Support CenterHow to create Taxpayer Reminders in SureFire?
🔍 How to create Taxpayer Reminders in SureFire?
This guide explains how to create taxpayer reminders for last year’s clients in SureFire, including what you need to set up so the reminders work properly.
⚠️ Before You Begin
Note: This method of flagging last year’s clients is available for all types of returns.
In order for the taxpayer reminders to work properly, you must have a note entered on the Preparer Use Form in SureFire xx (Prior Year).
📊 Step-by-Step Guide
Step 1: Carry forward prior year data
Use this to start the process that creates taxpayer reminders for last year’s clients.
In SureFire current year, point to the Tools menu, select Carryforward, and select Prior Year Data.
SureFire displays the Carry Forward Prior Year Data dialog box.
Make sure the Create taxpayer reminders check box is selected and click OK.
Follow the steps to carryforward your prior year data.
Step 2: Start a new return and load the carryforward data
Use this to load the carryforward data and display the taxpayer reminder.
Click Start a New Return and enter the SSN or TIN.
SureFire displays a confirmation box.
Click Yes to load the carryforward data.
Step 3: Review the taxpayer reminder
Use this to confirm the reminder and open the return.
SureFire displays the Taxpayer Reminder.
Click OK and the return opens.
📝 Notes
By default, SureFire displays the Taxpayer Reminder each time the return is opened. You can deselect the check box on the General tab of the Setup Options if you do not want the reminder shown each time the return is opened.
If both a Flips file and Prep use reminders are present for a return, the Flips file reminder is displayed first, followed by the Prep Use reminder.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup