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How do I fix rejected bank application in SureFire 2020? - How to Fix rejected bank applications in SureFire.


🔍 How to Fix Rejected Bank Applications in SureFire 2020

This guide shows you how to fix a rejected bank application by selecting the rejected records, reviewing the reject message, correcting the related field on the Bank Application, and then re-sending the application.

⚠️ Before You Begin

Before you start, make sure you have the rejected bank application information available so you can identify the reject code location (for example, Invalid ID Location).

📊 Step-by-Step Guide

Step 1: Open the Fix Rejected Bank Apps tool

Use this when you need to start the correction process for rejected bank applications.

Click the Bank menu,

Click Maintenance/Setup, and

Then click Fix Rejected Bank Apps.

Step 2: Select the rejected applications to correct

Use this to choose which rejected records you want to correct.

From the Select Rejected Records dialog box,

Select the applications you want to correct by clicking each item.

Step 3: Confirm the Federal Return acceptance prompt

Use this when SureFire asks whether you want to continue after noting the Federal Return is already accepted.

You will receive a dialog box stating the Federal Return is already accepted. Would you like to Continue?

Select Yes to continue

Select No to exit

Step 4: Review the reject message from the Bank Ack

Use this to see the reason the bank application was rejected.

You will receive an onscreen dialog displaying the reject message from the Bank Ack.

Select OK to continue.

Step 5: Find the reject code location on the Bank Application

Use this to locate the exact field that needs correction based on the reject message.

Depending on the message locate on the Bank Application where the Reject Code is relevant. In this case it shows Invalid ID Location.

Step 6: Correct the ID location using a valid state abbreviation

Use this to fix the rejected field so the bank application can be accepted.

On the Bank App go to the Taxpayer/Spouse Identification section and correct the ID location using a valid state abbreviation.

Step 7: Re-send the Bank Application

Use this to transmit the corrected bank application back to the bank.

Re-Send Bank Application

Select Diagnostics

Select Send App (Note: You may be asked to reprint the Bank Application)

Step 8: Transmit and exit after success

Use this to complete the transmission and close out of the return.

Your Transmission screen will open and send the bank application.

Select Close once successful and exit the return

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: reject,bank,install