Support CenterWhat actions can I perform using Return Explorer in SureFire?
🔍 What is Return Explorer in SureFire?
This guide explains the actions you can perform using Return Explorer in SureFire.
For instructions on opening Return Explorer, see our article detailing how to delete a tax return using Return Explorer in SureFire.
⚠️ Before You Begin
Make sure you understand the impact of each action (for example, whether files are copied, moved, deleted, or restored).
📊 Actions You Can Perform in Return Explorer
The following table describes the actions you can perform in Return Explorer.
| Return Explorer Action | Definition |
|---|---|
| Copy Files to Another Location |
This action allows you to copy Tax Form Defaults, Private Forms lists, Print Packet Form lists, History lists, and User-Defined History Lists. You cannot copy tax returns to another user. The Admin user can copy any type of user file except tax returns. |
| Delete Files |
This action allows you to delete tax returns and other files. SureFire allows you to restore the return after deletion, if needed. |
| Move Files to Another Location |
This action allows you to move tax returns and other files from one user name to another. When a file is moved it is no longer available in the original location. |
| Rename a Return |
This action allows you to change the file name of an existing tax return. SureFire automatically puts a two-character code at the beginning of a tax return. This file name indication shows the tax year and tax package. When you rename a return, do not type this code as part of the new file name. |
| Restore a File |
This action is only available once you select Packet Form List Archives in the Show field. SureFire makes a backup copy of your print packet before any changes are made. Restore a File allows a user assigned to Admin or Return Manager to restore the print packet back to the options you had set before making changes. |
📊 Sorting the File List
Files in Return Explorer can be sorted in the following ways:
- File Name - lists the file name of the tax return or file
- SSN/EIN - lists the SSN/EIN of the primary taxpayer
- Taxpayer Name - lists the name of the primary taxpayer
- Package - lists the package type of the return
- Return Type - lists the type of return (E-file, Paper)
- Preparer Id - lists the preparer id that created the return
- Return Stage - lists the return state assigned to the return
- Return Status - lists the status of the return
- Edited - lists the date and time stamp when the return was last edited
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup