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Prep Use - Preparer Use Form

🔍 Prep Use - Preparer Use Form

This form allows you to create up to 25 questions for use in your office. You can set these questions up in Tax Form Defaults if you wish. Only the answers are stored in the SureFire database.

⚠️ Before You Begin

You can create up to 25 questions for use in your office.

If you want, you can also set these questions up in Tax Form Defaults.

Note: Only the answers are stored in the SureFire database.

📊 Step-by-Step Guide

Step 1: Enable the form

Select the check box at the top of the page if you are using this form.

Step 2: Enter your questions and answers

Enter the question(s) and answer(s) on lines 1 through 25.

Step 3: Add Taxpayer Reminders (carryforward)

This section is used to enter notes you wish to be reminded of after you run carryforward next year. This replaces the former way of showing reminders, "flips"".

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: federal,form
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