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How can I export forms from PaperlessPLUS Premier and import them into my tax program?

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📊 Step-by-Step Guide

Step 1: Select the client in PaperlessPLUS Premier

Use this when you need to choose which client’s forms you want to export.

In the Active Clients cabinet, select the client you want to export.

Step 2: Start the export

Use this to open the export options.

Do one of the following:

• Click Export on the toolbar.
• Click Actions Export.

Step 3: Choose the tax year

Use this to make sure you export the correct year’s forms.

Select the tax year in the drop-down list.

Step 4: Choose the export location (if needed)

Use this if you want to save the export files somewhere specific.

If necessary, browse to the preferred export location.

Note:Your installation path is used. To review it,click Tools Options Premier Export.

Step 5: Select which forms to export

Use this to choose the client folder or specific forms.

Select the check box next to the client folder to select all forms listed under the client folder, or select individual forms to export.

Note:Multiple clients can be selected and their applicable tax forms will be exported simultaneously. However, you will not have the option to select which of the applicable files will be exported, as allapplicable tax formswill be exported

Step 6: Export the forms

Use this to generate the export file(s).

Click Export.

Step 7: Open and create the client’s tax return

Use this to prepare your tax program to receive the imported data.

Open and create the client's tax return.

Step 8: Import the PaperlessPLUS data

Use this to bring the exported forms into your tax program.

Click Returns Import Data PaperlessPLUS.

Enterthe Tax Identification Number. Dashes are not needed.

Click Import.

Step 1: Select the client in SureFire’s Active Clients cabinet

Use this to choose which client’s forms you want to export.

In the Active Clients cabinet, select the client you want to export.

Step 2: Start the export

Use this to open the export options.

Do one of the following:

• Click Export on the toolbar.
• Click Actions Export.

Step 3: Choose the tax year

Use this to make sure you export the correct year’s forms.

Select the tax year in the drop-down list.

Step 4: Choose the export location (if needed)

Use this if you want to save the export files somewhere specific.

If necessary, browse to the preferred export location.

Note:Your SureFire installation path is used. To review it,click Tools Options Premier Export.

Step 5: Select which forms to export

Use this to choose the client folder or specific forms.

Select the check box next to the client folder to select all forms listed under the client folder, or select individual forms to export.

Note:Multiple clients can be selected and their applicable tax forms will be exported simultaneously. However, you will not have the option to select which of the applicable files will be exported, as allapplicable tax formswill be exported

Step 6: Export the forms

Use this to generate the export file(s).

Click Export.

Step 7: Open SureFire and create the client’s tax return

Use this to prepare SureFire to receive the imported data.

Open SureFire and create the client's tax return.

Note: The client's name and Tax Identification Number has to be in the return prior to importing.

Step 8: Import the return data

Use this to import the exported PaperlessPLUS data into the return.

Click File Import Import Return Data.

Tags: install,setup