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🔍 Create New User / Preparer This guide shows you how to create a new username for a preparer in your Surefire Tax Software admin account. ⚠️ Before You Begin You will need: An admin username to log into the website Access to the Administrator settings area 📊 Step-by-Step Guide Step 1: Log in with your admin username Use this when you need to access the Administrator area. First log into your admin username Step 2: Open Administrator Settings Use this when you need to reach the user management screen. After you are logged into the admin, you will need to go to the top-right of the website and click where it says ADMINISTRATOR click on that then go to SETTINGS Step 3: Create the new username Use this when you need to add a new user account. Click on Manager Users and now you will create a new username Step 4: Assign the correct User Role(s) Use this when you need to ensure the user has the right permissions and can log in. When you type a new username, you will need to also see the User Role(s) box on the right. You will need to add the two roles of "SuperUser" AND you must set them as a LICENSED USER status. Quick Information About Roles Administrator - do NOT set this to a preparer or even your username because you may lose access to some features as a preparer SuperUser - This allows this username to Create Returns, Create and Send E-Files ReturnPreparer - Can Only Create Returns Interviewer - Can Only user Interview Mode CheckPrinter - This allows this username to have ability to print checks LicensedUser - You only have so many "Licenses" to add to users so they can actually log in to the system. If you ever get an error message saying "You are not an authorized user" this means they were NOT set as a "Licensed User" As of 2016 Tax Year, you can use the "Admin" username to preparer returns if you wish to do so for ONLY tax years 2016 and newer. We still highly recommend just creating a separate username to create returns under for security purposes. Step 5: Confirm the temporary password email Use this when you need to know what happens after the account is created. Once you create the username, the user will get an email sent to them with their new temporary 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 CoversThis guide shows you how to:Set up your Tax Form Defaults or Return Templates on the TWO (Web Version) tax software so it applies to new returns automatically.Manage Return Templates including creating, editing, and assigning templates to users.⚠️ Before You BeginYou will need:Admin username login📊 Step-by-Step GuideStep 1: Log in and Access SettingsOnce logged in under the "admin" username, click Administrator at the top right corner again, then go under Settings.Step 2: Create a New TemplateClick Return Templates, then create a New Template.We recommend naming it "Default" and checking "Set as default".Step 3: Edit the TemplateAfter saving, click the Edit Icon (pencil) next to the template to make changes.Step 4: Configure and AssignMake your changes to the default tax return. Changes affect new returns.After saving, click [Assign] to assign the template to users.You can add forms like Main Info, 8879, Price.*Note - For the Price sheet, you can set a flat rate for 1040, no itemization needed. This won't cause diagnostic or e-file errors. Values can be changed later per return.Click (+) or Add Form on the left in the forms tree.*Note - Tax Preparers default their preparer info (like PTIN) by logging in under their username and going into General Settings.📞 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 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 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

🔍 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

📚 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

🔍 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

🔍 Blank PDFs printed This guide explains why you may be getting blank PDFs when printing and what to change in Internet Explorer to fix it. ⚠️ Before You Begin Blank PDFs can occur when you are using a 64-bit version of Internet Explorer (IE). You must use the 32-bit version of this browser. 📊 Step-by-Step Guide Step 1: Check whether you have both 32-bit and 64-bit Internet Explorer Use this when you need to confirm you are launching the correct IE version for Sure-Fire Online. Any 64-bit version of Windows using IE7 and IE8 may have two versions of Internet Explorer. To determine if this is the case: Click the Windows Start button. Point to All Programs. If you see two listings for Internet Explorer, one with 64-bit beside it, make sure you are only using the other version of the program for Sure-Fire Online. Step 2: If you are using IE8, enable compatibility mode Use this when you are printing from Sure-Fire Online using IE8. If you are using IE8 with SureFire Online, you should also be using compatibility mode. To turn this mode on: Click the button that looks like a broken sheet of paper to the right of the address bar in Internet Explorer. It is located to the left of the Refresh button. 📞 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

🔍 Cannot override entries By default, certain roles are not allowed to use the override feature. This guide explains which roles are blocked by default and how to enable overriding for the roles you choose. ⚠️ Before You Begin Make sure you can log in as an administrator, since you will need to change role permissions. 📋 Roles blocked by default By default, the three roles listed below are not allowed to use the override feature: Interviewer Return Preparer Reviewer 📝 Enable override for specific roles Step 1: Log in as an Admin Use this when you need to change override permissions. Log in as the Admin user (or any user assigned the administrator role). Step 2: Select the roles you want to allow Use this when you want to enable overriding for certain roles. Select the roles you want to allow the ability to override entries. Step 3: Review the impact of your changes Use this to understand what will change after saving. These changes affect all users assigned to the specific roles you are allowing to use the override feature. 📞 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 desktop shortcut for SureFire Web Version? This guide shows you how to create a desktop shortcut so you can quickly open SureFire Web Version. ⚠️ Before You Begin You will need: Access to your desktop An internet connection 📊 Step-by-Step Guide Step 1: Start the shortcut creation Use this when you need to create a new shortcut on your desktop. Right-click in a blank area of your desktop, point to New, and then click Shortcut. Step 2: Enter the SureFire Web Version URL Use this when you need to set where the shortcut will open. In the Type the location of the item box, enter https://twonline.SureFire.com, and then click Next. Step 3: Name the shortcut Use this when you need to label the shortcut so it’s easy to find. In the Type a name for this shortcut box, enter SureFire Web Version, and then click Finish. ✅ Success! You will now be able to double-click this shortcut to open 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

🔍 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

🔍 E-file button is greyed out when creating extension E-files in SureFire Web Version It is not possible to E-file a return with $0 income. SureFire Web Version requires some type of income reflected in the 1040 Pg 1 in order to create e-files. ⚠️ Before You Begin Make sure the return has some type of income reflected on 1040 Pg 1. If the income is $0, the E-file button will remain greyed out. 🛠️ Workaround for Extensions Step 1: Enter $1 on line 1 Use this when you need to activate the E-file button for an extension. Enter $1 on line 1. This will activate the E-file button. Step 2: Remove the $1 before submitting the actual return Use this to ensure your final submission is accurate. Remember to remove this amount on actual return submission. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-File Validation Errors for Online E-File Validation Errors are special, specific, and often vague errors that you can receive even after you've run Diagnostics and no errors were found. Sometimes you can click on them, and they will usually take you to the form that's having an issue. Keep in mind that if you have multiple copies of the same form, it may not always take you to the specific form with the issue, so be sure to check all relevant forms. Below is an example of an e-file validation error you may come across, and how to resolve it.  📊 Step-by-Step Guide Use this when you need to understand what an e-file validation error is pointing to and where to fix the information. Step 1: Review the error message text In the example below, the error begins with InCareOfNm, which gives us a small clue as to what line is experiencing an issue. The next term The value 'FIRST LAST' tells us which text is wrong. If the value is '' that typically means there is missing information in the referenced field. For this error, we know to look at the Name Line 2 field on the Main Information sheet. Step 2: Find the referenced field and confirm what’s incorrect Now in this example, the referenced text FIRST LAST is incorrect. It is incorrect because on the Name Line 2 field, names must be entered in a specific format. The name should be entered as % FIRST LAST. 📞 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

🔍 E-Filing Online E-Filing in the Online software is very similar to the process for the desktop software. This guide walks you through running Diagnostics and creating/sending your E-File. ⚠️ Before You Begin Make sure your return is completed before you start the E-File process. 📊 Step-by-Step Guide Step 1: Run Diagnostics on Your Completed Return Use this when you want to check your return for any issues before creating an E-File. While in the return, and only once the return has been completed, find the Diagnostics button and click it to check the return for any issues. Step 2: Review Any Diagnostic Errors Use this when you see problems that need to be fixed before filing. If there are any diagnostic errors present, they will be shown in red and will be clickable. Clicking these errors will take you to the issue in most cases. Step 3: Create Your E-File Use this when your Diagnostics window shows no errors. If there are no errors, you may then click on the Create E-File button along the bottom of the Diagnostics window. After a short period of time, you will receive a notification in the top-left corner informing you that your E-File is Created. Step 4: Send Your E-Files Use this to submit your created e-files for sending. Afterwards, click on the Send E-Files tab and you will find your created e-files listed here and ready for sending. 📞 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

🔍 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

🔍 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

🔍 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

📚 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 not staying in templates This guide explains why a form may not appear in a template and what you need to do to ensure it stays included. ⚠️ Before You Begin To include a form in a template, you must do at least one of the following: Mark an item as required Make an entry in a field 📊 Step-by-Step Guide Step 1: Mark the correct field as required Use this when you need to ensure the form is included in the template. To mark an entry as required: Put your cursor in the field you want to mark as required. Press CTRL+SPACEBAR. Step 2: Confirm the form is included (example) Use this when you want to understand how the required marking works in practice. For example, if you want to add Schedule D to a Form 1040 template, you might mark line 1A as required. 📞 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 Forms Tree? The Forms Tree is the pane on the left when you have a return open. This window shows you detailed information about the forms in your return—more specifically which returns have been completely filled out, which require more information, and which aren't being used in the return. ⚠️ Important Filing Note The return cannot be filed if there are any forms marked red in the Forms Tree. Forms that are not being used should be looked over. If they are not needed in the return, it might be best to remove them. 📊 Step-by-Step Guide Step 1: Review the Forms Tree Status Use this when you want to see which forms are complete, which need more info, and which aren’t being used.                                                         Step 2: Add or Remove Forms Use this when you need to include additional forms in the return or remove forms that aren’t needed. You may add forms to the return by clicking on the + button at the top of the Forms Tree. You may also remove forms by clicking on the - button. This will present you with a list of forms in the return that are available for removal. Select the form(s) you want to remove and click Delete.                                                           Step 3: Print Your Return or Specific Forms Use this when you want a PDF copy of your return or specific forms. Lastly, you may also print your return or specific forms with the Printer symbol at the top of the Forms Tree. Keep in mind that this will not send the print job directly to your printer, but will instead prompt you to view and download a PDF version of the return or forms you printed. 📞 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 1040 letter to the print packet in SureFire Web Version (TWO)? You will not be able add the client letter to the print packet in SureFire Web Version. To print a letter for a SureFire Web Version client letter, follow the steps below. ⚠️ Before You Begin You will need: Access to the client’s tax return in SureFire Web Version 📊 Step-by-Step Guide Step 1: Open a tax return Use this when you need to access the client’s documents. Open a tax return. Step 2: Open Client Letters Use this when you need to choose a letter template. Click Client Letters. Step 3: Select the letter template Use this when you need to pick the correct 1040 letter. Select a letter from the Custom Templates or Predefined Templates. Step 4: Print the letter Use this to open the print view for the selected letter. Click Print Letter. Step 5: Adjust print properties (if needed) and print Use this when you need to change print settings before sending to the printer. Make any changes to the print properties if applicable, and click Print. Step 6: Close Client Letters Use this when you are finished printing the letter. Click Close to exit out of the Client Letters. 📞 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

