Support CenterHow I can enter Preparer ID in SureFire and what it is? - What do I enter?What is a Preparer ID
🔍 What is a Preparer ID?
The Preparers ID can be any combination of letters and/or numbers, such as the preparers first name, initials, or SSN.
This entry is case-sensitive. In order for SureFire to recognize the Preparers ID, you must enter it exactly the same way it was entered originally.
For example, if the Preparers ID was originally entered as Sadie, SureFire will not recognize SADIE or sadie.
📚 What This Guide Covers
This guide explains:
- What a Preparer ID is and what you can enter
- How to enter/setup Preparer IDs in SureFire 2017
- What the preparer should do with the Preparer ID on the return
⚠️ Before You Begin
You will need:
- Access to SureFire 2017
- Login as the Admin user
📊 Step-by-Step Guide
Step 1: Log into SureFire 2017
Use this when you need to access the setup tools.
Log onto SureFire 2017 as the Admin user.
Step 2: Open Setup Assistant
Use this when you need to configure setup options.
Click on toolsSetup/Setup Assistant
Click on Setup\Setup Assistant
Step 3: Add preparers
Use this when you need to enter the Preparer ID for each preparer.
Add the preparers on the preparer information tab.
Step 4: Provide the Preparer ID to the preparer
Use this when you need the preparer to enter the ID so it pulls into the return.
Provide the preparer with the preparer ID.
They will enter the ID on the 8879 or on the main info and the preparer information will be pulled in on the return.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup