Support CenterHow do I create or edit the Return Stage options list in SureFire?
🔍 What is the Return Stage Options list?
A user can create a special user-defined history list called the Return Stage Options list.
This list enables preparers to assign a stage to a return, such as Missing W2, Missing Spouse Signature, Paid in Full, or whatever meets business needs.
SureFire will display the Return Stage as a column on the Existing Tax Returns window when selecting returns for editing, printing, or creating e-files.
SureFire will display the Return Stage on the Query Results window for each tax return.
⚠️ Before You Begin
Log in as the Admin user to create this list.
📊 Step-by-Step Guide
Step 1: Open the Tax Form Defaults
Use this when you need to access the Return Stage options list settings.
Click Tools Edit Tax Form Defaults.
Step 2: Select the package
Use this when you need to choose the correct package before editing defaults.
SureFire will display the Edit Tax Form Defaults window.
Select the package you want, then click OK.
Step 3: Confirm
Use this to proceed after selecting the package.
SureFire will display the Confirm window.
Click Yes to continue.
Step 4: Edit the Return Stage Options
Use this to create or modify the Return Stage options list.
Click Return Stage Edit Return Stage Options.
Step 5: Enter or modify list entries
Use this to add new Return Stage options or update existing ones.
Enter or modify the options list.
When finished entering or modifying list entries, click OK.
Step 6: Verify the update
Use this to confirm the system saved your changes.
SureFire adds entries to the Return Stage Options list.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup