Support CenterHow do I enter state information in Tax Form Defaults in SureFire?
🔍 How do I enter state information in Tax Form Defaults in SureFire?
This guide shows you how to enter state information in Tax Form Defaults so your state forms load with the default information you need.
⚠️ Before You Begin
You will need to:
- Log in with Admin
📊 Step-by-Step Guide
Step 1: Log in with Admin
Use this when you need to access Tax Form Defaults.
Step 2: Go to Tools > Edit Tax form Defaults
Use this to open the Tax Form Defaults area.
Step 3: Select the package
Use this to choose the correct package for the state defaults you want to set.
Step 4: Go to Main Information Sheet
Use this to reach the section where state information is entered.
Step 5: Go to State Information and enter the State
Use this to trigger the state forms to load.
Step 6: Enter all default information on the state forms
The state forms will load. Enter all default information on the state forms.
Step 7: Save return
Use this to store your state default information.
✅ Success!
Your state forms should now be set up with the default information you entered.
📝 Note
You cango back to the Main Information Sheet and add additional states and enter the default information for each state you want to set up.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup