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How to remove a lock from a Mark to transfer return going to SureFire Web Version within Files SureFire Install Version?

🔍 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

  1. Step 1: Go to the Main info page

    Use this to start where the return settings are located.

    Go to the Main info page

  2. 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

  3. 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)

  4. Step 4: Run Diagnostics

    Use this to refresh/validate the changes.

    Run Diagnostics

  5. Step 5: Select Mark to Transfer

    Use this to choose the Mark you want to transfer.

    Select Mark to Transfer

  6. 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



Tags: install,web,setup
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