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How do I create a user-defined history list in SureFire?

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📊 Step-by-Step Guide

Step 1: Open Edit Tax Form Defaults

Use this when you need to access the form defaults where history lists are managed.

• Log in as the Admin user or as a user with appropriate rights.
• Click Tools Edit Tax Form Defaults.
• Double-click the tax package you want to use.
• Click Yes on the confirmation message that reminds you changes only affect subsequent returns.
• SureFire displays the Main Information Sheet or page 1 of the main form.

Step 2: Choose the field and open the history list editor

Use this when you need to create a custom list for a specific field.

• Right-click the field for which you want to create a user-defined history list.
• SureFire displays a shortcut menu similar to the following:
• Click Edit History List.

Step 3: Add items to your user-defined list

Use this when you need to enter the values that will appear in the history list.

• SureFire displays the User Defined History List window.
• Type each item you want to add in the Add an item to the list box and click Add.
• SureFire displays the items you added in the list.

Step 4: Modify the list (if needed) and save

Use this when you need to adjust the values in your custom list.

• Make any modifications to the list you have created by choosing from the following options:
• When you finish adding items to the list, click OK.
• SureFire closes the User Defined History List window and returns you to the open form in Edit Tax Form Defaults mode.

The following illustrations depict creating a user-defined history list for the Preparers Use field 3 on the Preparer Use Form of the 1040 package. You can use the same steps to create a user-defined list for any field, provided the field does not already have a pre-defined history list.

SureFire saves your user-defined lists in a file that can be copied, moved, or deleted using Return Explorer. You can use Return Explorer to copy the file to or from a removable disk, which enables you to copy the lists to other non-networked computers in your office. A user-defined history list file is identified by the *.uhl extension.

The Edit History List feature is available in actual tax returns to the Admin user or a user with appropriate rights.

Tags: install,setup