Support Center

<- Back to Main Page

SureFire bank update installation instructions

---

📚 Step-by-Step Guide

1.0 - Adding a Bank to a return

Use this when you need to bring up the bank forms in SureFire.

To bring up the bank forms, select Bank Products as the type of return on the Main Information Sheet, then check the appropriate bank.

If the bank is installed correctly, the forms will appear in the tree view automatically.

2.0 - Installation

Use this when you need to install the bank update.

If you are using multiple stand-alone computers (not on a network), you must install this update on all computers using SureFire. If SureFire is on a network, the program must be closed at ALL workstations for the update to be applied correctly.

2.1 - If you downloaded and installed from the SureFire Solution Center

Use this when the update came from the SureFire Solution Center.

When you ran the executable file the bank was installed, so no additional steps are necessary. The state will be available in SureFire.

However, if you have other non-networked computers using SureFire, you must install the bank on those computers also. To do so, first transfer the update to removable media, and then install the update from the removable media. Instructions for transferring and installing are included in this document.

2.2 - If you downloaded from the Electronic Filing Center

Use this when the update came from the Electronic Filing Center.

After downloading, the bank should have installed to your computer automatically. If the bank did not install automatically, follow the steps below.

To install the bank after downloading

1. Open SureFire and log in as a user having administrative rights
2. Click Tools, then Utility/Setup Options.
3. Click Tools, then Install Module Updates. A screen listing available bank updates will appear.
4. Click to highlight the bank you want to install. If the bank is listed more than one time, press and hold CTRL as you select each file, which represent updates to the software, and then click OK.
5. When you see the message Module Updates Applied, click OK to go back to the Utility Program.

Tags: install,setup,bank