🔍 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

🔍 Title: How do I determine if my Social Security Benefits (SSA-1099) are taxable in SureFire Web Version? A quick way to find out if any of your Social Security benefits may be taxable is to add one-half of your Social Security benefits to all your other income, including any tax-exempt interest, then compare the total to the IRS base amounts for your filing status. ⚠️ Before You Begin To use this method, you will need: Your Social Security benefits amount (from your SSA-1099) Your other income amounts (including any tax-exempt interest) Your filing status (Single, Married Filing Jointly, etc.) 📊 Step-by-Step Guide Step 1: Add half of your Social Security benefits to your other income Add one-half of your Social Security benefits to all your other income, including any tax-exempt interest. Step 2: Compare your total to the base amounts Compare the total to the three base amounts below: $25,000 - for single, head of household, qualifying widow or widower with a dependent child or married individuals filing separately who did not live with their spouse at any time during the year $32,000 - for married couples filing jointly $0 - for married persons filing separately who lived together at any time during the year Step 3: Determine whether some of your benefits may be taxable If your total is more than the base amount for your filing status, then some of your benefits may be taxable. For more on this topic visit IRS.gov. ✅ Notes Social security benefits include monthly retirement, survivor, and disability benefits. They do not include Supplemental Security Income (SSI) payments, which are not taxable. Whether or not your Social Security income is taxable depends on your total income, including your Social Security plus any other income. Generally speaking, if your only income is Social Security, you probably don't make enough money to be required to file a federal tax return. For those with additional sources of income, the key figure is the Modified Adjusted Gross Income (MAGI). The MAGI includes half of your Social Security, plus other sources of income. Once your MAGI exceeds the base amount for your filing status ($32,000 for Married Filing Jointly, otherwise $25,000), at least part of your Social Security income becomes taxable. The taxable portion of your Social Security income increases once you reach additional MAGI threshholds. 📞 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

🔍 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 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 modify the state wages on a federal W2 in SureFire/SureFire Web Version? This guide explains what to do to modify the state wages on a federal W2 in SureFire/SureFire Web Version. ⚠️ Before You Begin Before making changes, make sure you are working in the correct W2 and that you understand the impact of taking calculations offline. 📊 Step-by-Step Guide Step 1: Take calculations offline Use this when you need to modify state wages on a federal W2. Check the box "Check to take calculations offline 16 📞 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 returns from one Client ID to a different Client ID when using SureFire Web Version (TWO)? How to move TWO returns when the office Client ID change to a new one How to move returns to a different Client ID, when TWO offices are merging as one office This guide walks you through moving returns from one Client ID to another in SureFire Web Version (TWO) using an export/import process. ⚠️ Before You Begin Please note the following: Client ID you are moving from: XXX New Client ID you are moving to: XXX (the new CID) You must have access to the prior year TWO as the Admin user. You will receive a password by email to complete extraction of the exported files. 📊 Step-by-Step Guide Step 1: Export the returns from the original Client ID (XXX) Use this when you need to export all returns from the Client ID you are moving them from. Login to the prior year TWO as the Admin user. Go to Tax Returns > View More Actions > Export Returns Select All and click Export. TWO will create a zip file with all the returns files showing as J files to upload/import. There will be a password for the files sent to the admin email address. Click on the link to download the zip file when it is ready. Go to the download location, right click and extract the files. Enter the password from the email to complete the extraction. Highlight all the J files and right click Send to Compressed Zip folder. Rename the folder or leave it as the J file that was used to auto name the file. Step 2: Upload the files to the new Client ID (XXX) Use this when you need to upload the exported converted files to the new Client ID. Login to the Solution Center under the new CID https://support.SureFire.com/ Click on Downloads > Conversions. Locate the heading "Upload Converted Files to SureFire Web Version" Click on choose 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 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 reset the Admin password for SureFire Web Version or for the SureFire Support Site? This videocovers resetting the SureFire Support Site password. ⚠️ Before You Begin If the admin user forgets their password prior to failed login attempts: 📊 Step-by-Step Guide Step 1: Start the password reset from the login screen Use this when you need to begin resetting the Admin password. Click the Forgot username or password? link provided on the login screen. Step 2: Enter your Client ID and Username Use this when you need to identify the account for the reset. On the Reset Password screen, enter your Client ID and Username, and clickNext. Step 3: Check your email for the temporary password Use this when you need to receive the temporary password. SureFire displays message to check your email. The admin user will receive an email with a temporary password. Step 4: Log in using the temporary password and change it Use this when you need to access SureFire and update your password. Return to the login page of SureFire Web Version or Support Site,and use the temporary password to log in to SureFire Web Version or Support Site. You will be prompted to change the password. 💡 How to access the Password Center in the SureFire Solutions Center? Please go to the SureFire Solutions Center (You do not need to log in to access the Password Center) You will see detailed instructions on how to reset the password of the SureFire Solutions Center, SureFire Install Version and SureFire Web Version, these instructions include videos. 📞 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 a user has rights to print in SureFire Web Version? This guide shows you how to verify a user role when you are unable to print a return while logged in as a user. ⚠️ Before You Begin You will need to: Log in using Admin in SureFire Web Version 📊 Step-by-Step Guide Step 1: Log in as Admin Use this when you need to access user management. Using Admin, log in to SureFire Web Version. Step 2: Open Manage Users Use this when you need to view user permissions. Click Manage Users. SureFire Web Version will display the User Manager window. Step 3: Select the user and edit roles Use this when you need to check the user’s assigned roles. Select the user name, click Edit. Important: SuperUser and Licensed User roles must be on the Assigned Roles section to create a tax return and e-file. Step 4: Close the user edit window Use this when you are finished reviewing/updating the user roles. When finished, click Close. Step 5: Acknowledge the message Use this to confirm the action completed. SureFire Web Version will display the Message from webpage window. 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 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

🔍 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

📚 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 carry forward tax returns in the Sure-Fire Tax Software Web Version This guide shows you how to carry forward a prior year tax return in the Sure-Fire Tax Software Web Version. ⚠️ Before You Begin Have the SSN from the previous year available, since you will need to enter it twice (as required). 📊 Step-by-Step Guide Step 1: Log in to the Web Version Use this when you need to access the Sure-Fire Tax Software Web Version. Log in to SureFire Web Version at https://surefiretaxsoftware.net Step 2: Start a new return Use this to begin the carry forward process. Click on Start a new Return Step 3: Enter the previous year SSN Use this to identify the prior year return you want to carry forward. Enter the SSN from the previous year (twice as required) Step 4: Go to Tax Forms Use this to move to the next part of the return setup. Click on Go to Tax Forms Step 5: Confirm carry forward Use this to complete the carry forward confirmation. You will be prompted on the next page to confirm 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 export clients to a CSV file This guide shows you how to export your client list to a CSV (or XLS) file. ⚠️ Before You Begin Please note: Only the ADMIN user can export data Make sure you are logged in to the correct Tax year before exporting 📊 Step-by-Step Guide Step 1: Log in to the correct Tax year Use this when you need to export the right client data for the correct year. Log in to the Tax year you want to log in under and make sure you are under the ADMIN username (only ADMIN can export data). Step 2: Open the Client List Use this to get to the list you will customize and export. Once logged in, click on ALL CLIENTS. Step 3: Open Manage Return List Use this to access the export settings for your list. On the top right of your Client List, you will see "Manage Return List". Click on this. Step 4: Customize columns Use this to choose which fields appear in your export. Then click on CUSTOMIZE COLUMNS. Step 5: Add the Address column Use this to ensure the Address field is included in the exported file. Find the Address and CLICK AND MOVE it onto the screen with the other COLUMNS. Step 6: Export to CSV/XLS Use this to download your customized client list. Now you will see the address listed. Go to the bottom right corner of the Return/Client List and click Export CSV/XLS. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 Export Customer Addresses This guide shows you how to export taxpayer and customer address information from your tax return database in a spreadsheet format (CSV or XLS). ⚠️ Before You Begin You will need: Admin Access - Only administrators can export client data Access to the Tax Software - You must be logged into the current tax year Spreadsheet Program (optional) - Excel or similar to open the exported file 📋 Step-by-Step Instructions Step 1: Log In as Administrator Open the tax software and log in using your ADMIN username. Only administrators can export data. Step 2: Go to All Clients Once logged in, click on ALL CLIENTS to view your entire client list. Step 3: Open Manage Return List In the top right corner of the Client List, click on "Manage Return List" Step 4: Customize Columns Click on CUSTOMIZE COLUMNS to modify which fields display in your list. Step 5: Add Address Column In the column customization window: Find the Address field in the available columns list Click and drag it (or double-click) to move it to the "Selected Columns" section Make sure Address is now showing in your return list Step 6: Export as CSV or XLS In the bottom right corner of the Return/Client List, you will now see the "Export CSV/XLS" button. Click it to export. Choose your preferred format: CSV - For use in spreadsheets or databases (comma-separated values) XLS - For use in Microsoft Excel or compatible programs Step 7: Save Your File Choose a location on your computer to save the exported file and give it a descriptive name (example: "Customer_Addresses_2024.xlsx") ✅ Customization Tips Multiple columns: You can add more than just Address. Include phone numbers, email, tax ID, or any other fields you need. Column order: Drag and drop columns in the list to change their order in the exported file. Reuse settings: Your column preferences are saved, so you don't have to customize every time. ❌ Troubleshooting Export button is grayed out or not visible Make sure you: Are logged in with an ADMIN username - Only admins can export Have the Manage Return List window open Have at least one return in your database Address column is not showing addresses Some returns may not have address information filled in. Check a few different returns to make sure: The address was entered in the return You selected the correct Address field (not a duplicate or mislabeled field) File won't open in Excel Try exporting as CSV instead of XLS. CSV files are more universally compatible with all spreadsheet programs. 📞 Still Need Help? If you are having trouble exporting your client addresses, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is Acknowledgements? Once an e-File has been submitted, the IRS, state and bank will send an acknowledgement to let you know if the return was accepted or rejected and, if rejected, what you can do to correct the return. ⚠️ Before You Begin You will need to have already submitted an e-File in TWO so acknowledgements can be generated. 📊 Step-by-Step Guide Step 1: Open e-Filing Use this when you need to access the acknowledgements area. 1. Click e-Filing. Step 2: Choose View Acknowledgements Use this when you want to see acknowledgement details. 2. Click View Acknowledgements. Step 3: Select the acknowledgement type Use this when you want to view IRS, State, or Bank acknowledgement results. 3. Click the tab of the type of acknowledgement (IRS, State or Bank) you want to view. Step 4: Review the Status Use this to confirm whether the return was accepted or rejected. 4. Notice the Status column indicating acceptance, rejection, or sent to the IRS for each acknowledgement. Step 5: Print all acknowledgements Use this when you need a printed copy of the acknowledgement(s). 5. Click Print All to print the acknowledgement. 📞 Still Need Help? If you are having trouble, 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

🔍 How to report a 1099C in SureFire Web Version 2022 This guide explains how to add a 1099C entry in SureFire Web Version 2022. ⚠️ Before You Begin Make sure you have the information needed to complete the Sch 1 pg 1 line 8z entry, including: Description Amount 📊 Step-by-Step Guide Step 1: Enter the 1099C details Use this when you need to report the 1099C entry in SureFire Web Version 2022. Go to Sch 1 pg 1 line 8z, enter a description and amount. Step 2: Link to the worksheet (optional) Use this when you want to link to wkt 7. You can use F9 to link to wkt 7. 📞 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 setting up your SureFire Web Version account. You will learn how to: Create user accounts - Set up admin and preparer usernames Assign user roles - Configure permissions for different users Create tax form templates - Set default forms for your office Configure preparer information - Add PTIN and office details ⚠️ Before You Begin You will need: Administrator access - Initial setup requires admin login Your office information - Address, phone, and other details Preparer information - Names and PTIN numbers for your team Default tax forms list - Know which forms to include in your templates 📊 Step-by-Step Setup Step 1: Log In as Administrator Your initial admin login provides full access to configure the entire system. Navigate to your SureFire Web Version login page Log in with your administrator credentials You will be prompted to create a new password Tip: Copy and paste the password into the field for accuracy Step 2: Create User Accounts Create usernames for all team members who will use the system. Click ADMINISTRATOR in the top-right corner Select SETTINGS Click Manager Users Click Create New User or Add User Step 3: Assign User Roles and Permissions User roles determine what actions each user can perform in the system. Enter the new username for the user On the right side, locate the User Role(s) box IMPORTANT: Select SuperUser AND set the user as a LICENSED USER Click Save Step 4: Understanding User Roles Each role provides different capabilities. Choose based on what each user needs to do. 📋 Available User Roles Administrator - System administrator. Do NOT assign this to preparers or regular users, as they may lose access to preparer features SuperUser - Can create returns, create and send e-files. Most preparers should have this role ReturnPreparer - Can only create returns. Cannot send e-files Interviewer - Can only use interview mode. Limited to data entry CheckPrinter - Can print checks. Add this role if the user needs check printing capabilities LicensedUser - REQUIRED for all users who will log in. Without this, users will get an "unauthorized user" error Step 5: Understanding Default Passwords When you create a new user, the default password matches the username exactly, including case sensitivity. When a new user logs in for the first time, the password equals the username Note: Passwords are case-sensitive 💡 Password Examples If username is "jimmy", password is "jimmy" If username is "JoSh", password is "JoSh" (with capital J and capital S) If username is "RickSmith", password is "RickSmith" Users should change their password after first login for security. Step 6: Create Tax Form Templates Templates define which tax forms appear when creating a new return. Go to ADMINISTRATOR → SETTINGS Click Return Templates Click Create New Template Step 7: Configure Template Settings Name your template and set it as the default for your office. For Name, enter "Default" (or your preferred name) For Description, enter "Default" IMPORTANT: Check the box for Set as default Click Save Step 8: Edit Template and Add Forms Add the tax forms that your office typically uses. After saving, you will see your template listed Click the Edit Icon next to your template You will see a default tax return form Step 9: Add Standard Forms Include the forms your office uses regularly. Click the (+) Add Form button on the left side Add these standard forms: Main Info 8879 (IRS Form 8879) Price (for setting fees) After adding each form, configure it as needed 💡 Pricing Form Tips For the Price sheet: You don't need to itemize every single line item You can set a flat rate (e.g., $500 for all 1040 returns) This won't cause diagnostic or e-file errors You can override prices on individual returns if needed Step 10: Assign Template to Users Assign your template to the users who will use it. After finishing your template setup, click [Assign] Select all users who should use this template Click Save Now when these users create returns, they will see your configured forms Step 11: Preparer Account Setup (Per User) Each preparer should configure their own PTIN and other personal information. Each user should log in with their own username Click Settings in the top right corner Select General Settings Enter their PTIN number (Tax professional identification number) Update other professional information as needed 📞 Still Need Help? If you are having trouble setting up your Web Version account, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide shows you how to:Unlock or reset your Admin username for the Web VersionUnlock or reset a created user account that has become locked or forgotten password⚠️ Before You BeginYou will need:Access to the Web Version login screen at surefiretaxsoftware.netAdmin credentials (if resetting another user's password)📊 Step-by-Step InstructionsStep 1: Reset Admin Username PasswordUse this when you forgot your Admin password or need to reset it.Go to the Web Version login page at surefiretaxsoftware.netClick on the [Forgot Password] button on the login screenA new password will be emailed to youCheck your email (including spam/junk folder) for the password reset emailLog in with your new passwordStep 2: Unlock or Reset a Preparer UsernameUse this when another user's account is locked or they forgot their password.Log into the Web Version using your Admin usernameClick on [Administrator] in the top right cornerClick on [Settings]Click on [Manage Users]Find the username that is locked or has a forgotten passwordClick the [RESET] button next to that usernameStep 3: Use the Temporary PasswordAfter you reset a user account, they will receive a temporary password.The temporary password will be an exact copy of the username (case-sensitive)For example: if the username is BoBsToNe, the password is BoBsToNeHave the user log in with this temporary passwordAfter the first login, the user will be forced to create a new, unique password✅ What to ExpectOnce you reset the password, the user will:Be able to log in immediatelyBe prompted to create a new unique password on their first loginHave full access to their account📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or 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 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

🔍 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

🔍 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 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

🔍 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

🔍 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

🔍 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

🔍 No available printers when configuring printer for Online Check Printing in Internet Explorer If you still cannot see your printer, you may need to delete some *.dll files. ⚠️ Before You Begin To delete these files: 📊 Step-by-Step Guide Step 1: Open Windows Explorer Use this when you need to access the Downloaded Program Files folder. Internet Explorer windows. Right-click the Windows Start button (or Windows logo in the bottom left corner), and then click Explore or Open Windows Explorer. Step 2: Delete the required DLL files Use this when you need to remove the DLL files that may prevent your printer from appearing. Navigate to the C:\Windows\Downloaded Program Files folder. Right-click the checkrndererobject.dll file, and then click Delete. Click Yes to confirm the deletion. Repeat steps 4 and 5 for the printer information.dll file. ✅ Next Steps Once these files are deleted, open Internet Explorer, 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

🔍 Online 2017 Update The online software has been updated. E-files can now be created and returns may be printed. This update affects the online software only and does not include the desktop software. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Online freezes There are several reasons why a site may be experiencing slowness. Below is an excerpt from the SureFire Online Requirements lesson hosted on the Practice Lab: ⚠️ Before You Begin You will be selecting your Internet connection type, your location state, and entering your EFIN to run a speed test. 📊 Step-by-Step Guide Step 1: Understand the types of Internet connections Use this when you need to identify what kind of connection you are using. Cable Hi-speed - This is shared technology among an area, not a one-to-one Internet connection. If your site is in an area that has heavy Internet usage in the afternoon, you may notice the connection speed is faster in the morning than in the afternoon. A real-world example of this is if you notice your connection speed slowing down when school is out if your site is in a neighborhood community. DSL - This is a one to one Internet connection, but the speed per computer is going to be dependent on how many computers are accessing the Internet at one time. For example: I have DSL, but if all three of our computers at home are accessing the Internet at one time, my speed can drop from 2.1 mbs to 500K depending on what the others are doing. Most companies that offer DSL offer pricing options. Typically the cheaper your monthly rate, the slower the connectivity. T-1 - This is typically used on a campus or shared between businesses. This type of Internet speed is used by the group of sites that may have a corporate sponsorship. For example: Corporation A sponsors 26 sites in the local area. The sites share an Internet plan with Corporation A. This means that each site is allowed to use a portion of the Internet bandwidth that is coming into Corporation A. Step 2: Select the type of Internet you are using Select the type of Internet you are using. Step 3: Select your location state Select the state where you are currently located. Step 4: Enter your EFIN Enter your EFIN. Step 5: Start the test Click Start Test. Step 6: Review the results After you click Start Test, you will see the results screen. Minimum speed recommendation is 800 kilobytes. ❌ If your speed is below the minimum If your Internet speed is not meeting the minimum required speed then you may want to consider using Classic Mode. Classic Mode turns off entry level calculations and allows you to move through the program faster. The Classic Mode feature turns off the auto-calculation feature. The preparer will need to select Save Return to manually refresh the data in the tax return. 📝 Questions to Ask at Your Facility There are a few questions you should ask at your facility, such as: What type of Internet Connection do you have? Do you run backups of the system? If so, around what time? Is the Internet connection a shared connection? What are the peak times at your facility? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Online Version Keyboard Shortcuts This guide shows you the shortcut keys available in Sure-Fire Online. Here are the keyboard shortcuts for the web version of Sure-Fire: ⌨️ Shortcut Keys The following table details the shortcut keys available in Sure-Fire Online: F1: Opens the Sure-Fire help file. F3 or Ctrl+Spacebar: Estimates and un-estimates an entry. F8 or Ctrl+Enter: Overrides an entry (Override rights must be enabled). F9: Links the current line on the current form to another form. F11: Hides the internet browser toolbar. Ctrl+C: Copies the information from an entry box for future placement elsewhere in Sure-Fire. Ctrl+E: Jumps to next required entry. Ctrl+I: Inserts the information from an entry box into another entry box in Sure-Fire CTRL+P Pastes the copied text into the selected box 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Ooops! Something went wrong. Input string was not in a correct format when applying for Bank Products This guide explains a quick fix for the error you may see when applying for Bank Products on the SureFire Solution Center. ⚠️ Before You Begin Try this fix by preventing your browser from auto-filling address information. 📊 Step-by-Step Guide Step 1: Turn off AutoFill for Address in Google Chrome Use this when you need to stop the browser from auto-filling address fields. Go to Google Chrome settings Search AutoFill Turn off AutoFill for Address Step 2: Restart Chrome Use this to ensure the AutoFill change takes effect. Close Google Chrome Open Chrome Step 3: Log in again and re-apply for Bank Products Use this to restart the process after changing AutoFill settings. Login to Support.SureFire.com Login again to process bank products. ✅ Success! Issue is corrected by not allowing Browser do auto fill. 📞 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 how to reset passwords in the Sure-Fire Web Version Tax Software for: ADMIN user password (web version) Any Username you created for yourself or another employee/preparer 🔐 Reset Password for the Web Version ADMIN User ⚠️ Before You Begin Make sure you can access the email address associated with your Client ID so you can retrieve the temporary password. Step 1: Open the Web Version and select the active Tax Year Use this when you need to access the latest tax year in the Web Version. First, you want to try and access the latest tax year by going to http://surefiretaxsoftware.net and clicking the current active Tax Year Step 2: Click Forgot Password Use this when you need to start the password reset process. Next, you will simply click on the [Forgot Password] Step 3: Enter your Client ID and username: admin Use this when you need to identify the account you are resetting. Next, you will enter your Client ID and the username: admin Step 4: Copy the temporary password from your email Use this when you need to retrieve the temporary password to sign in. You will receive an email sent to you with a new temporary password to use.  You must copy the password BETWEEN the quotes "" and do NOT copy the quotes "" themselves apart of the password! Step 5: Create your new password Use this when you are ready to replace the temporary password with a new one. After you have entered the new temporary password, you will be asked to create a new one. 👤 Reset Password for a Username You Created (Self or Another Employee/Preparer) ⚠️ Before You Begin You must be able to log in under the ADMIN username to manage other users. Step 1: Log in as ADMIN and open Administrator settings Use this when you need to access user management. Simply log in under the ADMIN username and then click Administrator located on top right corner of the page, then go under Settings Step 2: Manage Users and reset the selected username Use this when you need to reset a password for a specific user. Next, simply click on Manage Users and you will get a popup to Create a New User, or you can click RESET next to the Username you wish to reset the password for.  If you need to change the email for their account, simply click EDIT next to their username. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Return Query If you want to view the current status of a sent return, the software allows you to quickly check on your returns. For Rejected returns, you can even find out why they were rejected. ⚠️ Before You Begin You will need to be signed into your online software. 📊 Step-by-Step Guide Step 1: Open the Tax Returns tab Use this when you need to view the status of a sent return. While signed into your online software, go to your Tax Returns tab. You should see all of your returns listed. Whether they were Rejected or Accepted will show as an underlined word.                                     Step 2: Open the return query window Use this when you need more details about a specific return. A smaller window will open giving you some information about the return. You can click the blue More Info text in the window to actually open the return query in another window. You may have to sign into the software again, afterwards you will see the return query window.                               Step 3: Enter SSN/TIN to view return details Use this when you need to view details about the return. In this window, enter any SSN/TIN and you can view details about the return. 📞 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

