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How to email a tax return for support

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📋 Step-by-Step Instructions

Step 1: Locate the Return File on Your Computer

Find where your SureFire return files are stored.

1. Open "This PC" or "My Computer" on your computer
2. Navigate to your C: Drive
3. Find the SureFire folder for the tax year: UTSXX (where XX = the last 2 digits of the tax year)
   • Example: For 2016, look for folder "UTS16"
   • Example: For 2023, look for folder "UTS23"
4. Open the UTSXX folder
5. Open the "Users" folder inside it
6. Find the user folder where the return was created
   • Example: If the return was created under "Guest", open the "Guest" folder
   • Example: If created under "ADMIN", open the "ADMIN" folder

Step 2: Identify Your Return File

Locate the specific return file using the client's SSN or EIN.

1. In the user folder, you'll see multiple return files with similar names
2. Return file names are based on the client's SSN or EIN
3. Find the file that matches the client's SSN/EIN
   • Example: If the SSN is 111-22-3333, the file might be named "6I111223.333"
   • Example: If the EIN is 12-3456789, the file might be named "6I123456.789"
4. Note the exact filename so you can attach the right file

Step 3: Create and Send the Email

Compose an email to SureFire support with your return file attached.

1. Open your email program (Outlook, Gmail, etc.)
2. Create a new email
3. Enter the recipient: matt@surefiretaxsoftware.com
4. In the subject line, write a brief description of your issue
   • Example: "Help needed with Form 1040 - Error Code 901"
   • Example: "W2 import issue - need technical support"
5. In the email body, describe your issue in detail:
   • Be specific - Describe exactly what error or problem you're experiencing
   • Include context - When did it start? What were you doing?
   • Provide details - Any error codes, error messages, or specific steps to reproduce
   • Example message: "I'm getting Error Code 235 when trying to print checks for client SSN 111-22-3333. I've already tried repairing the software. The return is attached."
6. Click "Attach File" (usually a paperclip icon)
7. Navigate back to the user folder where you found the return file
8. Select the return file you identified in Step 2
9. Click "Attach" to add it to the email
10. Click "Send"

Tags: install