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Tags: install,setup
New returns not showing changes completed in Tax Form Defaults prior to starting the return in SureFire
🔍 New returns not showing changes completed in Tax Form Defaults prior to starting the return in SureFire
This guide walks you through deleting the specific return explorer file so your new returns will reflect the changes you made in Tax Form Defaults before starting the return.
⚠️ Before You Begin
Please make sure you:
- Are logged in as an Admin.
- Know the preparer user name who is having the issue.
- Understand that you will delete a file listed in File Return Explorer.
📊 Step-by-Step Guide
Step 1: Log in as Admin
Login as Admin.
Step 2: Open the Setup Assistant
Click Tools Utilities/Setup Assistant.
Step 3: Open File Return Explorer
Click File Return Explorer.
Step 4: Select the preparer user
In the Look In field, select the user name of the preparer having the issue.
Step 5: Choose Tax Form Defaults
In File Options, select Tax Form Defaults.
Step 6: Check for the X000000.000 file
If you see a file X000000.000 listed, complete the rest of the steps. Replace X with the year of SureFire.
Step 7: Set the action to delete
Select Delete Files in the Action field.
Step 8: Select the file in the list
Ensure the file is selected by clicking on it in the File List.
Step 9: Delete the file
Click Delete.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup