Support Center

<- Back to Main Page

Why am I unable to create new returns in SureFire?

---

🧩 Possible Explanations

Some possible explanations for this are:

• Administrators are not able to create new returns. Change the user to one that is not an administrator by selecting File Change User.
• Your EFIN registration may need updating. If you originally registered the software with a CCH-SFS-assigned EFIN and you now have your actual IRS-assigned EFIN, contact Customer Service to change your EFIN and have a new registration code generated.
• The selected user may not have permission to create new returns. To resolve this problem, follow the steps below.

📊 Step-by-Step Guide

Step 1: Log in as an 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 manage user group assignments.

Click Tools Utilities/Setup Assistant.

Step 3: Go to Setup Assistant

Use this to access user group settings.

Click Setup Setup Assistant.

Step 4: Open the Groups/Users tab

Use this to find the user who cannot create returns.

Select the Groups Users tab.

Step 5: Select the user and open View/Edit

Use this to update the user’s assigned group.

Select the user that is unable to create new returns then click View/Edit.

Step 6: Assign the correct group

Use this to grant permission to create new returns.

Select SuperUser or ReturnManager from the Assigned group list and click OK.

Step 7: Save and close

Use this to apply the changes.

Click Save and Close.

Tags: diagnostic,install,setup