Support Center

<- Back to Main Page

How to I enter Preparer Information in SureFire

---

📊 Step-by-Step Guide

Step 1: Enter Preparer Information (New)

Use this when you need to add a new preparer for use on the tax forms.

Click the New button.

SureFire displays the Preparer Details window.

Complete all applicable information related to this preparer.

Click OK.

SureFire displays the information in the ERO/Preparer Information list.

Step 2: Modify Existing Preparer Information

Use this when you need to update a preparer already entered in SureFire.

Select the preparer you want to modify.

Click the View/Edit button.

SureFire displays the Preparer Details window.

Change any necessary information and click OK.

Step 3: Set Default Preparer and Default ERO

Use this when you want SureFire to automatically enter defaults on your Tax Form Defaults.

SureFire allows you to select a default preparer and default ERO.

To do this, click the drop-down list below Default Preparer and/or Default ERO and select the one you want to be entered on your Tax Form Defaults.

📝 Active and Inactive ERO/Preparers

You can mark preparers as Active or Inactive. Marking a preparer as Inactive allows you to keep the preparer information in SureFire, but not be visible with active preparers.

Step 4: Mark an Active Preparer as Inactive

Use this when you want to hide a preparer from the Active list while keeping the information saved.

To mark an Active preparer as Inactive, use the following steps:

Navigate to the Preparer Information screen in Setup Assistant.

The Active tab is displayed.

Select the Preparer you want to mark as Inactive and click View/Edit.

The Preparer Details window is displayed.

Deselect the Active check box.

Click OK.

Click the Inactive tab and see that the preparer is now displayed here rather than on the Active tab.

Step 5: Mark an Inactive Preparer as Active

Use this when you want to show a previously inactive preparer in the Active list.

To mark an Inactive preparer as Active, use the following steps:

Navigate to the Preparer Information screen in Setup Assistant.

The Active tab is displayed.

Click the Inactive tab.

Select the preparer you want to mark as Active and click View/Edit.

The Preparer Details window is displayed.

Select the Active check box.

Click OK.

Click the Active tab and see that the preparer is now displayed here rather than on the Inactive tab.

Step 6: Continue Setup

Use this when you have finished entering preparer information and want to move forward.

Once you have finished entering preparer information, click the Next button to configure your printing and network settings.

Tags: install,setup,getting-started