Support CenterHow do I copy tax form defaults between users in SureFire?
🔍 How do I copy tax form defaults between users in SureFire?
This guide shows you how to copy tax form defaults from one user to another in SureFire.
⚠️ Before You Begin
You will need:
- Admin access to log into SureFire
📊 Step-by-Step Guide
Step 1: Log in as Admin
Use this when you need to access the setup tools.
Log into SureFire as Admin.
Step 2: Open the Setup Assistant
Use this to reach the file return explorer options.
Click Tools Utilities/Setup Assistant.
Step 3: Open File Return Explorer
Use this to manage what gets copied between users.
Click File Return Explorer.
Step 4: Choose the source user
Use this to select the user whose defaults you want to copy.
In the Look in drop-down list, choose the user name from which you want to copy files.
Step 5: Select the type of defaults
Use this to target tax form defaults specifically.
In the Show drop-down list, select Tax Form Defaults.
Step 6: Choose the copy action
Use this to copy files to another user location.
In the Action drop-down list, select Copy Files to Another Location.
Step 7: Choose the destination user
Use this to select where the defaults will be copied.
In the Copy to drop-down list, select the user name to which you want to copy the tax form defaults.
Step 8: Copy the defaults
Use this to start the copy process.
Click Copy.
❌ Note about the Copy button
If the Copy button is grey and not clickable, first ensure that the file is selected in the File List by clicking on it.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup