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How do I add Protection Plus to a Form 1040 return when using SureFire?

🔍 How do I add Protection Plus to a Form 1040 return when using SureFire?

Protection Plus is located on the Main Info sheet in a Form 1040 return and also in the bank application. You only need to check the box in one location to indicate that the taxpayer needs Protection Plus.

Please see the steps below for when you should check the box in the main information and when to check the box if Bank Product/Refunds Transfer is included in the return. (If you complete both, you will get a check return error.)

⚠️ Before You Begin

You should:

  • Check the Protection Plus box in only one location (either the Main Info sheet or the bank application).
  • Avoid completing both, because it will cause a check return error.

📊 Step-by-Step Guide

Step 1: If the return does NOT contain a bank product/Refund Transfer Product

Use this when the return does not include a bank product/Refund Transfer Product.

  1. Go to the Main Information sheet in the Form 1040.
  2. Look for the heading Protection Plus.
  3. Click the link for the online enrollment and register.
  4. You can also click the link to learn more about the Protection Plus Program.
  5. Click the link to access the user agreement.
  6. Check the box for user agreement to indicate that the taxpayer wants Protection Plus.
  7. Collect the $44.95 fee from the Taxpayer.

Note: If the taxpayer is paying for the return using Fee Collect, use the steps above. The preparer must collect the $44.95 fee from the Taxpayer.

Step 2: If the return HAS a Bank Product/Refund Transfer Product

Use this when the return includes a Bank Product/Refund Transfer Product.

If the return has a Bank Product/Refund Transfer Product, the Protection Plus user agreement and the box to check will be included on the bank application forms.

  1. Go to the Main Information sheet in the Form 1040.
  2. Look for the heading Protection Plus.
  3. Click the link for the online enrollment and register.
  4. You can also click the link to learn more about the Protection Plus Program.
  5. Go to the bank application and locate the section for Protection Plus.
  6. Check the box for user agreement to indicate that the taxpayer wants Protection Plus.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



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