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