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How do I edit Print Packets in SureFire?

🔍 How do I edit Print Packets in SureFire?

To edit print packets, you can open the View/Edit Print Packets window using either the Utility method or the Print Options method. This guide explains both approaches and what changes you can (and cannot) make.

⚠️ Before You Begin

Keep these notes in mind:

Global changes affect all future printed returns.
The Global option is only available to the Admin user or a user assigned to the Return Manager group.

🧾 Step-by-Step Guide

Step 1: Open View/Edit Print Packets using the Utility

Use this when you want to edit print packets from the Tax Software Utilities area.

Open the Tools menu in Tax Software.
Select Utilities/Setup Options (Utilities/Setup Assistant in Tax Software).
In the Utility, open the Setup menu.
Select View/Edit Print Packets.
Changes you make and save to View/Edit Print Packets will effect all future printed returns.

Step 2: Open View/Edit Print Packets using Print Options

Use this when you want to edit print packets during a specific print session.

On the File menu, select Print then, choose Print Return(s).
Select one or more returns to print.
In the Tax Software Print window, click the Options (Modify Packets in Tax Software) button.
The View/Edit Print Packets window will open. When you open View/Edit Print Packets this way you have the option to save the changes permanently or for this print session only. You will make this selection on the Tax Software Print window under Save Options.
- To make the changes permanent so they affect all future printed returns, click the Global option.
- To discard the changes when this print job is done so they do not affect future printed returns, click Print Job.

📝 Important Note

Note: The Global option is only available to the Admin user or a user assigned to the Return Manager group.

💡 What You Can Change

You can change the default print packets in the following ways:

Change print order of forms
Change number of copies that will print
Add or remove forms

⚠️ Limitations When Printing Completed Forms

However, if you select the Print Completed Forms check box, there are limitations to what you can change. You can only:

Change the print order of forms by selecting the form you want to move in the Selected Forms box and clicking the red up and down arrows to move the form to a different position.
Change the number of copies globally for all forms by changing the number in the box labeled # Completed Forms to Print. Click the up and down arrows beside the number to set the number of copies.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket

Tags: install,setup