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How do I get the transmission fee to populate for a return in SureFire or SureFire Web Version?

🔍 How do I get the transmission fee to populate for a return in SureFire or SureFire Web Version?

If you are enrolled in bank products, downloading the Partner Verification will automatically populate the agreed upon fees within your tax returns.

⚠️ Before You Begin

You will need to log in as Admin to download and access Partner Verification.

📊 Step-by-Step Guide

Step 1: Download partner verification data in SureFire

Use this when you need to populate the agreed upon fees in your SureFire tax returns.

  1. Log in to SureFire as admin.
  2. From the main menu, go to Tools Utilities/Setup Assistant.
  3. In the Utility window, select Setup Setup Assistant.
  4. In the Setup Assistant window, select Partner Verification(tab).
  5. Click Download.
  6. Once download is complete, click Save and Close.

Step 2: Access the partner verification information in SureFire Web Version

Use this when you need to populate the agreed upon fees in your SureFire Web Version tax returns.

  1. Log in to SureFire Web Version as the Admin.
  2. Click you name on the top right of the screen and select Settings.
  3. Click Partner Verification.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup,bank
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