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