able to create new returns. Change the user to one that is not an administrator by selecting File Change User. Your EFIN registration may need updating. If you originally registered the software with a CCH-SFS-assigned EFIN and you now have your actual IRS-assigned EFIN, contact Customer Service to change your EFIN and have a new registration code generated. The selected user may not have permission to create new returns. To resolve this problem, follow the steps below. 📊 Step-by-Step Guide Step 1: Log in as an Admin Use this when you need to access the setup tools. Log into SureFire as Admin. Step 2: Open the Setup Assistant Use this to manage user group assignments. Click Tools Utilities/Setup Assistant. Step 3: Go to Setup Assistant Use this to access user group settings. Click Setup Setup Assistant. Step 4: Open the Groups/Users tab Use this to find the user who cannot create returns. Select the Groups Users tab. Step 5: Select the user and open View/Edit Use this to update the user’s assigned group. Select the user that is unable to create new returns then click View/Edit. Step 6: Assign the correct group Use this to grant permission to create new returns. Select SuperUser or ReturnManager from the Assigned group list and click OK. Step 7: Save and close Use this to apply the changes. Click Save and Close. ✅ Success! Note: This user will now be able to create new returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Why can I not open returns in SureFire after updating to Microsoft Windows 10? This can occur when you upgrade to Microsoft Windows 10. ⚠️ Before You Begin Follow the steps below to correct the issue. 📊 Step-by-Step Guide Step 1: Close SureFire Use this when you need to stop the application before running the SureFire setup again. Close SureFire. Step 2: Open the SureFire installation folder Use this when you need to access the files on the drive where SureFire is installed. Click Start Computer. Navigate to the drive SureFire is installed on. Step 3: Run the setup program Use this when you need to reinstall/repair SureFire components after the Windows 10 upgrade. Open the UTSxx folder(where xx is the year of SureFire). Open the TWTech folder. Double-click setup.exe and follow the prompts. Step 4: Launch SureFire and open the return Use this when you need to confirm the issue is resolved. One the setup process completes, launch SureFire and open the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Why did the Client Organizer print out of sequence? This guide walks you through the most common checks to fix Client Organizer packets printing in the wrong order. ⚠️ Before You Begin Before making changes, note the affected user name and confirm whether the issue is happening for the Admin user or another user. 📊 Step-by-Step Guide Step 1: Check the order in the View/Edit Print Packets screen Use this when you need to confirm the Organizer packet form order is set correctly. On the Tools menu, select Utilities/Setup Options. Select Setup, and then select View/Edit Print Packets. Select the Organizer packet in the top left drop-down box. Highlight Organizer forms and use the red arrows to the right of the form list to change the order. Click Save when finished. Step 2: Delete Organizer.PFL for the affected user (if not the Admin user) Use this when the user is using a different Organizer form list than the Admin user. Try deleting Organizer.PFL from the user name experiencing the problem (unless it is the Admin user having the problem). To delete the Organizer.PFL file Right-click the Windows Start button, and then select Explore or Open Windows Explorer. Navigate to the UTSxx/Users/Username folder on the drive where SureFire is installed (where xx is the two-digit tax year of your program, and Username isthe affectedTW user name). Right-click theOrganizer.PFL file, and then select Delete. This user name will now use the Organizer form list found in the Admin user name. Step 3: Check your printer Control Panel options Use this when printer settings may cause pages to print in an unexpected sequence. Next, check your printer's Control Panel options. To check printer Control Panel options Click the Windows Start button, point to Settings, and then select Printers and Faxes. Right-click your printer, and then select Properties. Check the Advanced tab for a Print spooled items first option. If unchecked, put markthe check box for that option. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Why do I get error 241 when trying to save pdf files in SureFire? This error is related to a printing issue when you try to save PDF files using the Print To PDF feature while selecting more than 1 print package at a time. Follow the steps below to resolve it. ⚠️ Before You Begin Try the appropriate option below depending on what you want to print: Federal only State only Federal and State together 📊 Step-by-Step Guide Step 1 Use this when you want to print Federal to PDF (and avoid the error 241 scenario). Unchecked the Federal return button within the print wizard. Now can just print Federal to PDF. Same for the State.   Step 2 Use this when you want to print both Federal and State. If want to print both Federal and State Do NOT click on print to PDF Change printer to Microsoft PDF Top right click on PDF 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Why do I get the message that my EFIN is Invalid when batching returns for e-file transmission This guide explains why you may see an “EFIN is Invalid” message when batching returns for e-file transmission, and what you need to do to resolve it. ⚠️ Before You Begin Preparer will need to contact the IRS. 📚 Background for Invalid EFIN You may have an On-Line Tax Preparation EFIN that begins with 10, 21, 32, 44, or 53. You may have an On-Line Tax Preparation EFIN that begins with 10, 21, 32, 44, or 53. These EFINs are assigned for On-Line Tax Preparation.On-Line Preparation is where an ERO inputs returns on an Internet-based program, or files the return using software that is designated as On-Line Preparation (such as TurboTax). This is different from the professional software that CCH Small Firm Services provides. Question 2d of IRS Form 8633 asks whether you will transmit returns prepared through commercially purchased software or an on-line Internet site. Question 2d of IRS Form 8633, Application to Participate in the IRS e-file Program, asks the following:Will you transmit individual or business income tax return information prepared by a taxpayer using commercially purchased software or software you provide through an on-line Internet site? (On-line Provider) What this means for your EFIN selection. Which means:An Online Filer should not be chosen unless you intend to allow taxpayers to self-prepare returns by entering return data directly on commercially available software, software downloaded from an Internet site and prepared off-line, or through an online Internet site. Taxpayers using the Internet to file their tax returns may also be filing through an ERO. 📊 Step-by-Step Guide Step 1: Confirm whether you were issued an On-Line EFIN If you answered YES to the IRS Form 8633 question, you were issued an On-Line EFIN. If you answered YES to this question, you were issued an On-Line EFIN. To resolve this problem, you need to contact Andover Service Center for correction. Step 2: Revise Form 8633 through IRS e-Services You can revise your Form 8633 online through the IRS e-Services page. You can also revise your Form 8633 through the IRS e-Services page, at http://www.irs.gov/taxpros/article/0,,id=109646,00.html. The IRS will then issue a new EFIN to you. Step 3: Get confirmation after revising Form 8633 After revising online, call the Andover IRS Service Center to make sure the problem is fixed. No matter what method you choose, you need a new EFIN. After revising the Form 8633 online, you can call the Andover IRS Service Center at 866-255-0654 to make sure the problem is fixed. Select option 1 on the first menu, and then select option 1 on the second menu. Step 4: Ask IRS e-Help Desk to update your ERO IRS e-Help Desk personnel can update your EFIN/ERO setup. IRS e-Help Desk personnel can drop the on-line EFIN and add you back as an ERO. ✅ Success! The IRS will issue a new EFIN to you, and after the update is completed, the “EFIN is Invalid” issue should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Why doesn’t clients return show up on the IRS.GOV website for the "where is my refund?" even though I show its been accepted? This guide explains the most common reasons this happens and how to verify the IRS acknowledgment in your Surefire Tax Software program. ⚠️ Before You Begin Make sure you are looking at a return you already see as accepted in the program. 📊 Step-by-Step Guide Step 1: Check the two most common reasons This can happen mostly because of 2 reasons: The AGI amount entered in doesn't match because the IRS did an adjustment It was flagged for review for either fraud or other items. Step 2: Confirm it was truly accepted (no system glitch) No, there is no possible way it was a 'glitch' in the system, the IRS specifically sent back the acknowledgement with that specific SSN attached saying it was accepted. You can also see the EFILE SUB ID number for the specific acknowledgment for the return in the program by opening the return and clicking on Tools > Return Status and it will be listed in the middle next to SUB ID. You can also print this screen for your client. Step 3: If you are using the WEB Version, check the acknowledgment details If you are using the WEB Version of the program, simply click on 'Accepted' then 'More Info' from the Return List and see this information when you look up the SSN and look at the acknowledgment. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to use the backup function listing all of your returns. ⚠️ Before You Begin Make sure you can access the Communications window in Sure-Fire. 📊 Step-by-Step Guide Go into the Communications>Send Federal/State returns to..., then click the Filter button. Remove everything from every box except 'Show returns with blank dates.' Then click OK and close the communications window. After this, you should be able to backup all of your returns. ❌ Common Errors If the list still does not include all returns, re-check that you removed everything from every box except 'Show returns with blank dates'. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Window is Dragged off screen, or Return List / Package List isn't showing We always advise not to drag the program to a different monitor. This guide walks you through how to resolve the issue by deleting setup files and, if needed, running the Setup Assistant. ⚠️ Before You Begin Please follow the steps carefully. You will delete specific setup files and then reopen the program. 📊 Step-by-Step Guide Step 1: Open the program’s file location Use this when you need to find the setup files on your computer. Right-click the 2021 Icon Click on OPEN FILE LOCATION Step 2: Delete the SETUP files Use this when the Return List / Package List isn’t showing or the window appears off screen. Look for a file called SETUP.0 or SETUP.100 or any variations of this type of file.. it will start with SETUP.X and X being a number Delete these file(s) Step 3: Reopen the program Use this after deleting the setup files to allow the program to start correctly. Reopen the program If you get the SETUP ASSISTANT WINDOW to popup then do following: Login under the ADMIN username Tools > Utility/Setup Setup > Setup Assistant Type in EFIN number then reg code will populate then hit REGISTER SOFTWARE, then SAVE AND CLOSE and reopen program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Workstation InstallShield Wizard asks to install multiple instances of SureFire Select Install a new instance then click Next. The current year's installation will continue as normal. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 You cannot transmit tax returns to the EFC If you see messages like the ones below, it means SureFire is not allowing transmission for your EFIN (Electronic Filing Identification Number). ⚠️ Before You Begin Transmission may be blocked for reasons such as: ERC operation is not allowed (ErcOK is false). The ability to transmit a statement with an ERC is not activated for this EFIN. PPR operation is not allowed (PprOK is fake). The ability for PPR system access is not enabled for this EFIN. Transmit and update operations are not allowed (UtsOK is fake). It usually happens when you don't have a valid credit card on file. Login age rejected (Previous SureFire version). Minimum version required: You must use SureFire xx.xx or higher to stream. This is the minimum version you can stream. Invalid entry: Your Entry is invalid. This EFIN has not been entered into our customer database or the EFIN was once entered, but has since changed. 📊 What These Messages Mean ERC operation is not allowed: ErcOK is false, and ERC-based statement transmission is not activated for this EFIN. PPR operation is not allowed: PprOK is fake, and PPR system access is not enabled for this EFIN. Transmit and update operations are not allowed: UtsOK is fake. It usually happens when you don't have a valid credit card on file. Login age rejected: You are using a previous SureFire version. Minimum version required: You must use SureFire xx.xx or higher to stream. Your Entry is invalid: This EFIN has not been entered into our customer database, or it was entered previously but has since changed. 📊 Other Common Reasons You Can't Transmit Other reasons why you can't transmit, or the reasons behind some of the above messages include: You don't have a credit card in your account. The card you have registered with us has expired. Your credit card identification number is missing from our files. You have been deactivated due to a refund or for lack of a payment. 📊 Step-by-Step Guide Step 1: Check your SureFire version You must use SureFire xx.xx or higher to stream. This is the minimum version you can stream. Step 2: Verify your credit card information Transmit and update operations are often blocked when you don't have a valid credit card on file. Make sure you have a credit card in your account. Confirm the card has not expired. Ensure your credit card identification number is present in our files. Step 3: Confirm your EFIN is valid in our customer database Your Entry is invalid if the EFIN has not been entered into our customer database or if it has changed since it was last entered. Step 4: Check whether your account was deactivated You may be deactivated due to a refund or for lack of a payment. ❌ Troubleshooting ❌ If you see UtsOK is fake It usually happens when you don't have a valid credit card on file. You can take care of many of these situations without contacting customer service by entering and updating your credit card information on our support site. ❌ If you see Login age rejected This indicates you are using a previous SureFire version. You must use SureFire xx.xx or higher to stream. ❌ If you see Your Entry is invalid This EFIN has not been entered into our customer database or the EFIN was once entered, but has since changed. ✅ Helpful Tip You can take care of many of these situations without contacting customer service. Credit card information can be entered and updated on our support site, and updates for the program are also available there. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket