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How do I import return data into a return in SureFire?

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📊 Client Write-Up Export and Import Procedures

Step 1: Open the desired client in Client Write-Up

Use this when you need to select the correct client file to export tax line mappings.

Open the desired client in Client Write-Up.

Step 2: Export Tax Export

Use this to start the export process for tax line assignments.

Click the Activities menu, click Exports, and then click Tax Export.

Note: Client Write-Up displays the General Ledger Tax Interface dialog box.

Step 3: Confirm the Client Entity and select SureFire

Use this to ensure the export matches the correct entity type and tax year.

Confirm the Client Entity for that client (Individual, Corporation, Partnership, Trust, Nonprofit).

Select SureFire as the Tax Interface, then select the Tax Year.

Click Continue.

Note: Client Write-Up displays the Assign Tax Lines to General Ledger Accounts dialog box.

Step 4: Drag and drop tax line assignments

Use this to map tax lines to the correct general ledger accounts.

Drag and drop the tax line assignments from the Select List to the appropriate general ledger account in the Destination List.

Step 5: Export

Use this to create the export file that SureFire will import into the open return.

Click Export (Client Write-Up selects the appropriate folder to export to).

Click OK.

📊 Import Accounting Data into SureFire

Step 1: Open SureFire

Use this to begin the import process in the correct SureFire version.

Open SureFire 20XX.

Step 2: Start a return for the client

Use this to ensure the imported data goes into the correct client return.

Start a return for the client.

Step 3: Import Return Data

Use this to bring the exported data from Client Write-Up into the open return.

With the return open, click the File menu, click Import, and then click Import Return Data.

Note: SureFire loads the data you imported from Client Write-Up into the open return.

Tags: install,setup