📚 What This Guide Covers This guide provides a step-by-step process for saving tax returns as PDF files in the web-based SureFire software. Selection - How to choose and prepare a return for printing Generation - Waiting for the software to create the PDF document Saving - Downloading and storing the PDF on your computer 📊 Step-by-Step Guide Step 1: Access Tax Returns Log in to your web-based software and navigate to the Tax Returns section. Step 2: Start Printing Process Click on the Print Returns button. Step 3: Select a Return A list of returns will appear. Select the specific return you wish to save as a PDF. ⚠️ Important: You can only create one PDF at a time. Attempting to select and print multiple returns simultaneously will not work correctly. Step 4: Submit for Printing Click Submit in the bottom right of the selection screen. A confirmation message will appear stating the return is ready. Step 5: Generate PDF Wait while the system generates the PDF. It will show as "Queued" for a few seconds. Step 6: Get Document Keep the screen open until the status changes to Get Document, then click that link. Step 7: Check Pop-up Settings The document should open in a new tab. If it doesn't, ensure your browser is not blocking pop-ups for this site. Check for a red "X" icon in the address bar to allow pop-ups. Step 8: Download and Save Once the return loads in the new tab, click the Download arrow to save the file to your computer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Send Failed When you see the Send Failed message after attempting to send an e-File, this is usually due to one of two reasons: ❌ Troubleshooting ❌ Common Causes The Send Failed message is typically caused by: A state was entered twice on the Main Information sheet in the return. The current SureFire account is deactivated. Step 1: Check for a Duplicate State Entry Use this when you need to fix a duplicate state entry on the return. The first reason is there is a state entered twice onto the Main Information sheet in the return. Simply make sure the state is entered only once and re-create the e-File for the return. Step 2: Confirm Your SureFire Account Is Active Use this when the return won’t send due to account status. Another issue could be that the current account signed into the SureFire program has been deactivated. If you believe this is the case, please contact us at 866-686-7211 for assistance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Setting Up & Aligning Printer in Online Check Printing When you are signed into the Online Check Printing website for the first time, you will need to ensure that your printer is setup to print your checks correctly. You can follow these steps to ensure that your printer is ready to go on day one. ⚠️ Before You Begin You will need: Access to the Online Check Printing website A printer connected and ready to print Normal, blank paper Blank piece of check stock 📊 Step-by-Step Guide Step 1: Sign into Online Check Printing Use this when you need to access the printer configuration area. First, sign into the OCP website. Step 2: Open Configure Printer Use this when you are ready to set up your printer. Once signed in, navigate to Configure Printer. Step 3: Choose the correct paper orientation Use this when you need the printer to match how you load paper. When first setting it up, choose the orientation that describes the way you would load paper into your printer. Step 4: Start with offsets at 0 Use this to establish a baseline using stock settings. Next, leave the offsets at 0 to get a base of where your printer is printing at stock settings. Step 5: Print the check template Use this to generate a template you can compare against your check stock. Next, load normal, blank paper into your printer and print out the check template. Step 6: Check alignment against check stock Use this to confirm whether the printed template matches the stock’s designated locations. Take the template and a blank piece of check stock, while holding them together up to a light source, see if the text from the template lines up with their designated locations on the stock. Step 7: Adjust offsets if needed Use this when the text does not line up and you need to fine-tune the printer. If you need to, navigate back to where you can adjusts the offset and change as needed. ✅ Alignment Notes Note: Negative numbers will move the stock left for Horizontal and down for Vertical. positive numbers will move the text to the right for Horizontal and up for Vertical. Increments of 10 will move the text a total of one inch. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State & County Specific Codes Many state returns will ask for county-specific codes that are not listed directly on the form. This guide shows you how to find those codes using the State Help option. ⚠️ Before You Begin You will need access to your Surefire Tax Software screen so you can open the help menu. 📊 Step-by-Step Guide Step 1: Open State Help Use this when you need to find county-specific codes that aren’t listed on the form. To find these codes, simply click on the ? symbol in the top-right corner of your screen and click State Help. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Web Version search returns - SureFire Web Version search returns, dropdown list for return stages not working. Our TW Online Development team noted that this issue is resolved. if this is not accurate. ⚠️ Before You Begin No additional prerequisites were provided in the original article. 📊 Step-by-Step Guide The original content only states that the issue is resolved by the TW Online Development team. No further steps were included. ❌ Common Errors The original article references that the dropdown list for return stages is not working, but does not provide troubleshooting details. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Web Version: E-file Button Not Activated for 4868/2350 When Income Is 0 Issue: The E-file button is not activated to create an e-file for an extension when there is 0 income in the return. What this guide covers: Workaround - how to enable the e-file creation for 4868/2350 extensions when income is 0. ⚠️ Before You Begin This workaround is intended to allow the e-file to be created when the return shows 0 income. 🛠️ Workaround Step 1: Enter at Least $1 of Income The workaround is to input at least $1 of income into the return and this will allow the e-file to be created. ✅ Success! After entering at least $1 of income, the e-file should be able to be created for the 4868/2350 extension. 📞 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

🔍 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

🔍 Unable to edit Master Template You cannot edit or delete a template in either production or training that was sent by another location. You can create a new template based on the Master Template. Detailed instructions for creating or modifying templates can be found by clicking the Training Sessions  ⚠️ Before You Begin This limitation applies when the template was sent by another location. 📊 What You Can Do Instead Step 1: Create a new template Create a new template based on the Master Template, since you cannot edit or delete the original. Step 2: Follow the template instructions Detailed instructions for creating or modifying templates can be found by clicking the Training Sessions  📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 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 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 This Guide Covers This tutorial shows you how to set up default preparer information in the Web Demo of the SureFire software. Settings - Accessing the general settings menu Overrides - Setting up a default return template Verification - Starting a new return to see the defaults in action 📊 Step-by-Step Guide Step 1: Access Settings Click on the demo username in the top right corner and select Settings from the dropdown menu. Step 2: General Settings Click on General Settings to proceed to the next screen. Step 3: Enable Template Override Check the box for Override default return template. Step 4: Enter Default Info Fill out the template with your default preparer information. Step 5: Start a New Return Go back to the Dashboard and click Start New Return. Step 6: Enter SSN Enter a social security number (e.g., 010101010) to begin the return. Step 7: Verify Defaults Scroll to the bottom of the Main Info sheet to see your defaulted information automatically filled in. 📞 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

🔍 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 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