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How do I add a form to a return in SureFire?


🔍 How do I add a form to a return in SureFire?

The video below shows how to add new forms to a return using SureFire.

 

 

📊 Step-by-Step Guide

Step 1: Open the return

Use this when you need to access the return you want to update.

Open the return that you want to add a form to.

Step 2: Open the Add Form/Display Form List

Use this to access the list of available forms you can add.

Do one of the following:

  • Click the Add Form/Display Form Listtab.
  • ClickForm Add Form/Display Form List on the menu.
  • Press Ctrl+F10.

Step 3: Find the form you need

Use this to quickly locate a specific form.

Use the Look forfilter to find a specific form.

Note: If the form is not displaying, you might need to reset the filters.See Forms not listed on Add Form/Display Form List (Install Version)for further instructions.

Step 4: Add the form to the return

Use this to insert the selected form into the return.

Select the form then click Open.

 

✅ Notes

See the Forms Status page on the SureFire Solution Center for the approval status of all forms supported in SureFire.

See the Federal and State E-File Availability page for module e-file statuses and release dates.

 

 

 

 

📝 Additional Information

 

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo agrego una forma a una declaracin de impuestos en SureFire Install Version?

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install