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Copying Proforma files to other computers

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📊 Step-by-Step Guide

Step 1: Prepare the computer with the prior year returns

Use this when you need to run the prior year carryforward and start the proforma file copy process.

1. Run Prior Year Carryforward on the computer where the prior year returns are located.
2. On the same computer, click Tools Utilities/Setup Assistant
3. Click File Copy Proforma Files
4. On the next screen, click the location (drive and path) that you are copying FROM and click OK
5. On the next screen, click the location that you are copying TO (eg. E:\Proforma\ or F:\Proforma\) and click OK. The Proforma files will be copied to the USB drive.

Step 2: Move the USB drive to the second computer

Use this when you need to transfer the copied proforma files to the second computer.

1. Remove the USB drive and insert into the second computer.
2. Start SureFire.

Step 3: Copy the proforma files onto the second computer

Use this when you need to copy the proforma files from the USB drive into the correct SureFire proforma folder.

1. Click Tools Utilities/Setup Assistant
2. Click File Copy Files
3. Click File Copy Proforms Files
4. Click the location you are copying FROM (the USB drive)
5. Click the location you are copying TO which should be \UTSXX\Proforma (XX=14 for SureFire 2014, 15 for SureFire 2015, etc)
6. Click OK. The proforma files are now copied to this hard drive.
7. When you begin a new return, SureFire will prompt you that "prior year data exists" and will load that data.

Tags: install,setup